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SunFire: Voice Scope & Signature For Field Agents

May 31st, 2023

0 min read

By www.psmbrokerage.com Admin

UPDATE

SunFire will make Voice Scope and Voice Signature capabilities available, automatically, to agents on recorded calls using SunFire's Voice Recording Solution.

HOW IT WORKS

When on a recorded call using SunFire's voice recording solution, the platform will automatically remove the "Complete scope" in-person option for Scope of Appointments, and replace it with the ability to complete a compliant Voice Scope:

Similarly, when the agent clicks "enroll" they will automatically be shown our CMS-filed, compliant Enrollment Script with voice, text, and email signature options:

This functionality is currently only available to agents that utilize SunFire's Voice Recording Solution within our BlazeConnect field agent platform. Please reach out to your Account Manager if you have questions or feedback, or would like to enable Voice Recording for your agents.

Don't have access to SunFire's enrollment tool? Request details today

*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.