Retireflo
A simple solution for agents to get to know their clients
About
Seamlessly collect and update Medicare Beneficiary with RetireFlo through your CRM. Effortlessly manage client records with the power of RetireFlo's survey links
Key features
- Multi-source connectors
- Real-time sync
- Custom dashboards
- Automated reporting
- Data transformation
GHL agencies consolidating data from multiple platforms.
Seamlessly collect and update Medicare Beneficiary with RetireFlo through your CRM. Effortlessly manage client records with the power of RetireFlo's survey links. Collect and maintain beneficiary data using our CMS and HIPAA-compliant integration. With just a few clicks you can collect Permission to Contact; Lists of Drugs, Doctors, Hospitals, and Pharmacies; 48-hour Scope.
After installing RetireFlo, simply click "Get Started" to complete onboarding and generate your own RetireFlo account. Once your account is complete, start creating and updating contacts in your CRM via the Actions Center found in the new RetireFlo tab on your CRM.
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