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July 23rd, 2024
1 min read
Welcome to SunFire's email series designed to help agents prepare for AEP. SunFire combines quality data and smart tools to help brokers, carriers, and providers work more efficiently and effectively. You can learn more about the SunFire Enrollment Platform here.
As part of the rebuild of the Direct to Consumer (DTC) experience, Phoenix, we are rolling out a new feature that will allow agents to collect key client information:
Below is a glimpse at the SunFire updates being made over the next few weeks. Be sure to follow our weekly emails for more!
Save time and improve enrollment quality with Drug & Doctor prefill built into our Customer Lookup feature. With suggested medications and providers based on historical information, you can spend less time collecting data and more time adding value. Drug Prefill launching 8/1. Doctor Prefill following shortly!
A completely rebuilt our direct-to-consumer (DTC) platform, Phoenix, to create a cleaner, more intuitive quote and enroll experience. Build customer trust with a customized, agent-forward interface that streamlines field underwriting, quoting, and enrollment for your customers.
Medicaid Lookup tool helps you quote and enroll much more quickly and confidently by validating the beneficiary’s Medicaid level directly in SunFire. We’re continuing to improve this tool with Change Health going live by AEP, with expanded states!
Provide a great, compliant customer experience to new populations with consumer-facing materials in Spanish. Coming soon in Blaze and Blaze Connect.
Made the underwriting and quoting engine work smarter for you with significant enhancements to our core flow:
Med Supp platform is leading the industry with end-to-end quoting, field underwriting, and enrollments. We’re adding new carriers regularly, with enrollments from HCSC, Humana, and Aflac coming soon!
Access a variety of Dental, Vision, and Hearing (DVH) products with our integrated DVH quoting and enrollment. Enrollments with Aflac products will be rolled out soon!
Generate revenue and create an excellent customer experience even when it’s not the right time for the customer to enroll. Benefits from SelectRx and Perry Health are coming soon!
*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.