AMS360 2023 R1 Release Notes

We are pleased to release AMS360 2023 R1. With each release, we are improving and updating AMS360 to provide you with the best possible experience.

System Requirements

Required

Minimum workstation requirements as shown in the AMS360 Software Support Matrix.

Supported

Microsoft Edge
Google Chrome

Note: As of August 17, 2021, no Microsoft 365 apps and services support IE 11;

Operating Systems

Microsoft Windows 8.1 (32-bit and 64-bit)
Microsoft Windows 10 (32-bit and 64-bit)
Microsoft Windows 11 (32-bit and 64-bit)

Microsoft Office

Office 2016 (32-bit)
Office 2019 (32- and 64-bit)

.Net

.NET 4.8 (required)

What's New

Major Enhancements

IDEAS That Are Now Features

Customer IDEAS Portal

Enhancement	Description
Check Approval	A bank account now has the option of requiring Check Approval as a two-step process, where one user creates a check and a second user approves and posts the check. We have added three new check types: ACH, Wire, and Outsourced check types.
Global Change Business Unit	Users can change the business unit on selected customers or policies within the AMS360 Administration Center. It is now possible to perform division changes on selected customers and policies within the application, thereby offering a faster turnaround. NOTE: If you have an integration with either WorkSmart / ImageRight or BenefitPoint, you should contact your Vertafore Account Manager as to how these moves might affect those integrated products. If changes are needed in these integrated products, it may result in a professional services engagement.
Global Change Division Consolidation	Users may now consolidate a division into another division within the AMS360 Administration Center. Previously, consolidating divisions was a custom job performed by Professional Services. NOTE: If you have an integration with either WorkSmart / ImageRight or BenefitPoint, you should contact your Vertafore Account Manager as to how these moves might affect those integrated products. If changes are needed in these integrated products, it may result in a professional services engagement.
Global Change for Personnel Import	A .csv file can now be imported with a list of selected personnel that need to be changed. Whereas before it was only possible to change one person at a time via Global Change Personnel, bulk changes may now be performed.
Global Change Personnel	In earlier versions of AMS360, all users had to be out of the system before the Global Change of Personnel process was able to run. It is now possible to run the process while users are in the system. Any customer or policy with an application lock will be skipped during the process and must instead be changed manually.
Customer Search: Enhance Phone # Search to Include Contacts and Dependents	Searching by contact or dependent phone number brings the customer up as a match. This applies to all areas where the customer search function is available.
ACORD Form Additions and Updates	Multiple ACORD forms have been updated with more recent forms.
Purge Policy	Users are able to purge policies from the database that are no longer active, if they fall within a selected time frame within a closed fiscal year.
Purge Employee	Employees who are no longer attached to data (such as policies that have been purged) are now able to be removed.
Spell Check	With this release, Spell Check is now available throughout AMS360.
My Agency Report (MAR): Book of Business Report Enhancements	We have added additional information to pull into the "Book of Business Report." This includes new view options grouping, adding policy numbers to groupings, and changing the wording for Customer to that of Customer Number, to be more accurate. A number of columns have also been added to the report.

Other Major Enhancements

Enhancement	Description
My Agency Report for Global Change of Business Unit [Update]	The Customer/Policy Extract was updated to include all inactive policies and submissions. This includes ALL policies.
Personnel Extract (MAR Report for Global Change for Personnel) [Update]	The Personnel Extract was updated to remove all canceled policies and broker rows, while aligning everything with the Global Change Personnel business logic.
Performance: Primary Keys Added to Tables Missing Primary Keys	Three tables have been given primary keys to enhance performance. These tables are as follows: dbo AFW_DocRelation dbo AFW_GeneralLedgerFiscalYearEnd dbo AFW_GeneralLedgerPeriod
Classic Report Change List	As part of the Classic Check Register CSV Report, a number of .csv columns have been added.
MAR Report Change List	Numerous filters and selection criteria have been added to improve performance.
Update AMS360 Multi-factor Authentication to 12-Hour Standard	As previously designed, multi-factor re-authentication occurred in AMS360 every 30 days. With this release, for improved security, users will be prompted to re-authenticate after 12 hours. There is no workflow change for Multi-Factor Authentication. Please view the Multi-Factor Authentication help article for assistance with setup. Reauthentication will now appear in an additional browser page instead of in a pop-up window.
Mapped ACORD Documents	Information has been added to the Work with eForms Help page, listing three new form field maps: Dwelling Fire; Mobile Home; Personal Umbrella.
Enhanced Outlook Add-in to Support Federated Customers	Federated (SSO) users will now be able to sign into the Outlook add-in with their credentials. VSSO users will also be able to sign in with their credentials using the same workflow as AMS360.
Worksmart Document View	The WorkSmart imbedded viewer is no longer supported. Users will no longer see the WorkSmart Documents option in the Policy Side View drop-down menu.
Application Catalog: Security Group Assignment for Service Employees	Admin users will now be able to designate specific Security Group access for API users.
Application Catalog: API User Access to Secured Customers	Admin users may now grant permission for API users to access customers marked as “Secured” within the AMS360 database.
Employee WinForms: Redesign Default Business Unit Assignment	With this release, the Default Business Unit assigned to an employee will default to a customer, a policy, or both when an employee is creating a new customer or policy.
Transaction Type Displayed as NSA when Service Agreement Activity Created	In the Activity grid, the transaction type of NSA will now display in the Trans. column if it is the Tran in the view activity popup (WinForm). First, create an activity with the transaction type of NSA. After it is saved and closed, go to the activity view and the type of NSA will be shown.
Updated Truckers Vehicle / Drivers Grid	Users will now be able to type within the Truckers Vehicle and Driver grids, thereby mirroring what users can currently do within the business auto grid.
Update CSS in AMS360 to Match New Alloy Look	The overall look of AMS360 has been modernized to improive the user experience, matching its design with other Vertafore products.
My Agency Report (MAR): Policy Locations Report	User are now able to pull a report that displays policies within specific zip codes.
MAR: Unbilled Policy Report — Not Billable	Users may now run a report with the selection of "Not Billable Only" to see policies that have not registered as billable under the "How Billed" category.
MAR: Transaction Report Enhancements	Two new columns have been added to this report: "Estimated Revenue" and "Estimated Revenue Percent."

