AMS 360 Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/ams-360/ Mon, 05 Jan 2026 12:51:15 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico AMS 360 Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency https://www.insuredmine.com/kbcategory/ams-360/ 32 32 Account Sync Changes – (AMS360 Users) https://www.insuredmine.com/knowledge-base/account-sync-changes-ams360-users/ Mon, 03 Feb 2025 15:39:56 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=44771 Feature release Date: 1st Feb 2025​ To prevent duplicates in InsuredMine, if you now try syncing an different account with the same name or contact, the system will check for existing data. If a match is found, a popup will display the names in use. Choosing “Sync with AMS” will merge the selected contact and […]

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Feature release Date: 1st Feb 2025​

To prevent duplicates in InsuredMine, if you now try syncing an different account with the same name or contact, the system will check for existing data. If a match is found, a popup will display the names in use. Choosing “Sync with AMS” will merge the selected contact and account with the existing one, creating a new account and archiving the old one while merging related activities into the master account.

Use Case: Prevent duplicates by merging newly added contact or accounts with the older one 

To View the Enhancement:
  • Click on the ‘Sync’ option for the newly added contact.
  •  A Panel will appear to allow syncing with your AMS.
  • InsuredMine will search for duplicate data, if any, such as names or contacts and showcase them.
  • If you select any particular contact and chose to Sync with AMS.
  • The contact will be then synced to AMS successfully.
  • The selected contact will then be merged with the existing account, creating a new account and archiving the older one. Additionally, all related activities from the old account will be consolidated into the master account.”

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]]> Manual/Auto Sync on Agency/Agent level – AMS360 https://www.insuredmine.com/knowledge-base/manual-auto-sync-on-agency-agent-level-ams360/ Mon, 30 Dec 2024 12:52:31 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=43714 Feature Release Date: 28 December, 2024 With the latest December release, admins will have the capability to authorize and configure Auto/Manual sync access at agency levels. Once configured, the sync settings will apply to all agents within the agency and the agent will be updated accordingly. This enhancement provides greater control and flexibility, allowing admins […]

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Feature Release Date: 28 December, 2024

With the latest December release, admins will have the capability to authorize and configure Auto/Manual sync access at agency levels. Once configured, the sync settings will apply to all agents within the agency and the agent will be updated accordingly. This enhancement provides greater control and flexibility, allowing admins to tailor sync preferences for the entire agency or for agents as needed.

Note: This setting is available exclusively for AMS 360 users, and only Admins have the ability to configure the Agency option.

Use Case: Admins gain full control over sync settings, ensuring consistent data sync either Auto/Manual across all agents within the agency.

To View the Enhancement:

  • Navigate to the Settings Module.
  • Within configuration, click ‘AMS Sync Fields.’
  • If you are an Admin two options will be visible to you such as Agency/Agent.

             Now, to configure sync at the agency level:

  • Select an executive, representative, division, branch, department, and group.
  • Next sync Account/contact policy and activities to either Auto/Manual.
  • After setting this up, Click Save.

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]]> AMS360 + BenefitPoint Integration https://www.insuredmine.com/knowledge-base/ams360-benefitpoint-integration-3/ Tue, 12 Nov 2024 08:54:39 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=42494 Release Date:-  January 2,  2026 The integration between AMS360 and Benefit Point (BP) establishes an easy data exchange mechanism between these two platforms, catering to the specific needs of insurance agencies. AMS360 serves as the primary system for managing client accounts, contacts, and policies, while Benefit Point specializes in employee benefits admin. This integration ensures […]

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Release Date:-  January 2,  2026

The integration between AMS360 and Benefit Point (BP) establishes an easy data exchange mechanism between these two platforms, catering to the specific needs of insurance agencies. AMS360 serves as the primary system for managing client accounts, contacts, and policies, while Benefit Point specializes in employee benefits admin. This integration ensures that when information is added or updated in AMS360, it’s automatically transferred to BenefitPoint and then synced within InsuredMine.

Use Case: This Integration ensures that any changes made in AMS360 are swiftly mapped to Benefit Point and synced to Insuredmine in real-time sync and daily sync option, maintaining data integrity and consistency across both systems.

How Does the Architecture Work 👇?

Suppose there is an account, contact, and policy created within AMS360.

Account Details in AMS360:

  • Fill in the mandatory fields to add an account in AMS 360.
  • Click on Save.

