How to Quote Medicare Products

February 8, 2021

It is easy to learn how to quote Medicare products with the pinnacle quote site. Quoting Medicare products should not have to be a hard task to deal with. Being apart of the Pinnacle team gives you access to multiple quoting engines completely for free! This post will break down how each software can help make your day’s a lot easier.

How to Utilize the CSG Quoting Tool

Our CSG Medicare quoting engine is extremely easy to use and gives a great overview of the plans available in the areas that you are checking. From Medicare Supplement, Advantage, Final Expense, Hospital Indemnity, and Dental an overall amazing tool. A simple click on the quote option tab will link you directly to the carrier’s site for additional information. Utilizing our tools and resources you are just one click away from accessing all the information needed to provide to your client or to just freshen up on products available in your area.

Connect4Medicare Online Enrollment Platform

If you are looking for a one-stop-shop software that can quote, enroll, act as a CRM system, even provides you with your own personal website! Pinnacle’s Connect4Medicare Medicare quoting tool can check all those boxes and more! With Connect4Medicare you can do it all from creating a client profile to submitting the applications from the comfort of home. If you come across a client that is Dual Eligible, or LIS ( Low Income Subsidy) Connect4Mediacre and take all of that into account to provide the clients with their best options.

Pinnacle Financial Services is a one-stop-shop FMO that helps our agents grow and stay current with the newest technology at no charge! Please reach out to me for more information and training on the newest and greatest software.

For more information, contact a Pinnacle Financial Services representative today

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

Marcus Guzman

Marcus Guzman

Director of Sales - Health

x7709 | mguzman@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881


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