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Client Summary

The Client Summary page gives you a snapshot of important client information, policies, work in progress, and activities.

When you click an AMS360 customer name in the Recent Clients list or the Search Results, the Client Summary page opens. If you need to see more specific client information you can click the AMS360 link in the upper left corner of the page to open the client in AMS360.

The Client Summary has the following sections:

The information on the Client Summary page populates from the AMS360 or PL Rating customer information, policies, Suspense, incomplete WorkSmart tasks, and Activities. To edit the information, open the client in AMS360 by clicking the AMS360 link and then click Edit Customer.

    Action Client Summary

    Open the client in AMS360

    Click the AMS360 link in the upper left corner of the page

    View the Dec page

    Click the Dec page icon

    Open the Policy Data Entry form

    Click the policy number link

    See Policy Transactions

    Click the policy transactions icon.

    Enter a new policy for the client

    Click the New button

    Start a transaction for a policy

    Select the policy row (click anywhere but the policy number link or dec page icon) and click one of the transaction buttons

    Open the AMS360 Customer center with the policy view displaying

    Click the Policies link above the transaction buttons

    Open TransactNOW for the policy.

    Click the TNow icon next to the policy.

    Send an email to the client

    Click the email link under the client name and address

    Send an email to a client contact

    Click the email link at the bottom of the page under the Contact section

    Open the client's website

    Click the web address under the client's email address.

    View an Activity

    Click the Activity date.

    Open the client in AMS360 to the Activity view.

    Click Activities.

The Documents Tab

The Documents tab contains documents, applications, forms, and other information associated with the client file. Use the tab in place of the WorkSmart application. Working on the document tab is like starting and working with a workflow in WorkSmart.

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