Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
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 across Medicare Advantage, MAPD, PDP, and Medicare Supplement plans. Visit the PlanCompare Edge for Agents website for more details.
With this integration, users can securely transfer Individual Records from AMS+ to PlanCompare Edge for Agents for quoting and enrollment. Once an enrollment is completed, the Individual, Carrier Product, and Policy data is sent back to AMS+. The quoted Individual Record must originate in AMS+ for the enrollment to sync back.
Note: PlanCompare Edge for Agents is being phased out in favor of Connecture CRM. New agencies can no longer enable this integration. If your agency currently uses PlanCompare Edge, please plan your migration to Connecture CRM.
Requirements
For AMS+
Activating the integration
- You must be the Account Owner to activate this integration.
- You must also be an Administrator to access the integration's settings:
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Manage Users permission.
- Once the integration is activated, any Administrator can modify its settings or deactivate the integration.
Starting quotes
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Individual Visible permission.
- If you're an Agent CRM User, you need access to Individual Records assigned to your Accessible Agent, and optionally unassigned records.
For PlanCompare Edge for Agents
Credentials
- A PlanCompare Edge for Agents username and password.
In this article
- Data flow
- Limitations
- Activating the integration (Account Owner)
- Setting up the integration (Administrator)
- Assigning a Servicing Agent to Policy Records (Agency User or Agent CRM User)
- Connecting your PlanCompare Edge for Agents account (Agency User or Agent CRM User)
- Starting quotes in AMS+ (Agency User or Agent CRM User)
- Technical documentation
- Troubleshooting
- Legacy components
Data flow
Data moves between AMS+ and PlanCompare Edge for Agents in two directions, each triggered independently and on demand rather than continuously or on a set schedule.
- AMS+ to PlanCompare Edge for Agents: When you select the Start Quote button on an Individual Record, the record's data is sent to PlanCompare Edge for Agents. See what data is sent to PlanCompare Edge for Agents.
- PlanCompare Edge for Agents to AMS+: 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 data sent to AMS+.
The first time you send an Individual Record to PlanCompare Edge for Agents, the integration automatically creates a new profile for it in ConnectureDRX.
See Starting quotes in AMS+ for the full workflow, and Technical documentation for field-level mapping in both directions.
Limitations
- The PlanCompare Edge for Agents integration does not support Rx Collect data. Rx Collect information is not sent to or received from PlanCompare Edge for Agents.
- Carrier Product attachments and files are not included in the sync.
Activating the integration (Account Owner)
- Go to My Agency Settings > Third Party Integrations > PlanCompare Edge for Agents.
- Select the Add to AgencyBloc… button.
Deactivating the integration (Administrator)
- Go to My Agency Settings > Third Party Integrations > PlanCompare Edge for Agents.
- Select the Deactivate button in the top-right corner.
Deactivating the integration stops data from syncing between AMS+ and PlanCompare Edge for Agents — it does not delete or remove any existing data in either system.
Setting up the integration (Administrator)
For a smooth and optimal setup:
- You need an account with ConnectureDRX's PlanCompare Edge for Agents. 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 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, and 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.
Assigning a Servicing Agent to Policy Records (Agency User or Agent CRM User)
- 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 the PlanCompare Edge for Agents integration. You must have at least one Agent Record in your AMS+ account to set the Servicing Agent.
- Select Save.
All Policy Records created by this integration will be assigned to the specified Servicing Agent.
Connecting your PlanCompare Edge for Agents account (Agency User or Agent CRM User)
To run quotes in AMS+ and sync enrollments with PlanCompare Edge for Agents, you must log into your PlanCompare Edge for Agents 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 Record the first time you start a quote.
Note: The PlanCompare Edge for Agents 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 Record in AMS+ or directly from a record profile in PlanCompare Edge for Agents.
Starting quotes in AMS+ (Agency User or Agent CRM User)
To run quotes with this integration, you must have a PlanCompare Edge for Agents username and password.
- Select the Start Quote button on an Individual Record and select PlanCompare Edge for Agents from the menu.
- Enter your PlanCompare Edge for Agents username and password. This sends the record's data to PlanCompare Edge for Agents and logs you in in a new tab. See what data is sent to PlanCompare Edge 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+.
Note: Data does not sync automatically in either direction. To push updated client data from AMS+ to PlanCompare Edge for Agents, resend the Individual Record using the Start Quote button. Data is only pushed from PlanCompare Edge for Agents to AMS+ when an enrollment is completed in PlanCompare Edge for Agents.
Technical documentation
Data sent to PlanCompare Edge for Agents
When you send an 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 and you select the Start Quote button, the Individual's profile will fail to load in PlanCompare Edge for Agents. Before sending an Individual, check that the zip code doesn't have trailing spaces and remove them if needed.
**The Medicare Effective Date for Part A and Part B 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. 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 the Assigning a Servicing Agent to Policy Records section for more.
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 you have selected "PlanName + Plan ID" then Product Name = Plan Name + Plan ID. If you have selected "PlanName" then Product Name = Plan Name.
Note: See Limitations for what this sync does not include.
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 the Assigning a Servicing Agent to Policy Records section for more.
****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 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.
Troubleshooting
An Individual's profile fails to load in PlanCompare Edge for Agents
The Individual's Zip Code has trailing spaces.
Before selecting Start Quote, check the Individual's Zip Code field and remove any trailing spaces, then try again.
Sending a record to PlanCompare Edge for Agents returns an error
The browser has pre-populated the username and password fields with the user's AMS+ login credentials instead of their PlanCompare Edge for Agents credentials.
Clear the pre-populated fields and enter the PlanCompare Edge for Agents username and password manually, then try again.
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:
- Starting quotes from Sales Records—accounts using Sales Records
- Sales Record permissions—accounts using Sales Records
Starting quotes from Sales Records
PlanCompare Edge for Agents quoting is also available for Sales Records.
Select the Start Quote button on any Sales Record and select PlanCompare Edge for Agents from the menu.
The quoted Sales Record must originate in AMS+ if you want the enrollment to return to AMS+.
Sales Record permissions
To start quotes for Sales Records, your assigned Security Group must also have the Sales Enablement Visible permission. You must also have user account Sales permissions to View and Edit Sales Records.