Agency Connect

Created a configurable option to limit Carrier types from syncing from AMS360 to Salesforce

• Example: Customers can now filter out the Underwriters that will sync from AMS360 to Salesforce by Carrier Type:

  • Underwriters: vfsc_Agency_Carrier_type_c = W

New mandatory fields have been added in Salesforce and mapped to AMS360

• Name: Individual, Family, or Business

  

Updates have been made to the NAICS and SIC code fields

• Configurable to either pull from RiskMatch or from AMS360

• Drop-down fields with the Code numbers:

  • There are more than Salesforce allows; therefore, if you do not see a code you typically use, please reach out to our product team to have them switched on

Additional enhancements have been made to the Integration Portal.

ImageRight integration:

• Now, once a policy is created in AMS360, a link will be generated on the Policy Object within Salesforce that allows the producer to navigate to a new tab in ImageRight on that specific Policy.

• After a customer is created in AMS360, a link will be generated on the Account Object within Salesforce that will allow the producer to navigate to a new tab in ImageRight on that specific Customer.

Invoice and Invoice Transaction information will now sync over from AMS360 during the nightly syncs.

• Producers can now view the Invoice and Invoice Transaction information on the Policy Object within Salesforce

Permission set groups will now make it easier for Salesforce admins to manage the permissions needed for their users:

• here are two newly created groups, and below them are listed the permissions associated with each respective group:

  • "Agency Connect Producers" Group:

    • Agency Connect — General Permissions

    • Agency Connect — Apex Classes

  • "Agency Connect System Admin" Group:

    • Agency Connect — General Permissions

    • Agency Connect — Apex Classes

    • Agency Connect — Integration Permissions

• A new field is now available for viewing on the Policy Object for the Prior Policy

• We have added a new field on the Policy Object in Salesforce to fill in the Prior Policy, which allows Producers to see the previous Policy

Configurable functionality has been created to turn Submissions off, depending on the Policy Type and/or Business Type

• This element is located within "Agency Settings" in Salesforce:

  

Viewing Customer Certificate data within Salesforce:

• We added a button on the Account Object so that Producers can “Sync Certificates” that are created in AMS360, and then view them in Salesforce.

ReferenceConnect Deep Link:

• For customer who are using ReferenceConnect, they can now open a new tab from Salesforce that links them to the page in ReferenceConnect based on the NAICS or SIC code on the Account Object

• Please contact Vertafore for help in properly setting up this initial configuration

User-specific triggers can now be used instead of org-specific triggers:

• This feature allows users to apply Agency Connect permissions sets to users who need them, instead of the entire organization

• After the release is applied, please reach out to Vertafore to run the APEX code to enable user-specific triggers

Filter options for the initial sync based on the Type of Business:

• Another filter has been added for our Nightly and Initial syncs that allows us to select policies that will sync from AMS360 to Salesforce, based on the Type of Business

Enhancement on AMS360 Activity to fill in the Task Subject:

• This is a configurable enhancement that links the DBAction from AMS360 Activities to the Task subjects within Salesforce

• Please contact Vertafore for help in properly setting up this initial configuration.

Near-real-time data sync:

• Activities

• AMS360 Policy Detail and Transactions

• AMS360 Claim data

On-demand data sync:

• PL Rating Button on quoting object:

  • Can be used for "New Business" workflow

  • One producer moves Opportunity to "Carrier Submission" or to the defined integration sales stage, which creates the AMS360 shell

  • The producer can then create a quote under the opportunity, click the on-demand PL Rating button to sync data to PL Rating, and the continue the workflow from there

Fixes for configurable record-type data sync for Carriers and Agency (Producers)

Submissions from AMS360 will sync back to Salesforce with the entered quote data

Enhanced user default mapping.

Initial Data Sync

• Initial Data Sync pulls all AMS360 Customer, Contact and Policy data prior to turning on the near real-time integration so all of the AMS360 appears in Salesforce. This avoids data duplication and allows producer to utilize existing AMS360 Customer, Contact and Policy data.

  • Accounts (AMS360 Customer)

  • Contacts (AMS360 Contact)

  • AMS360 Policies

Nightly Data Sync: seven days a week, typically overnight between 1:00 a.m. and 5:00 a.m.:

• Nightly data sync pulls all AMS360 employees, carriers, business units:

  • AMS360 Employees

  • AMS3560 Carriers

  • AMS360 Business Units

  • AMS360 Activity Actions

  • AMS360 Line of Business

  • AMS360 Business Entities

Near-real-time data sync

• Bolded items are bi-directional in the current release

  • Accounts

  • Contacts

  • Opportunities

    • E.g., you will sync Opportunities in one direction from Salesforce to AMS360 to create a submission or a policy shell

  • Policies

    • E.g., you cannot create policies in Salesforce; this should always be read-only for Producers, which can be set at the profile level

  • Activities and tasks

    • E.g., you will sync Activities and Tasks in one direction from Salesforce to AMS360