How to Sign Up for RetireFlo Integrated with IntegrityCONNECT

This guide takes you from zero to a fully working IntegrityCONNECT setup: your RetireFlo account, your survey, the IntegrityCONNECT connection, and your first client flowing straight into your Integrity clients page — prescriptions, providers, pharmacies, and contact info already saved. About five minutes, start to finish.

Create or sign in to your RetireFlo account

Head to RetireFlo.com and click Get Started (top right) to create your account — or Log In if you already have one.

1.5

Already have a survey with us? Skip ahead

If you already have a Medicare survey — or a ConnectureDRX survey — with RetireFlo, you're all set on the survey side. Jump straight to step 4 and connect IntegrityCONNECT.

Add a promo code

Open the Survey Marketplace from the left sidebar. At the top there's a banner with an Add promo code button — that's where discount codes go. You can also add one any time under Account Settings → Payment Settings, in the “Traditional Links Discount Code” box.

Purchase your survey

In the Survey Marketplace, select the Medicare (Short) survey — prescriptions, doctors, hospitals & pharmacies, permission to contact, contact information, and scope of appointment. It's the survey that syncs to IntegrityCONNECT (ACA doesn't sync yet). Choose monthly or annual; it's active immediately.

Open Integrations and press “Add new connection” on IntegrityCONNECT

Click Integrations in the left sidebar and scroll to Available integrations. Find IntegrityCONNECT and press + Add new connection.

Enter your name and NPN, then connect

Type in your agent name and your NPN, then press the connect button. (It currently reads Connect to Medicare Center — the label's a little out of date, but it's the right button and it connects you to IntegrityCONNECT.)

Choose which surveys to integrate

We'll ask which surveys you'd like to sync. Tick the Medicare survey and you're connected. That's it. (Only Medicare syncs to IntegrityCONNECT right now — ACA isn't supported yet.)

Verify the connection

Back on the Integrations page you'll see IntegrityCONNECT under Connected integrations with a green Enabled check. Press Manage for the details, and check the Activity tab any time — it shows what's syncing and every contact created.

You did it — now send your first survey. Copy your survey link from the RetireFlo dashboard and text or email it to a client. When they finish (about 10 questions, five minutes), you get a notification, the sync goes green, and they appear right at the top of your IntegrityCONNECT clients page with prescriptions, providers, pharmacies, address, and phone already saved — ready to quote.

Good to know

The button says “Connect to Medicare Center”? That label is a little out of date — it's the right button, and it connects you to IntegrityCONNECT.
Returning shoppers: if a client wants to shop again next season, just send them another RetireFlo link. We match on first name + email or first name + phone and update their existing profile rather than creating a duplicate.
Change your mind later? Manage the integration any time from the Manage button — or delete it entirely, though we wouldn't recommend that.
Medicare only (for now): IntegrityCONNECT syncs your Medicare survey submissions. ACA survey submissions don't sync yet — they stay in RetireFlo, where you can still export them.
Unlimited sends — one subscription, as many clients and prospects as you like.
Prefer to watch? The 7-minute IntegrityCONNECT video walks through the connection steps.

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