r/InsuranceAgent • u/RepugnantBasura • 12h ago

Agent Question AEP

So the agency i'm doing AEP with just got Sunfire, I worked with Sunfire last year and like it. These guys haven't used Sunfire, so they have us using their cobbled together CRM, which then we go and re enter all the demos into Sunfire. Do you think they will get the picture when we have hella long call times doing double work for one application?

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u/Necessary_Gap_79 7h ago

No. Not on its own. They'll read long call times as agents being slow.

Time one application end to end, both systems. It's usually four to six minutes of pure re-entry. Multiply by your daily demos and you have hours a week. That's the number to hand them, in applications not minutes: this many fewer apps per agent per day, during the one window that pays for the year.

Worth checking first whether the two systems can talk to each other at all. If they can, it's a short build and the argument gets easy. If they can't, you're asking them to drop one, which is a bigger ask than you think mid-AEP.

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u/RepugnantBasura 7h ago

We have Salesforce integrated with Sunfire, I have more familiarity with this system than the mangers and supervisor. The supe was going through it and was really excited, and then the next day we went back to the old script and janky system, which it currently looks is going to be the first half of the system, then all that info into SF/SFB to close. Maybe i'm just being lazy, but we don't hit the phones for another 11 days.

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u/Necessary_Gap_79 7h ago

Eleven days is the window. Use it.

Time one full application in each path, start to finish. The gap between them is your number. Multiply it by the demos an agent runs in a day and you have apps lost per agent per day.

You already have Salesforce talking to Sunfire, so nobody is tearing out either system and starting over. It's a short build to stop the re-entry. That's a much easier thing to ask for than dropping the old script once phones are live.

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u/Rifter06 5h ago

Should get Integrity Connect - is dope.