Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
PlanCompare Edge by ConnectureDRX is an online platform that allows agents and brokers 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 website for more details.
With this integration, users can securely transfer Individual Records from AMS+ to PlanCompare Edge for quoting and enrollment. Individuals can also be entered directly in PlanCompare Edge rather than sent from AMS+ first — either way, completed enrollments sync back to AMS+. PlanCompare Edge also integrates with Rx Collect, allowing prescription and provider information to be included in the data sent back to AMS+. Learn more about Rx Collect.
Note: Rx Collect prescription and provider data is included in this integration only for AMS+ accounts on the Accelerate or Elevate package. Quoting and enrollment sync are available on all AMS+ packages.
Requirements
For AMS+
Activating the integration
- You must be the Account Owner to activate or deactivate 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.
Starting quotes
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- To start quotes for Individual Records:
- 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.
- You must be assigned to a Security Group with the Individual Visible permission.
For PlanCompare Edge
Credentials
- Admin access in PlanCompare Edge.
- The Partner ID, API keys, and SSO URL for your agency's PlanCompare Edge account, obtained by a PlanCompare Edge admin. See Activating the integration.
- A PlanCompare Edge Username for every user who needs to use this integration, added by an Administrator. Learn more.
In this article
- Data flow
- Limitations
- Activating the integration (Account Owner)
- Setting up the integration (Administrator)
- Starting quotes in AMS+ (Agency User or Agent CRM User)
- Technical documentation
- Troubleshooting
- Legacy components
Data flow
Data moves between AMS+ and PlanCompare Edge in two directions, each triggered independently and sent on demand rather than automatically or on a schedule.
- AMS+ to PlanCompare Edge: When you select a PlanCompare Edge link from the Send dropdown on an Individual Record, the record's data is sent to PlanCompare Edge for quoting. See what data is sent to PlanCompare Edge.
- PlanCompare Edge to AMS+: After an enrollment is completed in PlanCompare Edge, the Individual, Carrier Product, and Policy data is sent back to AMS+, according to your integration's sync settings. See what data is sent to AMS+.
See Starting quotes in AMS+ for the full workflow, and Technical documentation for field-level mapping in both directions.
Limitations
- Attachments and files are not transferred. For example, a PDF copy of a completed enrollment generated in PlanCompare Edge is not sent to AMS+ — you can manually upload it to the Individual or Policy Record.
Activating the integration (Account Owner)
- Go to My Agency Settings > Third Party Integrations > PlanCompare Edge.
- Select Add to AgencyBloc…
- Enter your Partner ID.
Your Partner ID is a unique identifier from PlanCompare Edge that never changes. Contact the PlanCompare Edge Client Services Team for this info.
- Enter your PlanCompare Edge API keys.
Contact the ConnectureDRX Client Services Team for your API keys.
- Enter your PlanCompare Edge SSO URL.
Contact the PlanCompare Edge Client Services Team for this info. If you need to process enrollments from the previous year, you can enter additional SSO URLs.
- Name the Quoting Menu.
Located on the Individual Record's Details tab, you can use this menu to send AMS+ profiles to PlanCompare Edge for quoting.
- Select Save to complete activation.
You're now ready to set up your integration users. AMS+ users that have a PlanCompare Edge Username can send Individual Records to PlanCompare Edge for quoting.
Note: Once activated, complete the integration's setup — this must be done by an Administrator. See Setting up the integration.
Deactivating the integration
Go to My Agency Settings > Third Party Integrations > PlanCompare Edge and select the Deactivate button in the top-right corner.
Deactivating the integration stops data from syncing between AMS+ and PlanCompare Edge — it does not delete or remove any existing data in either system.
Setting up the integration (Administrator)
For a smooth and optimal setup:
- Your PlanCompare Edge subscription is billed separately from your AMS+ subscription. There's no additional charge for the AMS+ integration feed itself.
- Review your Carriers and Plans/Carrier Products in PlanCompare Edge 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.
- Some PlanCompare Edge data can be stored in Policy Custom Fields. You may want to create Custom Fields for the Enrollment Confirmation Number and Plan ID.
If you want to sync PlanCompare Edge enrollments to AMS+, continue below.
Enabling enrollment sync (optional)
Once you've completed the completed the initial activation setup, select the Sync PlanCompare Edge Enrollments checkbox. You should now see additional sync settings.
