My360 - Agent Workspace

My360 Agent Workspace is the mobile companion to the My360 Health agent hub. It is built for licensed Medicare insurance agents and agencies, and it requires an account issued by My360 Health. What you can do in the app: • Contacts: your whole book of business with plan, carrier, effective date and status for every client. Search by name or phone, group by plan or carrier, and open a full client profile. • Reminders: automatic follow-ups (ID-card check-in, 30/60/90-day check-ins, birthdays) plus your own reminders, delivered as push notifications. • Calendar: appointments and meetings, synced with Google Calendar, with a text confirmation sent to the client. • AEP work queue: a ranked call list for the Annual Enrollment Period, with an outcome logged per client. • Texting and calling: send texts and place recorded calls from your Hub number, with call transcripts on the client profile. • Scope of Appointment and intake: text a client the Scope of Appointment and the Medicare intake form, and see the answers on their profile. • Carriers: your ready-to-sell status, carrier contacts and plan lookups in one place. • Field partners: a map of community venues to visit, with a visit log that creates follow-up reminders. • Marketing kit: compliance-approved flyers and social posts, plus your personal agent web page. • Agency view: roster, leads pool, production by carrier and contract requests for agency owners. • Voice assistant: ask for your day, schedule a meeting or draft a text by voice. Client data is stored on HIPAA-compliant infrastructure. Sign in uses a one-time code sent to your phone or email; there is nothing to install or configure. Privacy policy: https://my360ia.com/privacy-policy Support: https://my360ia.com/contact