Customer Form

Use the Customer form to collect basic information about your customer. This information flows to many areas of AMS360 including data entry forms, applications, and printed forms. Save time by entering as much information in this form as possible.

The form is divided into sections. The primary section is Customer Setup. The required fields in this section are the minimum information needed to create a customer account.

To take advantage of the powerful tracking features in AMS360, enter information in the additional form sections For example:

Encourage cross-sales by tracking Cross References.
Build your book of business by tracking Expiration Dates.
Provide personalized service to your customer by entering Contact and Profile information.

Access each section from the Form Sections menu. As you are entering data you can open different form sections without losing information. An icon beside a section name indicates information has been added, changed, or deleted in the section but not yet saved.

The sections of the Customer form are:

Customer Setup	Basic information about the customer. The section includes the minimum pieces of information needed to create a customer account.
Accounting Options	An area where you can change Accounting Options from the agency defaults to a setting specifically for the customer.
Additional Customer Info	Information such as Marital Status for personal customers and Business Entity for commercial customers.
Benefits Information	Gather information about the customer, especially if you write benefit lines of business for the customer.
Contacts	The people to contact regarding the account. Contacts you enter can be used for form letters and email.
Cross References	Additional ways of finding the customer.
Dependents	Persons in the household of the insured.
Expiration Dates	Expiration dates for policies you don't currently write for the customer. The information you enter can be used for marketing.
Loss History	A means of entering and tracking a history of claims. The information can be added to the Loss History section of the application.
Profiles	Agency-defined fields for gathering information you can't enter elsewhere.
Service Groups	Account Executives, Representatives, and Sales Center Reps who service the account.