Send One Intake Link
See how agents collect dependent information, medications, doctors, hospitals, pharmacies, smoking status, income, permission to contact, and ACA consent before the appointment.
LIVE AGENT TRAININGTUESDAY, SEPTEMBER 22 · 9 AM CENTRAL · LIVE ON ZOOM
STARTS IN
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AGENCYGROWTHLIVE
FOR ACA & MEDICARE AGENTS WHO WANT A CLEANER INTAKE
One Intake Before The Appointment. RetireFlo Keeps It Moving
Dalton Miller joins Luis Moreno to show how agents can collect the client details needed for Medicare and ACA, support new and existing clients, and move survey data into HealthSherpa Medicare. See the intake workflow live, from the first link to a cleaner handoff.
HOST & GUEST SPEAKERLuis Moreno & Dalton MillerLuis Moreno, Insurance Agent Training · Dalton Miller, Founder & President of RetireFlo
WHAT BEST DESCRIBES YOU?
Make this training fit where you are now.
Leave with a practical view of what to collect, how to collect it once, and where that information can move next.
THE ROOM OPENS IN
03DAYS:
13HOURS:
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100% free · Live on Zoom · No credit card
5.0★Google rating679 total reviews
15+Years appointedwith Farmers
2LanguagesEnglish + Spanish
1976National FMOfounding year
The future belongs to
the agent who makes intake feel easy
A client should not have to repeat the same medications, doctors, dependents, income, and consent details at every handoff. A cleaner intake gives the agent better information before the appointment begins.
ONE LIVE SESSION·THREE PARTS OF THE WORKFLOW
You won’t leave with another software pitch.You’ll see the workflow.
Work Medicare And ACA
Use the same intake foundation for a new client, an existing Medicare client, or an ACA conversation during OEP without rebuilding the fact find from scratch.
Move Survey Data Forward
See how the HealthSherpa integration can sync RetireFlo survey data into HealthSherpa Medicare and reduce duplicate entry across the enrollment workflow.
THE APPOINTMENT STARTS BEFORE THE CALL
The first ten minutes should not be data entry.
Start with the client prepared.
RetireFlo is built to collect the information an agent needs before the appointment, keep the client experience secure and organized, and reduce the back and forth that slows an enrollment conversation down.
WHO THIS SESSION IS BUILT FOR
Know whether you belong in the room.
THIS IS FOR YOU IF…
- You write Medicare, ACA, or both.
- You want client information before the appointment starts.
- You serve new clients and existing clients during OEP.
- You use HealthSherpa and want to reduce duplicate entry.
THIS IS NOT FOR YOU IF…
- You are looking for consumer enrollment advice.
- You do not work in Medicare or ACA.
- You want software to replace the agent-client conversation.
- You are unwilling to use a consistent intake process.
REAL AGENT REVIEWS
Hear it from the agents.
★★★★★
“As a new agent, I found Luis’s one-to-one guidance worth the time and planned additional sessions.”
★★★★★
“Clear processes, practical tools, and a foundation that left me ready and confident.”
★★★★★
“Luis knows the insurance business inside and out. His support is invaluable.”
★★★★★
“Luis’s guidance helped me feel prepared to hit the ground running in health insurance sales.”
★★★★★
“The tools and support are there at your fingertips to grow your health insurance business.”
★★★★★
“Luis went above and beyond, answering more than expected and sharing specific industry guidance.”
Individual testimonials describe those reviewers’ experiences and do not promise income or business results.
STRAIGHT ANSWERS
Questions worth asking before your next intake.
Is the training really free?
Yes. The live training and Q&A are free. No credit card is required.
Who is Dalton Miller?
Dalton Miller is the founder and president of RetireFlo. He previously worked as a Medicare and ACA agent before building the intake platform.
What information can RetireFlo collect?
The intake can collect dependent information, medications, doctors, hospitals, pharmacies, smoking status, income, permission to contact, and an ACA consent form.
Does this cover Medicare and ACA?
Yes. The session focuses on how agents can use the intake workflow across Medicare and ACA client conversations.
How does the HealthSherpa integration help?
HealthSherpa says RetireFlo survey data can sync into HealthSherpa Medicare so agents do not have to enter the same client details in both systems.
Is RetireFlo secure?
RetireFlo states that it is HIPAA compliant, SOC 2 Type II certified, encrypted, and CMS compliant. Confirm your own agency requirements before adopting any platform.
Will we see the workflow live?
Yes. Dalton will walk through how RetireFlo supports client intake and how agents can use it before an appointment.
I cannot make it live. Should I still register?
Register so you receive the event access details. Replay availability has not been promised, so plan to attend live.
A cleaner appointment starts before the call
Collect it once. Use it where it matters.
Join Luis and Dalton for a live look at RetireFlo, the client details it collects, and how a cleaner intake can support both Medicare and ACA conversations.
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