Quote+ Integration

Overview

This integration allows you to send employer, employee, and dependent from AMS+ to our Quote+ quoting and enrollment solution.

IN THIS ARTICLE

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Finding your agency number in Quote+

This integration requires an active Quote+ account and your agency’s account number. If you already have an active Quote+ account, follow these instructions to find your agency’s account number in Quote+. Then, you’ll have everything you need to activate the integration within AMS+.

Log into your Quote+ account.

In the left-hand navigation, select the ‘Agency’ tab.

On the Account Details page, find the Account Number field, and copy or write down numbers and dashes only.

DO NOT copy any letters.

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Activating the integration in AMS+

This integration’s activation setup requires your agency’s account number from Quote+. If you don’t already have it, refer to this section to learn where to find it.

With your agency number in hand, you can begin setup:

Go to Settings.

On the Servicing tab, locate and select the Integrations setting.

On the Integrations page, select the Quote+ link from the list of integrations.

On the next page, you will see an overview of the AMS+ / Quote+ Integration. If you already have a Quote+ account, select the ‘Begin Setup’ button.

If you don’t have a Quote+ account, select the ‘Learn More’ link for more information about our group quoting and enrollment platform.

On the next page, enter the account number for your agency in Quote+.

Enter numbers and dashes only. No letters or special characters.

Save.

Mapping AMS+ Servicing Agents to Quote+ Brokers

By default, Servicing Agents are not attached to Groups created or updated by this integration unless they are mapped to Brokers in Quote+. Users with restricted access to only Groups in their book of business won’t see a Group created by this integration until it is attached to their associated Servicing Agent.

You can attach Servicing Agents to Groups in your integration settings. To get started:

1. Go to the Quote+ integration’s Mapped Agents tab. This tab displays a list of all active Brokers in your Quote+ account.
   
2. Review each Quote+ Broker and add a Servicing Agent to each one.
   

When a Group is sent from Quote+ to AMS+, the integration will check its assigned Broker and attach the corresponding Servicing Agent to the Group.

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Sending AMS+ employer, employee, and dependent data to Quote+

Once the integration is activated in AMS+, users can start sending Group data over to Quote+. Please note that the integration currently only sends data one way, from AMS+ to Quote+.

To send a Group Record to Quote+:

Log into AMS+ and go to a Group Record.

In the record footer, select the ‘Send to Quote+’ button to open the integration modal.

If the Group Record doesn't have a primary address, you'll get a message asking you to check and add the missing information. If the Group has a Tax ID, we'll also make sure it's correct. If the Tax ID isn't valid or doesn't follow the 9-digit format, you'll be asked to review and correct it.

In the modal, select the Agency, Location, and Broker. The available options are pulled directly from your Quote+ account.

In the Create or Update field, choose ‘Update Employer’ or ‘Create Employer’ from the dropdown list. When possible, we recommend updating to prevent duplicates in Quote+.

• If you’re updating, a search field will appear. Enter the Employer's name exactly as it appears in Quote+.
• If you’re creating, a new Employer will be added to your Quote+ account upon completion.

When ready, select the ‘Send’ button to transfer the Group Record and its employee and dependent information to Quote+.

Depending on the choice you made in Step 4, an Employer will either be updated or created in Quote+ with the Group’s data.

Required field data

Certain field data is required to send Groups, employees, and dependents from AMS+ to Quote+. In general, if a record is missing the required field data, the record will not be transferred over to Quote+.

If a record fails to send over to Quote+, check to see if they’re missing any of the following field data:

Group Record	Individual Record (Employee)	Individual Relationship (Employee Dependent)
Group Name Group Address Street City State Zip Code County	First Name Last Name Gender* Date of Birth Primary Address** State Zip Code County	First Name Last Name Date of Birth Relationship Type (must be “Spouse” or “Child”) Gender*

* Without, Quote+ will default to using "Other".
** Without, Quote+ will use the Group’s primary address.

Mapped field data

The following AMS+ data fields on Group Records, Individual Records, and Individual Relationships are mapped to Quote+ Employers, Employees and Dependents.

Group data sent to Quote+

AMS+ Group Field	Quote+ Employer Field
Group Info: Group Name	Basic Information: Employer Name
Group Info: Federal Tax ID	Basic Information: Tax ID
Group Info: Industry ID (SIC)	Basic Information: SIC
Group Info: Industry Description (NAICS)	Basic Information: NAICS
Selected on modal	Agency Location
Primary Address: Address 1	Contact Details: Address Line 1
Primary Address: Address 2	Contact Details: Address Line 2
Primary Address: City	Contact Details: City
Primary Address: State	Contact Details: State
Primary Address: County	Contact Details: County
Primary Address: Zip Code	Contact Details: Zip
Primary Contact: First Name	Contact Details: First Name
Primary Contact: Last Name	Contact Details: Last Name
Primary Contact: Title	Contact Details: Title
Primary Contact: Email	Contact Details: Contact Email
Primary Contact: Business Phone	Contact Details: Contact Phone
Selected on modal	Broker ID

Individual data sent to Quote+

AMS+ Individual Field	Quote+ Employee Field
Personal Info: First Name	First Name
Personal Info: Last Name	Last Name
Personal Info: DOB	DOB
Personal Info: Gender	Sex
Personal Info: Email	Email
Contact Info: Cell Phone	Cell Phone
Contact Info: City	City
Contact Info: State	State
Contact Info: County	County
Contact Info: Zip Code	Work Zip
Group Individual Employment: Salary	Salary
Group Individual Employment: Employee Hire Date	Date of Hire
Group Individual Employment: Employee Classification *The following values are allowed: Full Time, Full-Time, Part Time, and Part-Time.	Benefit Status
Personal Info: SSN (Last 4)	SSN (Last 4)

Individual Relationship data sent to Quote+

AMS+ Individual Relationship (includes Text Individuals) Field	Quote+ Dependent Field
First Name	First Name
Last Name	Last Name
Date of Birth	Date of Birth
Gender	Gender
Relationship Type (Spouse or Child)	Relation Type
Smoker Status (Yes or No)	Tobacco (Yes or No)

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Integration troubleshooting

What happens if my Agency is deleted, becomes a Sub-Agency of a GA in Quote+ or becomes an Independent Agency in Quote+?
The integration will fail to send data. If this happens, double check your integration settings and make sure the Agency Number is still valid. Also, go to Quote+ and verify that the Agency Number is correct and has not changed. If it has, copy and paste the updated number in the AMS+ integration settings.

Is the send instant?
It may take a few moments for the send to occur. A success message will show in AMS+ letting the user know that the send has taken place. Sending a NEW group more than once without waiting for a success or error message will result in duplicates!