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Elevate Your Insurance Agency

Enrollment platforms that boost efficiency and drive growth

Platforms Page - Enrollment Platforms
Medicare Platform

Scope, quote and enroll on a single platform

PSM has partnered with SunFire to offer the SunFire Enrollment Solution which combines quality data and smart tools to help brokers work more efficiently and effectively.

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Discover the SunFire Solution

A world-class quoting and enrollment solution

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SunFire simplifies the enrollment process, improves the quality of submissions, and offers agents numerous opportunities to connect with a broader audience.

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Complimentary for PSM agents

As a PSM partner, you'll get get access to SunFire Enrollment Solutions at no cost to you.

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Intelligent and safe

Crafted to provide you with a sense of security, SunFire's cutting-edge technology ensures the safety and compliance of your data, precisely as you desire.

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Convenient

Compatible with smartphones, tablets, desktops, and laptops.

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Strong data protection

Safeguards your data, making sure it remains exclusively in your possession.

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Integrated compliance

Adheres to all CMS regulations, encompassing SOA tracking and call recording requirements.

Questions From Agents about SunFire

When agents ask questions we like to share it with our community

How much does SunFire cost to have access?

What kind of data reporting is available if I have a team of agents?

Does the platform offer any kind of API integrations?

Will this platform help me stay compliant with all the CMS rules?

How do I access my Personal URL Website (PURL) to allow my clients to enroll on their own?

ACA Platform

The largest ACA quoting and enrollment platform since 2013

HealthSherpa streamlines the ACA enrollment process with a platform offering an intuitive interface, detailed plan comparisons, fast enrollment options, and making it easy to help clients discover the best available health plans.

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Health Sherpa

A comprehensive quoting and enrollment solution designed for the ACA marketplace

 

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Health Sherpa ACA quoting and enrollment platform  is an innovative healthcare technology platform that specializes in Marketplace enrollment for agents—and it's completely free.

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Powerful shopping tools

Fast, accurate quoting with subsidy estimation - Compare plans from all the carriers in your area - Provider and prescription search.

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Super fast applications

Our redesigned application is faster than ever - No need to log clients into Healthcare.gov - Pre-filled renewal apps - All synced to Healthcare.gov

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Track clients & leads

All your ACA clients and leads in one organized place - See what stage clients and leads are at in the process - Easily pull existing applications from the Marketplace.

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Post-enrollment

See follow-up status, upload docs, make binder payments - Report changes to the application, or change plans - All synced to Healthcare.gov

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Your own client-facing enrollment site

Offer clients a link to self-enroll through your branded site, and track their progress - Every enrollment will have your NPN applied.

Questions From Agents about HealthSherpa

When agents ask questions we like to share it with our community

Can all of my clients enroll through HealthSherpa?

How do I create a HealthSherpa for Agents account

Where can I track all of my client enrollments?

What is Enhanced Direct Enrollment?

Hear from Agents

*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.