This document provides a step-by-step guide on how to utilize the Connecture integration within the MedicarePRO CRM. Once your agency has granted you access, you can seamlessly send client or prospect data to Connecture by following the outlined procedures.

To initiate the process of sending client or prospect data to Connecture, please follow these steps:

Begin by accessing a profile page within your MedicarePRO CRM.

Find the green "Enroll-DRX" button located near the top right corner of the page.

Click on the enroll button to proceed.

You will be redirected to a Single Sign-On (SSO) login page. Here, you will need to enter your MedicarePRO CRM username and password. Please note that you may be prompted to log in again after a period of inactivity.

After successfully submitting your login details, the page will automatically navigate back to the profile page.

At this point, everything should be set up correctly. You will see a pop-up notification along with a button to continue to Connecture. Click this button to proceed.

This action will send the data to Connecture and automatically log you into their system.

You will be directed to the beneficiary's new Connecture profile page.

Once an enrollment is completed on Connecture, all profile and plan data will be returned to the profile in the CRM. Any new data, including policy information, will be added to the existing profile.

By following these steps, you can efficiently manage client and prospect data through the Connecture integration in MedicarePRO CRM.