360 Toolbox > Integration

The following menu lists the integration tools and functionality for working with AMS360:

AL3 Retrieval (Customer Support)	A utility for Vertafore Support to access the AL3 file sent through download or Single Tran Import, minimizing the need to call a company or IVANS to request the file.
BenefitPoint	Assign Customers / Policies Use Assign Customers/Policies to view downloaded policy or direct bill statement transactions not matched to a customer/policy and to assign them to the proper customer. Process Statement Opens the Custom XLS to AL3 Utility where you can convert an Excel Direct Bill Statement (XLS) file into an AL3 file.
Download	A menu to update your AMS360 policy information by downloading the information from your insurance companies. More...
Export	Share policy data entered in AMS360 with PL Rating, Producer Plus, or another integration partner's software using the Single Transaction Export form.
Import	Use Single Transaction Import to import a single AL3 policy transaction into AMS360 from PL Rating, Producer Plus, or another integration partner's software.
Prevail Network	Launch Opens the Prevail Network web site. See the Prevail Network Setup link in the Prevail Network form. Quote Opens the Prevail Network form. The Prevail Network is your premium finance marketplace for all policies. This utility enables you to directly finance your premiums with real time access to your customers' premium finance contracts and more.
TransactNOW Book Roll	Use the TransactNow BookRoll utility to get a quote on a book of business using the invitation code from a carrier.
TransactNOW Carrier Passport	Use the TransactNOW Carrier Passport utility for quick access to, and easy navigation within, carrier Web sites.