Seamlessly collect and update Medicare Beneficiary data in your CRM with RetireFlo
Effortlessly manage CRM contact records. Collect and maintain beneficiary data using our CMS and HIPAA compliant integration.
With just a few clicks you can collect:
☎️ Permission to Contact
💊 Lists of Drugs, Doctors, Hospitals, and Pharmacies
📄 48-Hour Scope
Pay Monthly
$59.99
/month
12-month plan
OR
Pay Annually (save $120)
$599
/year
12-month plan
Set up a Demo!
Medicare is complicated but our system isn't. By setting up a RetireFlo CRM page, Medicare agents can instantly streamline their processes. When clients and prospects complete their unique RetireFlo questionnaire, agents receive Permission to Contact, a Scope of Appointment form, and everything they need to know to begin providing plan options to their clients.
Setting up a RetireFlo page is as easy as setting up a social media page. Set up a quick demo with our team to see how you or your agency can instantly improve your sales process.
Automatic Data Syncing with your CRM
48 Hour Scope of Appointment Solution
Sticky Permission to Contact
Custom with your Logo and Headshot
Unlimited Submissions
Less Stressful AEPs
Create. Grow. Retain.
With RetireFlo 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.
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!