Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Small
- Solo
Product Description
Product Positioning
Medicare guidance software helping advisors give clients individualized enrollment and coverage decisions.
Description
i65 provides Medicare guidance software that helps financial planners and advisors deliver individualized Medicare enrollment and coverage recommendations to clients without becoming Medicare experts themselves.
Integrations
i65 has 2 integrations in our directory
Search below to find what you're looking for
- Wealthbox Level 3
- Zapier Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic Penetration Testing (aka PEN tests), Other
Public APIs
No
