Join Us
Join the Pinnacle Team in person or virtually at our training and industry convention events and webinars. Remember to follow our event posts by either subscribing to our emails or clicking the bell icon on the bottom right for direct notifications as soon as they’re available.
Upcoming Webinars
BOSS Agent CRM Training
May 1 | 3:30pm
Pinnacle Financial Services invites you for a look at our exclusive agent CRM known as BOSS. Any contracted agent has access to this software at no cost!!
Topics to be discussed:
– CRM walkthrough
– How to request access
– Full Book of Business Access
– Marketing Automations
– Sunfire and Connecture Integration
– Dialer Integration
– Email System
HIDE/FIDE 101: Key Changes Every CSNP Agent Should Know!
May 2 | 2pm
The rules are evolving, and staying compliant has never been more important. Join Pinnacle Financial Services and Molina Healthcare for a must-attend webinar designed to break down the latest HIDE (Highly Integrated Dual Eligible) and FIDE (Fully Integrated Dual Eligible) SNP regulations for 2025.
What you’ll learn:
– The definitions and differences between HIDE and FIDE SNPs
– Key 2025 CMS changes and how they affect your day-to-day
– How Molina fits in with their products and support
How to use Marx with Healthfirst
May 7 | 2:00pm
The Marx Eligibility tool is now live on the Healthfirst Broker Portal!
If you’re already contracted with Healthfirst, join us to learn how to access and use this powerful new tool to better serve your clients.
Not yet contracted? This is the perfect opportunity to see how adding Healthfirst to your portfolio can help you grow your business.
Don’t miss out on maximizing your opportunities with Healthfirst!
Colonial Life- Group Voluntary Benefits
May 8 | 2pm
Group Voluntary Benefits from Colonial Life. Protection for when the unexpected happens! “Supplemental Insurance” are policies you buy to add to health and life insurance your employer may already provide. These benefits can help you pay for things your other insurance won’t, such as lost wages, out-of-pocket expenses and household bills. The products have advantages that include flexibility, portability, stability and convenience.
Group employer plans include:
-Accident Insurance
-Cancer and Critical illness insurance
-Dental Insurance
-Disability Insurance
-Hospital confinement Indemnity insurance
-Life Insurance