User Options

User Options allows you to specify your individual preferences for Display Options, Center view order, and Integration Partners. When set, these options apply whenever and wherever you log into AMS360.

On the 360 Toolbox menu, click User Settings and Tools > User Options.

These options are set for the user that is currently logged into AMS360. If you are making these settings for another user, log in with that user Login ID and password.

Use the information in the table below to set the options in this section:

Field/ Group What is this?

Policy Information

This option appears only if you have proper authorization.

Option What is this?

Open policy in View mode

Choose this option if you want the Policy data entry form to open in view mode, where changes cannot be made to the policy information.

If you have security authorization to edit policy information, you can change from view to edit mode in the Policy data entry form. This option is on the File menu.

Open policy in Edit mode

Choose this option i you want the Policy data entry form to open in edit mode where changes can be made to the policy information.

Auto launch Sticky Notes

Check to display Sticky Notes automatically.

Generate the Financial Center Information:

Every time the Financial Center page is loaded it generates the information per your selection.

Option What is this?

Once per day

The first time the center is accessed on a given day AMS360 pulls the Financial Center information and stores this in cache. Subsequent access to the center page on the same day will populate using the values stored in cache. The next day the data will be re-generated and again stored in cache for the day.

Real-Time

This option matches the current data from the Financial Center each time the center is accessed.

This is on by default.

Display an asterisk (*) for required fields

Select this option if you want an asterisk to appear before the names of the required fields in data entry forms. The default color for required fields is red (or whatever color is set in Color Setup. Choosing this option adds an asterisk in the same color as the required field.

 

For this setting to take effect, you must sign off of AMS360 and log in again.

In this section, only the centers that you are authorized to access appear in the grid. Centers cannot be added. To add centers, your System Administrator must grant  access to the center in Employee Setup.

Select a center row in the grid and click edit. The following fields appear:

Field/ Group What is this?

Center

The name of the center appears for reference only. This field cannot be changed.

Available Tabs

The list of views available in the selected center that do not currently appear in that center.

My Expiring Policies and My Renewal Lists are each a distinct view in the Home Center. Select the My Renewals option to see both views.

Prevail Network is not available as a view in the Home and Customer Center. You can  access it from 360 Toolbox or Customer Policies view.

Selected Tabs

The list of views that currently display in the selected center.

 

The order of the views determines the order in which they appear when the center is opened.

Available when you make a selection from the list of Available Tabs. Use to move your selection from Available Tabs to Selected Tabs or vice versa.

Available when you select a view in the Selected Tabs list. Use to move the selection up or down in the list.

 

When you open a center the views display in the same order as they appear in the Selected Tabs list.

Reset to System Default

Select to override custom selections and return to the system defaults. The following defaults apply:

Center View Order/View Options

Home Center
Selected Tabs:  
  • Suspense
  • Notes
  • Suspended Billing
  • Alerts
  • My Documents
  • My Renewals
  • Prevail Account Status

 

Customer Center
Selected Tabs: Available Tabs:
  • Policies
  • Activity
  • Claims
  • Aged A/R
  • Register
 
  • Binders
  • Certs
  • Change Requests
  • Company A/P
  • Documents
  • EPI
  • Invoices
  • Notes
  • Payments
  • Submissions
  • Suspense

Bank Center
Selected Tabs: Available Tabs:
  • Register
  • Deposits
  • Statements
  • Recurring Checks
  • Activity
  • Documents
  • Notes
  • Suspense
 

Broker Center
Selected Tabs: Available Tabs:
  • Register
  • Activity
  • Suspense
  • Documents

 
 

Company Center
Selected Tabs: Available Tabs:
  • Register
  • Suspense
  • Charts
  • Activity
  • Notes
  • Documents

 

Employee Center
Selected Tabs: Available Tabs:
  • Register
  • Suspense
  • Charts
  • Activity
  • Notes
  • Documents

 

Vendor Center
Selected Tabs: Available Tabs:
  • Register
  • Invoices
  • Activity
  • Suspense
  • Notes
  • Documents

 

Financial Center
Selected Tabs: Available Tabs:
  • Banks
  • Charts
  • Journal Entries
  • Account Current
  • Commission Payable
  • Vendor Invoices
  • Budgets
  • Company DBD
  • Direct Bill
  • Recurring JE

 

Sales Center
Selected Tabs:  
  • Target List
  • Campaigns
  • Charts

 

Use this section to set up information for your integration partners such as rating and WebSEMCI.

