RetireFlo is a platform to distribute and manage insurance surveys for Medicare and ACA Agents.
Our RetireFlo integration allows you to automatically sync RetireFlo survey data – contact details, drugs, pharmacies, and providers – directly into HealthSherpa Medicare.
This makes it easier for agents using RetireFlo to collect surveys, run quotes, and complete enrollments without manual dual data entry.
Connecting RetireFlo
1. Log in to RetireFlo. Go to your RetireFlo dashboard and click on Integrations
2. Select HealthSherpa. Choose HealthSherpa from the list of available integrations:
3. Authorize the connection
You’ll be redirected to HealthSherpa Medicare.
If you're not already logged in, you'll be prompted to log in.
You'll be taken to this screen – click the Authorize button:
4. Connect your RetireFlo surveys
After authorization, you’ll be redirected back to RetireFlo where you can select which survey(s) you'd like to connect to your account.
Sync trigger
Once the integration is set up, any RetireFlo survey you connect to HealthSherpa Medicare will automatically sync all future survey submissions into your HealthSherpa Medicare contacts.
Deduplication logic
To prevent duplicates, we run a two-step check before creating a new contact:
First name + email
First name + phone number
If a matching contact is found for either of those combinations in HealthSherpa Medicare, the contact is updated. If no match is found, a new contact is created.
Data handling
Create vs. Update and Lead vs Client
Newly created contacts default to type =
leadUpdates to contacts preserve type, (e.g. if an agent already promoted a
leadtoclient, the integration won’t overwrite that).
Overwrites
Drug, pharmacy, and provider lists are fully replaced on update (not merged). This ensures HealthSherpa reflects the most recent RetireFlo survey.
For example, if your existing contact record for Jane Doe has providers A, B, and C – then Jane completes a RetireFlo survey listing providers A and B, then the contact will update to reflect only providers A and B.
Fields synced
first_name
last_name
address_1
address_2
birth_date
city
state
zip
phone
email
sex
drugs
pharmacies
providers
FAQ
Can I connect more than one RetireFlo account to my HealthSherpa Medicare account?
No, each RetireFlo integration is tied to a single HealthSherpa agent account, preventing duplicate integrations.
Can I remove the integration?
Yes, after you've added the integration, if you want to remove it, go to RetireFlo, click into the HealthSherpa Medicare integration, and you'll see a Delete Integration button.