Activity History (Client Profile)
The Activity History section helps you track client interactions and automatically create follow-up tasks.
How to create a task from Activity History:
Open the client’s profile
Click Add New Activity
Select the activity type (Call, Email, In Person, etc.)
Add notes
Select Follow-Up (if needed) and choose a due date
Once saved, a task will automatically generate under the Tasks tab for that client. You can update or mark it complete at any time.
This is the recommended way to document client activity and manage follow-ups in one place.
Creating Tasks Directly from the Tasks Tab
You can also create a task directly from the Tasks section by selecting a client.
Important:
If a task is created from the Tasks tab first, it will not automatically log under the client’s Activity History.
ACA Client Intake Link (Tasks Feature)
From the Tasks section, you can send an ACA Client Intake Link to collect updated or missing client information.
The link can be sent via email or text
Once sent, a task is automatically created under the ACA Client Intake bucket
When the client completes the form, you can review and complete the task
There is no client self-enrollment function
Medicare Digital Leads Bucket
The Medicare Digital Leads task is generated when you send a Medicare Advantage (MA) link to a prospect.
How to send the MA link:
Click Quick Quote (blue banner)
Select Send MA Link to My Client
Share the Contact Page link with the prospect
When the prospect completes the form, a task will automatically generate in the Medicare Digital Leads bucket for you to review and complete.
Important Note
Marking a task as Complete:
Does not submit enrollments or applications
Only updates the task status
For Medicare Digital Leads, it simply removes the task from your active list