AMS360 2016 Release Notes

Required

Minimum workstation requirements as shown in the Technical Version Matrix (Doc ID: DOC1325) on My Vertafore. You must be registered with My Vertafore and signed in to access this document.

Supported

Browser

• Microsoft Internet Explorer 11 (32-bit) with default settings
• Microsoft Edge
• Google Chrome

Operating Systems

• Microsoft Windows 7 (32-bit and 64-bit)
• Microsoft Windows 8.1 (32-bit and 64-bit)
• Microsoft Windows 10 (32-bit and 64-bit)

Microsoft Office

• Office 2010
• Office 2013
• Office 365 based on 2013 versions of Word, Excel, etc. only. (Requires full installed version) Office 365 based on 2016 versions is not supported.

For more information about AMS360 recommended and supported configurations, see the Supported Configurations Matrix (Doc ID: DOC822) on My Vertafore. You must be registered with My Vertafore and signed in to access this document.

We value your feedback to ensure we are working on what is most important to you. In the upper right corner of AMS360 centers, click Send Feedback to provide feedback on your experience using AMS360. We appreciate your input to help us provide you with the highest quality product.

Upgrade to AMS360 Client Rev 6

• Before
  AMS360 Client Rev 4
• Now
  When signing on to AMS360 for the first time after the AMS360 2016 update, you'll be required to install the new AMS360 Client Rev 6. Use the prompts to download and install the new version.
  

You'll be asked to restart your workstation after the installation.

Upgrade to Microsoft SQL Server 2014

• Before
  AMS360 used Microsoft SQL Server 2012.
• Now
  SQL 2014 offers more scalability and better performance.
  

For AMS360 Online agencies, the upgrade will be handled by our Data Center. In-house agencies will receive instructions on installing the new application with AMS360 version 2016.

Google Chrome Certified

• Before
  Chrome was not supported.
• Now
  Chrome is certified and fully supported for AMS360. All screens, including data entry screens such as Policy Information, eForms Manager, Checks, Deposits, etc., can be accessed using the browser.

Claims Download Save Description

• Before
  A downloaded claim would write over the existing description with data from the company.
• Now
  A new option box allows you to decide if you want to keep your description or overwrite it with company data.
  
  
  

Color Changes in Customer Summary

• Before
  No color.
• Now
  All positive and zero balances appear in green and all negative balances will appear in red. If the customer is marked as Inactive the word Inactive will be red, bold, and in all capital letters.
  
  
  

AMS360 Classic Removed

• Before
  You could switch between the Classic and NextGen versions of AMS360.
• Now
  AMS360 will use the NextGen version exclusively. NextGen provides increased performance and security. For information on transitioning to NextGen see AMS360 Classic to NextGen.

My Agency Reports Replaces Vertafore Reporting

• Before
  Vertafore Reporting (separate from the AMS360 Classic Reports) provided additional ways to view your data.
• Now
  My Agency Reports is now the tool for additional ways to view and analyze your data. Reports available include Active Clients, a report that shows all clients with an active/in-force policy regardless of whether the customer is marked Active or Inactive; Lost Business, Retention, and more. For more information see.

The following defects have been fixed in this release.

Defect Area	Resolution
Claims Download	A claim will match and download appropriately when the loss date is the expiration and/or renewal date of the policy. The Status field in the Claims Download Detail Report will now show if the claim has been loaded or rejected.
Certificate Holder Update	When a fax number is changed in Customer Certificate Holder Setup and then the certificate is updated in eForms Manager, the area code of the fax number will populate correctly and not drop off. When the Method of Distribution is changed in Customer Certificate Holder Setup, the change will populate as expected when the certificate is updated eForms Manager.
AMS360 Classic Reports - Notes Report	The "Assigned To" report option is now disabled when running the report for Personal Notes.
Performance Improvements	System performance has been improved in the following areas: Posting and printing invoices for agencies with a large number of business units (Divisions, Branches, Departments, and Groups). Using multiple criteria to search for customers while other users are doing the same.
Renewal List Tool	Issues that caused locking when running the Renewal List Tool have been corrected. Resolving the issue may result in better performance using the Renewal List Tool. Policy Quotes no longer appear in the Renewal List Tool.
Policy	Changing a location address at Renewal for a download policy no longer leaves a portion of the old address in the location information.
ACORD 127 (2014/12) Business Auto	The limit amount now populates the form as expected when the deductible is ACV.
Customer Setup	Changing an Executive in the Service Group section now saves appropriately.
Direct Bill Statement	A special circumstance where a correction to a Direct Bill invoice on a posted Direct Bill Statement would not show the offset on the next Direct Bill Statement has been corrected.
Bank Reconciliation	A situation where a voided check appeared on a posted Bank Reconciliation statement when it hadn't been moved from Open to Cleared Items during the reconciliation, has been corrected. Now the voided check won't appear on the Statement or Bank Register view until it's been moved to cleared items.
Account Current	An In-Progress Account Current Statement with over 10,000 items will no longer process for hours and not open. AMS360 will now split a statement with over 10,000 items to prevent the issue.
Classic Reports	Printing Invoices using a sort order of Division/Branch, Division/Branch/Dept., or Division/Branch/Dept./Group now prints in the selected order.