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Connect4Medicare Transforms into Connect4Insurance

Connect4Medicare Transforms into Connect4Insurance

Connect4Medicare Transforms into Connect4Insurance
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From October 1, 2023, the name that has become synonymous with simplicity, innovative, and efficient Medicare quote, compare and enrollment—Connect4Medicare—will be known as Connect4Insurance. This change is more than just a brand transformation—it’s a commitment to continue offering agents unrivaled insurance services while aligning with evolving regulatory frameworks set forth by CMS.

The Reason for the Change

The driving force behind this rebranding is the 2024 Final Rule for Medicare Advantage and Part D. This new directive has been instituted by the Centers for Medicare and Medicaid Services (CMS) to provide a standardized approach to Medicare services across the nation. A significant facet of this rule is that it prohibits the use of “Medicare” in any third-party market organization’s (TPMO) business name, logo, or URL. The initiative is designed to mitigate any potential confusion among consumers seeking CMS-endorsed Medicare services.

The Impact and Importance of the 2024 Final Rule

The introduction of the 2024 Final Rule necessitates that TPMOs undergo rebranding efforts to remain compliant. It’s a rule that carries substantial weight in the industry, underlining CMS’s commitment to safeguarding the integrity of Medicare Advantage and Part D services, while promoting transparency for beneficiaries.

By changing its name from Connect4Medicare to Connect4Insurance, our organization is not just adhering to this rule but also leading the way in embracing change. This proactive approach showcases our unwavering dedication to providing exceptional services while maintaining regulatory compliance.

What Connect4Insurance Represents

While the name Connect4Medicare served us well, we believe that Connect4Insurance better encapsulates our broad array of services and commitment to connecting consumers with the right insurance solutions.
We’re not just about Medicare—we’re about a holistic approach to insurance. We offer an extensive range of services encompassing Medicare, ancillary health such as dental and hospital indemnity, life insurance, and more. This name change allows us to extend our reach, ensuring we cater to a more diverse demographic, without compromising our core values and principles.

Conclusion

We at Pinnacle Financial Services will keep pushing for excellence and innovation. We remain steadfast in our commitment to serving our agent partners, and we are enthusiastic about the possibilities that this change offers. Be assured that nothing about our mission or service quality has changed as a result of our name change. Our main goal is still to give our agent and agency partners the newest technological solutions so they can link their customers with the insurance products that are most suited to their particular needs.

FAQ’s

Do I need to take any action now or on October 1?

No. Our IT team will complete this transition behind the scenes so it’s completely seamless for you.

Will my Consumer PURL site have different features after the change?

No. Connect4Insurance will provide the same functionality for agents as Connect4Medicare.

For more information, contact a Pinnacle Financial Services representative today

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

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

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Pinnacle | Reminders for the End of AEP 2021

Pinnacle | Reminders for the End of AEP 2021

Pinnacle | Reminders for the End of AEP 2021
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AEP: Guidance & Deadlines

We will process applications received through December 7th until 6:00 PM EST

If you cannot get the enrollments to Pinnacle Financial Services by 6:00 PM EST, please send them directly to the carriers.

AEP ends on Tuesday, December 7th. This means that all Medicare AEP marketing efforts must cease on that date. Please follow the guidelines specified below.

  • All AEP applications, (with an effective date of January 1, 2022), must be completed, signed, dated, and received by the agent no later than 11:59 PM on December 7th, 2021.
  • Agents may not backdate the member signature, date, agent receipt date, or agent signature date.

Submission Dates

December 7th
11:59 PM
(in your Time Zone)
  • Emblem/ Connecticare
  • Independent
  • Blue Cross
  • Anthem
  • Devoted
December 8th
  • Humana
December 9th
(Cigna MA, Clover, Healthfirst,
UHC, Aetna MA)
  • Pinnacle must receive the signed enrollment applications within two (2) calendar days after agents have received them from the beneficiaries.
  • December 9th during business hours is the last day to submit all applications that were signed and dated December 7th, 2021.

Have Questions?

If you need any help on December 7th with New Business questions, Pinnacle will have our phones open. Please call 1 (800) 772-6881 x7731 for assistance.

If you would like to text Pinnacle moving forward, please reach out to your sales director and approve our permission to contact you.

