AMS Sync Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Search and Map Accounts from AMS to InsuredMine

Arshad Hussain — Tue, 09 Sep 2025 12:37:48 +0000

Release Date:- 13 January,2026

A new enhancement allows accounts created in AMS (Epic, Nexsure, QQ, HawkSoft, NowCerts, and AMS360) to be instantly imported into InsuredMine using the Search and Map options. This enhancement enables agents to sync and map accounts more easily and securely.

Use Case: Agents can now instantly bring accounts created in Epic, Nexsure, QQ, HawkSoft, NowCerts, and AMS360 into InsuredMine using the Search and Map feature.

This enhancement allows user for easier, accurate, and secure syncing and mapping of accounts.

To View the enhancement:

Navigate to Heading

Click on Search from Epic & Map icon

The search from the Epic & Map side panel appears on the right side.

From the dropdown, select the preferred option to search your account.

Fill in the required fields
Click on Search

As shown below, Based on the account name entered, the search results appear along with other details.
If the Epic account is already synced to InsuredMine → Mapped: Yes

If the Epic account is not synced → Mapped: No

To Map an Epic Account into Insuredmine:

Check the Box beside the account
Click on Map

A Success Message appears: “Mapping started please wait for some time.”

Once mapped, the account (e.g., Katrina ANDERSON) shows as InsuredMine Mapped.

To view the enhancement for Search and Map for Nexsure & QQ:

Navigate to Heading.
Click on Search from Nexsure & Map icon.

The Search from Nexsure and Map panel appears.
Enter the Account Name.
Click on Search.

As shown below, Based on the account name entered, the search results appear along with other details.
If the Nexsure account is already synced to InsuredMine → Mapped: Yes

To Search & Map a QQ Account into Insuredmine:

Enter the Account Name
Click on search
As shown below, the QQ account is not synced to InsuredMine → Mapped: No

Click the checkbox beside the QQ ID.
Click the Map button at the bottom to map the selected account in InsuredMine.
Click Cancel if you do not want to proceed with mapping.

To view the enhancement for Search and Map for Hawksoft:

Navigate to Heading.
Click on Search from HS& Map icon.

The Search from HS & Map panel appears.
Enter the HS ID.
Click on Search.

As shown below, Based on the HS ID entered, the search results appear along with other details.
If the HS account is already synced to InsuredMine → Mapped: Yes

To Search & Map a HS Account into Insuredmine:

Enter the HS ID.
Click on search.
As shown below, the HS account is not synced to InsuredMine → Mapped: No.

Click the checkbox beside the HS ID.
Click the Map button at the bottom to map the selected account in InsuredMine.
Click Cancel if you do not want to proceed with mapping.

To view the enhancement for Search and Map for AMS360:

Navigate to Heading.
Click on Search from AMS360 & Map icon.

The Search from AMS360 & Map panel appears on the Right hand side
As shown below, From the dropdown, select the preferred option to search your account.

Fill in the required fields.
Click on Search.

As shown below, Based on the account name entered, the search results appear along with other details.
If the AMS360 account is already synced to InsuredMine → Mapped: Yes.

To Search & Map AMS360 Account into Insuredmine:

Enter the AMS360 ID or Account Name.
Click on search
As shown below, the AMS360 ID is not synced to InsuredMine → Mapped: No.

Click the checkbox beside the Account Name.
Click the Map button at the bottom to map the selected account in InsuredMine
Click Cancel if you do not want to proceed with mapping.

To view the enhancement for Search and Map for NowCerts:

Navigate to Heading.
Click on Search from NowCerts & Map icon.

The Search from NowCerts & Map panel appears on the Right hand side.
As shown below, From the dropdown, select the preferred option to search your account.

Fill in the required fields.
Click on Search.

As shown below, Based on the account name entered, the search results appear along with other details.
If the NowCerts account is already synced to InsuredMine → Mapped: Yes

To Search & Map NowCerts Account into Insuredmine:

Enter the NowCerts ID or Account Name.
Click on search.
As shown below, the NowCerts ID is not synced to InsuredMine → Mapped: No.

Click the checkbox beside the NowCerts ID.
Click the Map button at the bottom to map the selected account in InsuredMine
Click Cancel if you do not want to proceed with mapping.

A Success pop-up: “Started Mapping from NowCerts, Please Check in a While” appears.

The post Search and Map Accounts from AMS to InsuredMine appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Refresh Option to Sync Notes Across All AMSs

Avinash Barik — Wed, 15 Jan 2025 11:33:20 +0000

Earlier , to manually sync a note, you had to click the ‘Sync with AMS’ button present next to an unsynced note. Now, this option has been renamed as ‘Refresh’ and moved within the Action button.

