All Views

The following views are available from the Customer Center once you have opened a customer. Views are listed in the sidebar menu in the order specified in your User Options. More...

Customer Overview	View frequently-used customer information, modify customer information, or delete a suspect. More...
Activity	View or add activity items for the selected customer. Activities are permanent entries documenting actions taken for a customer. More...
Aged A/R	View aged accounts receivable information by policy, including monies or credits applied On Account. More...
Binders	View insurance binders created for the selected customer, with options to perform additional functions such as replace, extend, or add interests. More...
Certs	View all certificates issued for the customer, create new certificates, and print, add attachments, or add holders. More...
Change Requests	View all policy change requests (endorsements) sent to companies for the selected customer or create a new change request. More...
Claims	View a summary of customer claims with links to additional claim information. More...
Company A/P	View a list of companies with accounts payable for this customer. More...
Documents	View and manage Doc360 documents associated with the selected customer. More...
EPI	View all Evidence of Property Insurance forms issued for the customer, create new EPIs, and print, copy, or add interests. More...
Invoices	View all invoice activity for the selected customer, with options to correct, void, or view the general ledger postings for an invoice. More...
Notes	View or modify Notes (created by any user in your agency) associated with the selected customer or add a new note. More...
Policies	View the selected customer's policy list with risk and coverage detail. Multiple policy-specific functions are available in the toolbar. More...
Prevail Network	Opens the Prevail Network web page within AMS360 so that you can access the customer's premium finance information. More...
Receipts (Payments)	View or add payments made by or for the customer, including cash receipts for the customer from Broker A/R, Customer A/R, and Direct Bill Deposits Payable. More...
Relationship	Use to group customers for reporting premium and revenues for the group.
Register	View all invoice activity (invoice, receipts, checks, journal entries) for the selected customer, with options to perform additional functions such as void or correct an invoice. More...
Statements	View statements created for the selected customer. More...
Sub-Customers	View a list of the sub-customers that are in a multi-entity relationship with a Master customer .More...
Submissions	View a list of all the customer's Submission Groups, including a list of carriers in the submission, or create a new submission group. More...
Suspense	Create, view, and/or update tasks that have been logged for follow-up. More...