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...

Note for Enhanced Records accounts: This article references a quoting integration for Sales Records. This does not apply to your account. You can check your account's subscripti...

Note for Enhanced Records accounts: This article references a quoting integration for Sales Records. This does not apply to your account. You can check your account's subscripti...

  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 Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...

Note for Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...

Note for Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...

Note for Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...

Note for Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...

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 Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...

Note for Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...

Note for Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...

Note for Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...

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...

Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement Visible permission. These do not apply to your account. You can c...