Online Enrollment Tool

February 21, 2020

Pinnacle Financial Services is proud to offer our online compare, quote, and enrollment program, Connect4Medicare. This system will make Medicare quoting, comparing and enrolling clients as simple as it gets. Connect4Medicare is free for agents to use and is an all in one portal for keeping track of your clients and sales.

Created by the same team responsible for the Medicare.gov system, agents now have the ability to capture client information and track their enrollments year over year. Be able to easily present plan options to clients, help select the best plan for that client, and maintain a database of sales. Did I mention it’s also free to use for agents contracted through Pinnacle to use?

Don’t be fooled by other systems. What makes this software unique, is that it is a one-stop-shop for detailed side by side plan comparisons, in-network provider directories, and prescription drug lookups. Connect4Medicare will also provide a free client-facing website to all agents. Now clients can compare plans on their own time, and if they decide to enroll themselves, you’ll receive credit for the sale and full commissions.

So if you’re an Agent looking to simplify, improve, and build upon your already existing book of business, don’t miss out on the opportunity to stay a step ahead of your competitors by taking advantage of this free opportunity through Pinnacle Financial Services.

For more information, contact a Pinnacle Representative today at 1-(800)-772-6881 x7731 or email sales@pfsinsurance.com.

Chris Murphy

Chris Murphy

Director of Agent Onboarding

1 (800) 772-6881 x7001

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881


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