Now easily manage dependents in Account 360 by adding them as contacts. The “Add as a Contact” option within dependents simplifies the process, without a prior contact setup.
Note: This dependents feature within Account 360 is only available for AMS360 users.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/01/04113208/image3-17-1024x488.png)
- Navigate to the accounts module.
- Click on any account to access its comprehensive account 360 details.
- On the Account 360 page, go to the ‘Dependants’ tab.
- Choose a dependent and click on its action button.
- Select ‘Add as a Contact.’
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/01/04113320/image1-18-1024x474.png)
- The required data for adding a contact will be automatically filled in to complete the details.
- Click on Save.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/01/04113424/image7-4-1024x448.png)
- You will then get a success notification: Contact added!
- Now within contacts will be able to view the dependent as a contact within the account.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/01/04113524/image2-17-1024x449.png)
- If sync is automatic, click the refresh option to automatically sync the contacts with the AMS 360.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/01/04113615/image4-13-1024x451.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/01/04113701/image6-4-1024x451.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/01/04113740/image5-8-1024x469.png)
- But if the sync is manual then click “Sync,” then choose “Sync with AMS” in the minimized window to manually synchronize contacts with AMS 360.