19.95 from FMOsWhat are you paying for RetireFlo monthly assuming you will be using it?
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19.95 from FMOsWhat are you paying for RetireFlo monthly assuming you will be using it?
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.
Who is your fmo? I cannot find it that cheap anywhere. The best I have found is $29.95.19.95 from FMOs
Does RetireFlo work with Integrity's Medicare Center?
Apparently it has a little better UI and it’s supposed to be at least a little more secure. I havent used it.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.
I, like rmhaire, use MedicarePro and love their new Client Portal. The biggest thing for me that I like, compared to RetireFlo, is that existing members just need to update their information that I have on file, rather than start from scratch every time. That way if I already have a list of their meds, they only need to update anything that changed from the last time we met. With RetireFlo next year they'll have to re-enter everything again as if they didn't fill it out last year. Plus then everything exists in my CRM rather than in being yet another system.Apparently it has a little better UI and it’s supposed to be at least a little more secure. I havent used it.