Account & Settings
Updating personal information
Click on your profile picture or initials at the top-right corner of the screen and click "Settings" When you are in the Settings page click the "Prof...
Adding Staff to Agent Account
This document provides a step-by-step guide on how to add a staff member to your Agent Platform within MedicarePro CRM. Following these instructions w...
Updating billing
This document provides a step-by-step guide on how to update your billing method within the MedicareProCRM platform. Following these instructions will...
Account Notifications
This document provides a step-by-step guide on how to change your notification settings within the system. By following these instructions, you can cu...
Resetting your Password
Updating your password regularly is an important practice for maintaining the security of your account within the MedicareProCRM system. This document...
Security Pin
In the MedicareProCRM system, your security PIN is a crucial element for safeguarding sensitive operations, such as deleting profiles and accessing pr...
Automatic Policy Issuance
This document provides a comprehensive guide on how to change the status of policies on your pending page within the MedicareProCRM system. Users can ...
Bulk Plan Name Change
In the MedicareProCRM system, it is not uncommon for a company to change the name of a plan while retaining the same contract-plan-segment code. This ...
Source Management
Maintaining an organized client and prospect source list is essential for effective management and communication. Over time, you may encounter issues ...
Staff Signatures
This document provides a comprehensive guide for staff members on how to create and manage their own letter and email signatures within the MedicarePr...