You can print your apps and soa . Scan and download to your crm . But there's no way to keep the drugs and transfer them to another account within Connecture or like to sunfire . My fmo told me upfront if I ever leave I can't take my clients to another fmo with Connecture. I remember when I wrote my first client last aep using Med.gov at the clients house . It was so cumbersome goimg threw so many pages . With Connecture I put the drugs in and scan threw the plans in seconds to see what company takes the drugs .
I just started using Connecture a few months ago and so far I love it. Especially for aep. One thing I will never use is their SOA system. While it's better than emailing a client a paper scope, radius bob is still easier. Plus, I get to keep all the SOAs if I ever leave.