In December, we upgraded the email integration to version 3.0 for performance and security enhancements and added a new login option for the PlanCompare Edge for Agents integration.
12/16/2024 - Email integration upgrade to version 3.0
12/2/2024 - PlanCompare Edge for Agents integration update
12/16/2024 - Email integration upgrade to version 3.0
Reminder to reconnect your email account
We upgraded our email integration within AMS+ from version 2.0 to version 3.0 for performance and security enhancements. To complete this upgrade, all users must reconnect and re-authenticate their email credentials. For instructions on how to reconnect your email account, see this article.
If you currently use the Appointment Scheduler, please be aware that there is a risk of double booking until you reconnect your email and re-authenticate your credentials.
12/2/2024 - New login option for PlanCompare Edge for Agents
Log into PlanCompare Edge for Agents within My Account Settings
If your AMS+ account has the PlanCompare Edge for Agents integration activated, users will have two places to enter their Connecture username and password. See this article for full details.
Once their login is successfully validated, their AMS+ account will link to their PlanCompare Edge for Agents account. This allows users to start quotes directly from an Individual or Sales Record in AMS+ or from a record profile in PlanCompare Edge for Agents.