RetireFlo

[hockeyday]

What are you paying for RetireFlo monthly assuming you will be using it?

19.95 from FMOs

 

[Chazm]

How do you link it to Calendly?

Calendly has a page to send them to when they schedule an appt. Just make that page your retireflow. Not the other way around.

 

[vic120]

Calendly has a page to send them to when they schedule an appt. Just make that page your retireflow. Not the other way around.

Cool

 

[Packerland]

19.95 from FMOs

Who is your fmo? I cannot find it that cheap anywhere. The best I have found is $29.95.

 

[PaulD99]

Does RetireFlo work with Integrity's Medicare Center?

 

[Chazm]

Does RetireFlo work with Integrity's Medicare Center?

You can add a Connecture “connection.” I’m not sure if that’s Integrity’s Medicare center in disguise. But Dalton, the owner, I’m sure, could answer that.

 

[MedicareWAA]

My crm already does all of that. Sends scope and info form. Once they send it back it's logged into their client record.

Haven't linked it to my calendar yet.

Apparently it has a little better UI and it’s supposed to be at least a little more secure. I havent used it.