How do I connect my AMS to Agentero?

Bringing your contacts and policies to Agentero is very easy!

Simply connect your AMS by logging in to Agentero and going to the Connectors tab. After you grant permission and authentication, you should have your data loaded and initial opportunities generated in no more than 24-48 hours.

Once at the Connectors tab, click on your preferred AMS among the options:

  1. QQ Catalyst
  2. AMS 360
  3. Other AMS (report-based AMS integration via the Policy and Contact File Upload card): please reach out to our team at support@agentero.com to understand whether your AMS can be supported via this integration mode
  4. Contact File Upload

 

1. QQ Catalyst


Click on the QQ Catalyst card, then click on 'Go to QQ'.


After logging in QQclick on Yes when prompted with the Authorize screen.

qq-authorize

Your integration is all set up, there is nothing else required on your side.

 

2. AMS 360

Click on the AMS 360 card (Single Sign-On or non-SSO, depending on which version you are using) and follow the instructions.

 

3. Other AMSs

The Policy and Contact File Upload solution integrates with different AMS using Excel reports. Our team will reach out to set up the integration - a streamlined simple process. You can always reach out to support@agentero.com for help, too.

 

4. Contact File Upload

This card allows you to upload Excel files containing your Contacts' information. Just click on 'Select contact file', choose the file in your local machine and then click on 'Upload file'. In less than one hour, your data should be loaded in Agentero. Agentero's support team can help you get your reports set up.