Are You Getting the Most Out of Your Technology Before AEP?

The tools you use every day can have a major impact on efficiency, client experience, and business growth—but only if you're using them to their full potential.

With Annual Enrollment Period (AEP) approaching, now is the time to make sure your technology is helping you work smarter, stay organized, and prepare for a successful enrollment season.

Join us on July 14 for Streamline Your Client Intake with RetireFlo, where you'll learn how to make the most of this Medicare and ACA intake and client retention platform before AEP begins. RetireFlo helps simplify quoting and enrollment while saving valuable time throughout the client journey.

With a simple survey sent by email or text, clients can quickly update their prescriptions, doctors, hospitals, and pharmacies. That information automatically updates their MyHealthPlan profile and generates a completed Scope of Appointment (SOA), helping you streamline data collection and stay prepared for enrollment season.

The JSA Tech Tuesdays series features leading technology partners that can help agents improve efficiency, strengthen client engagement, and build a more scalable business ahead of AEP.

Reserve your spot for the webinar and mark your calendar for the rest of the JSA Tech Tuesdays series as you prepare for your strongest AEP yet.