The only equipment your client needs is a smartphone. Basically, the agent sends a link via text message to the client. This text will include the scope of appointment (SOA), a pre-filled application, and an authorization code to access the enrollment. The client will type the code in and hit the view quote button. After entering the authorization code that was sent, the plan will be displayed for the client to agree to enroll in. After the client checks the box next to the policy, they then sign the signature page with a stylus, mouse, or finger. The last step is to hit the submit button, and the application is sent back to the agent to send on its way.

Pinnacle Financial Services wants to be your partner in your success! This new feature is simple, easy, and convenient for both you and the client.  Not to mention, Connect4Medicare is offered at no cost to any agent that contracts with us. Outside of the best technology in the industry, we offer exclusive lead programs, personalized support, and training, and all of the top contracts. Don’t wait before it’s too late. Join us at the top!