Seamless Integration. Stronger Connections. More Business.
If you’re a Medicare insurance agent using RetireFlo for quoting and enrollment, we have exciting news: RetireFlo now integrates directly with Agent CRM — and it’s designed to save you time, eliminate manual data entry, and help you close more business.
What Is the RetireFlo + Agent CRM Integration?
RetireFlo is a powerful Medicare quoting and enrollment platform trusted by agents across the country. Agent CRM is the all-in-one CRM built specifically for insurance agents — complete with pre-built marketing campaigns, AI-powered lead engagement, a power dialer, and much more.
Together, they form one unified workflow. When a prospect fills out a RetireFlo survey, that data flows directly into Agent CRM — automatically, in real time.
No copy-pasting. No spreadsheets. No dropped leads.
What Happens When the Integration Is Active?
Once you connect RetireFlo to Agent CRM, here’s what happens every time a prospect completes a RetireFlo survey:
- A new contact is automatically created in your Agent CRM account
- Survey responses flow directly into the contact profile so you have full context before you even pick up the phone
- Custom fields are created automatically — no manual setup required
- Workflows and automations trigger instantly so your follow-up sequence starts the moment a lead comes in
This means the second someone completes your Medicare survey, your CRM already knows who they are — and your follow-up machine is already running.
Why This Matters for Medicare Agents
Medicare agents know that speed-to-contact is everything. During AEP (Annual Enrollment Period), the difference between a closed deal and a lost lead can come down to minutes.
With the RetireFlo + Agent CRM integration, there’s no gap between when a lead engages with your survey and when your outreach begins. Your automated follow-up, text messages, and email sequences fire immediately — while the prospect is still thinking about their Medicare options.
Here’s what you get:
✅ Seamless Lead Transfer
Transfer Medicare leads effortlessly from RetireFlo to Agent CRM — no manual imports, no lag time.
✅ Automatic Contact Creation
New leads are automatically created as contacts in your CRM, complete with their survey data already populated.
✅ Real-Time Sync
Keep your data updated in real time across both platforms so nothing slips through the cracks.
✅ Streamlined Workflows
Trigger automations and follow-up sequences instantly when a new Medicare lead comes in — not hours later.
✅ Better Follow-Up. More Sales.
Nurture, follow up, and close more business with better timing and all the context you need right at your fingertips.
✅ Built for Growth
Scale your insurance business with integrated tools that work for you — not against you.
How to Get Set Up
Getting started is simple:
- Request access to the RetireFlo integration by contacting the Agent CRM support team — we’ll get it added to your account
- Activate the integration in your account settings
- Connect the surveys you want to use
- That’s it — leads will start flowing automatically
Our support team is available 24/7 via live chat inside your Agent CRM account to walk you through the setup.
Two Powerful Platforms. One Integrated Solution.
The RetireFlo + Agent CRM integration is part of our ongoing commitment to building the most agent-friendly, automation-first CRM in the insurance industry. We believe your tools should work together — so you can spend less time managing data and more time serving clients.
Ready to get started? Contact our support team and request the RetireFlo integration today.
Not yet an Agent CRM customer? Start your free 14-day trial and see why 10,000+ insurance agents trust Agent CRM to run their business.
Have questions about the RetireFlo integration? Our support team is available 24/7 via live chat or by calling us directly. We’re here to help you get connected and growing.
