ams360 Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

AMS360 Integration

InsuredMine — Fri, 30 Jun 2023 11:59:54 +0000

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.

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.
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.
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.
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.
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.
Quote/Intake Form: Whenever a quote is submitted in InsuredMine portal it gets updated in AMS360 too.
Add Policies: For policies, there is only one way sync-up from AMS 360 to InsuredMine.
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

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

The post AMS360 Integration appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Submission Pipeline Automation for AMS360 agencies

Anjali Kapadia — Sun, 18 Jun 2023 08:46:20 +0000

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:

The post Submission Pipeline Automation for AMS360 agencies appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Filter by Policy Status in Book of Business Report

Anjali Kapadia — Mon, 12 Jun 2023 08:20:16 +0000

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.

The post Filter by Policy Status in Book of Business Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Cancellation Pipeline Automation

Anjali Kapadia — Tue, 30 May 2023 06:41:04 +0000

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.

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.

The post Cancellation Pipeline Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Campaign from the agent mapped to contact (exclusively for AMS360 users)

InsuredMine — Tue, 25 Apr 2023 06:43:59 +0000

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.

The post Campaign from the agent mapped to contact (exclusively for AMS360 users) appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Sync email campaign with AMS360

Neelima Gayathri — Wed, 15 Mar 2023 10:42:55 +0000

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.

The post Sync email campaign with AMS360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Policy Transaction Report

Anjali Kapadia — Tue, 03 Jan 2023 18:34:59 +0000

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.

The post Policy Transaction Report appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Policy Status report in Time Series

Anjali Kapadia — Mon, 02 Jan 2023 13:03:19 +0000

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.

The post Policy Status report in Time Series appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Renewal Pipeline Automation

InsuredMine — Thu, 10 Nov 2022 11:03:01 +0000

In this article, you will learn:

Renewal Pipeline Automation

The Renewal pipeline is made for you in the pipelines section. It’s great for when a policy is almost done and you want to make renewal deal cards without much effort. The pipeline has three categories: by default, by policy type & by category. If you’re an admin, you can change the number of stages to fit better with how you do sales.

Use Case: Automate policy renewals and enhance workflow efficiency with the Renewal pipeline option, featuring default deal card creation and customizable stages for strategic deal tracking.

How does Renewal Pipeline Automation function?

Renewal deal cards are automatically added to the Open stage for policies expiring on days mentioned. Each card displays contact details, policy category, premium value, and due date, all based on the expiration date.

To view the ehancement:

Navigate to the Pipelines Module, access the three-dots icon, and select “Pipeline Settings” from the dropdown menu.

Select the “Renewal Pipeline” option from the choice of settings that appears.
Select “Enable” if you want to enable Renewal Automation.

Timing for Renewal Automation to kick in

For example, if you want to create a renewal automation that starts 20 days before the expiration date, you would select “Before for When” and then “20” for “Days”. This will ensure that the automation begins 20 days before the policy’s expiration date.

Choosing an agent to handle retention/renewal cards:-

Navigate to the Pipelines module.
Select Renewal Pipeline from the Pipeline settings.

By default, cards are assigned to the agent linked with the policy. However, admins can customize this assignment and allocate retention cards to a preferred agent.

Setting up the pipeline for renewal cards

To navigate through:

Select the Pipelines Module.
From the pipeline settings select Renewal Pipeline.
By default, pipeline and stage will be created in the retention board. Additionally, you can also choose to select the deal card- private or shared.

Archive the card after expiration date

Go to the Pipelines module.
Access pipeline settings.
Scroll down and you will get the sliding button which will allow you to choose the option Yes/No of archiving the renewal cards after policy expiration.
In case you select “Yes” to archive the retention cards, you get an option to enter the number of days after which you want to archive the card.

