Our needs assessments make it easy to gather important contact details from both new and returning clients. With flexible options for intake forms and retention campaigns, you can choose what works best for you.
To configure Needs Assessments to include Scope of Appointments (SOAs) or dynamically update plan type, navigate to Back Office and click on Customize engagements under Needs assessments.
Note: The customization options here apply only to your AEP campaign and won’t affect your ad hoc Needs Assessments.