AMS360 2017 R1 Release Notes
We are pleased to release AMS360 2017 R1. With each release, we are improving and updating AMS360 to provide you with the best possible experience.
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Required
Minimum workstation requirements as shown in the AMS360 2017 R1 Online Configuration Guide (Doc ID:13797) 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 2013
- Office 2016
.Net
- .NET 4.7 (required)
For more information about AMS360 recommended and supported configurations, see the Supported Configurations Matrix (Doc ID: 12604) on My Vertafore. You must be registered with My Vertafore and signed in to access this document.
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We value your feedback to ensure we are working on what is most important to you. If you have an idea to improve the product, you can suggest and vote on product enhancement requests on Vertafore Ideas. On My Vertafore, click Submit Idea in the upper right corner of the page. We appreciate your input to help us provide you with the highest quality product.
For more information on using Ideas, please see the following documents. You must be registered with My Vertafore and signed in to access these documents.
• Ideas Overview (Doc ID: 13054)
• How to Submit Ideas (Doc ID: 13049)
• What are the statuses in Vertafore Ideas? (Doc ID: 13055)
What's New
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Relationship Setup and View
- Before
Building links between customers, (conglomerates, organizations, families, etc) was difficult and no setup or view existed. - Now
A new setup in the Administration Center allows you to set up Relationship Types. These types are then assigned to each customer (optional). You can use My Agency Reports to see revenue by Relationship group.
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Additions and Changes to Customer Search
- Before
- Search by Federal ID # wasn't available.
- Search results didn't include Business with Agency .
- No control for filtering results by only customers the user can access.
- Now
The changes in Customer Search are:- You can search by Federal ID #.
- The Search results include Business with Agency marked in Customer Setup.
- Use a check box to filter Search results to only those you have access to. (Unless already limited to your own customers.)
- You can search by Federal ID #.
Updated Export
- Before
The First Named Insured's email address wasn't included in the export. - Now
The First Named Insured's email address entered in policy will export with other policy information.
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New and Updated AL3 codes - lists, coverages, etc.- are included in this release.
Change in Handling of Rewritten Policies
- Before
Policies with a "Rewrite" type would be overwritten by the "New" transaction type sent by the rewriting company. - Now
A new option is available in the Company Setup > Download Options section that allows you to choose to "Retain Rewrite Transaction." If marked, when new business is received in download, AMS360 will check for an existing "Rewrite" transaction for the policy period. If found, the "Rewrite" type is retained while the new policy detail from the company is merged.
Improved Handling of Reinstatement Transactions
- Before
We recommended not changing the expiration date to the cancellation date when canceling a policy so a download transaction would match and merge. - Now
For reinstatement transactions only, a match on expiration date is not required. The reinstatement will update the current canceled policy and not create a new policy.
Customer and Policy Assignment
- Before
No business unit security existed. - Now
When opening the Customer and Policy Assignment window, AMS360 will look for a Sub-agent code and try to match it to a producer entered in Employee Setup. If a match is found, AMS360 uses the producer's division to match to the division the user can access and displays policies for that division.
If no Sub-agent code exists, then policies for all divisions are displayed.
Policy Building Address
- Before
When the building address is different than the location it's associated with, and regardless of what is being sent in download, the "Address same as location" was marked. - Now
If a different building address is sent in download, the 125/130 location information will be updated with the building address.
Flood
- Before
Flood download was available only for personal lines. - Now
Commercial lines flood policies can now be downloaded. A new line of business code, FlodC, has been added to AMS360.
Inland Marine
- Before
The co-insurance was not mapped for download and the equipment limit was not showing in AMS360. - Now
The limit will show in AMS360 and the co-insurance limit will be downloaded.
Claims Matching
- Before
The company NAIC had to match exactly or a new claim was created. - Now
If the claim number is in the same NAIC code family and the loss date matches the incoming claim, it will merge with the existing claim. No duplicate is created.
Claim Payment Type
- Before
Claim payment type "Void" was subtracting money regardless of whether the carrier was sending a positive or negative amount. - Now
If a claim "Void" payment type is received in Download, it will calculate correctly.
Unknown Kind of Loss
- Before
Claims received with an unknown kind of loss were rejected. - Now
Claims received with an unknown loss type will be merged into AMS360. They will no longer be rejected.
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eForms Setup Enhancements
The eForms Setup window has had a makeover. You can easily sort and filter the forms that appear in the grid. Several new options are also available.
- Before
The following applied to eForm Setup:- Masking Personally Identifiable Information (PII) when viewing forms wasn't available.
- No option existed to allow users to copy the Waiver of Subrogation.
- You had to make forms Active/Inactive one at a time.