Renewal pipeline setting by Policy Type

To check the enhancements:

Navigate to the Pipelines module and then select Pipeline settings.
Click on Renewal Pipeline and then select by Policy type.
Customize Pipeline Settings as per the line of policy- Personal/ Commercial/ Others.
Select the Pipeline and the Stage.

Creating a single renewal card per contact

In the renewal settings you will get the option saying “Do you want to create a single renewal card per contact?” If this feature is enabled a single card will be created based on each renewal by expiration date.

Note: The retention settings feature is for Admin only.

Navigate to Pipelines.
Click on the action button (3 dots) and select settings.
Click on renewals settings.
Move the toggle bar to on to create a single renewal card per day.
Click on save.

Cancellation, Rewritten and Renewal stamping in Deal cards for Renewal Pipeline Automation

Managing cancellation, rewriting, and renewal stamping in deal cards

Stamps in deal cards help indicate whether the deal card is Renewed, rewritten or Canceled.
You can customize as yes or no on the due date for the renewal card before/after policy expiration.

Enhancing due date settings in Renewal Pipeline Automation

To view the enhancement:

Navigate to Pipelines.
Click on the three-dots action icon.
Click on Pipeline Settings.
Select Renewal Pipeline.
Scroll down to Customize Renewal Card due date.
Slide the toggle bar to Yes.
Enter the days before/after you want to set the due date after policy expiration.

The post Renewal Pipeline Automation appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

AMS360 Integration Setup

InsuredMine — Tue, 25 Oct 2022 02:53:13 +0000

In this article, you will learn:

To get started with AMS360 integration setup, follow the steps mentioned below to get started!

Connect with Insuredmine Client success team for the credentials for the notification setup and API setup
Setup API connection to map AMS360 id’s for Agents, Employee, Company and User id’s into insuredmine database with the help of below steps

Note:
a. We will set up the whole infrastructure for you if you wish. You need to provide the AMS360 credentials to us in this case.
b. If you want to set this up on your own, We will help you through. Once we have received the request we will send you the required information for both notification and API setup
Once contacted with InsuredMine we will setup this process

a) Go to AMS360 Portal and click on the Administration tab and then go to Web Service API in the left menu

b) Click on New button and open Web service api setup screen

c) Add credentials as per below screen :

Note: InsuredMine will send the credentials for these once we have received the request

d) In Entity Access click on Check All button as shown in the above screenshot

e) After completing the configuration click on the save and close button in the File menu.

3. For real-time data sync up you have to set up notification service in steps mentioned below :

Go to administration section and select notification service setup

i) Click on New button in the header

ii) Enter the Notification client name(Provided by InsuredMine)

iii) Add New Recipient via using steps given below :

a) Click on Newbutton

b) Add recipient info – Recipient Name, Address(provided by InsuredMine), Authentication code(provided by InsuredMine), Notification version 2.0, Status (ON)

c) In notification Types section, Grant all notification permissions

5. After all this setup, the Insuredmine team will take one day’s time for onboarding and make your system real-time integrated with Insuredmine System.

6. Below are the Field list of users which will be Two-Way Sync :

Address1
Address2
Brokercode
BusinessPhone
InBusinessSince
City
County
Account Representative
Customer Since
CustomerId
CustomerNumber
Email
Firm Name
Name
Glbranchcode
Gldepartmentcode
Gldivisioncode
Glgroupcode
Isbenefits
Isbrokerscustomer
Lastname
Firstname
CellPhone
Middlename
Occupation
HomePhone
NAICSCode
SIC Code
State
CustomerType
ZipCode
DateOfBirth

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

Follow the steps mentioned below to link AMS 360 actions to Insuredmine:

In AMS 360, navigate to Administrator.
Select Activity/Suspense setup under the General segment on the left.
Create the Action and make sure it is enabled. Type Activity name in the Actions field and mark active. For example, in Actions input box enter IM Note, and check Active for all categories as shown below. Similarly, create all actions {IM Email, IM Activity, IM Attachment, and IM SMS

4. Click Save and close icon.

It is important to enable all IM activities sync with AMS 360.

