A Kizen CRM plugin that integrates with SunFire to let agents quote and enroll Medicare Advantage (MAPD) plans directly from a contact record.
The plugin adds a Start Quoting in SunFire action to contact records. When triggered, it:
- Looks up the contact's saved SunFire sessions from the last 90 days and lets the user resume one or start fresh.
- Syncs the contact's providers, pharmacies, and drugs from Kizen into a new SunFire session.
- Authenticates with SunFire using the agent's CRM connect code (prompting to collect and save one if it's missing).
- Opens a SunFire quoting/enrollment window pre-loaded with the contact's applicant info, plans, and (when available) ZIP/county for plan search.
Each install of the plugin requires:
| Field | Description |
|---|---|
partner_id | SunFire partner ID for the business |
partner_app_id | SunFire partner app ID (defaults to sunfire if not set) |
crm_partner_id | Required to send session data with quotes (Optional. Requires account setup from Sunfire) |
Set sunfire_env business entitlement to qa for Sunfire's QA environment. Defaults to prod if missing.
Contact record must contain gender, birthday, medicare_number, and zipcode.
kizen.json # Plugin manifest: metadata, environments, and SunFire service/auth config
sunfire/
thumbnail.png # Plugin thumbnail shown in the Kizen app marketplace
actions/
startQuoting/
config.json # Action metadata (name, target object)
script.js # Action implementation
releaseNotes/sunfire/ # Per-version release notes shown in the Kizen app
See releaseNotes/sunfire for the changelog.