360 Toolbox

The 360 Toolbox menu allows you to quickly access various tools and user settings, manage and generate reports and eForms, and launch other programs within AMS360.

Credential Manager	Use to manage your company log ins including user name, password, and your system users who are authorized to use the login. You have one place to manage the information. The log in information is used by both TransactNOW and PL Rating.
Vertafore Single Sign-On	Opens the Single Sign-On, My Password window. You can change your Password and/or Security Questions.
eForms	eForms Manager is the center of all form activity. Use eForms Manager to create, copy, edit, print, view, and delete all forms including ACORD applications and supporting forms. More...
Form Letters	Form Letters combines the power of the AMS360 database and Microsoft Word to create customized letters for corresponding with companies, customers, lienholders, mortgagees, and others. More...
Schedules/Proposals	Schedules / Proposals is a time saving feature combining the power of the AMS360 database and Microsoft Word to create customized documents for companies, customers, prospects, and others. Information such as customer names and addresses, policy numbers and dates, and coverage information from AMS360 merge with the main document, creating a personalized document. More...
Vertafore University	Vertafore University offers self-paced eLearning, virtual instructor-led classes, web recordings, and customized learning paths. Vertafore University opens in a new browser tab so you don't lose your place in AMS360.
My Vertafore	Your portal to agency resources and support—available 24/7.
Classic Reports	Opens the Reports - All form where you can view, print or export the report of your choice. More...
Scheduled Reports	Manage important information in your agency via Scheduled Reports and distribute them to predefined recipients at selected intervals. This menu opens a list of your existing Scheduled Reports. You can add, edit, or remove reports. More...
My Agency Reports	Opens the My Agency Reports module where you can create and analyze reports such as Lost Business. Available only for Online agencies who are using Vertafore Single Sign-On and have the My Agency Reports module enabled.
RiskMatch	Opens the RiskMatch MarketTrends link, which opens the Vertafore RiskMatch MarketTrends product to analyze agency data. More...
DocManagement	A menu of tools to help you manage and track the documents within your agency. More...
Integration	A menu of download and integration partner tools and functionality. More...
Renewal List Tool	The Renewal List Tool is a paperless means of tracking your agency's renewal workflow. Use the Renewal List Tool to set up and assign a list of renewals, as well as the expiring policies themselves, to responsible employees. More...
User Settings and Tools	Options and utilities available to all users. More...
Launch Programs	A menu of third party external products or Vertafore custom products that were set up through Launch Program Setup. More... This selection appears only if you have at least one program set up to launch.