The Insuredmine Activities are stored in AMS 360 as :

IM Email
IM Activity
IM Attachment
IM Note
IM SMS
IM Task
Quote

e)Setup the test user for the sync testing and onboarding

We need a test user in order to test our integration and the onboarding process for the respective agency.

A new test user can be created for the agency by navigating to customer tab and clicking on the +New Customer button

Please fill the mandatory fields with the first name as improd and last name as 01 like shown in the below screenshot

Save this data by clicking on the save icon

Once you save it you can find the test customer data saved in AMS360 portal. Now you can click on the hyperlink to takeout the customer number – This data is needed for us to start the onboarding process

The highlighted Customer Number is the one we are pointing to. We are requesting you to report this number to Insuredmine Client success team

To know more about the sync-up regarding above mentioned functionalities click : https://insuredmine.com/knowledge-base/blog/ams360-integration/

The post AMS360 Integration Setup appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

AMS360 business unit tags

Anjali Kapadia — Wed, 05 Oct 2022 10:07:16 +0000

Six new business unit tags have been introduced and can be used for email campaigns, drips, workflow automation, and for creating templates.

Note: These tags are available for AMS360 users only.

To view the enhancement:

Navigate to Engagements
Click on Create under Email Campaign

In tags, you will find 6 new business unit tags- Branch, Department, Division, Executive, Group, and Representative

If you select these tags, the data related to these tags will be displayed in the email that will be triggered.

The post AMS360 business unit tags appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

Default sync fields while adding contact in AMS 360

InsuredMine — Sat, 01 Oct 2022 01:41:09 +0000

In this article, you will learn:

While adding a contact in AMS 360, agents can now add and save the following default fields, so that whenever he will add and sync a new contact in AMS 360 from Insuredmine, these fields will get pre-populated. The purpose of this enhancement is to make the work easier for agents while adding a new contact each time. Pre-populated fields will help them to save time while adding a contact.

To save the default sync fields:

Navigate to account settings

Click on Default Sync Fields

From the drop-down menu select the following fields: Executive, Representative, Division, Branch, Department, Group.
You also need to select the contact and policy sync option- auto or manual.

Once selected , click on save.
You will get a notification saying: Default value saved successfully.

If you go to the contact section and sync any contact with your AMS, you will get these pre-populated fields while adding contact to AMS.

Note: In case if the contact is not available in InsuredMine, in that case you will get the option to add contact to AMS.

The post Default sync fields while adding contact in AMS 360 appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

ams360 Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

AMS360 Integration

In this article, you will learn:

How to 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, Account Level and Contact changes for AMS360 agencies

Contact level changes in AMS 360

Fields and Filters for Business Unit Fields (AMS 360)

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)

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

Submission Pipeline Automation for AMS360 agencies

Filter by Policy Status in Book of Business Report

Cancellation Pipeline Automation

Campaign from the agent mapped to contact (exclusively for AMS360 users)

Sync email campaign with AMS360

Policy Transaction Report

Policy Status report in Time Series

Renewal Pipeline Automation

In this article, you will learn:

Renewal Pipeline Automation

How does Renewal Pipeline Automation function?

Timing for Renewal Automation to kick in

Choosing an agent to handle retention/renewal cards:-

Setting up the pipeline for renewal cards

Archive the card after expiration date

Renewal pipeline setting by Policy Type

Creating a single renewal card per contact

Cancellation, Rewritten and Renewal stamping in Deal cards for Renewal Pipeline Automation

Managing cancellation, rewriting, and renewal stamping in deal cards

Enhancing due date settings in Renewal Pipeline Automation

AMS360 Integration Setup

In this article, you will learn:

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

AMS360 business unit tags

Default sync fields while adding contact in AMS 360

In this article, you will learn:

To save the default sync fields: