In recent conversations with some of our agents, they are all looking for ways they can deal with the loss of in-person consultations. Here at Pinnacle Financial Services, we have a tool that is irreplaceable at time like this. This would be our proprietary online enrollment platform Connect4Medicare. Connect4Medicare is free to all our contracted agents, new and existing, and has all the top carriers in Medicare Advantage, Medicare Supplement and even Prescription Drug Plans (PDP).

Here is the list of 5 things you can do to still earn new income during this quarantine utilizing Connect4Medicare:

1. Work any AEP leads you have already purchased. If you took advantage of our proprietary lead program and ordered leads, you can always reach out to anyone you may have never got in contact with. There are still 2 weeks left in the Medicare Open Enrollment Period (OEP). You can utilize Connect4Medicare by sending an electronic scope of appointment (SOA), a customized quote, and an application.
2. Call Pinnacle Financial Services and ask your marketer about our lead programs. If you qualify by having enough contracts with us, we can provide some leads or prospecting lists to you at no cost if available.
3. Get in touch with your current book of business and gauge their feelings about their current plan. If you enrolled them on any dual special needs plans (D-SNP) make sure they are accessing all their available extra benefits. Most D-SNP clients disenroll because they can’t figure out how to access the benefits they were told they have with their plan.
4. Cross-sell a hospital indemnity plan. A hospital indemnity plan is an affordable way to help clients cover their inpatient hospital stay copayment. Typically, this is the most expensive out-of-pocket risk to your client on a Medicare Advantage plan. To watch our webinar on cross-selling these plans, check out this webinar by clicking here.
5. Grow your online presence. Your sales marketer can show you how to drive potential enrollees to your webpage. These clients can then enroll using the client-facing portion of Connect4Medicare to run their own quotes and enroll themselves with you being the agent on record (and get paid!)

Our goal here at Pinnacle Financial Services is to be a partner in your success and not just an FMO upline. We offer the best technology in the business, back-office support, and have all the top contracts in the business. So, what are you waiting for? Join us at the top!