This episode explores SunFire's role in electronic insurance quoting and enrollment, including Agent Boost's use of connected CRM workflows. The hosts discuss documentation quality across field and telephone sales, health risk assessments, and the benefits of consolidating product and client information. The conversation connects efficient technology with better service, compliant processes, cross-selling opportunities, and stronger retention.
In this episode
- Electronic enrollment
- CRM integration
- Documentation quality
- Health risk assessments
- Multi-product workflows
Show notes
We speak with Sunfire's Chief Business Officer Ben Miller about how Sunfire became the market leading quoting and enrollment platform. We talk about the current state of the platform and what's next! 💻 Website: 💰Get Contracted: 👨🏼🎓Join our Facebook Group: 📬 Our Weekly Newsletter