Webinar | Quoting Guaranteed Income
Quoting Guaranteed Income
Wed, Feb 14, 2024 2:00 PM – 3:00 PM EST
- Quoting Guaranteed Income on the Pinnacle Website using Annuity Rate Watch
- Understand the options available with Guaranteed Income Annuities using a Fixed Index Annuity
- Know how Guaranteed Income is in the best interest of your client
Quoting Medicare Supplements
Quoting Medicare Supplements
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Quoting Medicare supplements is easy with the right tools. Pinnacle Financial Services is your full back-office support for all quoting needs. We have many options from desktop quoting, and mobile quoting, to our Connect4Medicare program. Whether you are in the office, on the road and out in the field, or working from home, Pinnacle Financial Services agents have all the options they need to easily quote, compare and enroll their clients into the best Medicare plan for their situation.
Quoting Medicare Supplements
Quoting Medicare Supplements on your desktop is very simple. All Pinnacle agents have unlimited access to pfsinsurance.com with quoting tools for free. These quoting tools allow you to quote all Medicare Supplement Carriers Pinnacle offers regardless if you are contracted with that carrier or not. The cheapest-priced Medicare Supplement plan can vary by location, age, and even by household status. The quoting software does the work for you and allows you to always offer the best rate to your clients. Agents working with Pinnacle Financial have access to all of the best-rated Medicare Supplement carriers. It’s quick and easy to add a carrier to your contracts by simply reaching out to the Medicare team at Pinnacle.   With Pinnacle’s tools, you are the expert. Never lose a sale by not having the best-priced product for your clients.
Mobile Quoting for Medicare Supplement Plans
Pinnacle Financial Services offers free Mobile Quoting apps for all of our agents. This is a great way to quote on the go. Many agents need a way to quote when the opportunity arrives. They may be in an area that does not have WIFI. Pinnacles Mobile quoting tool takes the best features of the desktop Medicare quote tool and puts it in a mobile-friendly app. Whether you have an iPhone or Android we have you covered. It also has available quotes for Medicare Advantage, Part D, Hospital Indemnity, and Final Expense. Easy on-the-go quoting to make sure you are able to quickly give accurate pricing for all your cases.
Quoting Medicare Supplements on Connect4medicare
Connect4medicare also allows you to quote and enroll many Medicare Supplement Plans along with the ability to add a stand-alone Part D. This is a perfect cross-selling opportunity and will make it easy for you to sign up your clients for multiple plans in one place.
For more information on how you can have access to the  Pinnacle Financial Medicare quote tools reach out to a team member today at 800-772-6881 x-7731 or email healthsales@pfsinsurance.com.
For more information, contact a Pinnacle Financial Services representative today
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Director of Sales | Health
“
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
Best Medicare Quoting Software
Best Medicare Quoting Software
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When it comes to the Best Medicare Quoting Software Pinnacle Financial Services has you covered. We have everything you need for Medicare Advantage, Medicare Supplements, and Medicare Part D plans to make you an expert when dealing with your client’s Medicare needs. Find out in minutes which plan is the best option for your client’s situation.
Medicare Quoting Software from Connect4medicare
Connect4medicare offers the top 2 online enrollments systems that allow you to quote, compare and enroll clients. Pinnacle Financial Services prides itself on offering the best technology for our agent partners to use.  We are the only FMO that offers Connecture along with Sunfire and the newly added MyMedicarebot. These systems allow you to quote more detailed information such as looking up drug costs and doctors.  Medicare can be confusing and hard enough. Let Pinnacle Financial Services make things I little easier with all the free technology we offer to agents.Â
Medicare Quoting Software from CSG
CSG Quoting Software is one of the best in the industry. It offers all the products you need to quote such as Medicare Supplements, Medicare Advantage, Prescription Drug Plans, Hospital Indemnity, and more. Pinnacle Financial Services also gives our agent Mobile Quoting apps all for free.  At Pinnacle we have all the tools you need to be successful in the Medicare space.Â
Using Medicare Quoting Software
Agents are using these tools in so many different ways to make selling faster, more accurate, and convenient.   Being able to run quotes at sales events, retail events, and on the go.  Instead of having multiple carrier sights open to compare numerous plans, you only need one with our systems. They also give a very visually friendly view for clients. Having to choose a plan when you are turning 65 can be very difficult. These tools give agents higher credibility when discussing.
your prospect’s situation. Having a professional system that is easy to use is a must these days with so many different carriers and products. It’s time to act now. Give us a call today to find out more.Â
Reach a Pinnacle Medicare team member today at 800-772-6881 x-7729 or email healthsales@pfsinsurance.com
For more information, contact a Pinnacle Financial Services representative today
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Director of Sales | Health
“
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com