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AgentMethods (Marketing)

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.

AgentMethods is a website marketing platform for independent insurance agents. This integration creates Individual Records and Activities in AMS+ for leads in AgentMethods.

Note: This article explains how to set up and use the integration within AMS+. For more details and documentation on AgentMethods, see AgentMethods's help article.

In this article

Setting up the integration

To set up the integration, you need:

  • An API SID and API key from AMS+
  • An account with AgentMethods

You can submit a request for your API SID and API key to help@agencybloc.com. Even if you already have this information from a previous integration, we highly recommend using a unique set of credentials for each integration you are leveraging.

Note: API keys grant full access to your AMS+ account, so protect them the same way you protect your AMS+ account password.

With your API SID and API key on hand, go into your AgentMethods account to finish setup.

Screenshot showing the API SID and Key in the AgentMethods integration

Sending data to AMS+

Once activated, you can use this integration to send new AgentMethods leads to AMS+ and AMS+ contacts to AgentMethods.

For additional details and documentation, see AgentMethods's help article.

Individual Records

AgentMethods to AMS+:

  • First Name
  • Last Name
  • Email Address
  • Phone Number*
  • Lead Source**
  • Other Lead Source***

AMS+ to AgentMethods:

  • First Name
  • Last Name
  • Email Address
  • Phone Number
  • Type
  • Status
  • Policy Coverage Type

*Home phone is the primary number. If there is no home phone, then the cell phone number is used. If neither home nor cell phone are available, the business phone number is used.
**By default, the Lead Source will be "agentmethods".
***By default, the Other Lead Source will be a URL to the lead form page.

Activities

The integration can create Activities for Individual Records in AMS+:

  • When a new lead comes into AgentMethods. The Activity will have a subject line of "AgentMethods - New Lead" and a status of "Not Started".
  • When a tracked customer visits the AgentMethods website. The Activity will have a subject line of "AgentMethods - Website Visit" and a status of "Complete".
  • When there is email activity with a contact in AgentMethods. The Activity will have a subject line of "AgentMethods - Email #{event}" and a status of "Complete". The event options of delivered, opened, clicked will be included in the Activity notes.

If you want the integration to create Activities for new AgentMethods leads, you will need to supply the integration with an AMS+ User ID. The integration will assign Activities to the User ID for follow-up. To get a User ID, you either need to be an administrator in AMS+ or have one help you.

If you're an administrator with the Manage Users permission, here's how you can find the User ID:

Go to My Agency Settings.

Screenshot showing how to get to Agency Settings

Go to Users.

Screenshot showing how to access User settings

Select the AMS+ user you want the AgentMethods integration to assign Activities to.

Screenshot showing the User list

In the user details, look at the URL in your browser's address bar and write down the number at the end of the URL or copy it.

This number is the User ID.

Screenshot showing the User ID in User details

Log in to the AgentMethods app and add the User ID to the Assign follow-ups to an AMS+ UserID integration setting for AMS+.

Setting up an Automated Workflow for AgentMethods leads

Using Servicing Automated Workflows, you can immediately reach out to new AgentMethods leads that have been sent over to AMS+. When a new lead comes in, they will receive a welcome email.

See below for workflow setup recommendations.

Servicing Automated Workflows

Workflow details

  • Trigger Type: Individuals
  • Trigger When: an individual is created
  • Criteria: Lead Source = agentmethods

Action details

  • 0 Days After (immediately): Email is sent to the AgentMethods lead

Legacy components

The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.

Legacy components in this section:

Sales Records

AgentMethods to AMS+:

  • First Name
  • Last Name
  • Email Address
  • Phone Number
  • Lead Source*

AMS+ to AgentMethods:

  • Sales Records can't currently be pushed to AgentMethods.

*By default, the Lead Source will be "agentmethods".

Sales Automated Workflows

Workflow details

  • Trigger Type: Sales Record Type
    • Example: Lead
  • Trigger When: a [Sales Record Type] is created
  • Criteria: Lead Source = agentmethods

Action details

  • 0 Days After (immediately): Email is sent to the AgentMethods lead

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