Medicare

Simply Enroll Training

Video Summary

David Ireland, Simply Enroll expert showcases the all-in-one Medicare enrollment solution by Sunfire Matrix. Discover how it boosts efficiency, streamlines the enrollment process, and keeps agents compliant.

Timestamps

(3:51) Why SunFire?

How to keep efficient records with Simply Enroll

(18:44) Navigating Simply Enroll

Account information, notifications, who your contracted with

(30:02) Voice Scope & Signatures 

Step-by-step instructions on how to collect a voice scope and signature

(36:44) Quoting

Quoting demo

(50:35) Enrolling

Application demo

(56:53) Questions

Agents ask questions

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