AMS+ Integration

A Seamless Integration That Saves Time & Eliminates Rework

When your quoting and agency management systems (AMS) work together, everything runs smoother. Quote+ integrates directly with AMS+ to streamline census collection, eliminate double entry, and ensure your group and employee data stays consistent from lead to enrollment and renewal.

Watch an Overview

Graphic showing flow of data between Quote+ and AMS+

The Challenge | The Solution | How Everything Works | Work Smarter | FAQs

The Challenge

Manual Data Transfer Slows Everything Down

When your systems don't talk to each other, you waste time duplicating data and fixing avoidable errors.

Downloading and uploading census spreadsheets
Re-entering group and employee data manually
Losing track of the latest client record
Risk of typos, missing fields, and delays

Our Solution

Sync Once, Use Everywhere

With Quote+ and AMS+ working in tandem, you can:

Instantly pull in group and employee info from AMS+ — no spreadsheets or manual entry needed.
Eliminate duplicate work and avoid retyping the same data into multiple systems — updates sync both ways.
Ensure consistent, compliant records by keeping group, employee, and policy information aligned throughout quoting, enrollment, and renewal.
Spend less time correcting mismatched data and more time supporting clients.

Want to see how this works in action?

Request a Demo

See How Everything Works Together

Quote+ and AMS+ work best together — especially when starting or finishing a quote.

Back to Gather Employee Data

Explore all the ways Quote+ collects employee and health data efficiently.

Learn More

On to Enrollment

See how collected data is automatically formatted and submitted to carriers.

See How

Work Smarter with an Integrated Ecosystem

See how AMS+ and Quote+ work together to save time, reduce errors, and simplify your small group benefits quote-to-close process.

Request a Demo

EXPLORE MORE INSURANCE SOFTWARE SOLUTIONS

AMS+, Agency Management System

All-encompassing, industry-specific sales and servicing agency management system
Commissions+

Streamlines processing and management, saves your team time, and helps you uncover thousands of dollars in missing money
Engage+, Insurance Digital Marketing Solutions

Ready-for-you insurance digital marketing tool for streamlined communication and engagement
Quote+, Group Benefits Quoting

Accelerates small group quoting and enrollment, helping agencies and GAs manage employee benefits

FAQs

Common Questions About the AMS+ Integration

AMS+/Quote+ Integration FAQs

Is the AMS+ integration available to all Quote+ users?
The integration is available to users with active AMS+ and Quote+ subscriptions. If you’re using another AMS, this feature will not be available.
Can I update AMS+ with Quote+ data after enrollment?
You sure can. Client and employee records can be updated post-enrollment, so you maintain a single source of truth.
Does Quote+ pull in all client data from AMS+?
Quote+ pulls in all relevant group and employee fields needed to generate a proposal. You can always add additional fields manually if needed.
Do I need IT or support to set up the integration?
Nope. The sync is built into both systems and easily turned on only once you’re using both AMS+ and Quote+.

You've got questions. We've got answers.

Reach out today to get more of your AMS+ integration, small group benefits, or Quote+ questions answered.