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08.26.2024 - Lead Intake Form

Updated over a month ago

Released: August 26, 2024

Update - Permission to Contact form now allows for contacts to immediately begin filling out a Medicare intake survey.

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  • Once a contact has filled out their information via your Permission to Contact form, they can immediately begin inputting their Medicare information through the Medicare intake survey. After they’ve added their information, it will automatically be added to their profile, which will save you time!

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