AMS360 Mobile

We are pleased to release AMS360 Mobile. With each release, we are improving and updating AMS360 to provide you with the best possible experience.

The new version of Vertafore Mobile (now renamed AMS360 Mobile), will utilize existing AMS360 functionality, with a focus on providing an enhanced mobile experience.

AMS360 Mobile, gives you an on-demand tool to access all the information you need to manage your customer accounts from your mobile device.

Making use of an intuitive user interface, AMS360 Mobile allows you to:

  • View client and contact details, policy information (including declaration page views), recent claims summaries, upcoming renewals, download documents, notes, activities and suspense’s.

  • If you have add/edit rights, you can also update your existing client and contact records, create new clients, and add new activities and suspenses, ensuring that you can fully service your client anytime, anywhere.

Take advantage of many of the tools inherent to mobile devices to manage your time even more effectively, including GPS mapping, email communications, photo capturing and voice recognition for creating notes and activities verbally.

AMS360 Mobile Homepage

  • Face/Touch ID

  • Offline Auto ID

  • Access to Documents

  • Request new certificates

  • Request policy changes

  • Quick access to ReferenceConnect to better manage insurance research from a single view

  • The Auto Create feature which automatically adds new activities and suspense’s to document specific actions done within the app

  • Client dashboards to quickly review the health of your accounts

The AMS360 mobile application is supported on both the iOS and Android platforms. The mobile application integrates with the following services:

  • AMS360

Provisioning

You can only log in to the mobile application if you have provisioned and provided credentials to AMS360.

Permissions

Your permissions will be inherited from the AMS360 site. If you do not have access to certain features, they will be hidden from your view.

 

AMS360 Mobile requires Vertafore Single Sign-On (VSSO) credentials to use.

  1. Download the AMS360 Mobile app from your phone's APP Store.

  2. Once downloaded, enter your AMS360 login info and tap Sign In.

    1. You have the option to Enable Face ID as well as Touch ID for future logins.

iOS Login Screen

Select Agency

  • Once logged in, you will be brought to the Select Agency section where you will be able to view and scroll through your agencies.

Select Agency

Homepage

  • Once you select your Agency, you will be brought to the homepage where you will be able to view and scroll through your info.

AMS360 Mobile Homepage

  • You will be able to scroll to recently added items:

    • To Do’s

    • Upcoming Renewals

    • Lost Policies

    • Pending Cancellations

    • New Claims

Add a Client

  1. Tap Add a Client on the bottom-right.

Add a Customer

  1. From here you will enter your new client info and tap Next.

Add Client

  1. You’ll notice that the information will auto populate for the Agency and Employees sections. Review this information and make any necessary changes by tapping the related field to scroll through different options. Once finished, tap Save.

Add Client: Save

  1. Finally, you will have a summary of your new client. From here you also notice several other functions that can be added by tapping the + at the bottom-right of the screen.

    1. Additional Functions:

      1. Edit Client

      2. Add Suspense

      3. Add Activity

      4. Add Contact

      5. Add Note

New Client Summary

New Client: Additional functions

To Do’s

  1. From the Home page, tap the To Do’s drop-down. Here you will be able to review and filter your To-Do list. Tap the To Do item you wish to view a summary of the item.

To Do’s Menu

To Do’s: Summary

  • In the Summary mode you can tap in the top-right to make a number of changes to your Client, including:

    • Summary

    • Policies

    • Claims

    • Suspense

    • Activities

    • Documents

    • Certificates

    • Contacts

    • Notes

    • Team

Review Customer

  1. To edit the status, tap … to the right of the To Do in order to mark as complete or edit the suspense.

To Do’s Menu

To Do Status

  1. To filter your To Do’s, tap the filter symbol in the top right corner. Apply your filters and tap Save. You will now notice your search list with the applied filters. You can go back and delete the filters at any time by tapping Reset.

Filter

Filters

Reset Filters

Upcoming Renewals

  1. From the Home page, tap the Upcoming Renewals drop down. Here you will be able to review and filter your upcoming renewals. Tap the renewal item you wish to view a summary of the renewal.

    1. This section also has a filter option.

Upcoming Renewals Menu

  1. To edit the status, tap … to the right of the Renewal in order to Add a Suspense or Add an Activity.

Upcoming Renewals

Upcoming Renewals Status

Lost Policies

  1. From the Home page, tap on the Lost Policies drop down. Here you will be able to review and filter your Lost Policies list. Tap on the Lost Policy item you wish to view a summary of.

    1. This section also has a filter option.

Lost Policies Menu

  1. To edit the status, tap … to the right of the Policy in order to Add a Suspense or Add an Activity.

Lost Policies

Lost Policies Status

  1. To view the policy info assigned to the Lost Policy, tap the Policy Name.

View Policy

Lost Policy

Pending Cancellations

  1. From the Home page, tap the Pending Cancellations drop-down. Here you will be able to review and filter your Pending Cancellations list. Tap the Cancellation item you wish to view a summary of.

    1. This section also has a filter option.

Pending Cancelations Menu

  1. To edit the status, tap … to the right of the Cancellation in order to Add a Suspense or Add an Activity.

Pending Cancelations

Pending Cancellations Status

  1. To view the policy info assigned to the Pending Cancellation, tap the Policy Name.

View Policy

Pending Cancellations Policy

New Claims

  1. From the Home page, tap the New Claims drop down. Here you will be able to review and filter your claims list. Tap the Claims item you wish to view a summary of.

    1. This section also has a filter option.

New Claims Menu

  1. To edit the status, tap … to the right of the Claim in order to Add a Suspense or Add an Activity.

New Claims

Pending Cancellations Status

More

Here you will be able to navigate to the options menu as well as the Settings menu, Reference Connect login, and the Switch Agencies option.

  1. Tap More at the bottom of the screen.

More Button

  1. Tap Settings if you want to Switch Agencies, Enable Face ID, or edit your Renewals Sources. When finished, tap Save.

More Landing Page

Settings

  1. You also have the ability to login in to ReferenceConnect to better manage insurance research from a single view. Tap ReferenceConnect and then enter your normal login information.

 

Access to ReferenceConnect requires a separate license.

Reference Connect

I haven't used mobile before, how do I get started?

My agency is not VSSO enabled, can I still use AMS360 Mobile?

  • You will need to use VSSO to access AMS360 Mobile, please contact your Vertafore representative to get VSSO setup

What policies are being shown in the Upcoming Renewals?

  • You can choose which renewal source to use by going to settings and selecting either Expiring Policies or Renewal List Tool

What is the difference between 'Renewal List Tool' and 'Expiring Policies' list?

How can I filter these lists down so I can easily find what I need?

  • On most lists there is a funnel icon in the top right corner, tap this to set your filter criteria, if your list is being filtered, you will see a green check mark on the filter icon

What is a 'Lost Policy'?

  • If a policy is canceled, and not all lines of business on that policy are rewritten with the agent, those that are not rewritten are considered lost

What policies are listed in the 'Pending Cancellations' list?

  • Policies on the Pending Cancellations list are those policies that are currently pending payment for renewal

Where are user permissions set? How do I know what I have access to?

  • User permissions are set by AMS360 admins in the admin center of AMS360, the Mobile app adheres to these permission settings in AMS360