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.

 

[MidwestMedicare]

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

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.

 

[kgmom219]

I get it so does mine, Just saying this is not wanting to do too much phone time

In other words last year, I would spend a call getting all the updated info and scope and that might be a 45 min to hour call because the client wants to talk my ear off

and then to do the plan is a 2nd 45 min call

this way they just get the link fill it all out and I only do one call with them

Make sure they know every household gets 30 minutes. It works.