Overview
PlanCompare Edge by Connecture is an online enrollment platform that helps agents and brokers pair beneficiaries with their best-fit Medicare plans. Visit PlanCompare Edge’s website for more details.
With this integration, you can start quotes in AgencyBloc, and send enrollment data from PlanCompare Edge to AgencyBloc.
IN THIS ARTICLE
Video overview
Activating the integration
Setting up the integration
Managing integration access
Starting quotes in AgencyBloc
Technical documentation
Data sent to PlanCompare Edge
Data sent to AgencyBloc
Common questions
Video overview
Activating the integration
Go to the Settings > Integrations > PlanCompare Edge page and select the “Add to AgencyBloc...” button.
Deactivating the integration
Go to the Settings > Integrations > PlanCompare Edge page and select the “Deactivate” button in the top-right corner.
Setting up the integration
For a smooth and optimal setup:
- You need to have an account with PlanCompare Edge by Connecture. Please note, this is a separate subscription with PlanCompare Edge that may include additional costs and fees outside of AgencyBloc.
- You need your PlanCompare Edge SSO URL and Partner ID. This is a unique link to PlanCompare Edge's login site. Contact the PlanCompare Edge Client Services Team for this info. Also, this URL changes every enrollment period.
- Review your Carriers and Plans/Carrier Products in PlanCompare Edge and AgencyBloc. Their names need to match or the integration could create duplicate Carrier records and Carrier Products in AgencyBloc. We recommend changing the names in AgencyBloc 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.
Setup Part 1: For quoting and enrollment sync
- 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 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 > Details tab, you can use this menu to send an Individual to PlanCompare Edge for quoting.
- Save.
- You're now ready to set up your integration users. AgencyBloc Users that have a PlanCompare Edge Username can send Individuals to PlanCompare Edge for quoting.
If you want to sync PlanCompare Edge enrollments to AgencyBloc, continue to Part 2.
Setup Part 2 (Optional): For enrollment sync only
If you've completed the setup for Part 1, 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 AgencyBloc, a beneficiary is the equivalent of an Individual record and a plan is the same as a Policy.
| PlanCompare Edge | AgencyBloc |
|---|---|
| Beneficiary | Individual |
| Plan | Policy (and optionally Carrier Product) |
When PlanCompare Edge sends enrollment data to AgencyBloc, 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/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 AgencyBloc for every PlanCompare Edge 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 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?
Managing integration access
Before you get started, make sure you have the following:
- Every AgencyBloc User who is going to use this integration should have their own PlanCompare Edge Username. This allows your AgencyBloc User to send Individuals 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.
- If you want to assign a servicing agent to incoming Individuals and Policies, you must have at least one Agent record in your AgencyBloc account.
Once your integration settings have been saved, go to the "Users" tab. You will see a list of all your AgencyBloc Users.
Here, you can give an AgencyBloc User the ability to start quotes in AgencyBloc 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 AgencyBloc User must be set up with the same PlanCompare Edge Username on both plan year sites.
- It’s ok if an AgencyBloc 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 AgencyBloc User.
You can enter the PlanCompare Edge Usernames one at a time for each AgencyBloc 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’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.
Here’s how it works:
When PlanCompare Edge sends an enrollment to AgencyBloc, we will look for the PlanCompare Edge Username attached to that enrollment.
If we successfully match a PlanCompare Edge Username in AgencyBloc, we’ll next look at the associated AgencyBloc Servicing Agent. This field points to an Agent record in AgencyBloc.
If there is an AgencyBloc Servicing Agent, we’ll assign it to any new Individuals and Policies.
Starting quotes in AgencyBloc
If you have access to this integration, you will see a “Send” dropdown menu on Individual records. From this menu, you can send the Individual to a PlanCompare Edge site for quoting. See what data is sent to PlanCompare Edge.
You can also start quotes from the right-hand summary of Sales Opportunities.
What happens if I hit the Send button more than once?
When you send an Individual for the first time, the integration will create a new Beneficiary profile in PlanCompare Edge. This profile will have the sent Individual’s data and Individual ID. In PlanCompare Edge, make sure you save this profile.
The next time you send the Individual, the integration will match it to the same Beneficiary profile and update it if there were any changes made since the last time it was sent.
Technical documentation
Data sent to PlanCompare Edge
When you send an Individual to PlanCompare Edge for quoting, here is the data we send over:
| AgencyBloc 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 |
*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. 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.
**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.
Data sent to AgencyBloc
When PlanCompare Edge syncs enrollments to AgencyBloc, here is the data that comes over:
Individuals
| PlanCompare Edge Field | AgencyBloc 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 Field | AgencyBloc 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.
Policies
| PlanCompare Edge Field | AgencyBloc 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 AgencyBloc, 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 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 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 AgencyBloc 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.
Carrier Products
| PlanCompare Edge Field | AgencyBloc 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 AgencyBloc 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.
- You have selected “PlanName" then Product name = Plan Name.
Note: Does not include attachments or files.
Common questions
What if I already have the Individual record in AgencyBloc, will the integration create a new Individual or will it map to the existing Individual?
- If you send the Individual from AgencyBloc to PlanCompare Edge and enroll them in a Policy, the Policy will be associated with the existing Individual.
- If you add the Individual's information directly into PlanCompare Edge and then enroll them in a Policy, we will try to match on first name, last name, and date of birth to find the Individual in AgencyBloc. If we find a match, the new Policy will be associated. If we do not find a match, we will create a new Individual and associate it with the Policy.
Will I be able to map carrier names, product names, and coverage type to what I already have in AB or will I have to change my AgencyBloc info to match what PlanCompare Edge has?
- Carrier and Carrier Product names will need to be updated in AgencyBloc to match PlanCompare Edge, or duplicates could be created.
- Coverage Types will be mapped between the two systems via the integration settings.
After I complete an enrollment in PlanCompare Edge, I get a PDF copy of that application. Will the enrollment sync send the PDF to AgencyBloc?
This integration doesn’t send attachments to AgencyBloc, but you can manually upload the attachment to the Individual or Policy.
My upline uses PlanCompare Edge, can I leverage their PlanCompare Edge site?
We can only integrate 1 PlanCompare Edge site per AgencyBloc account.
Are there additional costs associated with this integration?
No, you only need to pay for your AgencyBloc account and PlanCompare Edge account. There are no costs associated with the integration feed.
How do I assign servicing agents to new Individuals and Policies?
Go to the Users tab in your integration settings and look at the “AgencyBloc Servicing Agent” column.
One of my users is having trouble sending over Individuals for quoting in PlanCompare Edge. What’s wrong?
There could be a few reasons behind this. Check and make sure:
- Each AgencyBloc user has a valid PlanCompare Edge Username.
- You’re using a valid PlanCompare Edge SSO URL and Partner ID.
- Your PlanCompare Edge SSO URL is correct & up-to-date (PlanCompare Edge changes it each year).
- The zip code of the Individual being sent over has trailing spaces. Remove the spaces and re-send the Individual.
I tried to send an Individual to PlanCompare Edge for quoting but the page won’t finish loading. What’s happening?
- Your PlanCompare Edge Username could be invalid.
- The PlanCompare Edge SSO URL could be invalid or outdated.
I just created a new username to PlanCompare Edge, but it won't work when I try to add it to an AgencyBloc user. What's wrong?
If you create a new username in PlanCompare Edge, it may take a day before it will work in AgencyBloc.