The Challenge
Disconnected Tools Create Gaps You Can't Afford
You have a lot of tools that you need to use on a daily basis. However, the more your systems are scattered, the more you silo your data and create inefficiencies that are hard to overcome. Using tools that don’t connect to each other usually means extra work, wasted time, and unnecessary frustration — especially when audits arise out of the blue.
Common pain points when using disconnected tools include:
- Increasing the time spent manually inputting the same information over and over
- More time spent locating the most up-to-date data, making customer service more frustrating
- Needing additional employees to manage disconnected systems
How Integrations Work in AgencyBloc
From Intake to Enrollment — Without the Rework
AMS+ integrations create a closed-loop experience between your client management and preferred Medicare quoting and enrollment tools. Avoid the friction of disjointed systems, while keeping the flexibility to use the tools you and your team prefer. Because AMS+ is at the center, you retain full oversight, audit readiness, and operational control.
| Step-by-Step Integration Process with AMS+ |
What Happens in Each Step |
| Step 1: Start in AMS+ |
Collect and manage your client's profile, contact details, prescriptions, providers, and more in AMS+ — your secure source of truth. |
| Step 2: Send Data from AMS+ to Quoting & Enrollment Platform(s) |
Send client data directly to your quoting and enrollment tool of choice (SunFire, ConnectureDRX, etc.) |
| Step 3: Quote & Enroll |
Use the quoting and enrollment platform you know and trust to compare plans, generate proposals, and complete enrollments faster and more accurately. |
| Step 4: Sync Data Back to AMS+ |
Beneficiary, policy, and plan data flows securely back into AMS+, so your records stay up to date, ensuring they're ready for servicing, reporting, commissions, and renewals. |
Explore an Interactive Demo
Don't see your quoting and enrollment tool above? We're always researching and vetting additional integrations to enhance your workflow.
You've got questions. We've got answers.
FAQs About Medicare Quoting & Enrollment Integrations in AMS+
AgencyBloc seamlessly integrates with many leading solutions for insurance agencies, including quoting and enrollment platforms, lead generation vendors, and third-party technology tools like Zapier. These integrations are specifically designed for health, senior, and group benefits agencies to unify workflows and eliminate disconnected systems.
By integrating AgencyBloc's AMS+ solution with other tools in your tech stack, you avoid duplicate data entry, reduce errors, and accelerate processes. For example, when leads are captured from your agency's website, they can auto-sync into AMS+, trigger tasks or automations, and update client/policy records. This delivers faster speed-to-contact and better responsiveness across your agency.
AMS+ comes equipped with many pre-built integrations for lead vendors, quoting and enrollment solutions, and more. We also offer an open API and provide documentation to help your team build your own custom integrations.
AgencyBloc's platform is designed for the health, group benefits, and senior insurance market, so our integrations are built with those individuals in mind. We offer a wide variety of industry-specific integrations for quoting and enrollment, as well as some generic options, like lead vendors and Zapier. Our integrations enable direct data flow between your AMS+ account and the systems your team uses every day.
To begin using integrations with AgencyBloc's AMS+ solution:
- Request a demo and start your own AMS+ account.
- Identify the tools you already use (lead vendors, quoting and enrollment, etc.)
- Activate your integration or build your own customizable one with our open API.
- Configure workflows and triggers, test the data-sync, and train your team.
From there, your agency can start leveraging integrated tools that work with AMS+ to create a unified system and one true source of data.
Reach out today to get more of your sales management, integration, and AMS+ questions answered.