How to Sign Up for RetireFlo Integrated with ConnectureDRX

RetireFlo lives right inside your ConnectureDRX account. In one click you can send a compliant, senior-friendly survey that automatically updates your beneficiaries' Connecture profiles with their drug lists, doctors, hospitals, pharmacies, permission to contact, and a signed Scope of Appointment. Signing up takes about five minutes — just follow the six steps below.

Open Account Overview in ConnectureDRX

Log in to your ConnectureDRX account, click your name in the top right corner, and select Account Overview from the dropdown.

The ConnectureDRX account dropdown with Account Overview highlighted

Click “Sign up” in the RetireFlo box

In the center of the Account Overview page you'll find the RetireFlo box. Click Sign up.

Select “Get Started”

You'll land on the RetireFlo welcome screen showing everything the integration collects for you — permission to contact, lists of drugs, doctors, hospitals & pharmacies, and the 48-hour scope. Click Get Started.

The RetireFlo welcome screen with the Get Started button highlighted

Create your username and password

Enter an email address and password to create your RetireFlo login, then press Continue. Already a RetireFlo user? Select Log in instead — that links your existing RetireFlo account to Connecture.

The RetireFlo welcome form with email and password fields, and the Log in link for existing users highlighted

Choose your payment preference

Pick Pay Monthly or Pay Annually (annual saves 17%) and enter your payment method. Both options are 12-month contracts — the choice is simply how you'd like to be billed.

The Choose a plan option screen with Pay Monthly and Pay Annually cards

Add your branding and press “Finish”

Upload your agency logo and headshot (both optional), enter your agency name and your name, agree to the Terms of Service, and press Finish. Your survey will carry your branding, so make it look like you.

You did it — congratulations! You're ready to start collecting health information, permission to contact, and 48-hour scopes from your book of business. Click Go back to Connecture and — important — refresh the page to make sure your new RetireFlo functionality is live.

The Congratulations screen with the Go back to Connecture button

Good to know

Refresh Connecture when you're done — after finishing signup, reload the ConnectureDRX page so your RetireFlo tools appear.
Already on RetireFlo? Don't create a second account — use the Log in link in step 4 to connect the account you already have.
Unlimited sends — one subscription covers every client and prospect you send the survey to.
Both billing options are 12-month plans — monthly vs. annual only changes how you pay, and annual saves 17%.
Make it yours: you can update your logo, headshot, and colors any time afterward under Manage next to your survey.

A quick note: everything your survey collects can also flow into any of our other integrated partners — IntegrityCONNECT, AgencyBloc, MedicarePro, HealthSherpa, and every GoHighLevel-based CRM — or be exported to any CRM. Browse the Integrations guides to connect yours.

Still stuck?

Grab a time with the RetireFlo team and we'll walk through it with you — or ask the community, someone's always online.

Book a 1-on-1 Ask in RetireFlo Island