All of the setups in the table below are associated with your AMS360 login , except the following location fields:

  • Integration Directory
  • Program Name path

These locations are created on the workstation where setup is done. Therefore, when you log into another workstation, these directories may not exist. See the link in the last row of the table for information on creating these directories on another workstation.

Field/ Group What is this?

Vendor Type

Select the type of integration this vendor provides. The following link includes information that populates the integration partner setup fields based on the type you select.

The following information populates, but can be changed.

Vendor Type Information that pre-fills

Producer Plus
Field Information

Name

Producer Plus

Integration Type

Commercial

Integration Directory

C:\AL3Exp

Program Name

%PROGRAMFILES\AMS Producer Plus\IntLink.exe" -import -p AMS360 -f %DIR%\%FILE%

AP Insurance
Field Information

Name

AP Insurance

Integration Type

Personal and Commercial

Integration Directory

C:\APInsure\Upload

Program Name

(none)

IRS AIMS
Field Information

Name

IRS AIMS

Integration Type

Personal and Commercial

Integration Directory

C:\IRSRate

Program Name

(none)

QuoteWorks East
Field Information

Name

QuoteWorks East

Integration Type

Personal

Integration Directory

C:\CPRate

Program Name

C:\QWPS\bin\transfer.exe c:\cprate\AMS.AL3

QuoteWorks West/Central
Field Information

Name

QuoteWorks West/Central

Integration Type

Personal

Integration Directory

C:\QWRate

Program Name

C:\QW\QuoteWorks.exe

Rackley
Field Information

Name

Rackley Systems for Windows

Integration Type

Personal

Integration Directory

C:\RRate

Program Name

C:\RackWin\USA\RImpExp\RImpExp.exe

Rating
Field Information

Name

Other Vendor

Integration Type

Personal

Integration Directory

(none)

Program Name

(none)

Real Time Rate - AMS
Field Information

Name

Real Time Rate - AMS

Integration Type

Personal

Integration Directory

(none)

Program Name

(none)
SAM
Field Information

Name

AMS SAM Upload

Integration Type

Personal

Integration Directory

%APTLOCL%\IMPORT

Program Name

%APTDIR%\BIN\SAM.EXE

Unedited
Field Information

Name

Other Vendor

Integration Type

Personal

Integration Directory

(none)

Program Name

(none)

WinFSC
Field Information

Name

WinFSC

Integration Type

Personal

Integration Directory

C:\FSCRate

Program Name

C:\WinFSC\Program\FSC.exe ms -m360 -fc:\FSCrate\AMS###.AL3 -te

When you save the setup information, the Integration Directories and Program Names are created.

Name

The name fills for you based on the Vendor Type you select, but can be changed.

 

You can enter up to 30 characters for the name.
Integration Type

Choose the type of business that you integrate with this vendor. You can choose either Personal, Commercial, or both.

Location
Location What is this?

Integration Directory

Enter or verify the directory path where the integration files are to be stored for this vendor. This tells AMS360 where to place exported files for the vendor and look for imported files from the vendor, if applicable.

 

The directory path fills based on the Vendor Type selected. Confirm the directory path.

If the path does not default, use Browse to open the Browse for Folder dialog box and select the directory.

Program Name

Enter or verify the directory path and name of the program that opens the vendor's software. In some cases, AMS360 can launch the vendor software when a file is exported using this vendor.

 

The directory path and program name fill based on Vendor Type selected. Confirm the information.

If the path does not default, use Browse to open the Browse for Folder dialog box and select the directory path and program.

When you select to Add this integration partner, the Integration Directory and Program Name path are created on the workstation where setup is being done.

Use these steps if your login id already has the integration partner set up, but the integration directories do not exist on the workstation.

  1. Log into the workstation where you want to create the directories using your login id.
  2. From a center or data entry form that has a Toolbox menu, select Toolbox > System Administration > User Options. The User Options data entry form appears.
  3. From the menu, select File > Create Integration Directories. The Integration Directory and Program Name path are created on this workstation.
  4. Close the User Options form.

What's Next?

Do you want more information on setting up, exporting, or importing capabilities for rating, upload, or other integration partners? See Single Transaction Export or Single Transaction Import for more information.

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