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. 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. 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 in the blue navigation 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 — it only updates the task status. For Medicare Digital Leads, it simply removes the task from your active list.
Additional Resources
For additional help, please contact Producer Support, which is available by chat directly from your account, by phone at (866) 568-9649, or by email at [email protected].