PDF Enrollment Applications Now Available in LEAN

You asked, and we listened! As we head into the selling season, agents will now be able to download a PDF version of any completed enrollment application they submitted via LEAN.

What you need to do:

  • Simply visit “My Applications” on the LEAN website (not available on the LEAN mobile app)
  • Select the submitted app
  • Click “Download App” to view a PDF of the enrollment application that you can save or print for your records

In addition to the PDF enhancement, LEAN now includes built-in logic to ensure agents enter the correct Medicare Beneficiary Identifier –- helping make the enrollment process even more efficient!

Thank you for your business! We look forward to providing the support you need to effectively build your business for 2019.