How to conduct your sales process
How to reach your clients
How to stay connected to clients
Get the latest updates on remote selling Carrier tools. E-apps and Tele-Sales Instructions.
Just as your clients rely on you for support, you can rely on the team at Pinnacle Financial Services. Here is a list of resources for additional information on COVID-19 (Coronavirus).
View previous and upcoming free webinars from Pinnacle Financial Services.
Technology to take you from appointment through a sale
Your sales process doesn’t have to suffer because of the Coronavirus constraints on in-person meetings. As many successful advisors already know, it’s possible to use a phone to conduct client appointments and Pinnacle’s suite of technology to submit applications and complete sales. Agents can also still meet face-to-face without meeting in person, or without even leaving the house, thanks to video conferencing technology.
An all-in-one tool to quote, compare, and enroll clients in Medicare Advantage, Supplements, and Part D plans. Available to all agents- free of charge! Provide clients with a personalized URL to enroll themselves, bonus!
Protect yourself and your clients for free with compliant document protection. Send and receive contracts, applications, and other documents all with the click of a mouse, for free.
Our online quoting service for Fixed, Indexed, Indexed Hypothetical Annuities, Income Riders, and MYGA’s.
Our online quoting service for Term/GUL, Life insurance.
Our online quoting service for Medicare Supplement, Medicare Advantage, and Medicare Prescription Drug Plans.
Resources to help get you in front of more people
There are still many ways to find new leads and connect with prospective clients, even if you had previously relied on educational workshops. We’ll help you attract leads through your website, social media, through video, and traditional direct mail marketing, and how to adapt to virtual workshops or webinars.
How to conduct business virtually.
Virtual Meeting Toolkit
Remote selling tools to help your business.
More Marketing Resources
Walmart Retail Initiative
Have your own in-store office for assisting clients with Medicare.
Agent Specific Enrollment Website
You can add quote and enroll functionality to your already existing website or use as a stand along website and marketing to quote, compare, and enroll clients instantly.
Per-Piece Lead Program
Purchase physical leads for either Medicare or Final Expense.
Pinnacle offers agents the opportunity to purchase affordable name lists that can be customized for targeting.
Receive real-time annuity internet leads for the ZIP codes and/or counties you select.
Content that stands out and connects with clients
Your clients want to hear from you, especially during this time of uncertainty. Make sure you stand out from the noise and conduct the right tone during heightened sensitivity. Let Pinnacle show you the different tools you can use to connect with clients and provide meaningful content and ideas to resonate with them, showing your value.
Use Pinnacle’s collection of videos, infographics, and educational webinars to provide visual resources.
Hear from our team of experts on the current state of business, and how to stay on top of sales during COVID-19.
The latest updates to keep you informed.
Stay updated with information from the industry’s top carriers about the COVID-19 pandemic and social-distancing practices.
Click the desired logo below to get details on the carrier’s remote selling instructions.
Information by State
View your state’s department of insurance policies.
Select your state below: