Integrate Scheduler with RetireFlo
RetireFlo makes it easy to collect prescription drug, doctor information, and other important information from new clients before your first meeting.
In addition to a custom questionnaire, RetireFlo's benefits include:
- A summary of client data at-a-glance
- Data & client security
- A professional first impression to clients before you meet with them
AgentMethods's Scheduler offers an easy-to-use integration with RetireFlo. With this integration, potential clients can go from the scheduler appointment page directly to your RetireFlo questionnaire.
IN THIS ARTICLE
Set Up RetireFlo Integration
Start by logging into Great AEP/Scheduler and head to the main Campaigns page.
If you need any assistance logging in or setting up Scheduler, please reference these guides.
Find the campaign that you'd like to add RetireFlo to, and click the blue Edit button on the right side of the selected row.
This will take you to the campaign editor page. Scroll down to the bottom of the page until you reach the Integrations section. Check the box labeled Enable RetireFlo Integration.
In the text box below, paste your personal RetireFlo Survey Link.
To save your changes, click the blue Update Campaign button. That's it!
After a new lead schedules a meeting with you from the Scheduler, they will be automatically redirected to your RetireFlo survey page.
