Single Transaction Export
You can share policy data entered in AMS360 with PL Rating, Producer Plus, or another integration partner's software using Single Tran (Transaction) Export. The data is exported from AMS360 in AL3 format.
On the 360 Toolbox menu, click Integration > Export.
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Select Export Vendor |
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Select Policy for Export |
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Lines of Business |
The lines of business entered on the policy appear in the grid.
You can edit the line of business State Plan Code and the Product Code in the grid.
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Export |
When you have made your selections, click Export to create the AL3 file for use in the integration partner's software. |
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Clear |
Click Clear to reset the data entry form and clear all the fields and options. |
To set up integration partners see the User Option > Integration Partners section in User Options.
What's Next?
Do you need to import data from another vendor program into AMS360? See Single Transaction Import for more information.