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Connect4Insurance – Medicare Enrollment Platform

November 10, 2020

At Pinnacle Financial Services, our team has seen unprecedented usage on our Connect4Insurance platform. Since being established 4 years ago, there’s been year over year growth in electronic adaptation with our agents. Obviously, COVID-19 (Coronavirus) has been an eye-opener for those that failed to be part of the early adopters of the e-app process. This has since forced agents to adapt to almost 100% remote enrollment software.

Connect4Medicare has been running on the Connecture platform since its inception. Over the past few months, we have been hearing a lot from agents about expanding to utilize the Sunfire platform. Some of the best business decisions you can make can come from your own distribution. So, we decided that we would listen to our agents and now also offer Connect4Insurance via the Sunfire platform as well! All of our current, and future, contracted agents will get FREE access to both of these platforms. So, what differentiates Sunfire from Connecture?

  • Doctor/hospital search during quote: Sunfire allows for agents to enter Primary Care Physicians (PCP) and/or hospital networks while quoting Medicare Advantage This allows agents to easily spot the plans with their client’s current doctors that are in-network.
  • Compare Current Plan: Within Sunfire’s drug lookup, there is a spot to add your client’s current Medicare plan. This can be especially beneficial as it can highlight the savings (or increases) switching to a different plan can have. Typically to get this done, you would need to add these to a side-by-side comparison.
  • Reporting: Agents have an area in Sunfire that will allow them to pull reporting of their enrollments within the platform. There is also an area to pull any communications as well. This is helpful for profiles that you may have started but didn’t finish the application process.

Pinnacle Financial Services is a full-service FMO that offers agents endless tools to succeed. Our top-notch technology can help take your business to the next level. So, what are you waiting for? Our tools are at no cost to you! We also offer back-office support, guaranteed lead programs, and a personalized marketing team.

Join us at the top!

For more information, contact a Pinnacle Financial Services representative today

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

Rob Valincius

Rob Valincius

National Director of Agent Training

x7701 | rvalincius@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881
support@pfsinsurance.com

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