Need support right now?
Discord broker channels first, erin@legacypom.com second — for support and contracting-status questions.
Resources
Commission, carrier contacts, key dates, and walkthroughs.
Compliance
Stay on the right side of CMS and carrier rules.
TPMO disclaimer
Current plan-year wording. Copy-to-clipboard, then paste into your materials.
As a TPMO, we do not offer every plan available in your area. Any information we provide is limited to those plans we do offer…Scope of Appointment — when to use which
| Method | Best for | Capture |
|---|---|---|
| RetireFlo SOA | Digital intake | Timestamp + IP |
| Integrity Connect paper SOA | In-person | Signature |
| Integrity Connect voice SOA | Phone | Voice consent |
Call recording
What's required, and the difference between recording in GHL vs. the Integrity Connect phone.
ACA consent documentation
RetireFlo ACA tools vs. HealthSherpa's integrated consent — keep one consistent method per agent.
Marketing approval
Nothing agent-created goes public without review.
Book of Business
Bring your existing clients into the machine.
- 1
Export your book from your prior CRM or carrier portals (CSV).
- 2
Submit it to the Tech Team for import.
- 3
Field mapping is confirmed with you before import — clients get tagged by carrier during the mapping pass.
- 4
Current-client automations turn on only after RetireFlo is synced to CRM and Integrity Connect. Not before — you'll double-message your book otherwise. Not before — you'll double-message your book otherwise.