We Connect Your Medicare Enrollment System (Sunfire) to Salesforce
Stop the double entry. Get real-time enrollment data flowing directly into your CRM.
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Double Data Entry
Your team enters the same information twice. Once in SunFire, again in Salesforce. It wastes time and creates errors.
No Visibility Into Enrollments
You find out about completed enrollments hours or days later. By then, the follow-up window has passed.
Manual Follow-Up
Someone has to remember to check back on saved applications. Things slip through the cracks.
Tracking Agent Performance
Pulling reports means logging into multiple systems and stitching data together in spreadsheets.
Data Entry Mistakes
When humans re-type information, mistakes happen. Wrong phone numbers. Misspelled names. Incorrect plan details.
Slow Enrollment Process
Agents toggle between systems, copy-paste information, and lose momentum during calls.
How It Works
We connect SunFire directly to your Salesforce instance. When something happens in SunFire, Salesforce knows about it immediately.
Push Leads to SunFire
Your Salesforce leads automatically populate in SunFire. No re-typing contact information, Medicare numbers, or addresses.
Enrollment Data Flows Back
When an agent completes an enrollment, the plan details, effective date, and confirmation appear in Salesforce within seconds.
Track Saved Sessions
Applications started but not finished? Salesforce creates a follow-up task automatically.
Plan Proposals Logged
When agents email plan comparisons to prospects, Salesforce records it. You see the full picture.
What Changes For Your Team
We Know Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, brokerages, agencies. We understand your data, your workflows, and the systems you rely on. SunFire integrations are part of what we do.
Ready to Connect Your Systems?
Let's talk about your setup. We'll map out how SunFire data should flow into your Salesforce and build the integration.
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