Contact Details in AMS 360:

  • Fill in the mandatory fields to add an account in AMS 360.
  • Click on Save.

Policy Details in AMS 360:

  • Enter the basic policy information of the customer and then click ok.
  • A policy will then be created.
  • An Account associated with a contact and policy has been added.
  • For InsuredMine as usual, the data created within AMS360 will be synced Realtime.

1st Scenario: How to get the data mapped from AMS360 to Benefit Point?

To do so, we can create an account in BenefitPoint by searching for the account with its name. If found, it will retrieve all the data for account creation directly from AMS 360. Additionally, we will have the BenefitPoint Account ID and AMS 360 Customer Account ID when coming into InsuredMine from the daily sync.

  • Click on Add Account.
  • Now, within the Benefit Point search for the account, where it asks you, ‘Does the account already exist in AMS 360?

Note: Within the Benefit point search for the account name using your last name. 

  • Then, search results will be displayed as shown in the image provided above.

Now, regardless of the search results displayed within the Benefit Point, the data will be sourced exclusively from AMS 360. However, there will be a classification of accounts created both within AMS 360 and Benefit Point.

Note: Account will be created within both AMS 360 and Benefit Point but the data will be sourced from AMS 360.

  • Given that BenefitPoint will also create an account under the same name, you have the flexibility to categorize it as either a group or an individual account within the BenefitPoint system. Subsequently, you can designate the account type, regional office, and department accordingly.
  • Click on Next.
  • You will get the account information from AMS 360 mapped to the BenefitPoint eliminating manual efforts.
  • Click on Save.
  • A window will then appear within Benefit Point displaying the data of the account.
  • After adding an Individual account, a primary contact will automatically be created with the same name within Benefit Point on the mentioned account details.

Note: “In BenefitPoint, if you are updating any details within the account and contact, the update will stay in BenefitPoint and won’t get mapped with AMS360.”

Adding any Policy to the BenefitPoint:

  • Click on Plans. ( In Benefit point plans means Policies).
  • Then,  click on Tasks to add a Plan. (Policies).
  • After adding a Plan, click Next.
  • Configure your plan ( Policies) by adding carrier type, Billing type, plan name, etc.
  • Hence, the policy added in BenefitPoint will also be added in AMS 360.

Sync Impact on InsuredMine:

  • As AMS 360 is a real time sync in Insuredmine, in IM the account will be showing as Ams360 synced and after the BenefitPoint daily sync the same account will have both ams360 synced and BenefitPoint synced, no duplicates will be created in IM.

2nd Scenario: If the user selects "No" for the option "Account present in AMS360” within BenefitPoint.

  • Add an account within BenefitPoint by adding Account and its Service Information.
  • Next, fill in the mandatory fields for the individual account within Benefit Point.
  • Click Save.
  • Fill in the mandatory fields to create an account within BenefitPoint.

Now How to get the Benefit Account Synced with InsuredMine

  • Hit the daily AMS sync button within Insuredmine to sync the account data.
  • The account will then be updated within InsuredMine.
  • Click on it to view the Account profile.

Then, an account will be created within BenefitPoint only. When the daily sync runs, the account will then be reflected in InsuredMine as BenefitPoint synced.

3rd Scenario: If both BenefitPoint and AMS360 are internally connected, when an account is created in BenefitPoint, the same account will be created automatically in AMS360. Due to AMS360’s real-time sync, the account will appear in InsuredMine as AMS360 synced. After the BenefitPoint daily sync, the same account in InsuredMine will show as BenefitPoint synced as well, with no duplicates created.

The data will come from AMS360, and we will only map the BenefitPoint ID to it.

Account contact created through InsuredMine?

  • Contact created through InsuredMine.
  • Account created through InsuredMine and thus synced to AMS360.
  • Account created through InsuredMine and thus synced to BenefitPoint.

When an account and contact are created through InsuredMine, they can be synced with AMS360, BenefitPoint, or both. Once synced, any updates made to the account and contact in InsuredMine will be reflected in the respective AMS systems. If synced with both AMS360 and BenefitPoint, updates will appear in both systems. If synced with only one, updates will be reflected only in that system.

Insuredmine to AMS 360 / Benefit Point Synchronization

Benefit Point Sync

  • From InsuredMine, only Accounts and Contacts can be synced to BenefitPoint.
  • Policy synchronization is not currently supported.

