Preparing & Importing Data for Ease Integration

Overview

To set up the Ease integration, you need existing Groups and Policies/Coverages in AMS+. You can add this data manually while configuring the integration, but if you need to add a lot of records, follow the steps in this article for an import solution.

IN THIS ARTICLE

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Reports to run

To run reports in Ease, you must be a ‘Broker Admin’ in Ease.

Plan Premium report

Use this report to download a list of your Companies and Plans from Ease. You will take this data and import it to create Groups and Policies/Coverages in AMS+.

In Ease, navigate to ‘Reports’ in the top menu.

On the Reports page, go to the ‘Available’ tab.

Set the Company to the Agency Name (usually the first option in the dropdown).

Select the ‘Plan Premium’ report.

Navigate to the ‘Generated’ tab, and select the name of the new report (filename format: <Company Name> - Plan Premium.csv) to download it to your computer.

Populate these columns in the AMS+ import file.

Company-level Plan Premium report

When a new Company is added to Ease, you will need to add the Group and Policy data to AMS+. You can do this manually, or use the import process.

In Ease, navigate to Reports in the top menu.

On the Reports page, go to the Available tab.

Select the new Company.

Select the ‘Plan Premium’ report.

Navigate to the Generated tab, and select the name of the new report <Company Name> - Plan Premium.csv - the report will be downloaded to your computer.

Populate these columns in the AMS+ import file.

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Prepare Ease data for import

1. Add Ease data to the AMS+ import template

1. Download the Groups with Policies (.csv) import template.
   You must be an administrator in AMS+ to download this template.
2. Copy and paste these values from the Ease ‘Plan Premium’ report into the import file.
   Include one row for each Policy you want to add to AMS+.
   Note: If a Policy has multiple Coverages/Carrier Products, the additional coverages will need to be manually added after the import.
3. Save the file in CSV format.
   Use a clear file name such as "Ease Company and Policy Import" for easy reference.

If you want to import the Group addresses and phone numbers:

1. Download the ‘Company Report’ in the Available Reports.
   screenshot
2. Copy and paste these values into the same Groups with Policies (.csv) import file.
3. Save.

2. Populate these columns in the AMS+ import file

The bolded fields in the ‘AMS+ Import Template’ column are required for the integration to sync Ease data to AMS+.

Required:

Ease Plan Premium Report	AMS+ Import Template
Company	Group: Name
	Group: Type*
	Group: Status*
EIN	Group: FederalTaxID
Split Agent column	Agent: First Name
Split Agent column	Agent: Last Name
Carrier	Carrier: Carrier Name
Plan Type	Policy: Coverage Type
Policy Number	Policy: Policy Number
	Policy: Status*
Effective Date	Policy: Effective Date
Plan Name	Policy Coverage: Carrier Product**

*This datapoint is not included in Ease’s Plan Premium report so you will have to manually add to the import template.
**Add any additional coverages to Policies that have more than one coverage option.

(Optional) Address and phone number information:

Ease Company Report	AMS+ Import Template
Company HQ Address 1	Group: Street 1
Company HQ Address 2
Company HQ City	Group: City
Company HQ State	Group: State
Company HQ Zip	Group: Zip
Company HQ Phone	Group: Phone*

*Maps to default business phone number field in AMS+.

Matching criteria for existing records

During the import process, AMS+ checks for potential duplicates using the following matching fields:

• Policy: Policy Number
• Policy: Coverage Type
• Group: Group Name
• Carrier: Carrier Name
• Agent: First Name
• Agent: Last Name

To avoid duplicates or conflicts, ensure these values are accurate and consistent with existing AMS+ records.

3. Import the completed template

Before importing your completed template, take and complete our Import New Data Academy Course. This course walks you through each step of the process, ensuring you're fully prepared and confident to perform a successful import on your own.

Once you've finished the course, return to AMS+ and follow the instructions provided to upload your import file.

Note: Make sure no one else is creating new records while you're importing the data to reduce the likelihood of duplicates.