Connecting SunFire
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:
Navigate to your settings page and click on the Integrations tab.
Once you are in the Integrations section, scroll down until you find SunFire Matrix.
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.