Did You Know? [Videos]

Less editing, better quality data. Find out how to improve the quality of data going onto ACORD forms in your AMS360.

Learn how to add and create activity actions and checkpoints in AMS360 in a way that works best for your team.

Discover how the activity description search in AMS360 helps you quickly find specific account activities, saving time and reducing E&O exposure.

Looking for a better way to look for activities? The Activity Grouping feature within AMS360 can help! Learn more in this video about how a few quick clicks can improve your document and activity management.

Learn how you can automate your agency's Activity and Suspense creation, enable or disable prompts, customize Action Types, and, ultimately, preserve the protection documentation provides while avoiding its hassles in this Did you know? video on Activity and Suspense setup.

No one likes when something changes unexpectedly in a system without any awareness. Watch this video learn about setting up Alerts in AMS360, so you can monitor key parameters in real time and be notified when something changes.

Drag and drop no more! Outlook is now integrated into AMS360 to easily move emails, create activities, and more.

Working within AMS360 daily means you're an expert on where we can improve. With 106 votes, adding attachments to existing activities was an idea we couldn't pass up on for 19R1! Learn how this new feature negates the need for additional activities when attachments need an update in this Did you know? video.

If you search for a client and there is only one result, you no longer have to click on the link, the client will automatically open for you. Learn how to opt-in to this new 20R2 feature in this video.

See a demo of a bank transaction import in AMS360 and check out the new layout!

We have new features for Blanket Coverages - including added codes and an updated user interface. We'll show you in this Did you know? video.

Certificate Distribution in AMS360 benefits agencies working with commercial lines. With this feature you can send certificates to multiple holders at the same time. Looking to save time during your certificate management process? Check out this video to learn how this feature works.

Signed, sealed, delivered! Print a signature on checks to save time. You can still maintain financial control by setting limits for employees.

Explore the streamlined process of purging client activities from AMS360. Learn how to exclude insureds, set date ranges, and review results for database hygiene and compliance.

Commissions keep your business thriving, hence the importance of tracking and calculating them. Did you know that AMS360 can automatically calculate your commissions based on customizable conditions? No more manual entry! Learn all about Commission Default Settings in this Did you know? video.

Learn about the compare policy submissions tool in AMS360! See how to access it, identify changes fast, and answer client questions on the spot. Save time and streamline your workflow!

Let us guide you through the three different ways to combine accounts in AMS360.

This simple trick in AMS360 helps you create and save emails faster than ever.

Check out how the copy policy feature in AMS360 boosts efficiency and accuracy by allowing you to easily duplicate ACORD 125 forms, helping your team work faster.

Continuing the ongoing effort to streamline your daily processes, we've added the ability to copy holder attachments when copying a holder from one certificate to another. See how this AMS360 19R1 improvement to a once-manual practice can speed up your day-to-day in this Did you know? video

Interested in saving time? Check out this week's AMS360 Did you know? video that highlights Copying Policy Details, a function which can save keystrokes and reduce errors when adding or creating new policies.

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Learn how you can save time by logging multiple Activities simultaneously.

Learn how you can quickly merge customer and policy data into a customized form letter template, saving time and protecting against E&O exposure, in this Did you know? video.

Get an overview of the Customer Center in AMS360 and check out the latest enhancements in this video.

Learn to customize a summary of insurance and add branding right from within a client's file.

Are you currently running Daily Process in AMS360? Learn about the value of this feature and how to execute one or more date-driven accounting customer downloads and sales tasks on a regular basis.

With the latest AMS360 release, you can create a default business unit—so you don't need to update after adding a new.

Are you still unsure how to set up and use DOC360 within AMS360? Watch this video to learn how to configure the admin center and enhance productivity when working with documents.

Simplify important interactions with customers, streamline your documentation processes, and still remain confident in your E&O protection. Learn more about DocuSign Integration in this AMS360 Did you know? video.

Looking to become an AMS360 DOC360 pro? Watch this video and learn about the following features in DOC360: Better visibility, access, and processing of your documents Outlook integration Enhanced search capabilities.

Simplify customer payments and boost website traffic by inserting URLs into your invoices.

AMS360 makes it easy to forecast your agency’s revenue by automatically filling in the estimated revenue percentage for every policy. Learn how this time-saving feature ensures more accurate financial analysis, helping you stay on track with budgets and sales goals.

In AMS360, easily update all policy endorsements when a change is made to the first named insured.

Learn more about the new Excel-based GAAP Revenue Recognition Report, available as of AMS360 19R1.

Make personnel changes with more control and more specificity with the global change for personnel import tool in AMS360.

With the release of AMS360 19R1, you can prevent renewing, rewriting, or copying a policy with inactive companies, employees, brokers and business units. Learn more in this Did you know? video.

You've probably imported driver information, but did you know you can import additional named insureds, too? It's a quick, easy, and time saving process, and we will walk you through it.

Interested in eliminating time-consuming data entry? You are in luck, the Import/Export feature in AMS360 can help! Check out this video to learn about the benefits of this easy-to-use tool.

A is for Advanced, and once you've watched this video, you'll be able to give yourself an A+ for your new Imports and Exports skills.

Utilizing Submission and Policy Templates allows you to use the copy feature to cut back on how much data entry you have to do - and reduces data entry errors.

Get insights into maintaining accurate policy tracking in AMS360. Configure download settings to differentiate new business from rewritten policies, ensuring precise commission tracking and not skewing organic growth numbers for your agency.