AMS 360 Sync

  • All previously supported synchronization functionalities with AMS 360 continue to work as before.

Agent Sync Options

  • Agents can choose whether an InsuredMine-created account should be synced to AMS 360 or BenefitPoint.
  • There is no automatic synchronization; agents must manually initiate the sync for Accounts and Contacts.
  • InsuredMine provides AMS-based filters that allow agents to filter Accounts, Contacts, and Policies based on AMS criteria.
  • The same AMS filters are also available in the List module, enabling agents to create campaign lists based on a specific AMS.

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]]> Renewal pipeline automation based on departments for AMS360 https://www.insuredmine.com/knowledge-base/renewal-pipeline-automation-based-on-departments-for-ams360/ Wed, 05 Jul 2023 10:03:09 +0000 https://www.insuredmine.com/knowledge-base/renewal-pipeline-automation-based-on-departments-for-ams360/ Description: You can now set renewal automation based on each department. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access the Three dots in the top right corner. Select Pipeline Settings. /*! elementor – v3.13.0 – 04-05-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Scroll down to select the Renewal Pipeline. […]

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Description: You can now set renewal automation based on each department.

Benefit: More flexibility to create renewal automation.

Navigation

  • Navigate to the Pipeline module.
  • Access the Three dots in the top right corner. Select Pipeline Settings.
  • Scroll down to select the Renewal Pipeline.
  • Toggle on \”Do you want to enable renewable automation?”.
  • Select by Department.
  • Scroll down to make the necessary changes for your renewal automation and click Save Settings.

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]]> AMS360 Integration https://www.insuredmine.com/knowledge-base/ams360-integration/ Fri, 30 Jun 2023 11:59:54 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5654 In this article, you will learn: How you add a new prospect into IM System Actions in Pipeline Cards of Insuredmine integrated with Activity in AMS 360 Policy and Account level changes for AMS360 New Executive and Representative filter option in List section (AMS360) Policy Transactions + Business Unit details – for AMS360 agencies Policy, […]

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In this article, you will learn:

To sync any newly added prospect, Customer and policy data – click on the refresh  button in the header bar available for every user account.

How to add a new prospect into IM System

How to add a new prospect in InsuredMine?

  • Navigate to the Contacts section

  • Click on Add Contact

  • Start typing in the name in ‘full name’ section

  • If the name already exists it will be displayed, in that case you can update that contact, and in case if you want to create a new contact click on ‘create new’

  • Fill in all the required fields

  • Click on save and add new

How to sync the new contact created in InsuredMine with AMS360?

  • Once the contact is saved, in the contact list you will find the sync button under ‘AMS Sync column. Click on the sync tab to sync the contact with AMS360.

  • Or, can even click on 3 dots under settings and select ‘Sync with AMS’


What all fields will get synced in Contacts?

InsuredMine has 2 different kinds of contacts-Personal Contacts and Commercial Contacts. But in AMS360, there is only one contact.

Contact (AMS360) <=> Contacts(IM)

  • Name 

  • Responsibility

  • Title

  • Phone Number

-Residence

-Business

-Fax

-Cell

  • International Phone Number1

  • International Phone Number2

  • Email

  • Address:

-Address

-City

-State

-Country

-Zip

Policy sync fileds

Below are the policy fields which will sync from AMS360 to Insuredmine but not the other way round

  • Customer Number
  • Customer Id
  • Policy Number
  • Business Type 
  • Category Type
  • AMS
  • Account Exec Code
  • AMS360 Employee Id
  • Effective Date
  • Expiration Date
  • Inactive Policy
  • AMS Policy Status
  • Cancel
  • Gl Division Code
  • Gl Department Code
  • Gl Branch Code
  • Gl Group Code
  • Premium Amount

Important Note

Currently, customer sync will happen on the delay of 5 minutes from ams360 to Insuredmine

Policy Sync will happen on the delay if 1 day from ams360 to Insuredmine. Basically every day at 4.30 AM CST we are updating the policies from ams360 to Insuredmine

Enhancements!- January 2021

Default sync fields while adding a contact in AMS 360

Actions in Pipeline Cards of Insuredmine integrated with Activity in AMS 360

The actions performed on a pipeline deal card can be seen in Customer Overview> Activity of AMS 360. The two-way sync for Actions helps to maintain data consistency and process information updates efficiently.

You are required to configure Activity/Suspense setup of AMS 360 to sync with Insuredmine at agency level .

