Account Stage Synchronization with AIMS Overview Agent Assist now automatically synchronizes account stages with AIMS for existing client accounts, ensuring stage lifecycle information remains accurate and consistent across both platforms. What's New Account stages are now automatically aligned to the Agent Assist lifecycle stages, including: • Post Enrollment • Mid-Year Check-In • 90, 60, 30 Day Pre-Enrollment • 90, 60, 30 Day Missed Enrollment • Open Enrollment
Account Stage Synchronization with AIMS Overview Agent Assist now automatically synchronizes account stages with AIMS for existing client accounts, ensuring stage lifecycle information remains accurate and consistent across both platforms. What's New Account stages are now automatically aligned to the Agent Assist lifecycle stages, including: • Post Enrollment • Mid-Year Check-In • 90, 60, 30 Day Pre-Enrollment • 90, 60, 30 Day Missed Enrollment • Open Enrollment