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RetireFlo Live Demo

We’re excited to announce that RetireFlo, the most sought-after AEP client management tool, is now available through JSA’s MyHealthPlan! This AEP is going to be like no other, as changes to Medicare prescription drug coverage for 2025 will impact all MAPD & PDP clients. Utilize RetireFlo through MyHealthPlan to streamline the shopping process for your clients and SAVE YOU TIME!

RetireFlo is a simple survey you send to your clients via email or text that allows them to update their prescriptions, doctors, hospitals and pharmacies, collect permission-to-contact and the signed SOA. RetireFlo will automatically update/generate their MyHealthPlan profiles, so you’ll be ready to book appointments and quote this AEP, saving you an average of 15-30 minutes per client.

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Royal Neighbors of America - Life Insurance Portfolio