3 Benefits of AMS+ Rx Collect You May Have Missed

If you’re like most Medicare agents, you’re always looking for ways to streamline AEP prep and better serve your clients, without adding more to your already full plate.

That’s exactly why we built Rx Collect directly into AMS+. More than just a data collection tool, Rx Collect is designed to reduce administrative burden, enhance client satisfaction, and simplify compliance — all within the system you already use to manage your book of business.

But here’s the thing: Rx Collect does a lot more than most agents realize. Whether you’re reviewing tech partners or simply haven’t explored the full functionality yet, these three benefits could make a big difference in how you work this AEP and beyond.

Benefit #1: Pre-Filled Forms = A Better Experience for You & Your Clients

Every year, agents across the country reach out to their Medicare clients asking them to provide updated prescription and provider information. The problem? Most processes and tools require beneficiaries to start from scratch. That’s not only tedious for your clients, it slows you down, increases the likelihood of errors, and puts a strain on your team during your busiest season.

Rx Collect can change that.

Because Rx Collect is fully embedded in AMS+, it automatically pulls in any existing beneficiary data — prescription history, provider details, pharmacy preferences, even personal profile info. Instead of re-entering everything, your clients simply review, validate, or update what’s already there. Then, they're done. This processes is less time-consuming and stressful for your clients, which means it's easier for your team, too!

Why using pre-filled forms for data collection matters:

• Faster form completion means fewer delays and faster quoting.
• Fewer questions and errors for your team to track down and fix.
• A better client experience that builds trust and retention, especially when clients see you’re not wasting their time.
• More engagement thanks to a simpler, more modern approach to data collection.

See It in Action: How Rx Collect Pre-Fills Client Data to Save You (and Your Clients) Time

Navigate through this quick interactive demo to see how Rx Collect automatically pulls existing beneficiary data from AMS+, so your clients never have to start from scratch again.

Benefit #2: A Single Source of Truth — All Your Medicare Data, Always Up-to-Date

Managing Medicare data shouldn’t feel like a scavenger hunt. Yet for many agencies, critical beneficiary information, like prescriptions, providers, and pharmacy preferences, ends up scattered across spreadsheets, emails, PDFs, or trapped inside third-party tools.

Not only does this slow you down, it introduces risks like:

• Outdated information
• Manual entry errors
• Compliance concerns
• Wasted time searching or double-checking details

With Rx Collect, all your Medicare data lives exactly where it should — within AMS+, alongside the rest of your client and policy records. No exporting. No importing. No juggling disconnected systems.

Because Rx Collect is directly embedded within AMS+, every piece of information your clients submit flows securely and automatically into their contact profile. Whether you're prepping for AEP, handling a mid-year review, or responding to a compliance audit, you always have a centralized, accurate, and up-to-date record at your fingertips.

Why it matters to have one source of truth for your Medicare data:

• Eliminate duplicate data entry; capture it once, use it everywhere.
• Stay audit-ready with HIPAA-compliant storage built into your daily workflows.
• Empower your team with consistent, accessible client data — no more version control issues.
• Work smarter year-round, not just during AEP, by maintaining a continuously updated client database.
• Own your data with Rx Collect and AMS+, your Medicare records stay fully within your control, unlike some standalone tools that limit access or portability.

Benefit #3: Seamless, Client-Friendly Workflows That Boost Efficiency & Engagement

For many Medicare agents, collecting the information needed to start quoting feels like a game of chase. You have to send one message for the Scope of Appointment (SOA), another for prescription details, and yet another to schedule a meeting. Every additional step increases the chances of delays, missed responses, or client frustration.

Rx Collect can simplify all of that.

Because Rx Collect is embedded within AMS+, it allows you to combine multiple tasks into a single, streamlined client experience:

• Collect prescription, provider, and pharmacy information
• Capture a signed Scope of Appointment
• Let clients schedule their appointment

No more sending three separate emails. No more tracking disconnected responses. Just one clean, professional request that your clients can complete on their schedule, from any device. And to make engagement even easier, Rx Collect gives you the flexibility to send invites via email or text message to meet clients where they’re most likely to respond.

Why creating a client-friendly experience matters:

• Increase completion rates by reducing the number of client touchpoints.
• Boost client satisfaction with a modern, hassle-free experience.
• Save your team hours and minimize the need for temporary staff during peak AEP seasonality by automating repetitive outreach and consolidating tasks.
• Reach clients faster with both email and text messaging options.

Stay organized with everything flowing directly back into AMS+, eliminating manual tracking.

Whether it’s AEP crunch time or a mid-year plan review, Rx Collect helps you get everything you need, without overwhelming your clients or your team.

See how easy it is to streamline your Medicare workflows with Rx Collect — request a personalized demo today!

Posted by Tina Kendall on Tuesday, May 13, 2025 in Rx Data Collection

1. client retention
2. productivity
3. selling