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Sunfire Walkthrough

This Sunfire walkthrough provides agents with a step-by-step guide for setting up their account, navigating the platform, and completing all core functions required for compliant Medicare Advantage sales. 

 

1) First Login & Setup

Welcome to Sunfire — your all-in-one tool for quoting and enrolling clients in Medicare Advantage Plans.

Follow these steps to set up your account and start writing business:

  1. Go to https://www.sunfirematrix.com/app/agent/hdp/.
  2. Log in using the email you used during contracting.
  3. If this is your first time, click “Forgot Password” to create your credentials.
  4. Once logged in, you’ll land on the Home Dashboard — your primary starting point for all activities.

💡 Tip: Bookmark the login page so you can access it easily before appointments.

2) Navigating Sunfire

When you log in, you’ll see two main navigation areas:

Quick Links (Across the Top – in order from left to right)

Search Contacts | Quote & Enroll | Send a Scope | Reporting
These shortcuts let you jump directly into your most common actions.

Left Menu (Main Navigation - in order from top to bottom)

Home | Contacts | Quote | Scope of Appointment | Reporting | Customize | Help Center | Notifications | Agent Profile
This menu gives you full access to all Sunfire tools and settings.

3) Setting Up Your Agent Profile

Before you start enrolling clients, take a moment to review and update your Agent Profile in Sunfire. This ensures your contact information, NPN, and email settings are accurate and appear correctly on your client-facing documents and communications.

  1. From the Bottom of the Left Menu, click Agent Profile. (Looks like a gear)
  2. Here you can review and update your account information:
  3. Upload a profile image.
  1. Review your PURL and BlazeSync URLs (you can send these links to prospects or clients).
  2. Select Notifications.
  3. Update passwords and Multi-factor Authentication (MFA).

💡 Tip: Your contact info here populates your quote emails and enrollment confirmations, so double-check for typos.

4) Exploring the Dashboard

Home -Your dashboard provides a quick overview of recent activity, notifications, and shortcuts to key tools.

Quick Links Overview

  • Search Contacts: Look up existing clients and access prior quotes or enrollments.
  • Quote & Enroll: Start a new quote or enrollment immediately.
  • Send a Scope: Send an electronic Scope of Appointment (SOA) for signature.
Reporting: Review your submitted applications and statuses in one place.

5) Contacts

The Contacts page is where you manage client records.

You can:

  • Search by name, phone, or email.
  • Add new clients manually.
  • Review past quotes and applications.
  • Launch a Scope of Appointment or Quote directly from a client record.

💡 Best Practice: Always check Contacts before creating a new record to avoid duplicates.

6) Sending a Scope of Appointment

Before discussing any Medicare Advantage or Part D plans, you must have a completed SOA on file.

  1. To send an SOA: Click Scope of Appointment in the left menu or use the Quick Link → Send a Scope.
  2. Choose email or text message (SMS) for delivery.
  3. Verify client details and click Send.
  4. The client signs electronically. Once signed, the SOA automatically appears in the Scope of Appointment, Completed Scopes, and under

If you collect a paper SOA, you can upload it to the client's record later.

7) Running a Quote

  1. Click Quote on the left-hand menu.
  2. Choose the plan year (e.g., 2025).
  3. Enter your client’s ZIP Code.
  4. Select the plan type:
    1. MAPD - Includes Medicare Part D prescription drug coverage.
    2. Special Needs – (SNPs) Designed for individuals with specific medical conditions or financial situations, such as chronic heart disease or nursing home residents.
  5. Select if the client is currently enrolled in Medicare Advantage or Drug Plan.
  6. Select Current Plan Type.
  7. (Optional) Add details such as medications, pharmacies, and providers. Covered below.
  8. If you choose not to do the optional searches, scroll down and click View All Plans to view results and compare.
📂Provider Lookup (Before selecting View All Plans)

To confirm whether a client’s doctors are in-network:

  1. Click Search Provider
  2. In the pop-up window, use the dropdown to choose from:
    1. Doctor Name
    2. Doctor Name and Address
    3. Hospital/Facility/Medical Group Name.
    4. Specialty
    5. Address
    6. NPI
  3. Enter the desired provider requirements in the fields presented
  4. Click “Search”.
  5. Use the left menu to filter the results.
  6. Select from the results to add them to the client’s profile by selecting Save Provider.
  7. After searches are completed, update the Plan Usage of the client.

