AEP/OEP Templates New
Grab the FLO Kit — our just-released collection of ready-to-send AEP & OEP email templates. One click to copy, zero writing required.
Tutorials
How to Send RetireFlo
The complete guide to sending RetireFlo to your clients — the heart of the whole system.
Can I Reuse Last Year's Drug List?
Short answer: no — and it's by design. Why fresh data wins every time.
Integrating RetireFlo & IntegrityCONNECT
Connect IntegrityCONNECT and stop double-entering client data.
How to Sign Up for RetireFlo
New to RetireFlo? Go from zero to a fully set-up account.
Inviting Users & Creating an Agency Account
Bring your team on board — add users and set up your agency.
How to Reach Someone at RetireFlo
The fastest ways to get a real human when you need help.
Managing Your RetireFlo Subscription
Update your plan, billing details, and subscription settings.
Exporting Your RetireFlo Data to Any CRM
Get your client data out of RetireFlo and into the CRM you already use.
Integrating MedicarePRO & RetireFlo
A quick connect — under four minutes, start to finish.
Using the “Part D Only” Function
Quote drug-only coverage for clients who just need Part D.
Making Your Free Splash Page
Build your personal splash page and start collecting client submissions.
An Insurance Agent's Guide to QR Codes
Put QR codes to work at events, on business cards, and in mailers.
Integrating CORE CRM with RetireFlo
Hook CORE up to RetireFlo in just a few minutes.
Integrating Compass CRM with RetireFlo
Connect Compass so your submissions flow straight into your pipeline.
Integrating BOSS CRM with RetireFlo
Link BOSS to RetireFlo and keep every client record in sync.
FAQs
What's the fastest way to get help?
- Book a 1-on-1 at RetireFlo.com/Troubleshoot — we'll screen-share and fix it together.
- Post in RetireFlo Island, our Facebook group — other agents (and our team) are in there daily.
Want the full rundown? Watch How to Reach Someone at RetireFlo.
How can I send RetireFlo to my client or prospect?
Copy your personal survey link from your dashboard and share it anywhere your clients are — text, email, your website, social media, even a QR code on a business card. The How to Send RetireFlo tutorial is the complete guide, including templates and bulk-send options.
What CRMs does RetireFlo integrate with?
RetireFlo integrates directly with IntegrityCONNECT, AgencyBloc, MedicarePro, and every GoHighLevel-based platform — including Done For You (DFY), GoGuru, AgentCRM, Seven Figure CRM, and any other CRM built on GHL. Check the Integrations tab above for setup walkthroughs.
Using something else? You're still covered — export your data to CSV or Excel and upload it into any CRM on the planet.
Can my survey go out pre-filled with last year's info?
No — every RetireFlo survey starts fresh, by design. Pre-filling would compromise data security (HIPAA / SOC 2 Type II), and tests showed clients rubber-stamp stale drug lists instead of updating them. The survey is only ~10 questions, so a fresh snapshot is quick — and it's what makes your plan reviews accurate. Full explanation here.
How can I get a receipt for my RetireFlo bill?
Log in at retireflo.com, then open Account Settings → Payment Settings at the bottom of the left sidebar. Every invoice you've ever had is listed there — grab a copy any time you need one for reimbursement. The subscription tutorial shows the whole flow, and for anything billing-related you can't untangle, hit Troubleshoot to meet with a real person.
Wipeout — no matches. Try a different word, or book a time with us and we'll point you the right way.
Can't find what you need?
Grab a time with the RetireFlo team and we'll walk through it with you — or ask the community, someone's always online.