Sales Quick Start
New Account Onboarding
To onboard a new account, click below to enter your name and Account Signatory's name, email, and phone.
The digital onboarding process is self-guided and walks the account through all the required action-items:
The Account Signatory will receive a text & email from firstname.lastname@example.org to complete the New Customer Form.
The Account Primary Contact will receive a welcome email with links to the IVR Form and Order Form.
You will be CC'ed on all key steps and will be notified when all required action-items are complete.
Finally, the Account Billing Contact will receive instructions to setup billing: either auto-pay or invoice and pay via ACH.
🚩 Before ordering products, the account must submit the IVR Form confirm benefits approval:
Fax form to 1-888-341-7189
Average IVR approval time is 2-3 business days. Medicare Advantage takes up to 14 business days.
After approval, click below to order.
The account will be billed 30 days after confirmation of order delivery.