This document outlines the steps to enroll a member using the SunFire Matrix platform after syncing your account with MedicareProCRM. Follow the instructions carefully to ensure a smooth enrollment process.

Once your account has been successfully synced, navigate to a profile page of the member you wish to enroll. Look for the green "Enroll" button.

Clicking the "Enroll" button will redirect you to the SunFire Matrix login page. Please note that SunFire Matrix will open in a new browser window, so ensure that your pop-up blockers are disabled to avoid any interruptions.

If you are accessing SunFire Matrix through Integrity Marketing, it is essential to be logged into MedicareCenter before clicking the green "Enroll" button.

1. After logging into SunFire Matrix, you will be directed to your dashboard.

2. On your dashboard, locate the "Quote & Enroll" button and click it to proceed.

3. Once you have identified the plan you wish to enroll the member in, click the "Enroll" button to initiate the application process.

4. Upon clicking "Enroll," all the information you gathered on the profile page in MedicareProCRM will automatically populate the application. This feature streamlines the enrollment process, ensuring accuracy and efficiency.

Provider, prescription (Rx), and plan data can be sent to SunFire Matrix and subsequently returned to MedicareProCRM. However, please note that this feature must be enabled by the parent organization that you use SunFire Matrix through.