CRM for agencies that quote Medicare in SunFire
Quote and compare Medicare plans in SunFire. Keep the household, the chosen plan, the policy, every call and text, the commission and the renewal in ChronosCodex.
Who does what
| Step | Where it happens |
|---|---|
| Medicare quote with the client's drugs and pharmacies | SunFire |
| Enrollment | SunFire or the carrier |
| Household, members, Medicare details (MBI, Parts A and B) | ChronosCodex |
| Chosen plan on the policy, with CMS plan ID, star rating, premium and benefits snapshot | ChronosCodex (CMS plan picker) |
| Scope of Appointment, calls, texts, documents, follow-up tasks | ChronosCodex |
| Commission tracking and renewal reminders | ChronosCodex |
Connection status, plainly
Today ChronosCodex does not send clients to SunFire or bring quotes back from it. An owner or admin can store the agency's SunFire CRM Connect credential in Integrations, ready for when the connection is available. Until then, the agent quotes in SunFire and records the result in ChronosCodex.
For a quick look at what a county offers before or after the SunFire quote, Medicare plan comparison lists every plan CMS publishes there, and disruption alerts flag plans and networks that are changing.
SunFire is a trademark of its owner. ChronosCodex is not affiliated with or endorsed by SunFire. ChronosCodex does not send quotes to or receive quotes from SunFire today.
Medicare plan data comes from public Centers for Medicare & Medicaid Services (CMS) files (Landscape and Plan Benefit Package). For licensed agents. Confirm plan details with the carrier's Summary of Benefits before presenting them to a beneficiary.