Best Medicare Quoting Software

Best Medicare Quoting Software

Best Medicare Quoting Software
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When it comes to the Best Medicare Quoting Software Pinnacle Financial Services has you covered.  We have everything you need for Medicare Advantage, Medicare Supplements, and Medicare Part D plans to make you an expert when dealing with your client’s Medicare needs.  Find out in minutes which plan is the best option for your client’s situation.

Medicare Quoting Software from Connect4medicare

Connect4medicare offers the top 2 online enrollments systems that allow you to quote, compare and enroll clients.  Pinnacle Financial Services prides itself on offering the best technology for our agent partners to use.  We are the only FMO that offers Connecture along with Sunfire and the newly added MyMedicarebot.  These systems allow you to quote more detailed information such as looking up drug costs and doctors.  Medicare can be confusing and hard enough.  Let Pinnacle Financial Services make things I little easier with all the free technology we offer to agents. 

Medicare Quoting Software from CSG

CSG Quoting Software is one of the best in the industry.  It offers all the products you need to quote such as Medicare Supplements, Medicare Advantage, Prescription Drug Plans, Hospital Indemnity, and more.  Pinnacle Financial Services also gives our agent Mobile Quoting apps all for free.   At Pinnacle we have all the tools you need to be successful in the Medicare space. 

Using Medicare Quoting Software

Agents are using these tools in so many different ways to make selling faster, more accurate, and convenient.   Being able to run quotes at sales events, retail events, and on the go.   Instead of having multiple carrier sights open to compare numerous plans, you only need one with our systems.  They also give a very visually friendly view for clients.  Having to choose a plan when you are turning 65 can be very difficult.  These tools give agents higher credibility when discussing.

your prospect’s situation.  Having a professional system that is easy to use is a must these days with so many different carriers and products.  It’s time to act now.  Give us a call today to find out more. 

Reach a Pinnacle Medicare team member today at 800-772-6881 x-7729 or email healthsales@pfsinsurance.com

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Dustin Ofsharick

Dustin Ofsharick

Director of Sales | Health

x7706 | dofsharick@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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Medicare Compliance

Medicare Compliance

Medicare Compliance
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When it comes to selling Medicare products especially Medicare Advantage CMS regulates it heavily. Pinnacle Financial Services has a great Medicare Compliance Department and trainers to make sure you know the Do’s and Don’ts. 

Medicare Scope of Appointment

Scope of appointments is formed outlining the exact products you will be presenting to a client. These are required for all Medicare Advantage and Prescription Drug plan sales. They need to be signed before an agent can even talk about carriers or plan details. 

Medicare Certifications

Medicare Certifications are required to be able to offer Medicare advantage products. AHIP is the first step. This is a general Medicare Advantage test that goes over compliance and CMS rules. Once AHIP is complete then you need to complete carrier-specific certifications. These go over the carrier rules and products. These need to be completed every year before AEP. 

Medicare contracting

Give pinnacle a call today to make sure you are set up with all the carriers you need. You have all the supplies orders in and your leads have been placed. 

Medicare Advantage Leads

On October 8, 2021, the Centers for Medicare & Medicaid Services (CMS) issued updated guidance pertaining to the compliance and regulations of third-party marketing of Medicare Advantage plans. 

Pinnacle Financial Services has clarified this new guidance and ensures our collective activities continue to uphold the highest standards. For details on the announcement please click here: 

The team at Pinnacle Financial is here to help. Contact us with any questions on your Medicare compliance questions or concerns. 

We can be reached at 800-772-6881 or compliance@pfsinsurance.com 

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Dustin Ofsharick

Dustin Ofsharick

Director of Sales | Health

x7706 | dofsharick@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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E&O Insurance

E&O Insurance

E&O Insurance
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What is E&O Insurance?  Also known as Errors and omissions insurance, E&O insurance helps cover you against lawsuits claiming you made mistakes in professional services. Coverages can include protection against inaccurate advice, misrepresentation, negligence, and more. It helps cover the cost of attorney fees, court costs, and more. It’s a must-have in the senior market along with most carriers requiring you to have it in order to contract. Pinnacle Financial Services partners with CalSurance to offer a discount to all Pinnacle agents.

