RetireFlo

Check out our awesome video highlighting RetireFlo’s features! Get to know your clients on a whole new level! By simply sending your personalized URL, you can capture everything you need to know about your clients and prospects in advance of your meeting. -Scope of Appointment -Permission to Contact -Lists of Drugs, Doctors, Hospitals, and Pharmacies!

The integration agents were hoping for is finally here. With just one click, an agent will be able to generate a compliant, senior-friendly survey that automatically updates their beneficiaries' profiles with accurate drug lists, doctors, hospitals, pharmacies, permissions to contact, and a signed Scope of Appointment! We are incredibly excited to share this industry-leading solution with you in our launch webinars coming in just a few weeks. July 17th 1:00PM https://lnkd.in/ghr_Swtv July 30th 11:00AM https://lnkd.in/gK29riqh August 8th 2:00PM https://lnkd.in/grtS86gG Register today for our launch webinars hosted by Jason Schmittgens, Director of Strategic Accounts at ConnectureDRX, and Dalton Miller, President of RetireFlo. These webinars will cover: -A full walkthrough of integration functionality -How to sign up -Strategies to prepare for Inflation Reduction Act Part D changes

Please welcome new RetireFlo team member Davis Root! Davis is a former All-Conference selection at Wright State University where he played golf and graduated with both a bachelor’s and master’s degree in marketing analytics. When not providing support for our industry leading platform, Davis spends his time watching any (and all) Cleveland sports and going out to dinner with his fiancé Gracie. Please welcome Davis! Don't hesitate to connect with him and reach out to him with any questions! His email is [email protected]

Ohio's very own at NABIP National Convention in Chicago, IL. Tune into our training on June 27th at 11:00AM EST to learn how Amanda Brewton is ahead of the game by providing the industry leading solution to compliantly collect... 💊 Lists of Drugs, Doctors, Hospitals, and Pharmacies ☎️ Permission to Contact 📄 48-Hour Scope REGISTER HERE: https://lnkd.in/gkRwf-2q

Good Morning! Come visit us in Chicago at the NABIP Annual Convention! 🌊🌊🌊

Full demo with Dalton Miller on the RetireFlo Survey. Integration on ConnectureDRX #Medicare Shopping, Quoting, Enrollment and Retention platforms coming soon. https://lnkd.in/eWQmcduQ #chooseconnectureDRX #chooseRetireFlo #perfectpair

You asked and we listened… After launching our market leading Medicare survey, agents requested that RetireFlo consider building a survey with the same beloved functionality for ACA (under 65) clients. We are pleased to announce that it its here! Register today for our ACA launch webinars to learn exactly how this survey will look and feel. You can expect the following from our HIPAA compliant, secure, ACA survey… 💊 Drugs, Doctors, Hospitals 🚬 Smoking Status 💵 Income level year of enrollment 👨👩👧👦 Dependent Information 📄 ACA Consent Form 🌊 and MORE…. REGISTER TODAY FOR OUR LAUNCH! July 18th 1:00PM EST https://lnkd.in/gZS-gwxF Aug 1st 11:00AM EST https://lnkd.in/g8FyD345

Another great day on the road with Gordon Marketing at their Top Golf event in Cincinnati! Exciting stuff coming from RetireFlo…Watch your inbox tomorrow!

Happy Father’s Day to the father of the RetireFlo brothers Scott Miller!

RetireFlo is teaming up with Advanced Diabetes Supply to make our submissions even more valuable! Preparing for AEP is stressful enough, let alone deciphering prescriptions for your clients. RetireFlo has made significant strides in providing added value to your clients and prospects with its new Advanced Diabetes Supply-powered diabetes alert system. Moving forward, whenever a client discloses they are taking a prescription that might indicate diabetes, a new alert will appear on your secure submissions. Watch our announcement below! 📽 This new notification will directly lead you to tailored resources for your beneficiaries, offering access to a pharmacy with world-class support for those living with diabetes. Providing this no-cost assistance to your clients and prospects will enhance retention and help them better understand how to maximize their Medicare coverage. Led by Kevin Meredith and his team of local specialists, ADS stands ready to add value to your beneficiaries throughout the year. With one in three Medicare beneficiaries across the country living with diabetes, utilize the features of this remarkable new partnership to become a trusted advisor to your clients and prospects. https://lnkd.in/gNyrYccG