Integrations

OverviewAMS+ integrates with Quote+, AgencyBloc's platform for managing small group benefits quoting and enrollment. Through this connection, you can move Employer, Employee, an...

This article explains how to install and use Outlook Email Sync to sync emails from the desktop app version of Microsoft Outlook to AMS+.Requirements You must have the desktop a...

Overview Ease is a group benefits administration software for brokers and their clients. To learn more, visit Ease’s site. This integration allows you to sync company, employee,...

OverviewEmployee Navigator is an online group enrollment platform for brokers and their clients. To learn more, head over to Employee Navigator's site.AMS+'s integration with Em...

Overview CSG Actuarial is a support tool for insurance agents targeting the senior market that helps with product pricing, development, underwriting research, and agency apprais...

Overview FEX Quotes is a support tool for insurance agents serving the senior market that helps with product pricing, development, underwriting research, and agency appraisals. ...

  PlanCompare One PlanCompare Edge PlanCompare Edge for Agents What is it? PlanCompare One is designed for FMOs and IMOs that want to cover the ConnectureDRX subsc...

PlanCompare now integrates with our Rx Collect solution. Learn more about Rx Collect. Overview PlanCompare by ConnectureDRX is an online platform that allows agents and brokers ...

PlanCompare Edge now integrates with our Rx Collect solution. Learn more about Rx Collect. Overview PlanCompare Edge by ConnectureDRX is an online platform that allows agents an...

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 pe...

Lead Advantage Pro now integrates with our Rx Collect solution. Learn more about Rx Collect. Overview Lead Advantage Pro allows Medicare agents to quote and enroll Medicare Adva...

This article explains how to activate and configure the agency-level SunFire integration in AMS+.The SunFire integration must be activated in your agency’s AMS+ account before u...

This article explains how users configure their SunFire integration settings in AMS+.Requirements The SunFire integration must be activated in your agency’s AMS+ account.Only yo...

This article explains how to start quotes in SunFire from Sales Records and Individual Records in AMS+.Requirements The SunFire integration must be activated in your agency’s AM...

Note: Our Lead POST API can create Sales Records. New Sales Records will be created under your AMS+ account’s default Record Type. If you’re already using it to create Individua...

Overview AgentMethods is a website marketing platform for independent insurance agents. This integration creates Individual Records, Sales Records, and Activities in AMS+ for le...

OverviewIntulse is a provider of VoIP business phone solutions. To learn more, visit Intulse’s site. This integration allows you to quickly identify inbound calls, save call log...

Overview If you have a call center or use a telephone system, you can set up an integration to automatically search AMS+ with the phone number for incoming calls. This is called...

Note: The Five9 integration supports Individual Records only. The integration's lookup and screen pop features do not support Sales Records. Also, it can't create or update Sale...

Note: The ClientCircle integration does not include Sales Records in the data sync.OverviewClientCircle (previously known as Rocket Referrals) is an online platform that helps i...

Overview Direct Mail Manager is a third-party platform that facilitates and manages direct mail campaigns. It provides a range of tools and features for creating, sending, and t...