Connect4Insurance
Click, Quote, and Enroll
Available for Medicare Advantage, Prescription Drug Plans, and Medicare Supplements.
Call Recording Now Available
New Voice Recording Enrollment System is now available to agents of Pinnacle Financial Services through our proprietary Connect4Insurance platform.
Seamlessly record your calls and stay compliant with the new CMS regulation. The call recording system through Connect4Insurance is FREE for all agents with Pinnacle Financial Services.
*Stores recordings automatically for the 10-year required period.
SunFire Recording Training Videos
MyMedicareBot Recording Training Videos
Connecture Recording Training Videos
Download Information on Connecture and Sunfire
Download Information on MyMedicareBot
Agent Call Recording
Contact Pinnacle
Fill out the form provided to contact a Pinnacle Financial Services representative for all of your Connect4Insurance, SunFire, or general questions.
What is Connect4Insurance?
Connect4Insurance instantly quotes, compares, and enrolls your Medicare Advantage, Part D, and Medicare clients all in one place.
Best of all, it’s free of charge to all Pinnacle Financial Services agents.
This program was created by the same group responsible for the Medicare.gov system.
Text Enrollment
Pinnacle is now offering text enrollment capabilities with Connect4Insurance Medicare sales. Contact the Medicare sales team today for access, free of charge.
new for 2022
Connect4Insurance now allows agents to complete carrier HRA’s. Find out how to get paid during AEP by completing the health risk assessment.
Be an Early Adopter
Agent-Specific URL
Connect4Insurance client enrollment link to your website, emails, and/or social media. This will allow clients to click, compare, and even enroll themselves in a plan. You’ll receive credit for the sale and get paid!
Multiple Platforms
With the addition of both Connecture and SunFire platforms, Connect4Insurance becomes even more accessible.
As a leading Medicare FMO, Pinnacle Financial Services makes available all the technology necessary for agents to run their businesses.
To get a look at both enrollment options, contact a representative today.
SunFire Medicare Enrollment System
Technology designed to help agents quote, compare, and enroll Medicare beneficiaries in insurance products that will minimize their total annual cost. It’s this technology that helps agents increase efficiencies and time management while providing plan recommendations best for each client.
For details on the SunFire enrollment system please contact a Pinnacle Financial Services Medicare expert.
Look up provider directories & formularies
Text enrollments
Compare a variety of plans
Look up provider directories & formularies
Enroll electronically
Complete Health Risk Assessment (HRA) and Get Paid
Learn & Compare
Learn about Medicare basics in-depth, and compare Medicare Advantage, Supplement, and more.
Decide
What to consider for options available in your state. Pinnacle can help.
YourMedicare Bot
New Voice Recording and Signature Enrollment System now available to agents of Pinnacle Financial Services
YourMedicare Bot offers an integrated CRM, electronic Scope of Appointment, plan quoting, telephonic enrollment capabilities, and more.
We currently offer UHC, Humana, Aetna CIGNA and WellCare for enrollment. Anthem coming soon.
To get access please reach out to a Medicare team member today.
By now we are sure that you all have had a chance to read, or hear about, the new 2023 Final Rule that goes into effect on 06/28/22.
Pinnacle Financial Services makes available a solution to meet these guidelines from YourMedicareBot.
Activation Code: yourmedicareagent2022