by Nicola Godman | May 5, 2025 |
BOSS Agent Portal and CRM
Pinnacle Financial Services invites you for a look at our exclusive agent portal and CRM known as Boss. Any contracted agent has access to this software at no cost!!
Topics to be discussed:
– Agent portal walkthrough
– CRM walkthrough
– How to request access
– Full Book of Business Access
– Track all your contracts and agent numbers
– Commission Tracking
– Marketing Automations
– Sunfire and Connecture Integration
– Dialer Integration
by pfsinsurance | Aug 3, 2023 | Medicare, News |
Devoted | search 2024 providers in your portal
NEW PORTAL FEATURE
Provider search
Great news! You can now search for PY2024 providers with our new provider search tool, located right in your agent portal. Here are 3 reasons you’ll love it.
1. It’s more robust than the “Search providers” tool on devoted.com.
Devoted.com only includes current PY2023 providers. This new tool lets you see all providers who’ll be in the network starting January 1, 2024.
2. It’s updated daily.
This tool is dynamic, reflecting any changes to our provider network through January 1, 2024.
3. It can help you close sales.
If you’re talking to a prospect and they’re wondering if one of their providers is in network for 2024, you can quickly look up that information. And your clients can rest easy knowing they have the right coverage.
Check out this training to learn more
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