Welcome to MarketTrends! It’s ready for benchmarking, cross-sell opportunities, data presentation, and more.

AMS360 offers MarketTrends for all users, making reporting easier than ever.

Simplify client data management with the merge customer feature in AMS360! Learn to easily combine duplicate client records to keep your database clean and accurate.

My agency reports in AMS360 provides valuable advanced reporting capabilities. Are you interested in learning how to make data-driven business decisions based off of true business intelligence? If so, check out this video to learn about My Agency Reports.

Wanting to use the reporting function of My Agency Home, but it takes too long? Not anymore! With 19R1, filter reports to include only what you want -- which makes sorting through the report much easier, plus it takes only a fraction of the time.

Get all the details on using the AMS360 report and check out the new global change option.

See how NAICS and SIC code lookup in AMS360 helps streamline data entry, improve reporting, and ensure accurate industry classification.

Faster customer verifications. Increased knowledge of AMS360 capabilities. Sound like something you're interested in? Watch this video to learn a few tips and tricks when navigating the Customer Center within AMS360.

Learn about the new Activity List Report in AMS360 and when to use it.

A more modern look and new color/style changes create a better user experience on AMS360.

See how to access and use the out-of-office assistant in AMS360 to automate reassigning work and adjust view options to include backup assignments.

Before AMS360 19R1, posting cash receipts and deposits was a largely manual process. With the 19R1 release, however, you can now import a .csv file from the bank directly into your management system. Learn how the automation this new feature provides can help you maintain productivity and accuracy in this Did you know? video.

Provide accurate rates on the spot and bridge the data directly into your management system. The AMS360-PL Rating integration is designed to minimize keystrokes and repetitive data entry, adding time back to your day. Learn more in this Did you know? video.

If you've had any CSRs or producers change roles or leave your company, it may have caused issues for renewals or compensation. AMS360 can help you prevent these issues by preventing the use of inactive entities. Let us show you how.

Compare multiple policies with the compare tool to analyze past records and view policy changes.

Save time, do more. The dec page feature in AMS360 is here to help.

Here's everything you need to know about purging policies in AMS360.

Once you've seen one insurance agency, you've seen, well, one insurance agency. The same can be said for your customers - information fields can be niched and variable. Thankfully, Profile Questions in AMS360 are there to help. In this Did you know? video, learn how you can use them to capture customer information outside of pre-built fields then report on or use the data with a Target List/Distribution Tool.

In just a few steps, learn how to clean up your AMS360 by deleting inactive employees.

Customize a toolbar of your most used solutions with Quick Access icons in AMS360 to save clicks and time.

Get the information you need fast with the Quick Reports feature in AMS360.

Improve your financial reporting and see a complete view of your book of business by using the relationship function to relate accounts in AMS360.

Managing policy renewals can be a dreaded task of any agency. With the Renewal List Tool in AMS360, you can easily create custom lists and provide real-time renewal tracking to all of your staff. Watch this video to learn more.

Two is better than one. AMS360 makes it easy to determine how much business you're retaining on a year-over-year basis using these two reports in conjunction.

We love the Renewal List tool - but sometimes you just need to sort by personnel. In this video, we'll show you how to run reports by CSR.

In one sitting, arrange an automatically recurring report that distributes itself to recipients of your choosing; from within a Center, pull reports quickly on specific data, without having to Save & Close. These are a few of the things Scheduled and Quick Reports in AMS360 can do for you. Watch this video to learn more about minimizing manual reporting tasks within your business.

Get help when you need it, wherever you are in AMS360. Find out how to access support, get context-sensitive help within AMS360, or learn from Vertafore University.

Learn more about changes to Service Agreements in AMS360 19R1.

Easily format signatures and use them on ACORD forms in AMS360.

Explore how to create, locate, and adjust sticky notes in AMS360.

As wonderful as new business is, who wants to manually enter submissions, proposals, and policy files? In this week's Did you know? video, learn more about the Submission Tracking process - it can minimize your manual data entry meaning more time for expanding your business.

Use your existing customer data to gain greater insight into your business, including identifying opportunities for targeted cross-selling, all while under the E&O protection of detailed documentation. Learn more about Target Lists and Campaigns in this week's Did you know? video!

Bridge directly into your carrier sites from AMS360, strengthen your E&O safety net, and manage all of your carrier credentials in one place - these are the capabilities of TransactNOW. Watch this video on VSSO TransactNOW to learn how you can take advantage of this product included in your AMS360 subscription.

Imagine being able to manage individual and group carrier credentials in one cohesive space. With Credential Manager in VSSO TransactNOW, you can do exactly that! Maintain connectivity with your carriers without the hassle. Learn more in this Did you know? video.

Even spelling bee champs need spellcheck once in a while. We'll show you how to use it in AMS360.

Reorganizing your book of business isn't as big a burden as it sounds. Learn how AMS360's division consolidation utility helps you easily make global changes to reorganize divisions.

Never knew about AMS360's estimated revenue? Forecast revenue for given time periods to help budget and meet sales goals, and with 21R1, there's even more automation.

Vertafore Single Sign-on (VSSO) is a gamechanger for your Vertafore products. Here's what you need to know for using it in AMS360.

All aboard for activities! A refresher on how to get faster and more efficient with this function on AMS360.

Streamline document sharing and signing by sending documents through Docusign directly through AMS360.

Agencies, what do you do when carriers don't download direct bill statements? We've got a solution.