- Now
A redesigned eForms Setup window provides the following options:- An option to enable PII masking on ACORD forms while viewing.
- The ability to allow users to copy the Waiver of Subrogation from existing certificates.
- A button to make the latest forms active (Check Latest). Using this feature only affects active forms. For example, if you have deactivated state forms that you don't use, clicking the button doesn't activate the latest forms for those because they are inactive.
Masking of Personal Information while Viewing Forms
- Before
No feature existed that allowed you to mask Personal Identifiable Information (PII) when viewing forms. - Now
You are able to mask PII information while the form is being viewed. The masked information includes:Zip
Phone With Extension
Fax with Extension
State - uppercase
Yes/No
ACORD® Forms Updated
- Before
The older versions of the forms were available. - Now
Both integrated and partially-integrated forms have been updated to work with the new ACORD Form Viewer. Click here to see the forms included.
Editing Forms in the New Forms Viewer
- Before
- It was difficult to identify the fields on the form that could be edited.
- When editing a master form, the changes you make immediately appear on subsequent holder forms.
- Now
- The background color has changed to distinguish the fields you can edit when in Edit mode.
- No changes are made to subsequent holder forms until you save the changes you've made on the master form.
Additional Updates to Forms
ACORD 1 - Property Loss Notice | The text entered in Additional Risk Information in AMS360 will show on an overflow page when creating a loss notice. |
ACORD 2 - Automobile Loss Notice | Additional injured passengers and witness information collected on a claim for the ACORD 2 will now overflow on the ACORD 101 |
ACORD 22, 25, and 30 - Certificate of Liability |
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ACORD 30 - Certificate of Garage Insurance | This form is now fully integrated with AMS360 and will populate with the information you enter in policy data entry. |
ACORD 45 - Additional Interests (EDP) | Additional Interests entered for EDP in AMS360 will populate the EDP-specific ACORD 45 (versus the generic ACORD 45). |
ACORD 125 (2016/03) and 125 FL (2016/03) - Commercial Applicant Information | The Additional Interest section of the form will show marks for Breach of Warranty, Leaseback Owner, Lender's Loss Payable, and Registrant if selected in AMS360. |
ACORD 137 - Business Auto Section, 128 - Garage and Dealers (2015/12), and ACORD 163 - Commercial Auto Driver Information | The Driver Name will populate the appropriate fields on the form, which has separate first and last name fields . |
ACORD 137 - Commercial Auto NY | The OBEL coverage (Optional basic economic loss) covered auto symbol and limit will now populate the Business Auto Section, Truckers Section, and Motor Carrier Section (respectively) instead of the Other coverages section. |
ACORD 138 - Garage and Dealers |
The # of Dealer/Repairer Plates field on the form will populate with the number entered for Dealer Plates in AMS360. If nothing is entered for Dealer Plates, but a number is entered for Repairer Plates, that number will populate the form. |
ACORD 146 - Equipment Floater/ ACORD 101 - Additional Remarks Schedule | Additional remarks entered for the Equipment Floater in AMS360 will populate the ACORD 101 - Additional Remarks Schedule form. |
ACORD 125 - Applicant Information | The Description of Operations section will use more horizontal space increasing the amount of information it can contain. |
Miscellaneous Forms | The fax number extension doesn't populate because ACORD doesn't support the field. |
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General Liability Classification Codes and General Aggregate
- Before
- Classification Codes would be up to 58 characters.
- No way to tell what the General Aggregate coverage applies to.
- Now
- The Classification Code field has been increased to 200 characters.
- A new field, named Limit Applies Per," has been added so you can choose what the General Aggregate coverage applies to. Option codes include location, other, policy, and project.
Watercraft Horsepower
- Before
The horsepower field allowed eight numeric characters. - Now
The field has been updated to match the AL3 standard of accepting only five numeric characters.
Line of Business Additions and Updates
- Before
AMS360 was missing some AL3-compliant lines of business and included some obsolete ones. - Now
New AL3-compliant line of business codes have been added. Outdated codes now have "old" in the description.
Commercial Flood Line of Business
- Before
There was not a permanent line of business for commercial flood. - Now
Line of Business ”Flood (C)” with code “FLODC” has been added as as a permanent line of business. If an existing commercial flood existed with the same description and/or code as the new permanent lob, then the existing will include a numeric value in the description. You can use the Administration > Utilities > Code Maintenance Utility to resolve/merge this conflict. However, if an existing commmercial flood existed that had a similar naming convention (not the exact same); it has automatically been replaced with the new permanent description/code.
