Purpose: Learn all about the SunFire Integration and how it can help streamline your insurance workflow by syncing completed Medicare enrollments directly to your Agent CRM. 

TABLE OF CONTENTS

• What is the SunFire Integration?
• Prerequisites
• How to Sync Enrollments from SunFire to Kizen
  • Step 1: Open the Contact record in Kizen
  • Step 2: Launch SunFire from Kizen
  • Step 3: Complete the Enrollment in SunFire
• How to Troubleshoot the SunFire Integration
  • Kizen created a duplicate record for my client in SunFire!
  • SunFire created a duplicate Contact record in Kizen!
  • My Enrollments (or Drugs, Providers, & Pharmacies) are not syncing from SunFire to Kizen!
  • I'm getting a red error banner when I click on the SunFire button!
• Related 
• Need Help?

What is the SunFire Integration?

SunFire is a Medicare plan quoting and enrollment platform used by licensed insurance agents. With Kizen's Agent CRM, you can easily open your clients' records in SunFire directly from their Contact records in order to compare plans and estimate costs, check drug and provider coverage, and submit enrollments to carriers. These completed enrollments then sync back to the Contact record's Enrollments related object in Kizen so that you can keep track and manage your clients' essential insurance data, all from one platform.

Prerequisites

In order to use the SunFire integration successfully, make sure to complete the following steps to set up your account and data beforehand:

✅  You must have an Agent CRM account with the relevant template objects. The integration is designed to sync specifically to the pre-built objects and field API. (This also ensures that your SunFire integration entitlement is enabled in the back-end.)

✅  Your account must have been provisioned by your FMO with the correct Agent NPN. Your Agent NPN will be used as your SunFire username, so if it is missing or incorrect, the SunFire plugin will not launch correctly.

✅  You must upload all of your clients data to the Contacts object. All new enrollments must start with an existing Contact record in your Kizen account.

How to Sync Enrollments from SunFire to Kizen

Step 1: Open the Contact record in Kizen

1. Click on "Contacts" in the top menu bar OR "Data" in the top menu bar > "Contacts", depending on your toolbar configuration.
   
   
   
2. Open the Contact record you want to get a quote for or enroll. (It's crucial that you are opening the correct Contact record with accurate data, as there isn't a way to "transfer" a SunFire connection from one Contact record to another Contact record.)
   
   
3. Ensure that the following fields are filled in the "Contact Info" category of your Contact record:
   1. First Name
   2. Last Name
   3. Medicare Number* (a.k.a. Medicare Beneficiary Identifier or MBI) — if available
   4. Birthday
   5. Street Address*
   6. City
   7. State*
   8. County*
   9. Zipcode*
      
      
      

⚠️ Note: The Medicare Number field is not required for the sync to work, but this is how the system will identify if there is an existing record in SunFire and prevent duplicate records. If you do not have a Medicare Number for your client yet, make sure to add it to the Contact record in your Agent CRM and the record in SunFire afterwards.

Step 2: Launch SunFire from Kizen

1. Click on the "Launch SunFire" button in the Contact record.
   
   
2. If you have filled out the Medicare Number field, and there are existing matching record with the same Medicare Number in SunFire, you will see a pop-up window prompting you to select the correct record or give you the option to create a new record.
3. In the new window that opens up, log in to SunFire using your SunFire credentials.
   
   
   

Step 3: Complete the Enrollment in SunFire

1. Review costs and coverage, and choose a plan for the beneficiary. You can also add or update drugs, doctors, and a pharmacy (only one pharmacy is supported at this time) in SunFire.
   
   
2. Complete and submit the enrollment in SunFire. (Only submitted enrollments will sync back to your Agent CRM.)
   
   
3. Open the Contact record in Kizen. You should now see the Enrollment under the Enrollments related objects block:
   
   
   
   

⚠️ Note: The SunFire integration will not backfill historic enrollments or drugs/providers/pharmacy data in SunFire to your Agent CRM. Only enrollments completed after you first created your Kizen Agent CRM account will sync to your Contacts' records.

How to Troubleshoot the SunFire Integration

Kizen created a duplicate record for my client in SunFire!

There should only be a 1:1 relationship between a Contact record in Kizen and the beneficiary's profile in SunFire that was created from launching SunFire from Kizen. However, if there was an existing record in SunFire when you created the Contact record, then the Medicare Number (MBI) field will need to be filled in both platforms in order to match the two records.

SunFire created a duplicate Contact record in Kizen!

Kizen matches the SunFire enrollment to the Contact record where you originally launched the SunFire session. However, if Kizen cannot match the enrollment to an existing Contact in Kizen — usually because you did not start the enrollment in Kizen — a completely new Contact may be created. Make sure that you are opening SunFire from the Contact record.

My Enrollments (or Drugs, Providers, & Pharmacies) are not syncing from SunFire to Kizen!

SunFire only sends data to Kizen after an enrollment is submitted. Quotes and in-progress work in SunFire will not not appear in Kizen.

I'm getting a red error banner when I click on the SunFire button!

1. Your NPN may not be configured correctly. Agents must have a valid NPN in their Employee record in order to launch SunFire successfully.
2. Your required address fields may not be filled completely. As noted above, the address fields are required on SunFire's side to fill a beneficiary's profile.