Integrations

Overview This integration lets you transfer employer, employee, and dependent information from AMS+ to our Quote+ quoting and enrollment solution. For instructions on transferri...

Overview Outlook Email Sync is an integration with Windows-based desktop versions of Microsoft Outlook. Download our Microsoft Outlook Add-In to sync your Outlook emails to AMS+...

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,...

Overview Employee 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 wit...

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 Co...

Overview PlanCompare by ConnectureDRX is an online platform that allows agents and brokers to shop, quote, and enroll Medicare beneficiaries. It provides drug pricing and person...

Overview 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 p...

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...

Overview Lead Advantage Pro allows Medicare agents to quote and enroll Medicare Advantage, Med Supp, PDP, and Ancillary Plans from a single location. AgencyBloc's AMS+ solution ...

Overview As a user of SunFire and AMS+, you can streamline your quoting and enrollment process with this integration. If you have access to SunFire through your upline, you will...

Note: Our Lead POST API can now create Sales Records. If you’re already using it to create Individual Records, refer to this section on how to toggle your Lead POSTS to create S...

Note: The AgentMethods integration supports Individual Records only. It does not include Sales Records in the data sync when a lead form is submitted. It also can't create Activ...

Note: The Intulse integration supports Group and Individual Records only. It can't create new Activities with call details/texting history for Sales Records. If you're looking ...

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. Overview ClientCircle (previously known as Rocket Referrals) is an online platform that helps...

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...