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ams360
Filter by Policy Status in Book of Business Report
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:
Default sync fields while adding contact in AMS 360
In this article, you will learn: To save the default sync fields: While adding a contact in AMS 360, agents can now add and save the
Campaign from the agent mapped to contact (exclusively for AMS360 users)
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
Workflow and SMS sync up in AMS360
In this article, you will learn: Changes in Add Deal section for AMS 360 Sync up of account and contacts between InsuredMine and AMS 360
Renewal Pipeline Automation
In this article, you will learn: How does it work? How many days before Renewal Automation start? How many days before the expiration date do
AMS360 Integration
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
