SMA Sunfire to csv avatar
SMA Sunfire to csv
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SMA Sunfire to csv

SMA Sunfire to csv

medicare_tools/sma-sunfire-to-csv

Extract your enrollments in SMA's Sunfire (aka Medicare Plan Finder) into a csv file.

SMA's Sunfire Data Extraction Actor

Overview

This actor automates the process of extracting client data from Sunfire using Selenium. It is designed to log in using provided credentials, retrieve necessary information, and output the data in a structured format.

Features

  • Automated login to Sunfire.
  • Launch Sunfire in a headless browser.
  • Date range of the past 2 months. Or a custom date range.
  • Extraction of detailed client data including personal and plan information.
  • Headless browsing for efficient operation on the Apify platform.

Prerequisites

  • Apify account for deployment.
  • Necessary credentials (username and password) for Sunfire access.

Usage

To run the actor:

  1. Navigate to the actor section in your Apify account.
  2. Input your Username/email and password in the input schema.
  3. Choose the date range of the Sunfire enrollments.
  4. Run the actor.

Input Schema

The actor accepts the following inputs:

  • username: The username or email address for the Sunfire account.
  • password: The corresponding password for the account.
  • enrollments_from: The beginning date of when the scraper should collect data.
  • to: The end date of when the scraper should collect data.

Output Data Structure

The actor outputs a dataset with the following fields for each client:

  • firstName: First name of the client.
  • lastName: Last name of the client.
  • PCP: Primary Care Physician or plan name.
  • monthlyPremium: Monthly premium amount.
  • effectiveDate: Effective date of the plan.
  • DOB: Date of birth of the client.
  • gender: Gender of the client.
  • address: Full address of the client.
  • ethnicity: Ethnicity of the client.
  • race: Race of the client.
  • language: Preferred language of the client.
  • MBI: Medicare Beneficiary Identifier.
  • electionPeriod: Election period for the plan.
  • Part_A_effective_date: Part A effective date.
  • Part_B_effective_date: Part B effective date.
  • sepCode: Special Enrollment Period code.
  • enrollmentCode: Enrollment code.
  • agentName: Name of the agent who processed the enrollment.
  • writingId: Writing ID of the agent.

Export Data to a csv file:

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Important Notes

  • This actor is designed to work specifically with Sunfire's web interface as of 11/28/2023. Changes to their site may require updates to the script.
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