A simple solution for agents to get to know their clients

Create. Grow. Retain.

Meet RetireFlo. By simply sending a link to a client or prospect, Medicare Agents can obtain a Scope of Appointment, Permission to Contact, and Lists of Prescriptions, Doctors, Hospitals, and Pharmacies.

48 Hour Scope Solution

A simple solution to the new 48 hour CMS Scope of Appointment Rule. User-friendly SOAs are built into every questionnaire.

Summaries of Client Data

Come equipped to every meeting with the right data to give your clients the plan options that make sense for them.

Sticky Permission to Contact

Through our state of the art PTC gathering system, potential and current clients are proven more likely to be captured or retained.

Professional First Impression

Impress your clients with a 21st century customizable homepage that features everything they need to know about you!

Data Security

Our system is powered by Auth0, all submissions are HIPAA Compliant and Encrypted.

Client Security

All RetireFlo submissions are only accessible by the administrators of your account. Our team cannot view your client’s data.

Combining thoughtful assistance with unmatched efficiency

Medicare Beneficiaries deserve efficient answers from an advisor who has done the research. There has never been a simpler way to do achieve that.

With just a few simple secure questions, the Medicare maze is now a delightful transition with you as their sidecar!

RetireFlo Link Pricing

Check with your FMO or agency upline for a discount code

Monthly cost


/Per Link


  • 48 Hour Scope of Appointment Solution
  • Sticky Permission to Contact
  • PDF Summaries of Important Client Data
  • Custom with your Logo and Headshot
  • 24/7 Professional First Impression
  • Downline Permission Settings
  • Unlimited Submissions
  • Less Stressful AEPs

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