How do I get E&O Insurance?

Pinnacle Financial Services makes it easy to obtain E&O insurance.  We offer it on our services tab along with many other discounts such as CE Credits.  Depending on what products a licensed agent is selling, the level of coverage may need to be increased.  CalSurance offers one million over one million at only $400.  Speak to one of our directors of sales today to find out what level you will need.

When do I need to get E&O Insurance?

The best time to get E&O Insurance is when you contract.  Sending this over to the carriers during the process will quicken the time it takes to get you set up. 

AEP will be here before you know it.  Now is the time to become a licensed agent to sell senior market products such as Medicare advantage along with others. 

Reach out today to find out about all the carriers we offer at Pinnacle Financial Services. 1 (800) 772-6881 x7731 | sales@pfsinsurance.com

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Dustin Ofsharick

Dustin Ofsharick

Director of Salees | Health

x7706 | dofsharick@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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GTL’s Hospital Indemnity Plans

GTL’s Hospital Indemnity Plans

GTL’s Hospital Indemnity Plans
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GTL’s Hospital Indemnity Plans help fill some of the gaps of the co-payments, deductibles, and out-of-pocket expenses of your health insurance plan. Many of the Medicare Advantage plans only start to cover the cost after days 6, 7, or 10 in the hospital.  These plans help with the cost of the hospital stay.

How does a GTL Hospital Indemnity Plan work?

Hospital Indemnity plans pay you between $100 and $750 per day should you be confined into a hospital.  These plans restore after 60 days on no hospital confinement.  These plans pay directly to the client to be used for anything needed when in the hospital. 

How do I quote Hospital Indemnity plans?

Quoting Hospital Indemnity plans is easy with Pinnacle Financial Services.  We offer free mobile and desktop quoting for all agents.  It’s a great way to cross-sell with Medicare advantage products to make extra money, especially during AEP.  These policies pay out weekly to agents.

Reach out to a Pinnacle Financial Services team member today to get contracted and more information on GTL Hospital Indemnity plan.   We can be reached at 1-800-772-6881 x7731 or email healthsales@pfsinsurance.com

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Dustin Ofsharick

Dustin Ofsharick

Director of sales | Health

x7706 | dofsharick@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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How to get started selling Medicare

How to get started selling Medicare

How to get started selling Medicare
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How to get started selling Medicare

Selling Medicare products is a great carrier path that is rewarding, and profitable.  So the question is, how to get started selling Medicare? Every day 11,000 baby boomers turn 65 and will continue to do so for the next 10 years.  This opens up great opportunities for licensed agents to offer Medicare.

Insurance Licenses

If you want to sell Medicare Products you will need an insurance license in your state.  In most cases, you only need a health insurance license to offer these products.  Some states require additional licenses to offer Medicare.  You can visit NIPR National Insurance producer registry to check the requirements for your state.

Selling Medicare

Once you have your state license you can now get appointed with the carriers you want to offer.  Working with Pinnacle Financial Services makes it easy to get contacted and set up with all the tools and technology you will need in the industry.

Quoting

Pinnacle Financial Services offers the top quoting tools in the industry, along with mobile quoting on the go.  We offer training for new and seasoned agents.  We offer the best technology in the industry featuring Connect4Medicare, The top online enrollment system available.

Next Steps

Give the Medicare Team at Pinnacle Financial Services a call today to go over the top carriers in your area and the right products to sell.

We can be reached at 800-772-6881 x-7731 or email Sales@pfsinsurance.com

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Dustin Ofsharick

Dustin Ofsharick

Director of sales | Health

x7706 | dofsharick@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

Contact Us

Contact a Pinnacle Financial Service representative today for assistance.

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