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

For more information, contact a Pinnacle Financial Services representative today

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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Connect4Medicare Transforms into Connect4Insurance

Connect4Insurance – Connecture or Sunfire

Connect4Insurance – Connecture or Sunfire
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When utilizing Pinnacle Financial Services’ online enrollment platform, the common question is which is a better platform for their enrollments on Connect4Medicare- Connecture or Sunfire. For those of you unfamiliar with Connect4Insurance, Pinnacle Financial Services offers all of our agent’s free online enrollment software for their Medicare Advantage Plans (MAPD), Prescription Drug Plans (PDP), and Medicare Supplement sales. This software is all browser-based and requires no downloads or require any data to be saved onto your computer.

Connect4Insurance- Connecture

While both Sunfire and Connecture platforms allow you to quote, compare and enroll clients, there is some difference between them. The Connecture platform has some of the following:

  • Personalized PURL (Personal URL shopping link)
  • Quoting of Dual Special Needs plans on the PURL
  • Health status that falls within Generally Healthy, Some Health Needs, Significant Health Needs
  • Medicare Supplement enrollments
  • gov Blue Button Functionality
  • Selection of multiple pharmacies during the quoting process

Connect4Insurance- Sunfire

The Sunfire platform has some of the following differences:

  • Enhanced provider search-Allows agents to see if a doctor or provider is in-network on the quoting page (no need to utilize carrier-specific search tools)
  • Ability to choose different LIS (Low-Income Subsidy) levels with approximate premium deductions.
  • An agent can highlight the client’s current plan and compare it to all other plans to show if there are any cost savings to switch.
  • More detailed health status selection that falls within Excellent, Good, or Fair.
  • Dental, Vision, Hearing (DVH) benefits are highlighted on the initial plan comparison page if a plan has it included.

Where does Pinnacle Financial Services come in?

Pinnacle Financial Services is a full-service “FMO” that offers you the best technology in the business while giving you options as well. We are the only FMO in the country that offers BOTH platforms simultaneously to choose from based on your preferences. We also offer the best back-office support in the business, guaranteed lead programs, and give you access to over 140 different carriers in every area of the senior market to choose from. I am the national agent trainer here and I am dedicated to helping agents learn anything that will help take their business to the next level. Before you know it, AEP (Annual Election Period) will be here, and you need a partner that is committed to growing your business. Choose Pinnacle Financial Services.

Need Medicare leads? Learn about our Per-Piece Lead Program

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

For more information, contact a Pinnacle Financial Services representative today

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

National Director of Agent Training

Contact a Pinnacle Representative if you have any questions.

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

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Connect4Insurance – Medicare Enrollment Platform

Connect4Insurance – Medicare Enrollment Platform

Connect4Insurance – Medicare Enrollment Platform
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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

National Director of Agent Training

Contact a Pinnacle Representative if you have any questions.

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

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Medicare Text to Enroll

Medicare Text to Enroll

Medicare Text to Enroll
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Pinnacle Financial Services is proud to announce that our Connect4Medicare platform will offer a text to enroll feature for 2021 AEP! In these uncertain times with COVID-19 (Coronavirus), Pinnacle Financial Services recognizes we need to do everything in our power to help agents grow their business. Our business has changed in that the traditional face-to-face meetings have been limited or unable to be done (depending on your state). More and more carriers are trying to find ways for agents to see and enroll clients remotely to continue business as normal. This feature will allow you to do that and not narrow down your choices in what carrier you can use.

The only equipment your client needs is a smartphone. Basically, the agent sends a link via text message to the client. This text will include the scope of appointment (SOA), a pre-filled application, and an authorization code to access the enrollment. The client will type the code in and hit the view quote button. After entering the authorization code that was sent, the plan will be displayed for the client to agree to enroll in. After the client checks the box next to the policy, they then sign the signature page with a stylus, mouse, or finger. The last step is to hit the submit button, and the application is sent back to the agent to send on its way.

Pinnacle Financial Services wants to be your partner in your success! This new feature is simple, easy, and convenient for both you and the client.  Not to mention, Connect4Medicare is offered at no cost to any agent that contracts with us. Outside of the best technology in the industry, we offer exclusive lead programs, personalized support, and training, and all of the top contracts. Don’t wait before it’s too late. Join us at the top!

For more information, contact a Pinnacle Financial Services representative today

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

Director of Sales - Health

Contact a Pinnacle Representative if you have any questions.

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

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Contact a Pinnacle Financial Service representative today for assistance.

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