Here’s a list of Actions in Insuredmine pipeline with the corresponding activity updates directed in AMS 360.

  1. Add Notes: When a Note is added in the InsuredMine, it shows as Notes under Actions column of Activity segment in AMS 360. The details of the notes can be viewed in the description section of the expanded activity view in AMS 360.
  2. Send Email: If an email is sent from IM to the customer, it can be seen as Email in Actions column of AMS 360 under the Activity segment. It is configured with the Description populating with details downloaded from the Insuredmine. You can also view attachments here.
  3. Add activity: Activities within AMS360 are downloaded from Insuredmine when activity is added. The activity title with its notes is populated in the description. The Date and Time details are also included. Please note that the Saved date is Date of Activity Creation in Insuredmine.
  4. Add File: File details can be viewed in AMS 360 under Actions as Files when a file is added from Insuredmine. The description shows Filename with extension and the file can be viewed as an attachment.
  5. Send SMS: Activity in AMS 360 is updated when an SMS is sent from Carrier. The description shows the message and can be found in Action type – Text.
  6. Quote/Intake Form: Whenever a quote is submitted in InsuredMine portal it gets updated in AMS360 too.
  7. Add Policies: For policies, there is only one way sync-up from AMS 360 to InsuredMine.
  8. Add Campaign: For campaign sync-up, there is only 1 way sync-up from InsuredMine to AMS 360.

Sample image for Notes Activity in AMS 360 can be seen below:

The data points that are synced in Notes section of AMS360 from InsuredMine are:

  • Description
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

While sending an email, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while sending Email are:

  • Name and Description
  • ActivityDate
  • ActivityTime
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • ActionName (default: IM Activity – We are customizing this as per need too)
  • Attachment as .eml file
  • Description as the eml file name
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

Important Note:
Current sync will happen at multiple places like SCD, Email campaign, Workflows as well

While adding an activity, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while adding Activity are:

  • Name and Description
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

While sending an SMS, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while sending SMS are:

  • SMS text with/without the history of texts
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

Important Note: Current sync will happen at multiple places like SCD, Text campaign, Workflows as well

While adding a File, there is an one way sync up from InsuredMine to AMS 360. The data points that are synced while adding a file are:

  • Attachments
  • Description
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

The data points that are getting synced from InsuredMine to AMS while any quote or intake form gets submitted/ filled are:

  • Attachments – Quote sheet in pdf format
  • Description
  • Activity Date
  • Activity Time
  • Activity created by (CSR, Executive)
  • Customer/Prospect
  • Action Name

The image below shows the Actions segment of Insuredmine.


Policies that are added from AMS 360 will get reflected in InsuredMine portal.

Campaign Sync-up from InsuredMine portal to AMS 360

Updated Activities in AMS 360 can be reviewed like the sample below

Notes:
(1) Currently, we don’t have the capability to sync new agents and companies from AMS360 to IM database in real-time.
(2) Currently, we don’t have a feature to push policy change from InsuredMine to AMS360
(3) Currently, we cannot sync documents, email and activities from AMS360 to InsuredMine.

Enhancements!- May 2021

Policy and Account level changes for AMS360

Currently, all the data points are mapped from AMS360 to InsuredMine. The data points that are mapped are Phone, Fax, Email, Website, Address, Address Line 1, Address Line 2, City, State, ZIP, Last update, notes, and Account Type.


In Contact 360, all the five contact details from AMS 360 are mapped. The data points that are mapped are- Mobile, Phone, Cell, Business Number, Fax, Other Contacts.


Enhancements!- May 2021

New Executive and Representative filter option in List section (AMS360)

In the List module under engagement, you now have the option to filter the list based on Executives and the Representatives under them. 

To view the enhancement:

  • Navigate to Engagement
  • Click on List
  • Select the List Source
  • In the filter, section click on the drop-down  to select the Executive List
  • Once you select the executive, click on the dropdown to select the representative
  • Choose the representative names. (You can select all too)
  • Once done, click on Apply.
  • The list will appear below.
  • Name the list and click Save

Enhancements!- May 2021

Policy Transactions + Business Unit details – for AMS360 agencies

Two more fields are added in the Policy section that will help you to get a more detailed picture of the policies.

