October 7, 2024 – Agent CRM, the industry-leading CRM platform built specifically for insurance agents, is excited to announce a groundbreaking partnership with RetireFlo. This collaboration is designed to simplify how Medicare agents manage their client data, automate essential tasks, and increase their productivity during the busy AEP (Annual Enrollment Period).
By integrating RetireFlo’s easy-to-use solutions into the Agent CRM platform, Medicare agents can now seamlessly gather vital client information like Scope of Appointment, Permission to Contact, and lists of prescriptions and doctors, all through a single secure link. This streamlined process allows agents to better serve their clients, ensuring compliance with CMS regulations and providing a smoother, more efficient experience for everyone involved.
“Agents are not software people. They're thoughtful leaders in their community who serve their seniors well and want to make sure people are on the right plan. They shouldn’t be software people. They should be working with a CRM that works for them. If you want a CRM that works with RetireFlo, Agent CRM is who you should be in touch with,” said Dalton Miller, CEO of RetireFlo, on the benefits of this powerful partnership.
Key Features of the Agent CRM and RetireFlo Partnership:
📄 48 Hour Scope of Appointment Solution: Agents can now easily comply with the new CMS 48-hour rule through user-friendly Scope of Appointment forms built into the system.
🔗 Sticky Permission to Contact: RetireFlo’s advanced PTC system ensures clients are captured and retained, reducing lead loss.
📊 Comprehensive Client Data Summaries: Agents arrive at every meeting fully prepared, with a complete snapshot of client data, making it easier to present tailored Medicare plan options.
🖥️ Professional First Impressions: RetireFlo’s customizable homepages help agents present a professional, modern front to potential clients, complete with personal logos and headshots.
🔒 Top-Level Security: Powered by Auth0, both RetireFlo and Agent CRM ensure that all client data is HIPAA compliant, encrypted, and protected.
Dramatically Increasing Medicare Agent Efficiency
With this new integration, Medicare agents using Agent CRM can now automate critical compliance and client management tasks. The partnership is set to revolutionize how agents engage with their clients, making the process of navigating Medicare more straightforward and less stressful for agents and clients alike.
By utilizing RetireFlo’s technology, Medicare agents can reduce manual work, comply with CMS regulations, and offer their clients a seamless experience, all while maximizing revenue and improving overall efficiency.
Video announcement of the partnership can be found here: https://youtu.be/gkVEXWMtBCI
About RetireFlo
RetireFlo provides Medicare agents with a simple, intuitive system to capture and manage client data. Their tools allow agents to collect vital client information, stay compliant with CMS regulations, and impress clients with a streamlined, modern process.
If you're signing up for a new RetireFlo account, use 'AGENTCRM' to save $60.00 off of your subscription
About Agent CRM
Agent CRM is an AI-powered CRM solution trusted by thousands of insurance agents across the country. The platform is designed to help agents automate their workflows, streamline client communications, and grow their businesses. With its latest integration with RetireFlo, Agent CRM continues to be the preferred choice for agents looking to elevate their practice with cutting-edge technology.