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Most intake forms collect information. RetireFlo is a different animal.
That sounds like semantics until you've lived through an AEP on the wrong side of it.
There are forms that:
- Collect information and put it into one system.
Or there is a platform that:
- Moves information — puts the beneficiary's doctors, prescriptions, pharmacies, and demographic data exactly where you need it, the moment you need it, without you retyping a single line.
Built to plug into the tools you already use
RetireFlo was built to integrate with the platforms agents rely on every day, including Connecture, SunFire, IntegrityCONNECT, HealthSherpa, MedicarePro, GoHighLevel platforms, AgencyBloc, Kizen, and more. (Our SunFire integration isn't technically here yet, but it will be on September 8th — register here for the launch.) When a beneficiary completes a RetireFlo survey, their information can automatically update both your enrollment platform and your CRM instantly, eliminating duplicate data entry and cutting the errors that come with it.
For a company that's only about three years old, that's an unusually deep bench of integrations, and it isn't an accident. We decided early that RetireFlo would never be a walled garden. Agents don't get to choose one quoting tool and one CRM for life; they inherit systems from their FMO, switch carriers, and add tools as their book grows. An intake solution that only talks to one platform quietly becomes a bottleneck the first time you change anything else. We built RetireFlo to be the ubiquitous solution no matter what tools you use.
I've done the data entry. That's the point.
This solves a problem I've experienced firsthand.
Before joining RetireFlo, I spent my college years helping at my dad's agency, Seniority Benefit Group, during AEP. I spent countless hours entering prescriptions, doctors, hospitals, and pharmacies into multiple systems, squinting at handwriting, correcting medication names and dosages, and chasing down missing details by phone. I manually entered so many prescriptions into those systems that around the office I was affectionately known as the “drug mule” — a title I carried with more pride than it probably deserved. Every one of those hours was time the agents on our team couldn't spend with the clients who actually needed them.
I later ran operations for that agency, so I've seen the problem from both chairs: the person doing the entry and the person responsible for the output. RetireFlo was built to eliminate that frustration for good.
We believe in agents
At RetireFlo, we believe in agents. Every feature we build is designed to help agents not just survive AEP and OEP, but grow and retain their book of business. Today RetireFlo supports the daily workflow of more than 20,000 agents (who support millions of beneficiaries), and the goal for every one of them is the same: by streamlining intake, improving data accuracy, and keeping client information current year over year, agents spend less time on administrative work and more time strengthening relationships, helping clients, and writing business.
That belief goes beyond software. This year our team spent the summer on the road at 23 AEP / OEP kickoffs and conferences, because there's no substitute for hearing directly from the agents doing the work. We put together the Flo Kit to help agents prep for the season, and through our Freedom Initiative we're providing RetireFlo free for the rest of the year to veterans, and police, fire, and EMT first responders (and their spouses) who serve the Medicare community. Nobody required us to do any of that. We did it because the agents are the reason RetireFlo exists.
Compliance and security you don't have to think about
We're also committed to the highest standards of compliance and security. RetireFlo is CMS-approved through HPMS, HIPAA compliant, and SOC 2 Type II compliant, so agents can trust that their clients' protected information is handled properly at every step.
There's a practical upside here too. Because RetireFlo captures intake data in a structured, timestamped way and passes it directly into your enrollment platform, every enrollment carries a clean paper trail. When a carrier, an FMO, or CMS asks how a plan recommendation was reached, the answer is already documented.
The bar has moved
Generic forms and intake solutions tied to a single platform aren't enough for today's Medicare and ACA market. Beneficiaries expect a modern experience. Carriers and regulators expect accuracy and documentation. Agents expect their tools to work together instead of against each other. RetireFlo was built for all three.
That's why more agents are choosing RetireFlo as they prepare for AEP and OEP. Less paperwork, fewer headaches, stronger client relationships, and more opportunities to grow.
Our team would love to show you how our system works one-on-one by scheduling a time with us at RetireFlo.com/demo. As my brother often says, life is too short to listen to your clients spell lev-oh-thy-rox-ine over the phone.