How to start quotes using the SunFire integration in AMS+

This article explains how to start quotes in SunFire from Sales Records and 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 Sales Records:
  • You must be assigned to a Security Group with the Sales Enablement Visible permission.
  • You must have user account Sales permissions to View and Edit Sales Records. Learn more.
• 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.

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+

You can start quotes from either a Sales Record or an Individual Record.

Note: If you want enrollment data to sync back to AMS+, you must start the quote from a Sales Record or Individual Record in AMS+.

Open a Sales Record or Individual Record.

Select the Start Quote button and choose Send to SunFire.

• Quoting menu on a Sales Record:
  
• Quoting menu on an Individual Record:
  

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.

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. See what data is sent to SunFire.

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 configure agency-level SunFire integration settings in AMS+ (Admin only) for more details.

Duplicate lead profile behavior

When you send a Sales Record or 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.

Multiple records with identical names

If multiple records share the same first and last name:

• SunFire attempts to match using Date of Birth.
• If no match is found, a new lead profile is created.

Matching is not case sensitive. Manual review may be necessary.

Technical data mapping from AMS+ to SunFire

When a a Sales Record or 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 and Sales Record data

*If the zip code has any trailing spaces at the end and you select the “Send” button, the Individual’s profile will fail to load in SunFire. Before sending an Individual, we recommend checking to make sure its zip code doesn’t have any trailing spaces at the end and to remove them if it has any.
**The Medicare Effective Date for Part A and Part B on a Sales Record or Individual Record 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. In addition, Address Line 2 is only sent for Individual Records.
*****In AMS+, each pharmacy listed on the Prescriptions tab of an Individual Record or Sales Record has an NPI (National Provider Identifier). SunFire uses this NPI to look up the pharmacy's address in its system.
******In AMS+, we send over the doctor's name. SunFire doesn’t store provider addresses from AMS+.