The Challenge

Manual Data Transfer Slows Everything Down

Brokers often waste hours retyping or reformatting client and employee data between systems. Even small inconsistencies, like a misspelled name or a missing date of birth, can disrupt proposals, delay enrollment, or lead to compliance issues. The result? Slower quotes, frustrated team, and lost efficiency across the board.

Common pain points include:

  • Downloading and uploading spreadsheets between systems
  • Duplicating group and employee data manually
  • Losing track of the latest version of a client record
  • Risk of errors that delay proposals or enrollment
  • Wasted time on redundant data entry at multiple workflow stages

The 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 it Actually Works?

Start a quote by sending group data from AMS+ to Quote+ — in just a few clicks.

See How Everything Works Together

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

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

FAQs

Common Questions About the AMS+ Integration

AMS+/Quote+ Integration FAQs

  • The integration is available to users with active AMS+ and Quote+ subscriptions. If you’re using another AMS, this feature will not be available.

  • You sure can. Client and employee records can be updated post-enrollment, so you maintain a single source of truth.

  • Quote+ pulls in all relevant group and employee fields needed to generate a proposal. You can always add additional fields manually if needed.

  • 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.