Launching Sunfire from a Contact Record

Audience: Admins, Developers, Automation Builders, Support & Operation teams, and Solution Architects

Purpose: Explains how to launch Sunfire from a Contact record in Kizen to begin a Medicare quote or enrollment.

Overview

Important: This setup reflects Kizen’s default configuration, but your Admin may have customized your view or layout, so your columns or navigation may look different. If you’re using a trial version of the Kizen platform, some features may be limited.

You can launch Sunfire directly from a Contact record in Kizen to start a Medicare quote or enrollment. Launching Sunfire from the Contact record ensures contact information is passed automatically, reducing duplicate entry and keeping enrollment data in sync.

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Before You Begin

Before launching Sunfire from a Contact record, make sure the following are in place:

• You have access to Contacts in Kizen

• The Sunfire integration is enabled and configured, including the required partner_id and partner_app_id

• The Contact record includes the required information:

  • First name

  • Last name

  • Date of birth

  • Address

Optional but recommended: Add a Medicare ID to the Contact to help prevent duplicate records when enrollment data is returned from Sunfire.

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1

Navigate to Data> Contacts

2

Select a Contact Record or Create a New one

3

Validate Contact Record Information

Confirm the contact record includes First Name, Last Name, DOB, Address/Zip and Medicare ID* (recommended).

Caution: Medicare ID isn’t required in Kizen but is strongly recommended to prevent duplicate contacts.

4

Select Launch Sunfire on the Contact Record

5

In the new browser tab, sign in to Sunfire with your credentials.

6

Run the Medicare quote and complete the enrollment in Sunfire.

7

Close the Sunfire tab and return to the contact record in Kizen.

The completed enrollment appears under Sunfire Enrollments on the contact record.

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Important Things to Know

• Only completed enrollments are returned to Kizen as Enrollment records.

• Sessions are captured only when the quote was launched from Kizen.

• If you don’t see an enrollment, confirm that you completed the Sunfire enrollment (not just a quote) and that your Sunfire integration is enabled and configured correctly.

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What's Next

Next, review Sunfire Integration Data Mapping to understand what data is shared between Kizen and Sunfire. You can also review Sunfire Contact Matching Rules to see how Contacts are matched and how duplicate records are avoided when enrollment data is returned.

Related Topics

• Sunfire

• Sunfire Integration Data Mapping

• Sunfire Contact Matching Rules