AMS360 Features Flashcards
Dec Page View
AMS360
- Quickly and easily answer customer questions and service policies
- Comprehensive view of a clients policy where you can execute customer service processes
- 360 degree view of a customers policy on one screen
Renewal List Tool
AMS360
- Proactively tracks all renewals
- Automatically generate and distribute policy expiration and eliminate manual tracking
- Helps you create the latest expiration lists, get the renewals to the right staff, and track their progress in real time without having to use spreadsheets and email
My Agency Home
AMS360
- The dashboard
- Customizable
- Consolidates all your work in one place including documents, to-do’s, expiration, when enabling easy access to other Vertafore solutions
My Agency Reports
AMS360
- Easily run reports to make sound decisions for running their business
- Quickly create comprehensive reports, modify as needed, create custom summary view, and save as sharable templates
- An intuitive building tool that helps you summarize data without having to export to another tool for analysis
Carrier Connectivity
AMS360
- Easily integrate with their carrier partners
- Reduction in keystrokes and steps to access carrier websites & eliminate duplicate entry of policy detail. Ease of maintaining carrier credentials
- Ability to integrate with your carrier partners from your agency management system
Accounting and Reporting
AMS360
- Manage and analyze your financial operations in one place
- AMS has FULL accounting and reporting capabilities tailored for insurance agencies
QuickNavs
AMS360
- Customize workflows based on agencies needs
- Minimize E&O by ensuring processes are defined and followed
- Reduced training time
- Customizable workflows that direct you to the right place to execute each task
Single Sign On
AMS360
- Safely and securely access their Vertafore solutions
- One login and password for each user to remember and admins to maintain
Client Communications
AMS360
- Manage their reputation, drive referral business, understand their clients and communicate with them easily and efficiently
- Ready-to-go automations, Rocket Connect, NPS and client testimonials, SmartSend, Rocket Referrals
Vertafore Product Integration
AMS360
- Connect management system to a suite of other Vertafore solutions
- Create marketing campaigns inside AMS and track results
- Seamless single sing-on integration with other Vertafore solutions
Agency Zoom Proposal Builder
AMS360
- Create professional looking and on-brand proposals with ease
- Custom fonts, colors, tables, and images that fir agency’s brand
- Pull dynamic data from the management system to reduce E&O & save time
- Help staff increase efficiency with reusable sections and saved and default templates
AMS360 Mobile
AMS360
- Access customer and policy information while on the go
- View and update client/policy information on the road via your phone
Outlook Add-In
AMS360
- Quickly save emails and attachments from Outlook as activities for assigned customers in AMS360
- Helps reduce E&O
