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Explore custom assets for your business and your people and get the most out of SmartConnect

Your Dedicated Account Manager: [Manager Name]

Your Assets

Access your customized Medicare resources and helpful documents to share with your people.

Getting Started with SmartConnect

Introducing SmartConnect
How to Connect
Beneficiary FAQs
Employee Portal

Medicare Basics

Medicare Roadmap
COBRA and Medicare
Beneficiary FAQs
Audience Asset 1

Medicare Enrollment

Retiree Flyer
Pre-Enrollment Checklist
Audience Asset 1
Audience Asset 2

Other Assets

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About SmartConnect

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Onboarding

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Activating With Your People

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Your Data

Upload your roster to ensure they receive up-to-date information about Medicare and our service, and see real-time reporting on your people's engagement with SmartMatch Plus.

Upload your employee roster for the SmartConnect Sales Team!

Prepare your CSV files with leads to be imported.

Make sure the column headings (column name and order) in your CSV file match the file specifications below.

  • File Specifications
  • Example Header Row (CSV download)

Upload your CSV file

After uploading a CSV file, the file will be validated. If the validation passes, your file will be uploaded and you're finished! If errors occur, please review the File Specification. Review your CSV file and upload it again.

    Real-time Reporting for [Tenant]

    Visit your custom reporting dashboard for a real-time view on your peoples' engagement metrics, consultations scheduled, policies quoted and submitted — and how much money you're saving for your company.

    341

    Consultations

    27

    Quotes Issued

    17

    Medicare Enrollees

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    Your Resources

    Access your customized Medicare resources and helpful documents to share with your people.

    We often send out our newsletter with news and great offers. We will never disclose your data to third parties and you can unsubscribe from the newsletter at any time.

    Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.

    You can create a new account at the end of the order process or on the following page. You can view all of your orders and subscriptions in your customer account. You can also change your addresses and your password.

    No, you don’t have to create an account. But there are a few advantages if you create an account.

    • You never have to enter your billing and shipping address again

    • Find all of your orders, subscriptions and addresses in your account

    • Download invoices of your orders

    No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.

    From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.

    Need help?

    Contact [Manager_Name], your dedicated SmartConnect Account Manager

    SmartMatch Insurance Agency, LLC

    Corporate Office:
    120 W. 12th St.
    Suite 1700
    Kansas City, Missouri 64105

    Business Hours:
    Monday – Friday
    7:30am – 5pm CT

    Stay Connected

    To learn the number of organizations and number of products we represent in your area, enter your ZIP code after clicking the button below.
    Learn More About SmartConnect
    Fill out the form below and our team will reach out to discuss how we can help your organization.

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