Connecture & SunFire Training Instructions
Connecture Call Recording Available
Voice Recording Enrollment System is now available to agents of Pinnacle Financial Services through our proprietary Connect4Insurance platform. Seamlessly record your calls and stay compliant with the new CMS regulation. The call recording system through Connect4Insurance is FREE for all agents with Pinnacle Financial Services. Pinnacle Financial Services is your one-stop for all the technology you need to quote, compare and enroll your Medicare clients. Pinnacle makes available the “Connecture” the “SunFire” and the “MyMedicareBot” enrollment platforms. You can use any of them depending solely on your preference.
Connecture PURL Instructions
Learn to create customized URLs for Medicare enrollments that boosts trust, increases engagement, and simplifies the enrollment process.
Connecture for AEP: What’s New?
Connecture is the only platform agents need to access carrier inventory and manage Medicare customers.
Connecture Agent Call Recording
Use Agent Call Recording to record the shopping experience, plan comparisons, scope of appointments, and enrollments.
Agent Call Recording - Shopping
Connecture Platform Overview
Ask About SunFire’s Doctor Search Feature
Pinnacle Financial Services now makes available the SunFire Medicare enrollment system. As a leading Medicare FMO, Pinnacle makes available all the tools necessary for agents to run their business. Technology designed to help agents quote, compare, and enroll Medicare beneficiaries in insurance products that will minimize their total annual cost. It’s this technology that helps agents increase efficiencies and time management while providing plan recommendations best for each client. For details on the SunFire enrollment system please contact a Pinnacle Financial Services Medicare expert.
Look up provider directories & formularies
Compare a variety of plans
Complete Health Risk Assessment and Get Paid
Enroll electronically and via text
SunFire PURL Instructions
Learn to create customized URLs for Medicare enrollments that boosts trust, increases engagement, and simplifies the enrollment process.
How to Login to SunFire
Learn how to login to SunFire Medicare enrollment system to start enrolling Medicare beneficiaries in insurance products.
Integrated Telephony for Field Agents
Learn more about phone recording requirements for agents and how SunFire can help you stay compliant.
