Update Basic Policy Info for Unbilled Policies

Note: This update represents only a portion of the AMS360 24R2 release. Please navigate to AMS360 2024 R2 Release Notes to review other enhancements and fixes that were part of this release.

Users are now able to update Basic Policy information for unbilled policies by using API/EMS.

Value: This element allows agencies, internal product partners, and external partners to update Basic Policy information for unbilled policies via API/EMS.

Listed below are the fields a user may now update for an unbilled policy:

• Policy #

• Eff/Exp Date

• Continuous (select)

• Type of Business

• Filter data entry and line of business by Type of Business:

  • Business New to Agency

  • Premium Financed

  • Not Renewable

  • Exclude from Download

  • Exclude from Purge

• Policy Type

• Renewal List

• Notation

• Description

• Bill Method

• Issue State

• Carrier Status

• Company

• Primary Service Group

  • Exec

  • Rep

  • Broker

• Business Unit

  • Division

  • Branch

  • Dept

  • Group