To view the enhancement:

  • Navigate to Active Policy
  • Click on a policy to view the policy details
  • You can find 2 new tabs: Business Unit & Policy Transaction
  • In the Business Unit, you can find the following details- Executive name, Representative, Division, Branch, Department & Group.
  • In Policy Transaction you can find Transaction Effective Date, LOB, Plan Type, Description, Premium, Billed Premium, Written Premium, Full Term Premium, How billed, etc.

Enhancements!- June 2021

Policy, Account Level and Contact changes for AMS360 agencies

In Account 360 section the business unit details will be displayed like the below image:

Contact level changes in AMS 360

If any contact is not synced with InsuredMine or AMS, you will need to sync with AMS to get the business unit to display.

To sync the contact:

  • Navigate to contact list
  • Click on the 3 dots
  • Click on sync with AMS

Click Add to AMS to fetch the data which will be displayed in the contact and account section of the contact.

If you navigate to the contact 360 view of the contact, the business unit details will be displayed here:

Note: These details are not editable.

Note: In contact and account 360 section the business unit will be visible and in the Policy section business unit and policy transaction will be visible.

Enhancements!- June 2021

Fields and Filters for Business Unit Fields (AMS 360)

Business unit fields and filters have been introduced in the Account, Policies (for all- Active, Expired, and Future), Carriers, Categories, Contacts and Reports( Projected Book of Business, & Personal Data Book) section from AMS 360 to InsuredMine. These fields are- Executive, Representative, Departments, Divisions, Branches and Groups. Based on the selected filters you can have the customized reports.

Note: For Carriers and Categories only the filter options are there not the fields.

The fields can be selected by clicking on the table column view option. Once these fields are selected the respective section will have these columns.

For filters, click on the filter icon you can find these fields, select the required ones and save.

Enhancements!- June 2021

Primary Contacts, Relationships & Policy Handling

Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360 users)

Including Secondary/Additional contacts while creating a list for campaigns for AMS 360

Mapping of Relationship datapoint from AMS

AMS User Type filter in list (exclusively for AMS360 users)

Enhancements!- July 2021

Business account sync change for email address, phone, address 

 Policy Sync with the AMS

New Fields Available in Workflow automation for AMS360 users-Executive and Representative

Also check –

Enhancements!- September 2021

Claims Pipeline Automation

Enhancements!- October 2021

Form Notification for Representatives and Executives    

Enhancements!- December 2021

Dependent Handling in Birthday Workflow Automation

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]]> Submission Pipeline Automation for AMS360 agencies https://www.insuredmine.com/knowledge-base/submission-pipeline-automation-for-ams360-agencies/ Sun, 18 Jun 2023 08:46:20 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22468 Submission Automation is available in InsuredMine Pipeline Automation. Once you set it up, a deal card will be created in InsuredMine whenever there is a new submission in AMS360.   Navigate to Pipelines Click on Pipeline Settings Select Submission Pipelines Enable Submission Automation Select Default Pipeline and Stage Select the Agent who will be assigned […]

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Submission Automation is available in InsuredMine Pipeline Automation. Once you set it up, a deal card will be created in InsuredMine whenever there is a new submission in AMS360.

 

  • Navigate to Pipelines

  • Click on Pipeline Settings

  • Select Submission Pipelines

  • Enable Submission Automation

  • Select Default Pipeline and Stage

  • Select the Agent who will be assigned to the submission cards

  • Select the board where the cards will be created

  • Click Save Settings

 

  • You will get a confirmation message shown below:

 

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]]> Filter by Policy Status in Book of Business Report https://www.insuredmine.com/knowledge-base/filter-by-policy-status-in-book-of-business-report/ Mon, 12 Jun 2023 08:20:16 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=14304 You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement: Navigate to Reports Click on Book of Business Click on Group by filter dropdown Select AMS Policy Status Once you click you will find the detailed report. If you click […]

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You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only.

To view the enhancement:

  • Navigate to Reports

  • Click on Book of Business

  • Click on Group by filter dropdown

  • Select AMS Policy Status


 

  • Once you click you will find the detailed report.


 

  • If you click on the policies count you will find the details below.


 

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]]> Cancellation Pipeline Automation https://www.insuredmine.com/knowledge-base/cancellation-pipeline-automation/ Tue, 30 May 2023 06:41:04 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=12345 How to set Cancellation Pipeline Automation? Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst If any deal card gets canceled for any reason, through cancellation pipeline automation you can reassign these cards to any agents of your choice. How to set Cancellation Pipeline Automation? Navigate to Pipelines Click on action icon (3 dots) and […]

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Note: Feature available for NowCerts, HawkSoft, AMS360, and QQCatalyst

If any deal card gets canceled for any reason, through cancellation pipeline automation you can reassign these cards to any agents of your choice.

