Healthpilot - an Online Platform Transforming the Medicare Experience for Wealthcare’s Advisors and Their Clients
What is Healthpilot?
Healthpilot provides an easy-to-use online platform for people to find and enroll in Medicare plans with recommendations that are tailored for their needs. Using proprietary technology, the platform accurately estimates a person’s healthcare expenses and accommodates their doctors, medications, and other key attributes. Healthpilot then recommends the best Medicare plan available from all the options the platform offers and lets people enroll, all in as little as 15 minutes. With such a powerful platform, Healthpilot has transformed the experience of finding a Medicare plan by making it easy for everyone.
Watch how Healthpilot benefits your clients.
How We Are Different?
Healthpilot streamlines the Medicare conversations between advisors and clients and then closes the feedback loop by providing vital cost estimation data to advisors though a secure portal. This means advisors can now better protect their client’s financial plan and help eliminate risk of unforeseen medical expenditures that could significantly impact retirement goals.
See how easy Healthpilot is to use for advisors.
A Unique, Transformational Platform for Advisors and Their Clients
Leave the Medicare expertise to Healthpilot.
Here’s how it works. Advisors’ clients tell us a little about how they use healthcare (doctors, prescriptions, pharmacy). Then our technology does the rest. We find the right Medicare plan for their needs and make it easy to enroll in minutes. Healthpilot can be the Medicare plan experts, giving advisors more time to focus on their clients.
Make Medicare part of financial planning.
After clients enroll with Healthpilot, advisors can see our estimate of clients’ Medicare costs and savings in Healthpilot’s advisor portal, which can be used for financial planning. Advisors can also upload their client list right to the portal, where we can help identify clients for referral to Healthpilot.
Free to use. Safe and secure.
Healthpilot is free for advisors and clients, with no obligation to enroll. Plan costs are the same as those offered by the plan’s insurance carrier. Client data is secured by our robust digital security program, which includes controls to satisfy the security trust services criteria. And we never sell customer data —ever.
Contact Healthpilot today!
Click here to learn more and schedule your demo with a Healthpilot partner success manager.
Redtail Integration includes:
Click Here for more information on this new integration.
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