Integrations

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.

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.

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.

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.

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.)

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.

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.

SunFire
ConnectureDRX
Lead Advantage Pro

SimplyEnroll
YourFMO
CSG 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

FAQs About Medicare Quoting & Enrollment Integrations in AMS+

What types of integrations does AgencyBloc support?
AgencyBloc seamlessly integrates with many leading solutions for insurance agencies, including quoting and enrollment platforms, lead generation vendors, and third-party technology tools like Zapier. These integrations are specifically designed for health, senior, and group benefits agencies to unify workflows and eliminate disconnected systems.
How can integrations with AgencyBloc help streamline my agency’s operations?
By integrating AgencyBloc's AMS+ solution with other tools in your tech stack, you avoid duplicate data entry, reduce errors, and accelerate processes. For example, when leads are captured from your agency's website, they can auto-sync into AMS+, trigger tasks or automations, and update client/policy records. This delivers faster speed-to-contact and better responsiveness across your agency.
Is it easy to connect AgencyBloc with third-party systems, and what’s required?
AMS+ comes equipped with many pre-built integrations for lead vendors, quoting and enrollment solutions, and more. We also offer an open API and provide documentation to help your team build your own custom integrations.
Does AgencyBloc support insurance-specific integrations in addition to generic tools?
AgencyBloc's platform is designed for the health, group benefits, and senior insurance market, so our integrations are built with those individuals in mind. We offer a wide variety of industry-specific integrations for quoting and enrollment, as well as some generic options, like lead vendors and Zapier. Our integrations enable direct data flow between your AMS+ account and the systems your team uses every day.
How do I get started with setting up integrations for AgencyBloc in my agency?
To begin using integrations with AgencyBloc's AMS+ solution:
- Request a demo and start your own AMS+ account.
- Identify the tools you already use (lead vendors, quoting and enrollment, etc.)
- Activate your integration or build your own customizable one with our open API.
- Configure workflows and triggers, test the data-sync, and train your team.
From there, your agency can start leveraging integrated tools that work with AMS+ to create a unified system and one true source of data.