Lead Advantage Pro (Quoting & Enrollment)

Overview

Lead Advantage Pro allows Medicare agents to quote and enroll Medicare Advantage, Med Supp, PDP, and Ancillary Plans from a single location. AgencyBloc's AMS+ solution integrates with Lead Advantage Pro®, Senior Market Sales’ (SMS) Medicare quoting and enrollment platform.

This article covers activation, setup, and quoting with the integration. For a video tutorial, take this course in the AgencyBloc Academy.

IN THIS ARTICLE

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Activating the integration

Go to the Settings > Servicing > Integrations > Lead Advantage Pro page and select the “Add to AgencyBloc...” button.

Deactivating the integration

Go to the Settings > Servicing > Integrations > Lead Advantage Pro page and select the “Deactivate” button in the top-right corner.

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Setting up the enrollment sync

For a smooth and optimal setup:

• You need an account with Lead Advantage Pro. Please note, this is a separate subscription with Lead Advantage Pro that may include additional costs and fees outside of AMS+.
• Review your Carriers and Plans/Carrier Products in Lead Advantage Pro and AMS+. Their names need to match or the integration could create duplicate Carrier Records and Carrier Products in AMS+. We recommend changing the names in AMS+ to match Lead Advantage Pro.
• Some Lead Advantage Pro data can be stored in Policy Custom Fields. You may want to create Custom Fields for the Enrollment Confirmation Number and Plan ID.

In Lead Advantage Pro, an enrollment includes a beneficiary and Medicare plan. In AMS+, a beneficiary is the equivalent of an Individual Record and a plan is the same as a Policy.

Lead Advantage Pro	AMS+
Beneficiary	Individual
Plan	Policy (and optionally Carrier Product)

When Lead Advantage Pro sends enrollment data to AMS+, we will take steps to put that data in the right places based on your integration settings. See below for more details.

Individual Records

By default, we will try to match Lead Advantage Pro beneficiaries to existing Sales Records first. If a match is found, we will convert the Sales Record into an Individual Record. If the matching Sales Record is linked to an existing Individual, we will merge it into the Individual.

If a Sales Record is not found, we will attempt to match to existing Individual Records. We’ll first try to match on a unique AMS+ identifier in the URL. If this identifier is missing, we’ll try to match on First Name/Last Name/Date of Birth. If we can't find a match, we'll create a new Individual.

Then, we can optionally update all of the Individual's fields with the new info or only the address fields depending on your integration settings.

You can choose what happens in your integration settings. What Individual fields are updated?

Note: You can't start a profile in Lead Advantage Pro and send it to AMS+. The profile must originate in AMS+.

Carrier Products

If you choose to bring over Carrier Product data, we will try to match Lead Advantage Pro plans to existing Carrier Products by "Carrier Product Name".

If we can't find a match, we can create a new Carrier Product depending on your Carrier Product Sync settings. What Carrier Product fields are updated?

Policy Records

By default, we will automatically create a new Policy Record in AMS+ for every Lead Advantage Pro plan. What Policy fields are populated?

Also, we will try to match the carrier in a Lead Advantage Pro enrollment to a Carrier Record by carrier name. If we can't find a match, we will create a new Carrier Record and associate it with the new Policy Record.

The new Carrier Record's name will be the same as the Lead Advantage Pro Carrier name.

If we find a match, we'll associate the Carrier Record with the new Policy Record.

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Using the integration

How to assign a Servicing Agent to Policy Records

If you want to assign a Servicing Agent to Policy Records created by the integration, you will need a Lead Advantage Pro User ID. This ID is located in your Lead Advantage Pro account under the User Profile > User Details section.

If you have this ID, go to My Account and link it to a Servicing Agent in your account profile.

Go to My Account > Integrations.

On the Integrations tab, select Lead Advantage Pro.

Enter your Lead Advantage Pro User ID and Servicing Agent.

The specified Servicing Agent will be assigned to all new Policies created by our Lead Advantage Pro integration. You must have at least one Agent Record in your AMS+ account to set the Servicing Agent.

Save.

