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Medicare Blog | Medicare News | Medicare Information

Customer Profile Enhancements in YourMedicare SunFire

Posted by www.psmbrokerage.com Admin on Mon, Mar 27, 2023 @ 02:34 PM

yourfmo update

SunFire is excited to announce some upcoming enhancements to our existing customer profile page, including the BEQ Lookup and Needs Assessment, available starting April 4th, 2023. 

The enhancements are targeted to: 

  • Increase BEQ lookup adherence to validate customer information and ensure data is prefilled on the enrollment form
  • Improve metrics around adding Doctors (additional focus on "primary doctors") and Drug Cabinets completions during the needs assessment
  • Increase speed with updated APls for adding Doctors and Medications
  • Reduce the number of clicks on the page and clean up redundant pieces of data

There is also a new Customer Opportunities page, which will serve as the place for Agents to see available  opportunities for the customer outside of the enrollment. 
(Currently displays if VBC is enabled) 

 Check out the details



Tags: Medicare Advantage, phone sales, SunFireMatrix, Telesales

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