Coming September 2023... Agent Reporting - a new feature designed to enhance the SunFire Blaze and Blaze Connect experience by providing agents transparency into their individual performance.
Agents will have visibility into their production since January 1, 2023. To access this new function, click the graph icon on the left side of your screen and select the “Performance” tab at the top.
This report will showcase:
Total number of enrollments submitted across Blaze & Blaze Connect through the instance you are utilizing, broken down by Carrier, Product Type, and Servicing Area.
Eligible HRA completion rates, identifying enrollments with an HRA still available.
Eligible Value-Based Care submission rates, identifying enrollments with a VBC Opportunity still available.
Eligible Mail-Order Pharmacy Consent Form completion rates, identifying enrollments with a Consent Form still available.
Individual book of business footprint across the country, visualized by heat map.
Access to a helpful suite of unique SunFire quoting flow features to aid in beneficiary information gathering such as, Customer Look Up, Doctors and Drugs collected and Health Utilization Frequency.
An enrollment trend algorithm showcasing estimated monthly projections based on current month’s production.
A drop-down filter allowing you to easily view data on a specific day or within a selected time frame.
Independent agents play a vital role in helping seniors secure the most cost-effective Medicare plans for their individual needs. This comprehensive tool simplifies the sales process with multi-carrier shopping and enrollment platforms wrapped into a single online experience.
And best of all, this platform is available at no cost to PSM agents. Request details today and make sure you have access to this cutting edge technology at your fingertips.
We are excited to announce the initial launch of SunFire’s Med Supp Quoting and Enrollment Experience, arriving 10/1! We believe they have created arevolutionary platformthat will significantly improve your efficiencies and profitability. As with any new product, their goal is to build a strong foundation with key features and continue to enhance the system over time, including additional carrier integrations.
Features Included in the Initial Launch
Accurate quoting for 49 carriers with enrollment capabilities for 17 carriers:
Full enrollment integration with Aetna, Cigna and Anthem.
With MOO, UHC, Humana, and Aflac slated for the new year.
Link outs for the other 11 carriers, where the application will be completed within the carriers’ portal.
A Med Supp specific needs assessment, which captures drug and medical condition data, with the intention of alerting agents to carriers that will be unlikely to pass the applicant through underwriting.
If our algorithm suggests that Med Supp may not be the best path, the agent can easily transition into the MA/MAPD Quoting and Enrollment flow with all client data staying intact.
Post enrollment, our new bundling experience creates real agent efficiencies by providing the ability to capture drug and demographic data one time and pass that information to the DVH and PDP applications displayed post sale.
The DVH partners currently integrated for quote and enroll include NCD and Aetna with a more robust suite of DVH integrations, including MOO, UHC, Cigna, Humana, Aflac, GTL and others slated for the coming months.
PDP plans are available and will be shown to agents who are ready to sell pre-filled, with pricing based on previously captured pharmacy and drug cabinet info.
Please keep in mind we will only quote plans that are RTS for the agent
Independent agents play a vital role in helping seniors secure the most cost-effective Medicare plans for their individual needs. This comprehensive tool simplifies the sales process with multi-carrier shopping and enrollment platforms wrapped into a single online experience.
And best of all, this platform is available at no cost to PSM agents. Request details today and make sure you have access to this cutting edge technology at your fingertips.
Medicare Advantage Update New Enrollment Forms 8/8/23
Enrollment Form Updates
SunFire has completely redesigned their Medicare Advantage enrollment forms, incorporating the latest compliance requirements plus several workflow enhancements, creating the most intuitive and compliant enrollment experience possible for agents and the customers they serve.
Reordered & redesigned questions and input fields for increased efficiency.
Incorporated PY2024 guidance from all of our 50+ MAPD enrollment carriers.
Clarified disclaimer to improve both the agent and applicant enrollment experience.
Increased uniformity between Blaze and BlazeConnect, benefitting agents.
...All this, while reducing the time to complete an enrollment app on SunFire!
Key Dates
7/14: Training video covering our new MAPD forms added to SunFire
7/25 (target): New MAPD forms will be added to training sites
8/8: New MAPD forms go live
Sneak Preview
Welcome to a new era in Medicare enrollment.
PSM has teamed up with SunFire to bring you a revolutionary new tool to write more Medicare business. With our all-inclusive platform, you can sell Medicare plans on your terms. Offer top carriers, receive the best commissions, all with industry-recognized service and support.
To learn more about the SunFire Medicare Enrollment platform and to get registered, request more details here.
Independent agents play a vital role in helping seniors secure the most cost-effective Medicare plans for their individual needs. This comprehensive tool simplifies the sales process with multi-carrier shopping and enrollment platforms wrapped into a single online experience.
And best of all, this platform is available at no cost to PSM agents. Request details today and make sure you have access to this cutting edge technology at your fingertips.
Starting on 6/2, 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.
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)
For quite some time now you’ve asked us to add more Medicare Supplement plans to YourMedicare SunFire. It’s still the beginning of the year and we’re already making it happen! Aetna’s Med Supps are slated to go live for agents and agencies on 3/21!
This is just the beginning, plenty more to come and we’ll keep you updated as they do!
Details:
Soft launch will be going live on March 21st.
Aetna Medicare Supplement Enrollment will be available in the following states (as they all follow the same generic, consistent form): 34 Generic states: AK, AL, AR, AZ, CO, DC, GA, IA, ID, IN, KS, LA, MI, MS, MT, NC, ND, NE, NH, NM, NV, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WV, WY
Agent Experience inside YourMedicare SunFire:
• You can use your existing login to access the Aetna Medicare Supplement plans. • Choose Medicare Supplement and Aetna to see the new integrated enrollment form.
