Introducing Healthpilot for Financial Advisors

Quickly and easily meet your clients’ Medicare needs with a one-click solution

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Healthpilot: Making Medicare easy for advisors and your clients all at no cost

Healthpilot solves the Medicare needs of your clients with a simple, advisor-driven referral

  • Highly-intuitive advisor portal
  • Identify eligible clients and refer with one click
  • Templated referral emails make getting started simple

Advisor accesses
free portal

Client receives
co-branded referral

1-click, personalized
client access

Advisor refers to Healthpilot, then three easy client steps…

Enters basic
health Info

Receives personal
recommendations

Completes
enrollment online

Commonly asked questions

Healthpilot takes the security and privacy of your client data very seriously. Our robust digital security program includes controls to satisfy the security trust services criteria for SOC2. The controls include data encryption at rest and in-flight, strong authentication, secure coding practices, vulnerability & patch management, proactive security monitoring, incident response, etc.

If you have forgotten your username or password, select the “Forgot Password?” option on the login screen. You’ll be prompted to input your email address so that we can forward the password reset instructions. Once you receive this email, follow the prompted steps.

Healthpilot solely provides Medicare options to your clients. You can rest assured that Healthpilot is here to offer a unique tool to you and your client, without the fear of losing any business.

Healthpilot offers the same price as if they would have gone directly to the carrier or another broker. It’s a win-win-win across the board for your firm, you, and your client.

For Protected Health Information (PHI) purposes, the only information you will have access to is the status of their application, the estimated annual healthcare costs and annual savings.

Get your referral link today

Help your clients navigate the complexity of Medicare.

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FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC