December 14, 2016  

We’re Making InTouch for Agents Easier to Use

 

We’re targeting December 15 to launch a new version of InTouch for Agents.

Improved Registration with Verification

Your first New Year’s resolution? If you’re an appointed agent and haven’t yet registered for InTouch, the new site makes it easier to get started. Once your site access is approved and set up, you’ll be able to manage your PacificSource clients online.

Note: If you’re already registered, you don’t need to reregister. 

New Sign-in Address

The site will have a new sign-in page. If you already use InTouch and have it bookmarked, please be sure to change to the new URL: https://intouch.pacificsource.com/agents/Account/SignIn

Mobile-friendly

Say goodbye to side-to-side scrolling. Whether you’re at your desk or on the go with your mobile device, InTouch will resize to fit your screen.

Easy-to-read Pages

The pages have larger text, making it easier for you to read and use the site. Buttons and controls are larger and easy to tap or thumb. Some pages have been reorganized to put key items at the top, where they’re easier to find.

On-Screen Group Census

Group Census has its own page where you can view all your group’s currently enrolled member details. Formerly the group census was only available through generating reports.

Group Temporary ID Cards

The Temporary ID Card feature lets you download a full set of ID cards for your new groups coming on board, or for renewing groups with new effective coverage.

MyQuote 

The MyQuote feature allows you to create a customized, concise proposal document that highlights certain plans.

Plus

  • Plan proposals created through Wired Quote (Oregon only) are automatically imported and can be viewed in InTouch.
  • Idaho and Montana proposals now give you the option of tiered or age banded for any census size.
  • When you sign in, notifications keep you informed. 
  • Password resets are quicker. 
  • Change your username or email if you need to.
  • On-screen hints offer information and help topics. 

Home page example:

Home page mockup showing charts

 

Group page example:

Group page

 

Group Detail page example:

Group detail page mockup

 

Questions?

Please contact our Agent Coordinator team at agentcoordinator@pacificsource.com if you have questions. They’ll be happy to help.

 

2BKR 12142016

 

 

 

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Questions? You’re Always Welcome to Contact Us

PacificSource Health Plans:

Sales and Service Directory >

Agent Coordinators: agentcoordinator@pacificsource.com

PacificSource Administrators:

(541) 485-7488 or toll-free (800) 422-7038

Fax (541) 681-8792 or toll-free (800) 575-1109

Website: PSA.PacificSource.com/PSA >

Liz Manley, Sales Representative, (541) 225-2777 or toll-free (800) 422-7038, ext. 2777


Agent Bulletin is published by PacificSource Health Plans.
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