• Quote+ Integration
    Overview This integration allows you to send employer, employee, and dependent from AMS+ to our Quote+ quoting and enrollment solution. IN THIS ARTICLE Finding your agency numb...
  • Outlook Email Sync
    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+...
  • Ease (Enrollment)
    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,...
  • Employee Navigator (Enrollment)
    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...
  • CSG Actuarial (Quoting Engine)
    Overview CSG Actuarial is a support tool for insurance agents that market to the senior population that provides assistance with product pricing and development, underwriting re...
  • PlanCompare Edge (Quoting & Enrollment)
    Note: The PlanCompare Edge integration does not support Sales Records. It can only send from Individual Records, and Enrollment Sync only looks for existing Individuals when cre...
  • PlanCompare (Quoting & Enrollment)
    Note: The PlanCompare integration does not support Sales Records. It can only send from Individual Records, and Enrollment Sync only looks for existing Individuals when creating...
  • Lead Generation (Lead POST API)
    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...
  • AgentMethods (Marketing)
    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...
  • Intulse (VoIP Provider)
    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 ...
  • Screen Pop (Customer Service & Referrals)
    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...
  • Five9 (Customer Service & Referrals)
    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...
  • ClientCircle (Customer Service & Referrals)
    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...