Transparent, Easy to Use, and Built to Grow With You
A platform designed around the way you work. Simple tools, clear information, and the flexibility to scale as your business grows.
Quoting & Enrollment Management
Compare plans from all major carriers, quote in real-time, and enroll clients seamlessly — all powered by Sunfire's industry-leading technology.
Multi-Carrier Quoting Made Simple
Access real-time quotes from all major Medicare carriers in one unified platform. Compare plans side-by-side, filter by your client's specific needs, and present the best options with confidence.
- Real-time plan comparisons across all carriers
- Integrated drug formulary and pharmacy lookup
- Provider network verification
- Side-by-side plan benefit comparisons
Streamlined Digital Enrollment
From quote to enrolled — complete the entire process digitally. Electronic applications, e-signatures, and automatic submission reduce errors and get your clients covered faster.
- Electronic application submission direct to carriers
- Integrated e-signature for faster completion
- Built-in compliance and error checking
- Real-time application status tracking
Powered by Sunfire Technology
Client CRM
Your complete client relationship management solution. Track every interaction, automate follow-ups, and never miss an opportunity to serve your clients.
Complete Client Profiles
Maintain comprehensive records for every client including policy history, communication logs, family members, and important dates. Everything you need to provide exceptional service is at your fingertips.
- Centralized client information and policy history
- Complete communication history and notes
- Document storage and management
- Family and household member tracking
Smart Automation & Reminders
Let our system handle the follow-up so you can focus on selling. Automated reminders for AEP, birthdays, policy renewals, and custom events keep you connected with your clients year-round.
- Automated AEP and OEP outreach reminders
- Birthday and Medicare anniversary alerts
- Policy renewal and review notifications
- Task management and follow-up scheduling
Agency & Agent Commission Management
Complete visibility into your earnings. Track commissions, analyze production, and access comprehensive reporting for your entire organization.
Real-Time Commission Tracking
No more guessing what you've earned. Our commission management system provides real-time visibility into your earnings, pending payments, and historical data — all in one place.
- Real-time commission statements and earnings
- Pending and paid commission visibility
- Commission breakdown by carrier and product
- Historical payment records and trends
Comprehensive Production Reporting
Whether you're an individual agent or managing an agency, our reporting tools give you the insights you need to grow. Track production, identify trends, and make data-driven decisions.
- Individual and agency-level production reports
- Year-over-year comparison and growth analytics
- Carrier and product mix analysis
- Exportable reports for accounting and tax purposes
Production Analytics
Earnings Tracking
Downline Management
For agency owners: view your entire downline hierarchy, track agent production, and manage override commissions.
Commission Statements
Detailed commission statements with policy-level breakdowns. Download and print for your records.
Custom Reports
Build custom reports based on date ranges, carriers, products, and agents. Export to Excel or PDF.
Integrated With Leading Carriers
Direct connections to top Medicare carriers for seamless operations