Starting this Wednesday, YourMedicare will be hosting daily webinars specifically going over the new call recording technology in YourMedicare SunFire.
They will all be at 2:00 EST. YourMedicare will cover the setup process, how to use the new feature and answer all of your questions! This is a reoccurring event so there is no registration required. Join us every Wednesday at 2:00 EST.
You can also learn more by attending one of our weekly webinars. View schedule
As a friendly reminder, Precision Senior Marketing provides smart and efficient ways for you to stay compliant this AEP. In partnership with two of the industry’s leading technology companies, MyMedicareBot and SunFire, you have access to CMS-compliant call recording solutions.
What this means for you:
Instantly record all clients calls
Automatically store calls for up to 10 years as required by CMS
YourMedicare has made these solutions available to you RIGHT NOW
Check out the infographic below to learn more about these solutions and how they fit with CMS’s new disclaimer requirements.
Effective October 1, 2022 Field Agents will be required to record all sales and marketing calls in their entirety. The recordings must be retained in a HIPAA compliant manner for 10 years. View details on the new CMS rule here.
This pertains to calling leads, scheduling appointments, collecting drug and provider lists and conducting phone enrollments.
Only in person, face to face appointments are excluded, however any follow up calls related to sales and completing the enrollment process must be recorded.
Additionally, a new disclaimer must be verbally conveyed within the first minute of a sales phone call.
Now is a great time to make sure you have access to Sunfire's enrollment platform and have a solution in place for the upcoming 2023 AEP.
HIGHLIGHTS INCLUDE:
INBOUND & OUTBOUND DIALING
Obtain a virtual phone number and use it directly in Sun Fire or with your personal cell phone.
RECORDING & STORAGE
Record conversations in a safe and HIPAA compliant manner. Various storage options based on call outcome.
REQUIRED DISCLOSURES
Integrated prompts within Sun Fire to ensure you have the tools you need to meet the requirement.
AND MORE...
Stay tuned for a demo video and webinar coming in August and be sure to keep in contact with your agency to have your telephony solution ready to launch for this AEP.
AEP is tough. We’re here to ensure that nothing slows you down.
As a friendly reminder, Precision Senior Marketing provides smart and efficient ways for you to stay compliant this AEP. In partnership with two of the industry’s leading technology companies, MyMedicareBot and SunFire, you have access to CMS-compliant call recording solutions.
What this means for you:
Instantly record all clients calls
Automatically store calls for up to 10 years as required by CMS
YourMedicare has made these solutions available to you RIGHT NOW at NO COST to you
Check out the infographic below to learn more about these solutions and how they fit with CMS’s new disclaimer requirements.
You can also learn more by attending one of our weekly webinars. View schedule.
Monday, May 9, 2022, was just an ordinary day for most individuals across the land. Now for those of us in the business of health insurance, we were presented with news that will change the dynamic of the entire industry.
On that day, the Centers for Medicare and Medicaid Services (CMS) released its 2023 Final Rule, and in this extensive document, there are two important guidelines we’d like to highlight in a more simplified manner.
New Required Disclaimer
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”
This disclaimer must be:
Verbally conveyed within the first minute of a sales call.
Electronically conveyed when communicating with a beneficiary through email, online chat, or other electronic means of communication.
Prominently displayed on Third Party Marketing Organization (TPMO) websites.
Included in any marketing materials, including print materials and television advertisements, developed, used or distributed by the TPMO.
Aside from that, this disclaimer needs to be added to any previously approved materials and resubmitted to CMS for approval.
Calls With Beneficiaries Must Be Recorded
Agents making calls to beneficiaries must record ALL calls in their entirety. In addition, TPMOs must retain and make the recordings available upon request for a minimum of 10 years. You may ask, at which stage of the sales process or enrollment will a recording need to be started? Here is your answer.
This includes calls that are part of the chain of enrollment into a Medicare Advantage or Part D Plan (the steps a beneficiary takes from becoming aware of a Medicare plan or plans to conducting enrollments over the phone), as well as post-enrollment telephonic discussions.
This rule applies to telephonic conversations only, not face-to-face meetings. The YourMedicare team was well aware of this change and immediately took action in implementing the resources needed to comply with these new requirements.
Introducing the YourMedicareSunFire Integrated Telephony System. This addition to our state-of-the-art online enrollment tool will not only assist agents during the sales process but also help to keep them completely compliant with Medicare Advantage and Prescription Drug Plan enrollments.
INBOUND & OUTBOUND DIALING
The YourMedicareSunFire Integrated Telephony System provides a virtual phone number that can be used directly in the YourMedicareSunFire platform or with an agent’s personal cell phone.
RECORDING & STORAGE
The platform saves recorded conversations in a safe and HIPPA-compliant manner for the minimum of 10 years. Agents will have various available storage options, based on the outcome of the call. Record, save and store all in one spot!
REQUIRED DISCLOSURES
The YourMedicareSunFire Integrated Telephony System displays integrated prompts within the platform to ensure agents have everything needed to adhere to these requirements.
This is just the beginning of what is to come. As new information becomes available, we’ll keep you updated on all new enhancements, news and more specific details relating to the 2023 CMS Final Rule and the YourMedicareSunFire recording functions.
