How You Can Use This To Build Your Agency (Yes, Your Downlines Can Use This Too)
One of the best things about this software is it is not branded to our name. It is software that you and your downlines can use with absolutely zero cost and double your sales by following a simple process.
Your downlines simply need to get appointed with the carriers listed above at the very beginning of the article, get certified for AHIP and carrier specific training, get ready to sell notification with a writing number and they will also receive instant email access to the online Medicare Advantage and PDP Enrollment Tool.
Additional Features and Functions
Every year additional features and functions will be added to the online MAPD and PDP enrollment tool. We strive to keep our post and website updated on a regular basis. You can check back in this article for future updates on features and functions. We have listed some of the features and functions below that are available right now!
View Your Dashboard
On your dashboard you can view completed enrollments under reports. You may also view prospects and quick links. By clicking on profile (view), quote (view), enrollment (view), or scope of appointment (view) you can restart your process anywhere you left off.
Search Profiles
You can search for specific profiles by first name, last name, phone, and date of birth to find profiles you have started. You may click on the action button, then edit the profile, view a quote, send an email, or send a scope of appointment.
Restart a Previous Consultation
You can restart a previous consultation by using two easy methods.
- Method One: If you a customer profile, you can simply click below prospects on the dashboard in the respective area you left off.
- Method Two: Search for a profile (see above) and click on the action button then view quote to start where you left off.
Start A New Enrollment
We do not recommend starting off with this option. But if you must, you simply click the quote and enroll button, plug in the zip code, name, extra help and hit submit. The MAPD and PDP Online enrollment tool will pull up all the plans in the area. Then you can send a quote or enroll the client but you will not have all the estimated cost by following the consultation method above.
Send A Quick Quote
Simply click the quote and enroll button, type in the zip code and select the plan(s) and send quote button. You will be asked for critical information to be able to send the quote. After you input that information. You can send the quote(s), you will need to note the access code for your client.
Check Physicians Finder, Formulary Drug Finder, or Pharmacy Finder without Enrolling Or Quoting (Coming Soon In This New Tool) - NOT YET AVAILABLE
At the bottom of the page, agents and clients (on the agent's portal) are able to quickly access the Physician Finder, Formulary Drug Finder, and Pharmacy Finder to answer network questions without having to do a quote, consultation, or enrollment.
Send Clients Your Personalized URL To Self Enroll and Get Paid
Agents can provide a direct link to their URL in their email signature or marketing materials. The look and feel of your personalized portal is optimized to increase conversion rates and provide a great user experience.
How to Send YOUR PURL
Agents can send their link by adding their NPN at the end of this link.
For example, if your NPN is 00000000 the URL would be like so:
https://www.sunfirematrix.com/app/consumer/yourmedicare/00000000/
Simply replace the zeros with your NPN, then test the link, and send it to your client.
Electronic Signature Capture (New Text Message Feature)
Clients are now able to include electronic signature capture by electronically signing the enrollment form using keyboard, mouse, or a scribe tool during the enrollment.
Signatures can be captured using email or text message via a smartphone.