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I have been using Instar to keep track of my healthcare and Medicare sales clients – not the best but it works.
My situation is this – Almost all of the Prescription Drug Plans are no longer paying commissions on these accounts. They have removed us from access on these accounts now, BUT there is a possibility that we could get them back. I don’t want to keep them active for now. I would like to mark them Inactive and maybe later be able to make them active again. There are about 200 plus of them.Any guidance would be greatly appreciated!
Mike
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Hi Mike,
I think currently they are one at a time, no way to do in bulk, however lets talk as this has come up before.To clarify, you wish to make the Client Inactive, not the Policy (Dead) – Correct? If so, how do you identify these Clients so they can be put in a list and which list?
It would be such a fast thing to add this to the next update in Client or Policy List (Main Menu >> Lists >> Client or Policy) but I need to hear from folks about how they profile the clients; With a list of Clients or Policies. Policies are generally more identifiable vs Client. Let us know.
EDI Concepts
– Jim Edison
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