Product Description
About this Product
Healthpilot is a transformative digital platform to aid clients in Medicare insurance selection:
- Easy to use digital tech providing Medicare solutions
- Enhance planning conversations and bring health & wealth together
- Help seniors solve critical concern by using Healthpilot
About Healthpilot Technologies
Rising healthcare costs keep your clients up at night. Getting Medicare-eligible clients into the right plan can help. But you’re a financial advisor, not a Medicare expert. And you don’t want to send yet another client to a Medicare broker (and potential competitor).
We’ve got the right Medicare solution for you and the right Medicare plan for your clients. Healthpilot's technology predicts your clients' specific healthcare needs. From there, we present personalized plan recommendations taking cost and coverage into account.
With a simple online recommendation from you to Healthpilot, your clients will find the right Medicare plan for their needs — potentially saving them hundreds or thousands of dollars. And you’ll be the hero who solved their Medicare problem and rescued them from wasting money on the wrong coverage.
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Integration Capabilities
Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.