If a valid ID was entered, all Policy Records created by this integration will be assigned to the specified Servicing Agent.

How to start quotes in AMS+

To run quotes with this integration, you must have a Lead Advantage Pro username and password.

Lead Advantage Pro quoting is available for Sales Records and Individual Records.

Note: The quoted Sales Record or Individual Record must originate in AMS+ if you want the enrollment to return to AMS+.

To start a quote in AMS+:

Click the “Start Quote” button on any Sales Record or Individual Record and select “Lead Advantage Pro” from the menu.

Quoting menu on a Sales Record:

Quoting menu on an Individual Record:

Enter your Lead Advantage Pro username and password. A new tab will open and you will be logged into Lead Advantage Pro.

Lead Advantage Pro will prompt you to enter this information the first time you start a quote in AMS+. Additionally, you will be prompted to enter it again if you haven't logged into Lead Advantage Pro within the last 24 hours.

Complete enrollment in Lead Advantage Pro.

Once an MA or PDP enrollment is completed in Lead Advantage Pro, the enrollment data will be sent back to AMS+. What Policy fields are populated?

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Technical documentation

Data sent to Lead Advantage Pro

When you send a Sales Record or Individual Record to Lead Advantage Pro for quoting, here is the data we send over:

AMS+ Field	Lead Advantage Pro Field
Zip Code*	Zip Code
First Name	First Name
Last Name	Last Name
DOB	Date of Birth
Medicare Beneficiary ID (MBI)	MBI
Medicare Effective Date (Part A)**	Hospital (Part A) effective date
Medicare Effective Date (Part B)**	Hospital (Part B) effective date
Email	Email Address
Home Phone***	Phone number
Address Line 1****	Address 1
Address Line 2****	Address 2
City****	City
State****	State

*If the zip code has any trailing spaces at the end and you select the “Send” button, the Individual’s profile will fail to load in Lead Advantage Pro. Before sending an Individual, we recommend checking to make sure its zip code doesn’t have any trailing spaces at the end and to remove them if it has any.
**The Medicare Effective Date for Part A and Part B on a Sales Record or Individual Record must always be the 1st of the month. If it isn't, the integration will automatically adjust it to the 1st when it arrives in Lead Advantage Pro. For example, if the date is June 5th, it will be changed to June 1st.
***If we don’t find the home phone, we’ll try the cell phone. If we don’t find the cell phone, we’ll try the business phone.
****If more than one address is found, we’ll use the primary address. In addition, Address Line 2 is only sent for Individual Records.

Data sent to AMS+

When Lead Advantage Pro syncs enrollments to AMS+, here is the data that comes over:

Individual Records

Lead Advantage Pro Field	AMS+ Field
Zip Code	Zip Code
First Name	First Name
Last Name	Last Name
Date of Birth	Date of Birth
Email Address	Email Address
Phone Number	Home Phone*
	Address Type**
	Primary***
Address 1	Address Line 1****
Address 2	Address Line 2
City	City
State	State
Username	Servicing Agent*****
Part A Effective Date	Medicare Effective Date (Part A)
Part B Effective Date	Medicare Effective Date (Part B)
Medicare Number or Medicare Claim Number	MBI (Medicare Beneficiary ID)
	Type
	Status

*If we don’t find the home phone, we’ll try the cell phone. If we don’t find the cell phone, we’ll try the business phone.
**When creating/updating an Individual, we’ll use the Address Type specified in the integration settings.
***If creating a new Individual, the default will be Yes, is Primary. If adding a new address to an existing Individual, the default will be Yes, is Primary.
****If updating an existing Individual, we’ll try to match with an existing address. We will match on Zip Code and house number (house number will be defined as the first set of characters before the first space). If the address matches, we will not update anything. If the address does not match, we will add an additional address to the Individual Record. If creating a new Individual, we will add a new address to the Individual Record.
*****For new Individual Records only. See this section for more on assigning the servicing agent.