💡 Tip: Add multiple providers for clients with various specialists to refine plan comparisons.

 📂Medications & Pharmacy Lookup (Before selecting View All Plans)

Adding your client’s prescriptions and preferred pharmacy directly ensures you can accurately estimate drug costs. You can also verify which plans include their medications and determine which pharmacies are in network.

💊Adding Medications
  1. Within the Quote section, click Add Medication.
  2. Begin typing the drug name — Sunfire will suggest matches automatically.
    Select the correct
  3. If there is a generic version available, you can select the name brand vs the generic version.
  4. If available, select dosage, frequency, and quantity from the list.
  5. Select Save Medication to include these medications in the client profile.
  6. Repeat as needed for multiple prescriptions.
    Click Save to include these medications in the client profile.
🏥Adding a Preferred Pharmacy
  1. Under the prescription look-up, you can choose if the client has a preferred pharmacy.
  2. If so, select Yes, and add the pharmacy name under Search for Pharmacy.
  3. The system should present options as you type.
  4. Select the correct pharmacy from the results list.
  5. (Optional) Select if the client received Extra Help / Low Income Subsidy.
    1. If yes, select the amount 

❓Focus Questions (Before selecting View All Plans)
  1. Choose the three most critical options for your client.
  2. This will help you narrow down the best available plans.

Select View All Plans to see your results

8) Enrolling a Client

  1. After selecting View All Plans, you will see a list of plans that meet your search criteria.
  2. Once a client chooses a plan:
  3. From the plan list, click Enroll.
  4. Review the Summary of Benefits
  5. Complete all required client fields.
  6. Send the electronic signature.
  7. Click Submit.
  8. You’ll see an on-screen confirmation and receive a confirmation email with the tracking number.
  9. At the top left of the on-screen confirmation, you will see the Start HRA
  10. Click the button to assist your client in completing their Health Risk Assessment (HRA).
  11. For HMO and C-SNP Plans, HRA completion is a vital part of the process to qualify for
    1. Completing the HRA enables clients with qualifying conditions to receive SSBCI benefits initially.
    2. However, SSBCI recipients must be verified in order to continue receiving benefits after the fourth month.


9) Tracking Applications

  1. To monitor your submitted business:
    1. Click Reporting (from the Quick Links bar or left menu).
      Filter by enrollment date.
      View status updates:
      1. Pending → Submitted, awaiting processing.
      2. Accepted → Received and in review.
      3. Complete → Fully processed and approved.
    2. Export or print reports for your records.

💡 Tip: Check reporting daily during AEP or SEP to confirm all enrollments have been processed successfully.

10) Staying Compliant

  1. Sunfire integrates compliance features, but it’s still your responsibility to follow CMS guidelines.
    1. Always obtain a signed SOA before discussing plans.
    2. Verify that client information matches their Medicare card.
    3. Review the Summary of Benefits before submission.
    4. Retain your confirmation emails and SOAs.
    5. For CMS marketing and enrollment guidelines, visit: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines

11) Help & Support

Need assistance?



12) Pro Tips for Success

  • Bookmark your Sunfire login page.
  • Use Incognito mode if you experience login issues.
  • Refresh plan data before AEP/OEP — updates occur often.
  • Double-check the plan year and SOA status before quoting.
  • Check Notifications for updates from Sunfire.

For Agent Use Only. Not for distribution to consumers.