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Connecture for Agents (PCEA)

PCEA <> RetireFlo <> MPCRM

Edited

Luckily, all these services now integrate with the CRM. We understand that might be confusing trying to figure out how they all work together and what might be the ideal work flow for you to take. Hopefully this little guide can give you the big picture.

An ideal flow to ensure that all platforms have the most amount of shared data without duplicate work is to..

  1. Send client/prospect RetireFlo survey and have it populate the data in both PCEA and the CRM.

  2. Find the person inside PCEA to do the enrollment

  3. Let PCEA push the enrollment data to the CRM

With this flow, PCEA and the CRM should always stay in sync.