Connecting SunFire

Edited

This document provides a comprehensive step-by-step guide on how to push data from MedicarePro to SunFire Matrix by selecting a parent organization for the connection. Follow the instructions below to complete the integration process successfully.

Steps to Set Up Integration

To successfully connect MedicarePro with SunFire Matrix, please follow these steps:

  1. Navigate to your settings page and click on the Integrations tab.

  2. Once you are in the Integrations section, scroll down until you find SunFire Matrix.

  3. Click on Set it up! and select your parent organization from the list.

Available Organizations for Connection

  • Advocate Financial

  • Advocate Health Advisors

  • CareFree

  • GARA

  • Gordon Marketing

  • Innovative Financial Group

  • Integrity

  • JSA

  • MAPD Center

  • Medicare Advisors

  • Messer

  • NCC

  • Pinnacle

  • Senior Resource Group

  • Senior Market Advisors

  • The Brokerage, Inc

  • UIG

  • Your Medicare

Available Organizations for 2-way sync

  • The Brokerage, Inc.

  • Medicare Advisors

  • Advocate Health Advisors

Important Note

If the organization you use SunFire through is not listed, please reach out to our support team at support@medicareprocrm.com for assistance.