When creating deals in Hubspot, it is crucial to include this information in each of your deals to ensure you have all the information needed for each contact and company. Please go through this checklist as you enter your deals.
Required Contacts
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Source – Broker and/or TPA
Required Company Association at Savings Analysis
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Source
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Client
Required Company Association When Stop Loss is Marketed (labels for all)
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TPA
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PreCert
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Broker
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Client
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PBM
Required Company Association at Executed
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TPA
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PreCert
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Broker
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Client
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PBM
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Stop Loss