Overview
FEX Quotes is a support tool for insurance agents that market to the senior population that provides assistance with product pricing and development, underwriting research, and agency appraisal.
IN THIS ARTICLE
Activating the integration
Every user who is using this integration needs to connect their FEX account to connect to AMS+.
- Go to My Account > Integrations > FEX Quotes.
- Select the 'Have FEX Email My Access Key' button to request an access key to your email account.
- To receive this email, your email address (listed under My Account > Servicing > My Info) must match the email address tied to your FEX account. If you already have your FEX access key, you can skip this step.
- Save.
- You’re now ready to start FEX quotes on Sales Records.
Default face value
On the Settings > Sales > Quote Engine Integrations > FEX page, you can assign a default face value that auto-populates in every FEX quote. This value can be manually changed in the quoting window. This simply allows you to set a default value.
Starting quotes in AMS+
Once saved, go to a Sales Record and select the 'Start Quote' button to expand a dropdown menu. In the menu, select the 'FEX Quote' option.
Select this option to start quoting. Please note, the Sales Record must have a date of birth, smoker status, and gender. Also, if you’re running Med Supp or Med Adv quotes, the record’s age must be at least 65 to qualify for any plans.