This article explains how users configure their SunFire integration settings in AMS+.
Requirements
- The SunFire integration must be activated in your agency’s AMS+ account.
- Only your agency’s Account Owner can activate the integration. Learn more.
- You must have an active SunFire account.
- If you access SunFire through an upline, you must receive their approval before using the integration.
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must have at least one Agent Record in your AMS+ account to assign as a Servicing Agent.
- You must have a valid SunFire User ID.
Assign a Servicing Agent to Policy Records created by the integration
If you want Policy Records created by the SunFire integration to automatically assign a Servicing Agent, you must link your SunFire User ID to an Agent Record.
You can find your SunFire User ID in SunFire under the Account information section.
If you have this ID, follow these steps:
- Go to My Account > Integrations.
- On the Integrations tab, select SunFire.
- Enter your SunFire User ID and Servicing Agent (name of your Agent Record).
- The selected Servicing Agent will be assigned to all new Policy Records created by the SunFire integration.
- You must have at least one Agent Record in your AMS+ account to set the Servicing Agent.
- Select the Save button.
If a valid SunFire User ID is entered, all Policy Records created by the integration will be assigned to the specified Servicing Agent.