September 30, 2021
Attention Valued Partner,
Great news! With AEP right around the corner, we are happy to announce that 2022 sales materials are now available for download within CustomPoint! Having access to digital downloads will ensure you have what you need, when you need it.
Downloading Sales Materials in CustomPoint
Step 1: Access CustomPoint through Single Sign-On.
Step 2: From the Order Wizard Search section, search for the 2022 material you would like to download.
Step 3: Click on the Image Icon of the desired material.
Step 4: Once the PDF loads, click either the Download or Print option to download the material PDF.
Step 5: Save a copy of the download material for future use.
Please Note: Translated sales materials will be available for download on October 4, 2021.
Important Update for Print Orders
Occasionally materials will become unavailable for future ordering. Materials that are no longer available for ordering will not provide the option to input an order quantity within the Order Wizard Search section (as shown below). These materials cannot be ordered within CustomPoint, and will only be available for download. Follow the steps above within this email to obtain downloads of the desired material.
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
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