Contact us
Response time
Within 1 business day
We aim to reply to every message quickly.
Hours
Mon–Fri, 9am–5pm ET
Outside hours? Email us and we'll respond next business day.
Contact form
Frequently asked questions
How do I get started?
Create your agency account, verify your email, complete your agency profile, then invite your team. See Getting started.
Why can't I send invites yet?
Complete your agency profile first (display name, logo, contact phone, and email). Invites unlock once your profile is complete.
How do I import or add clients?
Create clients one at a time, import from your connected CRM filtered by tag, or upload a file. See the client management docs.
How do I connect my CRM?
Go to Settings → Integrations and choose "Connect CRM," then authorize and pick the account or location to link. See Connecting your CRM.
The CRM custom fields didn't appear — what do I do?
Re-run setup from Settings → Integrations. If they still don't appear, contact support.
How does billing work?
Manage your subscription under Settings → Billing.
How do I report a bug or request a feature?
Use the contact form above or email support@seniorsimple.io.
Filling out a form your agent sent you?
I got a link from my agent — what is this?
It's a secure form to share your doctors, pharmacies, and medications so your agent can review your Medicare plan options. You don't need an account — just verify your last name and date of birth to open it.
My link expired or won't open.
Ask your agent to resend it. For anything else, contact us.
Can't find what you need? Email us at support@seniorsimple.io and a real person will get back to you.