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SunFire Spark - AEP Prep Edition

July 23rd, 2024

1 min read

By www.psmbrokerage.com Admin

SunFire Spark - AEP Prep Edition
2:52

Important SunFire Updates

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.

Phoenix Rising - Customer Intake Form!

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:

  • Permission to contact
  • Collect Provider and Prescription information
  • Complete a Scope of Appointment form
  • Access the responses in the SunFire platform to begin an enrollment


View a Demo

Below is a glimpse at the SunFire updates being made over the next few weeks. Be sure to follow our weekly emails for more!

Drug & Doctor Pre-Fill

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!

Direct-to-Consumer Refresh

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

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!

Spanish Materials

Provide a great, compliant customer experience to new populations with consumer-facing materials in Spanish. Coming soon in Blaze and Blaze Connect.

Core Flow Enhancements

Made the underwriting and quoting engine work smarter for you with significant enhancements to our core flow:

  • Updated annual cost calculation
  • SNP recommendations
  • SEP recommendations in Customer Lookup
  • New Flex Benefit filter
  • Provider updates

Med Supp Carrier Expansion

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!

DVH Carrier Expansion

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!

No-Sale Benefit Activation

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!

Learn more about the SunFire Platform here


 

*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.