Overview
This integration allows you to send Employers and Employees from Quote+ to our AMS+ agency management system.
IN THIS ARTICLE
How to activate the integration
This integration requires an active AMS+ account and your agency’s account number. You can find your account number in Quote+ on the Agency > Agency Details page.
If you have an active AMS+ account, follow the instructions in this article to activate the integration within AMS+.
How to send an Employer to AMS+
You must be an Agency Admin to send Employers to AMS+. Learn more about the Agency Admin role.
In Quote+, go to the Employer Listing and select the ‘Edit’ icon in the row of the Employer you want to send to AMS+. This will open the Employer Hub.
In the Employer Hub, select the ‘Send to AMS+’ tile to initiate the transfer. Please note that it may take up to 1 minute to finish.
Upon completion, the Employer and its Employees will appear in AMS+. The screenshot below highlights some of the data fields that will be populated with the Employer’s information. For the full list, see the What data is sent section of this article.
Mapped field data
The following Quote+ data fields on Employer Records and Employee Records are mapped to AMS+ Groups and Individuals.
Employer data sent to AMS+
| Quote+ Employer Field | AMS+ Group Field |
|---|---|
| Basic Information: Employer Name | Group Info: Group Name |
| Basic Information: Tax ID | Group Info: Federal Tax ID |
| Basic Information: SIC | Group Info: Industry ID (SIC) |
| Basic Information: NAICS | Group Info: Industry Description (NAICS) |
| Contact Details: Address Line 1 | Primary Address: Address 1 |
| Contact Details: Address Line 2 | Primary Address: Address 2 |
| Contact Details: City | Primary Address: City |
| Contact Details: State | Primary Address: State |
| Contact Details: County | Primary Address: County |
| Contact Details: Zip | Primary Address: Zip Code |
| Contact Details: First Name | Primary Contact: First Name |
| Contact Details: Last Name | Primary Contact: Last Name |
| Contact Details: Title | Primary Contact: Title |
| Contact Details: Contact Email | Primary Contact: Email |
| Contact Details: Contact Phone | Primary Contact: Business Phone |
Employee data sent to AMS+
| Quote+ Employee Field | AMS+ Individual Field |
|---|---|
| First Name | Personal Info: First Name |
| Last Name | Personal Info: Last Name |
| DOB | Personal Info: DOB |
| Sex | Personal Info: Gender |
| Personal Info: Email | |
| Cell Phone | Contact Info: Cell Phone |
| Contact Details: Address Line 1 | Contact Info: Address 1 |
| Contact Details: Address Line 2 | Contact Info: Address 2 |
| City | Contact Info: City |
| State | Contact Info: State |
| County | Contact Info: County |
| Work Zip | Contact Info: Zip Code |