Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
This article explains how to start quotes in SunFire from Individual Records 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 a valid SunFire CRM Connect Code.
- To start quotes for Individual Records:
- You must be assigned to a Security Group with the Individual Visible and Edit permissions.
- If you're an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
- You must be assigned to a Security Group with the Individual Visible and Edit permissions.
In this article
- Get your SunFire CRM Connect Code
- Start a quote in AMS+
- Complete the quote and enrollment in SunFire
- Duplicate lead profile behavior
- Technical data mapping from AMS+ to SunFire
- Legacy components
Get your SunFire CRM Connect Code
To run quotes using this integration, you must obtain your SunFire CRM Connect Code from within SunFire.
- Log into your SunFire account.
- Navigate to your Profile page.
- Copy the CRM Connect Code shown in the CRM Connect section.
If you do not see a CRM Connect Code:
- Contact your upline for approval.
- Each upline must provide separate approval if you have access to multiple uplines.
If you use your own SunFire site, you can use the integration in your own AMS+ account. You do not need to be a user in your upline's AMS+ account.
Your CRM Connect Code is unique to you and does not change.
You only need to enter your SunFire CRM Connect Code the first time you start a quote in AMS+. However, you may be prompted to enter it again if you have not logged into SunFire within the last 24 hours. This occurs when your SunFire session has expired and requires re-authentication.
Start a quote in AMS+
Note: If you want enrollment data to sync back to AMS+, you must start the quote from an Individual Record in AMS+.
- Open an Individual Record.
- Select the Start Quote button and choose Send to SunFire.
- Enter your SunFire CRM Connect Code if prompted.
- In the SunFire Partner ID dropdown, select the upline you want to send the record to. See what data is sent to SunFire.
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Depending on your version of SunFire, you may see either "SunFire Blaze" or "SunFire Blaze Connect" with your upline name options. SunFire Blaze is used for call centers, while SunFire Blaze Connect is used by agents and downlines through an upline, with similar quoting and enrollment features.
Note: If AMS+ is unable to match a provider from Rx Collect to SunFire's provider database, a warning will appear when you start the quote. These providers will not carry over automatically and may need to be looked up manually in SunFire.
- Select the Start Quote button.
This sends the record's data to SunFire and logs you into SunFire in a new tab.
If you only have access to one upline account, that is the only option shown. If you have access to multiple uplines, each approved upline will appear as an option.
Complete the quote and enrollment in SunFire
In SunFire:
- Run your quotes.
- Add prescription and provider information as needed.
- Complete the enrollment.
If you do not enter quote information into SunFire, it will not be saved and can't be revisited later.
After an enrollment is completed in SunFire, the enrollment's Individual, Carrier Product, and Policy data is sent back to AMS+ according to the integration's sync settings. See How to activate and configure the agency-level SunFire integration in AMS+ (Admin only) for more details.
Duplicate lead profile behavior
When you send an Individual Record from AMS+ to SunFire for the first time:
- SunFire creates a new lead profile.
- A unique link is created between the AMS+ record and the new SunFire lead profile.
This link ensures that future updates from AMS+ update the same lead profile in SunFire.
SunFire does not scan for or merge existing lead profiles.
If a matching lead profile already exists in SunFire before the AMS+ record is sent:
- A duplicate profile will be created.
- To avoid duplicates, always send the record from AMS+ first.
Technical data mapping from AMS+ to SunFire
When an Individual Record is sent to SunFire for quoting, the following data is included.
Note: Rx Collect prescription and provider data is included only for AMS+ accounts on the Accelerate or Elevate subscription packages.
Individual Record data
| AMS+ Field | SunFire Field |
|---|---|
| Zip Code* | Zip Code |
| First Name | First Name |
| Last Name | Last Name |
| DOB | Date of Birth |
| Medicare Beneficiary ID (MBI) | MBI |
| Medicare Effective Date (Part A)** | Hospital (Part A) effective date |
| Medicare Effective Date (Part B)** | Hospital (Part B) effective date |
| Email Address | |
| Home Phone*** | Phone number |
| Address Line 1**** | Address 1 |
| Address Line 2**** | Address 2 |
| City**** | City |
| State**** | State |
| Prescriptions: Pharmacy Name | Pharmacy Name |
| Prescriptions: Pharmacy Address***** | Pharmacy Address |
| Prescriptions: Medication Name | Medication Name |
| Prescriptions: Quantity | Quantity Per Refill |
| Prescriptions: Dosage Name | Dosage Name |
| Prescriptions: Refill Frequency | Drug Frequency |
| Providers: Doctor Name****** | Primary Doctor |
*If the zip code has any trailing spaces and you select the Start Quote button, the Individual's profile will fail to load in SunFire. Before sending an Individual, check that the zip code doesn't have trailing spaces and remove them if needed.
**The Medicare Effective Date for Part A and Part B must always be the 1st of the month. If it isn't, the integration will automatically adjust it to the 1st when it arrives in SunFire. For example, if the date is June 5th, it will be changed to June 1st.
***If we don't find the home phone, we'll try the cell phone. If we don't find the cell phone, we'll try the business phone.
****If more than one address is found, we'll use the primary address. Address Line 2 is only sent for Individual Records.
*****In AMS+, each pharmacy listed on the Prescriptions tab of an Individual Record has an NPI (National Provider Identifier). SunFire uses this NPI to look up the pharmacy's address in its system.
******We send over the doctor's name. SunFire doesn't store provider addresses from AMS+.
Legacy components
The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.
Legacy components in this section:
- How to start a quote from a Sales Record — accounts using Sales Records
- Sales Record permissions — accounts using Sales Records
How to start a quote from a Sales Record
The steps for starting a quote from a Sales Record are the same as for an Individual Record. See Start a quote in AMS+ above. The data sent to SunFire is also the same — see Technical data mapping from AMS+ to SunFire.
- Open a Sales Record.
- Select the Start Quote button and choose Send to SunFire.
Sales Record permissions
To start quotes for Sales Records, your assigned Security Group must also have the Sales Enablement Visible permission. You must also have user account Sales permissions to View and Edit Sales Records. Learn more.