New EMS API Endpoints

Ivans

POST /ivans/edocs/activity

Creates an activity for eDocs files that originate from IVANS sent from external products, such as from TransActNow.

Agency

POST /agency/profile-question

Adds a new agency profile question.

GET /agency/profile-questions

Get the list of agency profile questions.

Authentication

POST /auth/ivans/login

An endpoint that takes IVANS login credentials for validation. Once these credentials are accepted, it responds with a model that contains tokens for the temporary use of EMS.

Customers

PUT /customer/profile-answer

Adds or updates a customer's answer to an agency profile question. If an answer record already exists for the customer, the existing record is updated; otherwise, a new answer is recorded.

GET /customer/profile-answers

Gets a list of profiles answers for a given customer.

POST /customers/contacts/search

Gets customer contacts, which can be based on Customer ID, or Customer Number, or contacts updated since a given changed date.

POST /customers/dependents/search

Gets customer dependents, which can be based on Customer ID, or Customer Number, or dependents updated since a given changed date.

Employees

GET /employee/image

Get employee's photo image, given either an employee code or an employee ID. If a look-up by employee code does not return anything, the employee look-up is performed by employee ID, if present.

Business Unit (Global Change)

PUT /global-change/business-unit/consolidate

Consolidates a division with another division and combines all aspects of the division, including accounting. This will run whether the business unit component is active or inactive. The user must have access to the source division. However, the user may not have access to the target division, which means that, once the consolidation is successfully completed , the user may no longer have access to entities that were previously accessible.

PUT /global-change/business-unit/import

Attempts to import the contents of a .csv file for the Global Change Business Unit process.

GET /global-change/business-unit/result-detail

Gets the detail information for a Global Change Business Unit process.

POST /global-change/business-unit/result-details/search

Gets a paginated list of Global Change Business Unit detail records for a given header.

PUT /global-change/business-unit/retry

Given a Global Change Business Unit Header ID, retries any of the Global Change Business Unit Detail records that have been completed with errors.

POST /global-change/business-unit/summaries/search

Gets a list of batch result summaries for the Global Change Business Unit.

GET /global-change/business-unit/summary

Gets the summary status of a Global Change Business Unit process.

POST /global-change/business-unit/summary/delete

Deletes a Global Change Business Unit Summary and its detailed records.

Personnel (Global Change)

DELETE /global-change/personnel/collection

Soft-deletes a Global Change for Personnel Collection.

POST /global-change/personnel/collection/import

Given Global Change for Personnel options applied to the entire batch, and a list of personnel change settings, it groups customers and policies by personnel (To and From) and personnel type, and it initiates a Global Change for Personnel processing for each group.

AMS recommends that you process or delete all suspended billings and unposted Direct Bill Statements prior to running the Global Change for Personnel process. Prior to running the Global Change for Personnel process, AMS recommends that a full backup should be completed. This process will make permanent changes to your database.

POST /global-change/personnel/collection/status/search

Searches for the status of a Global Change for Personnel Collection process.

POST /global-change/personnel/collections/search

Searches through all Global Change for Personnel Collection records with the given filters.

Invoices

POST /invoices/search

Searches for invoices with the given optional filters.

Policies

GET /policy/contact

Gets a list of non-deleted entries for a single policy contact by ID, which can be associated to multiple Policies; if an optional Policy ID is provided, it will return the specific entry for the Policy Contact tied to that Policy.

POST /policy/contact

Adds a new Policy Contact, if the provided Policy ID exists and is not deleted.

PUT /policy/contact

Updates an existing non-deleted Policy Contact when the provided PolicyId and PolicyContactId exists.