To View the Enhancement:

Before Enhancement:

After Enhancement:

Select the Notes tab.
Click the Action button (three dots) present in the right corner for the added note.
Click Refresh option to Sync with the AMS.

The post Refresh Option to Sync Notes Across All AMSs appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Synchronize with AMS

Arshad Hussain — Wed, 01 Nov 2023 07:36:22 +0000

InsuredMine offers a comprehensive solution for syncing contacts, accounts, and information to your Agency Management System (AMS). This not only simplifies the process of managing your client data, but also ensures that your information is up-to-date and synchronized across all platforms.

Use Case: Quick sync with the AMS streamlines the organization of contacts and account data, reducing time and effort.

First of all let’s understand how you can sync any of the contacts accounts or information to the AMS.

1st Step: From the Contacts section

To Navigate:

Click on the “Contacts” module and then on “Select table columns” located on the top right panel.

A minimized window will now appear from the right.
Search for the sync option in the search bar, and then select the suggestion labeled as “AMS Sync.”
Click on Apply.

Go back again to the contact’s module and there you will see the “AMS Sync” option for every contact.

Click on the “sync” option for the contact you want. For instance, I’ve chosen the contact name as “Scoot Taylor.”

A minimized window will then appear. Simply click “Sync with AMS” to sync the contact with the AMS.

2nd Step: From the Contact360 page

Select a contact to view its info on the Contact360 page.

Click on the “AMS360 not synced” option to enable the synchronization.

Note: If the contact doesn’t exist in AMS, you can use the “Add New to AMS” option to simply add a new contact to the AMS.

3rd Step: From the Pipelines

We have numerous areas for syncing AMS from the Pipeline.

To Navigate:

Go to the Pipeline module.

Click on any of the Pipeline cards to view it.

You can Sync with AMS by clicking the “AMS360 not synced” icon in the “Linked Account” or “Linked Contact” section of the selected pipeline card.

Or, you can choose the “Sync with AMS” option from the Add Additional Contact menu as well.

Note: Following these steps within the pipeline will result in a pop-up notification in the upper-right corner. Hit refresh the page to finish your contact and account synchronization with AMS.

From the Settings module, you can now choose whether contacts, policies, and activities can be synced manually or automatically.

To Navigate:

Go to the settings Module and then click on “AMS Sync Fields.”

Select Contact, Policy, or Activities sync as Auto or Manual, and then click Save.

The post Synchronize with AMS appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

AMS Sync

Arshad Hussain — Sat, 23 Sep 2023 12:34:59 +0000

Manual AMS Sync Button in InsuredMine's AMS Integration

In this article, you will learn:

Introduction

The manual sync button in InsuredMine is crucial for seamless synchronization between InsuredMine and your agency management system (AMS). Clicking it triggers synchronization, exchanging new information, and keeping both systems updated.

Locating the Manual Sync Button

Find the AMS sync icon in the top right corner of your InsuredMine portal. This logo represents the manual sync button, providing access to initiate the synchronization process.

Benefits of the Manual Sync Button

Accurate Data Synchronization: The manual sync button ensures the accurate transfer of data between InsuredMine and your AMS, reducing discrepancies and maintaining data integrity.
Timely Record Reconciliation: Performing a manual sync at the end of each day allows prompt record reconciliation, keeping policy information up to date and streamlining the reconciliation process.
Real-Time Updates: Manual sync allows immediate data synchronization for critical information or prompt responses to changes.
Immediate Error Identification: Manual sync helps quickly identify syncing errors for immediate resolution.
Selective Syncing: Choose specific data or transactions for immediate synchronization, providing greater control.
Ad Hoc Updates: Ideal for updating or syncing data outside regular daily auto sync schedules.
Data Validation and Verification: Enables data review and validation before synchronization.

Implementing Best Practices

To optimize your AMS integration, follow these best practices:

Daily Manual Sync: Incorporate a daily routine of clicking the manual sync button during opening and closing procedures for synchronizing all transactions from the day.
Streamlined Reconciliation: Regular manual sync usage streamlines reconciliation, minimizing errors, and improving agency management.

Note:

Integration with an AMS is required to have access to this feature. All AMSes, except for AMs360 and eVo, offer manual sync capability for real-time synchronization. However, due to the fast speed of AMs360 and eVo auto-sync, which provides updates every 2 minutes, the need for manual sync is unnecessary.

Conclusion:

Embrace the manual sync button in InsuredMine’s AMS integration for accurate and seamless data synchronization between systems!

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