Starting an enrollment | Customer knowledge base

Sending data from the CRM to Connecture

Once your agency has given you access to the Connecture integration you can start using it right away. To send Client or Prospect data to Connecture, follow these steps.

Navigate to a profile page in your CRM.
Find the green "Enroll-DRX" button near the top right
Click the enroll button.
This will take you to a SSO login page, where you will need to submit your MedicarePRO CRM username and password. Once you do this, you should be asked again until there is a considerable amount of inactivity.
1. After you submit your log in details, the page will automatically navigate back to the profile page.
2. At this point everything should be ready to go and you should be presented with a pop-up and a button to continue to Connecture. Click this.
3. This should send the data over to Connecture and automatically log you in to their system.
4. You should land on this Beneficiaries new Connecture profile page.