The Power of One Connected Platform

Managing Medicare clients means using multiple tools — but disconnected systems create extra work, wasted time, and unnecessary frustration. 

AMS+ brings everything together by integrating with the quoting and enrollment tools your team already uses, creating a seamless, compliant workflow from intake to enrollment and beyond.
 

Graphic showing centralized data in AMS+

Centralized Data, No More Double Entry

Eliminate redundant work. AMS+ syncs data between platforms, so individual and lead profile data, policy records, and plan information all live in one place — no retyping required.

Workflow-focused tools that are connected and streamlined

Workflow Efficiency = More Time for Clients

Automate the admin. Integrated tools reduce time spent switching between systems or tracking down info, so agents can focus on advising clients, especially during AEP.

Secure, protected data all in AMS+

Use the Tools You Trust

No need to change your tech stack. Whether you use SunFire, ConnectureDRX, or an upline-provided version, AMS+ enhances those tools with seamless integration and centralized visibility.

HIPAA compliant

Stay Compliant, Stay in Control

Keep everything audit-ready. AMS+ centralizes Scopes of Appointments (SOAs), prescription and provider data, policy enrollment information, and more in one HIPAA-compliant system to reduce risk and improve oversight.

Icon depicting scalability

Scale Without Adding Complexity

Grow without extra tools or overhead. AMS+ integrations streamline Medicare operations so your agency can handle more volume without more staff.

HOW IT WORKS

From Intake to Enrollment — Without the Rework

AMS+ integrations create a closed-loop experience between your client management and quoting tools. 

Diagram showing flow from AMS+ to quoting & enrollment tool back to AMS+

Screen showing how you send client data to your quoting & enrollment tool

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.

Send client data directly to your quoting and enrollment tool of choice (i.e., SunFire, ConnectureDRX, etc.)

Quoting & enrollment solutions

Step 2: Quote & Enroll

Use the quoting and enrollment platform you know and trust to compare plans, generate estimates, and complete enrollments — faster and more accurately.

Avoid re-keying info thanks to pre-filled client records.

Screen showing data back in AMS+

Step 3: Sync Back to AMS+

Beneficiary, policy, and plan data flows securely back into AMS+, so your records stay up to date — ready for servicing, reporting, commissions, and renewals.

Everything documented. Everything centralized.

All the Flexibility, None of the Friction

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.

Let’s Make Your Medicare Workflow Seamless

Your agents already trust their quoting tools. With AMS+, you make those tools more powerful — and your agency more efficient, compliant, and scalable.

  • SunFireSunFire
  • ConnectureDRXConnectureDRX
  • Lead Advantage ProLead Advantage Pro
  • SimplyEnrollSimplyEnroll
  • YourFMOYourFMO
  • CSG ActuarialCSG Actuarial

Don’t see your quoting and enrollment tool? We’re always researching and vetting additional integrations to enhance your workflow.

Ready to make your process more efficient?

Schedule a 1-on-1 personalized demo with one of our experts to learn how you can connect your Medicare quoting and enrollment platform with AMS+ to make your processes seamless.

 Schedule a Demo