Medicare Blog | Medicare News | Medicare Information

YourMedicare SunFire: Voice Scope & Signature For Field Agents

Posted by www.psmbrokerage.com Admin on Wed, May 31, 2023 @ 04:03 PM

UPDATE

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.

Don't have access to SunFire's enrollment tool? Request details today.

Download the PDF here.

Newest Blog Posts | All Blog Posts

0 Comments Click here to read/write comments

Tags: SunFireMatrix, Voice Signature

Customer Profile Enhancements in YourMedicare SunFire

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

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

0 Comments Click here to read/write comments

Tags: Medicare Advantage, phone sales, SunFireMatrix, Telesales

YourMedicare SunFire Adds Aetna Medicare Supplement

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

Aetna Med Supp & YourMedicare SunFire

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 21^st.
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.

Aetna YM