How to set Cancellation Pipeline Automation?

  • Navigate to Pipelines

  • Click on action icon (3 dots) and select settings

  • Scroll down and select Cancellation Pipeline

  • Move the toggle bar as ‘on’ to enable the Cancellation Automation

  • Set default pipeline and stage for cancelled policy

  • Select Agent who can get all the cancellation cards

  • Select either shared or private board where the canceled cards will be created.

  • Set the pipeline. You can customize the pipeline and stage as per insurance type. Or you can also choose the default pipeline that you have already set before.

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Note: Exclusively for AMS 360 users

For alloting the cancellation cards, AMS360 users can assign an executive or representative who is already assigned to the policy.

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]]> Campaign from the agent mapped to contact (exclusively for AMS360 users) https://www.insuredmine.com/knowledge-base/campaign-from-the-agent-mapped-to-contact-exclusively-for-ams360-users/ Tue, 25 Apr 2023 06:43:59 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=5338 Note: This feature works for only AMS360 based agency users(agents) Sender type is the new field that we have introduced, and by default, it will select the sender’s email id that was previously in use to send email campaigns. The user can also assign the email id of any agent, AMS 360 executive, or CSR to trigger the email […]

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Note: This feature works for only AMS360 based agency users(agents)

Sender type is the new field that we have introduced, and by default, it will select the sender’s email id that was previously in use to send email campaigns.

The user can also assign the email id of any agent, AMS 360 executive, or CSR to trigger the email campaign on their behalf.

And in case the email id of the selected assignee is not verified, then by default, the campaign will run from the agency email id.

To check the enhancement:

  • Navigate to Engagements
  • Click on create button to start creating an email campaign
  • Enter the mandatory fields- Campaign name, when to send, sender type, subject, and sequence
  • In Sender type- select Default/ Agent/ Executive/ CSR

Note: The Sender Type field is an application for all the stages that you set for an email campaign.

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]]> Sync email campaign with AMS360 https://www.insuredmine.com/knowledge-base/sync-email-campaign-with-ams360/ Wed, 15 Mar 2023 10:42:55 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=23554 Now you will get the option to sync the email campaign with AMS 360 that you send to any contact. Note: This feature is applicable for AMS360 users only. To view the enhancement: Navigate to Email Campaign Click on Create Fill in all the fields Once you send the campaign you will get the option […]

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]]> Now you will get the option to sync the email campaign with AMS 360 that you send to any contact.

Note: This feature is applicable for AMS360 users only.

To view the enhancement:

  • Navigate to Email Campaign
  • Click on Create
  • Fill in all the fields
  • Once you send the campaign you will get the option saying, “Do you want to sync with AMS?”
  • Click on yes to sync it with your AMS 360 and no in case you don’t want to sync.

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]]> Policy Transaction Report https://www.insuredmine.com/knowledge-base/policy-transaction-report/ Tue, 03 Jan 2023 18:34:59 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22735 In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in the AMS360 account. You can filter the list by the date.   This enhancement is for AMS360 users only. If you click on the number, you will be navigated to […]

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In Reports, under Policy Transaction, you will be able to see the total number of transactions that have taken place under the Policy section in the AMS360 account. You can filter the list by the date.

 

This enhancement is for AMS360 users only.

If you click on the number, you will be navigated to the policy detail section where you will be able to download the report.

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]]> Policy Status report in Time Series https://www.insuredmine.com/knowledge-base/policy-status-report-in-time-series/ Mon, 02 Jan 2023 13:03:19 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22672 In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the last three months. NowCerts In NowCerts you will find three other new sections added – Canceled Policies, New Policies, and Renewal Policies. AMS 360 In AMS 360, you will find […]

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In reports under the Performance tab, new sections have been added. You will also find the Transaction tab where you can find details for the last three months.

NowCerts

In NowCerts you will find three other new sections added – Canceled Policies, New Policies, and Renewal Policies.

AMS 360

In AMS 360, you will find – Cancellation confirmation, New business, Renewal policy, and Rewrite. 

Similarly in QQCatalyst and HawkSoft, you will find these added sections and transaction details under reports.

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