In PlanCompare Edge, 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 | AMS+ |
|---|---|
| Beneficiary | Individual |
| Plan | Policy (and optionally Carrier Product) |
When PlanCompare Edge 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 beneficiaries to existing Individual Records. We'll first try to match on Individual ID. If there is no Individual ID in the enrollment data, 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?
Policy Records
By default, we will automatically create a new Policy Record in AMS+ for every PlanCompare Edge MA, MAPD, PDP, or MEDIGAP plan. What Policy fields are populated?
Also, we will try to match the carrier in a PlanCompare Edge 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 carrier name. If we find a match, we'll associate the existing Carrier Record with the new Policy Record.
Carrier Products
If you choose to bring over Carrier Product data, we will try to match PlanCompare Edge 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?
Adding PlanCompare Edge Usernames
Every AMS+ user who is going to use this integration should have their own PlanCompare Edge Username. This allows your AMS+ user to send Individual Records to PlanCompare Edge for quoting. The PlanCompare Edge Username is also necessary for mapping the servicing agent to incoming Individuals and Policies via the enrollment sync.
Once your integration settings have been saved, go to the Users tab. You will see a list of all your AMS+ users.
Here, you can give an AMS+ user the ability to start quotes in AMS+ by adding their PlanCompare Edge Username. This is the username that you use to log in to your PlanCompare Edge account.
Notes:
- If you're quoting with multiple Medicare SSO URLs, the AMS+ user must be set up with the same PlanCompare Edge Username on both plan year sites.
- It's ok if an AMS+ user and PlanCompare Edge username don't match exactly. Just make sure the PlanCompare Edge Username is valid and that you're adding it to the right AMS+ user.
You can enter the PlanCompare Edge Usernames one at a time for each AMS+ user or en masse via file upload.
You can also set the servicing agent for Individuals and Policies coming from PlanCompare Edge.
Assigning servicing agents
If you want to assign a servicing agent to incoming Individuals and Policies, you must have at least one Agent Record in your AMS+ account.
If you're using the enrollment sync, you will have the option to assign a servicing agent to new Individuals and Policies that are created by this integration.
When PlanCompare Edge sends an enrollment to AMS+, we will look for the PlanCompare Edge Username attached to that enrollment. If we successfully match a PlanCompare Edge Username in AMS+, we'll next look at the associated AMS+ Servicing Agent. This field points to an Agent Record in AMS+.
If there is an AMS+ Servicing Agent, we'll assign it to any new Individuals and Policies.
Starting quotes in AMS+ (Agency User or Agent CRM User)
- Go to the record and select the Send button to display a dropdown menu.
-
The dropdown will include links for each menu label created in your PlanCompare Edge integration settings. Select a PlanCompare Edge link to send the Individual Record to PlanCompare Edge for quoting. See what data is sent to PlanCompare Edge.
When you send an Individual Record for the first time, the integration creates a new Beneficiary profile in PlanCompare Edge using the sent record's data and ID — make sure you save this profile in PlanCompare Edge. The next time you send the record, the integration matches it to the same Beneficiary profile and updates it if anything changed since the last time it was sent.
- Complete the enrollment in PlanCompare Edge.
When finished, the record's profile and enrollment information will be sent back to AMS+. See what data is sent to AMS+.
Note: Data does not sync automatically in either direction. To push updated client data from AMS+ to PlanCompare Edge, resend the Individual Record using the Send button. Data is only pushed from PlanCompare Edge to AMS+ when an enrollment is completed in PlanCompare Edge.
Technical documentation
Note: Prescription and provider data is included only for AMS+ accounts on the Accelerate or Elevate package.
Data sent to PlanCompare Edge
When you send an Individual Record to PlanCompare Edge for quoting, here is the data we send over:
| AMS+ Field | PlanCompare Edge 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 Address | |
| Home Phone** | Phone number |
| Address Line 1*** | Address 1 |
| Address Line 2*** | Address 2 |
| City*** | City |
| State*** | State |
| Prescriptions: Pharmacy Name | Pharmacy Name |
| Prescriptions: Pharmacy Address | Pharmacy Address |
| Prescriptions: Medication Name | Drug Name |
| Prescriptions: Dosage Name | Dosage Name |
| Prescriptions: Quantity | Dosage Quantity |
| Prescriptions: Refill Frequency | Dosage Frequency |
| Providers: Provider | Provider Name |
| Providers: Provider Address | Provider Address |
*If the zip code has trailing spaces, the send will fail. See Troubleshooting.
