PlanCompare Edge for Agents (Quoting & Enrollment)

Overview

PlanCompare Edge for Agents by ConnectureDRX is an online platform that allows agents to shop, quote, and enroll Medicare beneficiaries. It provides drug pricing and personalized plan options, including Medicare Advantage, MAPD, PDP, and Medicare Supplement plans. Visit ConnectureDRX’s website for more details.

With this integration, users can securely transfer Individual and Sales Records from AMS+ to PlanCompare for quoting and enrollment. After an enrollment is completed in PlanCompare Edge for Agents, the enrollment’s Individual, Carrier Product, and Policy data is sent back to AMS+.

IN THIS ARTICLE

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Activating the integration

Go to the Settings > Servicing > Integrations > PlanCompare Edge for Agents page and select the “Add to AgencyBloc...” button.

Deactivating the integration

Go to the Settings > Servicing > Integrations > PlanCompare Edge for Agents 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 ConnectureDRX's PlanCompare Edge for Agents. Please note, this is a separate subscription with PlanCompare Edge for Agents that may include additional costs and fees outside of AMS+.
• Review your Carriers and Plans/Carrier Products in PlanCompare Edge for Agents 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 PlanCompare Edge for Agents.
• Some PlanCompare Edge for Agents data can be stored in Policy Custom Fields. You may want to create Custom Fields for the Enrollment Confirmation Number and Plan ID.

In PlanCompare Edge for Agents, 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.

PlanCompare Edge for Agents	AMS+
Beneficiary	Individual
Plan	Policy (and optionally Carrier Product)

When PlanCompare Edge for Agents 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 PlanCompare Edge for Agents 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?

Carrier Products

If you choose to bring over Carrier Product data, we will try to match PlanCompare Edge for Agents 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 PlanCompare Edge for Agents plan. What Policy fields are populated?

Also, we will try to match the carrier in a PlanCompare Edge for Agents 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 PlanCompare Edge for Agents 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

Go to My Account > Integrations.

On the Integrations tab, select PlanCompare Edge for Agents.

Enter your PlanCompare Edge for Agents User ID and Servicing Agent.

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

Save.

All Policy Records created by this integration will be assigned to the specified Servicing Agent.

How to connect your PlanCompare Edge for Agents account to AMS+

To run quotes in AMS+ and sync enrollments with PlanCompare Edge for Agents, you must log into your PlanCompare Edge account in AMS+.

You can enter your PlanCompare Edge for Agents login in either of these places (only once):

• My Account settings: Go to My Account > Integrations > PlanCompare Edge for Agents.
  
• When quoting: Log in from an Individual or Sales Record the first time you start a quote.
  

Note: The PlanCompare Edge integration must be enabled. If it’s not, contact your agency’s Account Owner listed under My Account > Integrations > PlanCompare Edge for Agents.

Once your login is successfully validated, your AMS+ account will connect to your PlanCompare Edge for Agents account. You can then start quotes from an Individual or Sales Record in AMS+ or directly from a record profile in PlanCompare Edge for Agents.

How to start quotes in AMS+

To run quotes with this integration, you must have a PlanCompare Edge for Agents username and password.

PlanCompare Edge for Agents 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 “PlanCompare Edge for Agents” from the menu.

Quoting menu on a Sales Record:

Quoting menu on an Individual Record:

Enter your PlanCompare Edge for Agents username and password. This sends the record's data to PlanCompare Edge for Agents and logs you into PlanCompare for Agents in a new tab. See what data is sent to PlanCompare for Agents.

PlanCompare Edge for Agents will prompt you to enter this information the first time you start a quote in AMS+.

Complete enrollment in PlanCompare Edge for Agents.

After an enrollment is completed in PlanCompare Edge for Agents, the enrollment’s Individual, Carrier Product, and Policy data is sent back to AMS+ according to the integration's sync settings.
- See enrollment sync settings
- See data sent to AMS+

If you are starting a quote directly in PlanCompare Edge for Agents, make sure your user-level settings in AMS+ are set up or the enrollments will not sync back to AMS+.

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Technical documentation

Data sent to PlanCompare Edge for Agents

When you send a Sales Record or Individual Record to PlanCompare Edge for Agents for quoting, here is the data we send over:

AMS+ Field	PlanCompare Edge for Agents 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 PlanCompare Edge for Agents. 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 PlanCompare Edge for Agents. For example, if the date is June 5th, it will be changed to June 1st.
***PlanCompare Edge for Agents requires email addresses to follow a specific structure, with a name (local part) before the "@" symbol and a domain after it, including a top-level domain (like .com). For example, john.doe@example.com is a valid format; if an email address doesn’t conform to this structure, the email address will not be sent to PlanCompare Edge for Agents.
****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 PlanCompare Edge for Agents syncs enrollments to AMS+, here is the data that comes over:

Individual Records

PlanCompare Edge for Agents 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:

PlanCompare Edge for Agents 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

PlanCompare Edge for Agents 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 PlanCompare Edge for Agents 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

PlanCompare Edge for Agents 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 = PlanCompare Edge for Agents Carrier Name.
**This integration setting is optional. Depending on your settings, we’ll attempt to populate the PlanCompare Edge for Agents 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 PlanCompare Edge for Agents Plan ID in the specified Policy Custom Field. If no Policy Custom Field is selected, we will not populate the PlanCompare Edge for Agents Plan ID.
*****This integration setting is optional. Depending on your settings, we’ll attempt to match PlanCompare Edge for Agents 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.

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 PlanCompare Edge for Agents before I activate the integration?
The first time you send a Sales Record or Individual Record to PlanCompare Edge for Agents, the integration automatically creates a new profile for it in ConnectureDRX.

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.