| Features |
Scale
(No longer available)
|
Grow |
Accelerate |
Elevate |
| Customer & Policy Management |
| Health, senior, & benefits-specific CRM |
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| Automated servicing workflows |
Premium |
Basic |
Premium |
Premium |
| Customer file & document management |
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| Prospect & Client Management / Communication |
| Click-to-text leads, individuals, and agents |
Premium |
Basic |
Premium |
Premium |
| Electronic SOA, ACA Consent, & ACA Attestations |
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| Appointment scheduler for leads and individuals |
|
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| Text & email appointment reminders |
|
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| Email inbox integration |
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| Calendar availability sync |
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| Rx Collect |
|
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| VoIP / Telephony |
| Call queues for leads |
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| Integrated VoIP |
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| Call recording & storage |
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| Lead Management |
| Lead post vendor integration |
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| Lead import tool |
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| Personalized lead dashboards & pipeline management |
|
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| Automated lead workflows |
Premium |
Basic |
Premium |
Premium |
| Automated lead assignment & routing |
|
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| Lead forms |
|
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| Marketing |
| Text messaging |
Premium |
Basic |
Premium |
Premium |
| Email marketing |
|
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| Landing pages |
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| Analytics & Reporting |
| Standard reporting |
|
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| Custom reporting |
|
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| Quoting & Enrollment Integrations |
| Ease |
|
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| Employee Navigator |
|
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| Connecture |
|
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| Lead Advantage Pro |
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| CSG Actuarial (Senior / Medicare) |
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| FEX Quotes (Final Expense) |
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| Other |
| Zapier integration |
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| Email forwarding |
|
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| Microsoft Outlook sync |
|
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| Direct Mail Manager |
|
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|
Schedule a 1:1 Demo of AMS+