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,...

The AgencyBloc and Employee Navigator integration is currently available, but Employee Navigator is not actively developing or fixing it. If you're experiencing issues, we can s...

  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...

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.PlanCompare by ConnectureDRX is...

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.PlanCompare Edge by ConnectureD...

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.PlanCompare Edge for Agents by ...

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.Lead Advantage Pro is Senior Ma...

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.This article explains how to ac...

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...

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.This article explains how to st...

HealthSherpa Medicare is a Medicare quoting and enrollment platform that allows agents and brokers to shop, quote, and enroll Medicare beneficiaries across Medicare Advantage (M...

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.Add a lead generation integrati...

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.AgentMethods is a website marke...

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.Intulse is a provider of VoIP b...

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...