**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 syncs enrollments to AMS+, here is the data that comes over:
Individual Records
| PlanCompare Edge 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 | |
| Pharmacy Name | Prescriptions: Pharmacy Name |
| Pharmacy Address | Prescriptions: Pharmacy Address |
| Drug Name | Prescriptions: Medication Name |
| Dosage Name | Prescriptions: Dosage Name |
| Dosage Quantity | Prescriptions: Quantity |
| Dosage Frequency | Prescriptions: Refill Frequency |
| Is Generic Ok?****** | |
| Provider Name | Providers: Doctor Name |
| Provider Address | Providers: Doctor Address |
*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 servicing agents section for more.
******The synced value in AMS+ defaults to "Yes" for all dosages.
Only address fields:
| PlanCompare Edge 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.
Policy Records
| PlanCompare Edge 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***** |
*If Carrier Name does not exist in AMS+, we'll create a new Carrier Record where the Carrier Name = PlanCompare Edge Carrier Name.
**This integration setting is optional. Depending on your settings, we'll attempt to populate the PlanCompare Edge Enrollment Confirmation Number in a Policy Custom Field and/or the Policy Number field.
***See the Assigning servicing agents section for more.
****This integration setting is optional. Depending on your settings, we'll attempt to populate the PlanCompare Edge Plan ID in the specified Policy Custom Field. If no Policy Custom Field is selected, we will not populate the PlanCompare Edge Plan ID.
*****This integration setting is optional. Depending on your settings, we'll attempt to match PlanCompare Edge 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.
Note: Does not include attachments or files. See Limitations.
Carrier Products
| PlanCompare Edge 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 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.
Troubleshooting
Individuals fail to send to PlanCompare Edge for quoting
This can happen if the AMS+ user doesn't have a valid PlanCompare Edge Username, or if your PlanCompare Edge SSO URL or Partner ID is invalid or outdated. PlanCompare Edge changes the SSO URL each year.
Confirm the AMS+ user has a valid PlanCompare Edge Username under Adding PlanCompare Edge Usernames, and confirm your SSO URL and Partner ID are current.
The page won't finish loading when sending an Individual to PlanCompare Edge
This can happen if the AMS+ user's PlanCompare Edge Username is invalid, or if the PlanCompare Edge SSO URL is invalid or outdated.
Confirm the AMS+ user has a valid PlanCompare Edge Username under Adding PlanCompare Edge Usernames, and confirm your SSO URL is current.
An Individual's profile fails to load in PlanCompare Edge
This happens when the Individual's zip code has trailing spaces.
Before sending the Individual, check the zip code for trailing spaces, remove them, and resend.
A newly created PlanCompare Edge username doesn't work when added to an AMS+ user
New PlanCompare Edge usernames can take up to a day to propagate.
Wait up to a day after creating the username in PlanCompare Edge, then try adding it to the AMS+ user 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:
- Matching criteria for syncing enrollments to Individuals — accounts using Sales Records
- Sending a Sales Record — accounts using Sales Records
- Starting quotes from Sales Opportunities — accounts with Sales Opportunities
- Sales Record permissions — accounts using Sales Records
Matching criteria for syncing enrollments to Individuals
By default, AMS+ attempts to match PlanCompare Edge beneficiaries to existing Sales Records first. If a match is found, the Sales Record is converted into an Individual Record. If the matching Sales Record is linked to an existing Individual, it is merged into that Individual.
If no Sales Record is found, AMS+ attempts to match an existing Individual Record by Individual ID. If there is no Individual ID in the enrollment data, it will try to match on First Name, Last Name, and Date of Birth. If no match is found, a new Individual is created.
Sending a Sales Record
Go to the record and select the Send Quotes button to display a dropdown menu. It will include links for each menu label created in your PlanCompare Edge integration settings.
Select a PlanCompare Edge link to send the Sales Record to PlanCompare Edge for quoting. See what data is sent to PlanCompare Edge.
When finished, the record's profile and enrollment information will be sent back to AMS+. See what data is sent to AMS+.
Starting quotes from Sales Opportunities
You can start quotes from the right-hand summary of Sales Opportunities.
Sales Record permissions
To start quotes for Sales Records, you must also have user account Sales permissions to View and Edit Sales Records. Your assigned Security Group must also have the Sales Enablement Visible permission.