RetireFlo + SunFire Integration: A Faster Path From Client Intake to Enrollment

AEP moves fast. The less time agents spend re-entering client information, switching between platforms, and manually rebuilding quotes, the more time they can spend helping clients and growing their book.

That is why the new RetireFlo + SunFire integration is worth paying attention to.

The integration is officially launching on Tuesday, September 8, 2026, at 11:00 AM ET during a live webinar for agents and agencies.

Register for the Webinar

Register for the RetireFlo + SunFire Webinar

What Is Changing?

RetireFlo helps agents collect important client information before the sales conversation, including:

• Prescription medications
• Preferred pharmacies
• Doctors and specialists
• Hospitals
• Client contact information

With the new SunFire integration, information collected through RetireFlo can flow directly into the agent's SunFire environment and automatically begin the quoting process.

That means significantly less manual data entry and fewer steps between gathering client information and comparing Medicare plans.

The workflow becomes:

Send Survey → Run Quote → Enroll

RetireFlo describes the new process as a potential three-click path to enrollment once the client's information has been collected.

Why This Matters During AEP

Every additional administrative step becomes more noticeable when appointment volume increases during AEP.

An agent working with dozens—or hundreds—of Medicare clients may otherwise find themselves repeatedly entering the same prescriptions, providers, pharmacies, and other information into multiple systems.

Connecting the intake and quoting processes can help eliminate much of that duplication.

For agents, the potential advantages include:

Faster client preparation
Collect important information before the appointment instead of spending valuable meeting time gathering it.

Less re-keying of information
Client data collected through RetireFlo can move directly into SunFire rather than requiring agents to manually enter it again.

More efficient appointments
Agents can spend more of the conversation discussing plan options and client needs instead of performing administrative tasks.

A simpler path to enrollment
Once the client's information is collected, agents can move quickly from intake to quoting to enrollment.

Better AEP scalability
Small improvements in workflow can make a major difference when an agent is handling a high volume of Medicare appointments.

See the RetireFlo + SunFire Integration Live

RetireFlo and SunFire will demonstrate the new integration during a live Zoom webinar:

Tuesday, September 8, 2026
11:00 AM ET

The session will show agents how information moves from RetireFlo into SunFire and how the new workflow can be used during AEP.

The webinar will also be recorded, so agents who cannot attend live should still register to receive access to the session.

Register for the Webinar

Register for the RetireFlo + SunFire Webinar

Make Your AEP Workflow More Efficient

Technology is most valuable when it removes friction from the sales process.

For Medicare agents already using SunFire, the RetireFlo integration has the potential to eliminate several repetitive steps that happen during nearly every client appointment.

Instead of collecting information in one system and entering it again in another, agents can create a more streamlined process from client intake to plan comparison to enrollment.

During AEP, when every minute matters, that efficiency can add up quickly.

PSM agents who use SunFire are encouraged to attend the September 8 webinar and see how the integration could fit into their AEP workflow.

Register Now →