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ZINNMATICS Internal

Welcome to Zinnmatics

Our proven process is the core of our relationship with each client. This strategy ensures that each client gets the best solution for their needs and budget.

zinn-process-6

1

Discover

Intake process:

Complete demo sheet
Gather RX/DR/SOA or consent form
Complete Agency Bloc profile and Monday Board

2

Design

Run quotes
Client meets with Monique

3 & 4

Implement and Enroll

Enroll client with carrier(s)
Update Agency Bloc, Monday Board, Shared Drive File and obtain policy number(s)

5

Optimize

Check in with client to make sure they have everything they need and complete a 30 day follow up

Helpful Links

Zinn 2025 RX Drug List

Zinn U65-Client Demographic

Zinn O65-Client Demographic

Agency Bloc Log In

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