About Dalton Miller
With a passion for protecting seniors, empowering agents, and service to community, Dalton created RetireFlo in 2023. Alongside a team of industry leaders and awesome web engineers, Dalton changed the way that insurance agents get to know their clients. After only a year of operation, RetireFlo grew to serve thousands of Insurance agents across the country and millions of beneficiaries!
Dalton and his team at RetireFlo believe that if insurance agents can build better relationships with their clients, that the role of the broker will always be protected.
Dalton graduated from The Ohio State University, and subsequently worked several years for the Governor of Ohio as his personal assistant and speechwriter. Dalton resides in Los Angeles, California, not too far from the airport so he can fly to meet agents across the country!
Dalton and his Dad, Scott Miller, President of Seniority Benefit Group
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Dalton and his Brother, Miles Miller, Sr. Account Executive at RetireFlo with Zach Munger friend of the program and rockstar agent​
The RetireFlo Story
Like most start ups, RetireFlo was invented to solve a problem. Dalton, helping out at his Dad's agency (Seniority Benefit Group) noticed that pressure boiled amongst agents during the Medicare Annual Enrollment Period. Specifically the tension surmounted with Seniority's most tenured employee Debbie Stamnes who grew frustrated trying to serve thousands of beneficiaries with their prescription lists and Scope of Appointment management. Debbie isn't the type to cut corners and there had to be a better way.
Dalton pleaded with his Dad and the team to take a risk and invest in a better way to manage this tedious process. After finding some fellow Ohio State Buckeyes with a background in web development, Dalton, Brad Browning, and Richard Giang set out to build a better system for Debbie and her team.
After months of work and pressure testing, the first iteration of RetireFlo was born. Dalton then worked hand in hand with Ashley Ellison and Patrick Wiley of Seniority to deliver this new one of a kind survey to their thousands of beneficiaries eager to review their plan during the fall season. Seniority Benefit Group had an explosive new sales AEP that year. Why? Because agents weren't bogged down listening to their clients spell, "Lev-oh-thy-rox-ine". They rolled into every meeting prepared, compliant, and well researched.
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Shocked by unprecedented numbers, Seniority's local FMO stopped by to ask, "What the heck happened at Seniority?". Paul McMillen of Cornerstone Senior Marketing, being a fierce advocate for Agents everywhere, asked Dalton to share this technology with other brokers, and the rest was history.
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Today RetireFlo serves thousands of Agents across the country with compliant and secure surveys to streamline agencies in-take process, and Debbie gets to go home a little earlier during AEP!