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Recent Clients

The Recent Clients list in the Sidebar displays the AMS360 and Personal Lines Rating (PL Rating) customers you’ve most recently accessed. The most recently accessed client appears at the top of the list. When you click a customer the following happens:

  • For an AMS360 client you can open the Client Summary page in My Agency Home or the Customer tab in AMS360.


  • For a PL Rating customer , click anywhere on the line to open PL Rating to the client quote selection page.

The list automatically refreshes, but if you don't see a client you've recently opened, click the Refresh button in the top right corner of the Sidebar.

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