All Actions

Add a new activity to the customer record on the Activity/Suspense data entry form. Activities are a permanent record of actions taken for a customer. More...

Generate a check for the customer on the Check data entry form. More...

Enter a new customer claim on the Claims data entry form. More...

Opens the Copy Policy/Submission form where you can copy a policy/submission from the same customer or another customer to create a new policy/submission.

Opens the Customer data entry form where you can modify customer information. More...

Merge customer, policy, and claims data in your AMS360 database with Microsoft Word©. Create customized letters for corresponding with companies, customers, lienholders, mortgagees, and others. More...

Open the Journal Entry form to enter pre-defined journal entries to the customer receivables. More...

Use Notes to enter additional customer information. Notes can be modified or deleted.  More...

Enter basic policy information or create a policy from a submission on the Create New Policy data entry form. More...

Record a payment from a customer on the Receipt data entry form. More...

Create personalized proposals or scheduled for companies, customers, prospects, and others. The Schedules/Proposals form enables you to merge policy and coverage information from AMS360 into a customized Microsoft Word© document. More...

Opens the Submission Group data entry form where you can create or copy a submission. More...

Enter a new suspense item on the Activity/Suspense data entry form. Suspense items are tasks that have been logged for follow-up.  More...

Create a target list to identify customers, prospects, or suspects in your agency's database that meet selected criteria. The list can be used to determine workload, send a letter, or cross-sell products. More...

Certificate Holder

Export certificate holders or other policy data for your insured to review. More...

Import certificate holders into the customer account or other policy data into new or existing policies. More...

Add, edit, or delete common certificate holders for use when creating certificates for the customer. More...

Integration Partners

Opens the TransactNOW form to retrieve billing, claims and policy information directly from participating carrier web sites.

Launches PL Rating program to obtain competitive quotes using the policy information selected. More...

Opens the Prevail Network form. This program  enables you to directly finance your premiums with real- time access to your customers' premium finance contracts and more. More...