RetireFlo for Medicare agents is an easy to use service that collects all the information an agent needs to know about their client to help them provide the best plan options. It is important to know, RetireFlo follows all HIPAA guidelines and is a compliant tool.
Here are a few things that RetireFlo offers
- A list of drugs, doctors, hospitals and pharmacies the client uses.
- Permission to contact form.
- 48 hour scope of appointment form
- PDF summaries of any important client data you collect
- This site offers agents the ability to attache custom logos and headshots to your forms
- RetireFlo can integrate the information you collect with Connecture.
Take a look at our RetireFlo video
RetireFlo Pricing
The cost for this truly useful tool is usually $49.99. Crowe agents receive a special discount of 40% off with the promo code “CROWE40”. That come out to only $29.99 per month. Once you see what this tool can do, you will understand what a bargain this is.
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Click here to fill out an online contract & join the team at Crowe & Associates
It is so easy to set up ReireFlo
- The first step is to visit RetireFlo.com
- Once you are on the site, click on the big blue “Get Started” button in the center of the page. You will answer 6 short questions about yourself and your agency to create an account. You then have a chance to enter our promo code “CROWE40” (use all caps) to get an amazing 40% discount!
- After you get to your profile, you see “Welcome, (your name)”, select; “Create a Page” and upload your headshot, state license and page references. It is a good idea to enter any social media accounts you have for your business as well as your website’s URL.
- Agents should also enter their business email address in the area that says “Notifications To”, so they receive notifications when a new submission comes in. After you do this, select “Finish & Create”. Now your page is live! It is that easy. You are ready to receive submissions on your own unique RetireFlo survey. New users may want to complete a few practice surveys so they are familiar with how it works.
Learn how Crowe agents can get free help building their own website
Visit the RetireFlo website: www.RetireFlo.com
What can you do from your RetireFlo account
Once you have your profile all set up, you can streamline your next AEP. This form is easy to send to a client and collects all the information you need to run accurate quotes. It also gives valuable insight into what type of products your client may like to discuss. Agents can also use this tool to retain their current clients by staying up-to date on what they want and need from their healthcare coverage.
Watch a YouTube video on what this product can do for you
If you want to take book a one-on-one demo, just click here; RetireFlo.com/Demo
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