Only address fields:

Lead Advantage Pro Field	AMS+ Field
	Address Type*
	Primary**
Address 1	Address Line 1***
Address 2	Address Line 2
City	City
State	State
	Type
	Status

*When creating/updating an Individual, we’ll use the Address Type specified in the integration settings.
**If creating a new Individual, the default will be Yes, is Primary. If adding a new address to an existing Individual, the default will be Yes, is Primary.
***If updating an existing Individual, we’ll attempt to match with an existing address. We will match on Zip Code and house number (house number will be defined as the first set of characters before the first space). If the address matches, we will not update anything. If the address does not match, we will add an additional address to the Individual Record. If creating a new Individual, we will add a new address to the Individual Record.

Carrier Products

Lead Advantage Pro Field	AMS+ Field
Plan Type	Coverage Type*
	Product Name**

*We’ll look up the corresponding Coverage Type that you’ve mapped the given Plan Type to. If the specified Coverage Type field option has been deleted or inactivated, we will automatically create that field option and/or make it active in your AMS+ account.
**We’ll look up the field "Match Lead Advantage Pro Plans to Carrier Products by" from the Sync Setup tab of the integration, if:

1. You have selected "PlanName + Plan ID" then Product Name = Plan Name + Plan ID.
2. You have selected “PlanName" then Product name = Plan Name.

Note: Does not include attachments or files.

Policy Records

Lead Advantage Pro Field	AMS+ Field
Carrier Name	Carrier Name*
Enrollment Confirmation Number   Note: Typically a temporary number for tracking a Policy until its real policy number is issued.	Policy Custom Field and/or Policy Number**
Premium Per Month	Premium
Submission Date	App Submit Date
Application Effective Date	Effective Date
Username	Servicing Agent***
	Status
Plan Type	Coverage Type
Plan ID	Policy Custom Field****
	Carrier Product*****
	Pay Frequency******

*If Carrier Name does not exist in AMS+, we’ll create a new Carrier Record where the Carrier Name = Lead Advantage Pro Carrier Name.
**This integration setting is optional. Depending on your settings, we’ll attempt to populate the Lead Advantage Pro Enrollment Confirmation Number in a Policy Custom Field and/or the Policy Number field.
***See this section for more on assigning the servicing agent.
****This integration setting is optional. Depending on your settings, we’ll attempt to populate the Lead Advantage Pro Plan ID in the specified Policy Custom Field. If no Policy Custom Field is selected, we will not populate the Lead Advantage Pro Plan ID.
*****This integration setting is optional. Depending on your settings, we’ll attempt to match Lead Advantage Pro Plans to Carrier Products in AMS+ by the “Plan Name” or “Plan Name + Plan ID”. If a match is found, we will associate the Carrier Product with the Policy. If a matching Carrier Product is not found, we can create a new Carrier Product and associate it with the Policy depending on your settings.

******This integration setting is optional. We’ll populate the Policy’s Pay Frequency with the value as specified in your settings.

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Common questions

Which platforms and packages will be able to access the integration?
AMS+ clients in either Growth or Scale will have access. Legacy accounts and Radius accounts will not have access.

Which types of enrollments will be sent to AMS+ through the integration?
Only enrollments completed through the Lead Advantage Pro site will be sent to AMS+. That means quotes labeled as “MA & PDP” in Lead Advantage Pro.

Medicare Supplement, Hospital Indemnity, Dental, Final Expense, Life, and LTC are NOT included in the integration.

Can users map the Carrier names?
No they can’t. Whatever Carrier name is received, that is the Carrier name we will use exactly verbatim from the API.

What will happen if I already have lead profiles in AMS+ and Lead Advantage Pro before I activate the integration?
When you send a Sales Record or Individual Record to Lead Advantage Pro, the integration will scan your Lead Advantage Pro account for a matching record based on the following criteria: first name, last names, and DOB.

If a record exists in both systems and matches exactly on the above criteria, the integration will create a unique ID linking the two records. From then onward, changes made to the AMS+ record will be sent to its linked Lead Advantage Pro record.

What happens if there are multiple records with the exact same first and last names?
Search on DOB. If that doesn't work, integration will create a new Lead Profile and vice-versa. Manual work may be necessary.

Not case sensitive.