Create BenefitPoint Files

The Create BenefitPoint Files feature exports Customer and Policy data out of AMS360 so it can be imported into BenefitPoint. This Direct Bill Commission Integration between AM360 and BenefitPoint is advantageous to your agency in the following areas:

  • Eliminates double entry of commission data.
  • Reduces data entry errors.
  • Provides cross-selling opportunities through combined reporting capability.
  • The Direct Bill Commission Integration allows staff to add commission statement details in one system, but retrieved from both.

This is available for AMS360 Customers who are licensed for BenefitPoint. To request additional information, contact BenefitPoint’s Professional Services at 800.677-4442.

  1. Open Administration Center.
  2. On the Utilities menu, click Create Benefit Point files.

The form shows your existing Target Lists. Select your lists from the Include column.

 

Create your specific Customer and Policy lists using the AMS360 Target List feature.

The target lists appear in ascending order by Name. To re-sort the lists using the information in any column, click the column header.

Field/ Option What is this?

Target List Grid
Column What is this?

Include

Select check box to select list.

Name

The name given the list when it was created.

Date

The date the list was created.

Author

The person who created the list.

Description

The description entered when the list was created.

# of Customers

The number of customers that met the criteria when the query was run and the list was saved.

# of Policies

The number of policies that met the criteria when the query was run and the list was saved.

# of Lines of Business

The number of lines of business that met the criteria when the query was run and the list was saved.

# of Dependents/Drivers

The number of dependents or drivers that met the criteria when the query was run and the list was saved.

Record Count

The number of rows generated by your query.

 

If your target list includes policy criteria, the rows represent policies that match the criteria.

Create CSV Files

You will receive a message informing you that either:

  • BenefitPoint export files have been created and showing the location where they are saved, or
  • BenefitPoint already exist, and that they will be replaced if you continue. You can click OK to continue or Cancel to abort the operation.
 

Location of saved files is listed in message.

Close

Closes data entry form.
Item Description

Location of CSV Files to export

C:\Documents and Settings\[user]\Local Settings\Temp\AMS\BenefitPoint

CSV File Names
  • Broker.CSV
  • Company.CSV
  • Contact.CSV
  • Customer.CSV
  • Employee.CSV
  • GLBranch.CSV
  • GLDepartment.CSV
  • GLDivision.CSV
  • GLGroup.CSV
  • Policy.CSV

Exported files do not have any Customer, Business Unit, or Service Group Security applied. If you have rights to access Create BenefitPoint Files, you have complete access to creating .csv files for all customers/policies in the selected target list(s).

What's Next?

Contact your BenefitPoint System Client Manager for information on importing the AMS360 Customer and Policy data files.

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