How the PCEA integration works

The current PCEA <> MedicarePRO integration works slightly different than our standard Connecture integration for agencies. As of the making of this article here is how it works...

Data that can be transfered from the CRM to PCEA

• Name & DOB

• Phone, email, address

• MBI, Part A, Part B

Data that can be transfered from PCEA to the CRM

• All of the above data

• Policy data

How to transfer a profile from the CRM to PCEA

1. Go to the profile page of a client or prospect

2. Locate the green "Enroll-DRX" button at the top right

3. Click to send data to PCEA and route to profile page

NOTE: For single-sign-on you may need to enter your MPCRM username and password first. This should persist after doing it once.

How data gets transferred from the PCEA to the CRM

• Data will only transfer from PCEA to the CRM AFTER you do an enrollment.