Directors and Officers Line of Business
- Before
The Line of Business ”Directors and Officers” had an incorrect ACORD code of “DBL”. - Now
The correct ACORD code has been added; “DO”. If the existing code was used it has automatically been replaced with the correct code. The existing code has been marked as inactive in Line of Business Setup.
Equine Mortality Line of Business
- Before
The existing Line of Business “Equine Mortality” is not a valid ACORD description/code. - Now
The Line of Business “Equine Mortality” includes “(old)” in the description as it should no longer be used; we recommend you use “Livestock Mortality”, which is the correct ACORD description. Any policy that included “Equine Mortality” previously will now show “Equine Mortality (old)”.
Errors and Omissions Line of Business
- Before
The Line of Business ”Errors and Omissions” had an incorrect ACORD code of “EANDO”. - Now
The correct ACORD code has been added; “EO”. If the existing code was used it has automatically been replaced with the correct code. The existing code has been marked as inactive in Line of Business Setup.
Health Line of Business
- Before
The Line of Business ”Health” had an incorrect ACORD code of “HELTH”. - Now
The correct ACORD code has been added; “HLTH”. If the existing code was used it has automatically been replaced with the correct code. The existing code has been marked as inactive in Line of Business Setup.
Medical Professional Line of Business
- Before
The Line of Business ”Medical Professional” had an incorrect ACORD code of “MEDPR”. - Now
The correct ACORD code has been added; “MPL ”. If the existing code was used it has automatically been replaced with the correct code. The existing code has been marked as inactive in Line of Business Setup.
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Multi-Division Direct Bill Statements
- Before
Direct Bill Statements had to be entered for each division. - Now
You can enable Multi-division Direct Bill Statements in Company Setup for those you build manually or ones you download.
Statements, cash receipts, and adjustments to the invoices on the statement are also multi-division capable. The Register view in the Financial Center has been updated to include multi-division statements.
Email and Print added to Invoice View ![Your idea!](../../resources/images/release_notes_images/ideas.png)
- Before
When viewing an invoice, you had to close the window and use Classic Reports to post and print/email an invoice. - Now
When viewing an invoice anywhere in AMS360 you'll have both an email button and a print button to save you time. The button is available for both unprinted and previously printed invoices.
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Profile Question Setup - New Answer Type
- Before
The profile question answer types didn't include Month. - Now
The answer type "Month - MM" is now available in Profile Question Setup. You can also create Target lists based on Profile Questions with this type of answer.
Coverage Setup
Hurricane Line of Business
- Before
The coverage code”HURR” had an incorrect ACORD description of “Hurricane Deductible”. - Now
The ACORD description has been updated to “Hurricane”. If the existing description was used it has automatically been replaced with the correct description.
Accidental Death Line of Business
- Before
The coverage code” ADB” had an incorrect ACORD description of “Accidental Death Benefits – PIP”. - Now
The ACORD description has been updated to “Accidental Death Benefits”. If the existing description was used it has automatically been replaced with the correct description.
Employee Code field added in Setup
- Before
The ability to enter an Employee code didn't exist. - Now
You can enter a code for each employee you set up in AMS360. The code can be anything, but most commonly used for a payroll service identifier.
Alerts
View and Export for Premium Increase Alert Types Include Service Team
- Before
The view and export file didn't include the Service Team. - Now
When viewing or exporting these types of Alerts, you'll see the Policy Exec and Rep.
Setup for Premium Increase Alert Types Include Business Unit Security ![Feature added based on your idea!](../../resources/images/release_notes_images/ideas.png)
- Before
These Alert types didn't have security. - Now
When the option is selected, alert(s) will only be created based on the Designated and Backup employee's policy-level Business Unit security.
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Download Direct Bill Statement Report
- Before
The Download Direct Bill Statement Report didn't include any indication of a multi-division direct bill statement. - Now
The Business Unit will appear after the policy number on the report.
Direct Bill Entry Statement Report
- Before
No indication of a multi-division Direct Bill Entry Statement. - Now
If a multi-division Direct Bill Enter Statement exists, then "multi" will appear i the list.
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AMS360 Client Rev 8
- Before
AMS360 Client Rev 7 - Now
When signing on to AMS360 for the first time after the AMS360 2017 R1 update, you'll be required to install the new AMS360 Client Rev 8. Use the prompts to download and install the new version. For more information see DOC ID: 000013760 on My Vertafore.
Diagnose 360
- Before
DX360 was available to troubleshoot and fix issues preventing AMS360 from running properly. - Now
Use Diagnose 360 when having issues with running AMS360. This tool is available on the AMS360 Downloads page in the Administration Center or from the AMS360 Client Configuration Required page. (When you sign into AMS360 and an issue is encountered.)