Launching Connecture from a Contact Record
Audience: Admins, Developers, Automation Builders, Support & Operation teams, and Solution Architects
Purpose: Explains how to launch Connecture from a Contact record in Kizen to complete Medicare quotes and enrollments.
Overview
Launching Connecture from a Contact record in Kizen allows you to start a Medicare quote or enrollment using contact data that’s already on file. Kizen automatically passes beneficiary information to Connecture and signs you in using single sign-on, so you can move directly into quoting and enrollment without re-entering data or logging in separately.
Once the enrollment is submitted in Connecture, the completed enrollment is returned to the Contact record in Kizen. This keeps Kizen as the system of record, reduces duplicate data entry, and ensures enrollment details are captured accurately for follow-up, reporting, and compliance.
Before You Begin
Before you begin, make sure:
Ensure your NPN is configured in the Connecture plugin employee settings (managed during business provisioning).
You have access to the Connecture integration
If you don’t see a button for Connecture from a Contact record, contact Kizen Support.
Open the Contact record
Navigate to Data> Contacts.
You’ll see a list of all your Contacts.
Open the Contact you want to quote or enroll.
Why this matters: Connecture uses the information stored in this Contact record to pre-fill the beneficiary’s profile. Opening the correct Contact ensures you send accurate data into Connecture
Launch Connecture
In the Contact record, select the Connecture button.
When Connecture opens, it verifies:
Your NPN
Your Connecture/SSO credentials
Your organization’s Connecture configuration
If Connecture does not launch:
Check your NPN in your Kizen Employee profile. You will need to view it in the FMO Business. There's an Activity in the FMO business to update the NPN.
If it’s missing or incorrect, update it or contact your administrator
If the issue continues, contact Kizen Support
Why this matters: This step confirms you’re authorized to use Connecture and ensures you’re working with the correct beneficiary. If your NPN is missing or incorrect, Connecture cannot verify your license and will not launch.
Kizen sends the Contact data
Kizen automatically sends the Contact (beneficiary’s) information to Connecture, including:
Name
Medicare number
Date of birth
Address (derived from the ZIP code)
Phone and email
Drugs, pharmacies, and providers (if listed)
It will also send your NPN number.
Why this matters: All required information is transferred for you. This saves time, reduces errors, and ensures Connecture loads an accurate profile without manual data entry.
You are signed in automatically
Kizen signs you into Connecture using single sign-on (SSO). You land on the beneficiary’s pre-filled Connecture profile.
Why this matters: You don’t need to log in separately or look up the member. Kizen and Connecture stay linked throughout the session, so your enrollment returns to the right Contact.
Review and quote plans
Now that your beneficiary’s information is filled out inside Connecture, you can:
Add or update drugs, doctors, and pharmacies
Compare Medicare Advantage, PDP, and Medigap plans
Review costs and coverage
Choose a plan with the beneficiary
Why this matters: This is where you determine the beneficiary’s best plan options. Connecture uses up-to-date data from Kizen, which helps you provide accurate recommendations.
Complete the enrollment
After selecting a plan:
Complete the enrollment form
Review the beneficiary details
Submit the enrollment
Why this matters: Submitting the enrollment is what makes it official. It’s the only way the enrollment gets sent back to Kizen and added to the beneficiary’s record. If you don’t submit, Kizen won’t show the enrollment, and there will be no proof that the beneficiary was enrolled.
Enrollment information returns to Kizen
After you submit the enrollment, Connecture sends the completed enrollment back to Kizen. The data includes:
Plan selection
Effective dates
Beneficiary information
Medicare identifiers (MBI, Part A/B dates)
Enrollment metadata (SEP reason, agency fields)
Why this matters: This is how Kizen receives the official enrollment information. You don’t need to re-enter anything. All data comes back automatically.
View the enrollment in Kizen
Kizen matches the enrollment to the correct Contact using:
Connecture SSO/Contact ID
Session ID
Email
Medicare number
Name + phone number
If Kizen cannot find a match, it may create a new Contact for the beneficiary. You can view the enrollment details in the beneficiary’s Contact record once the data returns. For more information, see Connecture Contact Matching Rules.
Why this matters: This step confirms that the enrollment is recorded, trackable, and available for future reporting or follow-up, keeping Kizen as the system of record.
What's Next
If you need additional context, return to the Connecture Overview to review how the integration works and what information is shared between Kizen and Connecture or continue on to learn more about Connecture's Contact Matching Rules.
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