Customer Setup

Customer Setup is a section of the Customer data entrypage. The customer information you enter in this section is used for the policy Named Insured, as well as invoices and other customer communications. You can also create a target list based on name, city, state, or ZIP Code.

Customers

Profile Questions - Secured Item Enhancements (Agency Defined Fields)

"Profile Questions" has been renamed to “Agency Defined Fields”.

Value:

The updated language will continue to allow agencies to add fields that are important to their business while providing a clearer understanding of the feature.

Workflow for Customer Setup:

Navigate to the Administration Center.
Under the "Secured Item List" section, filter "Feature to Customer Setup" (you can leave "Group" blank).
Under "Tasks" you will see that "Profile Questions" is now named "Section – Agency Defined Fields".

Workflow for Administration:

Navigate to the Administration Center.
Under "General" select "Security Group Setup".
Under the "Secured Item List" section, filter "Feature to Administration Center".
Filter "Group to General".
Under "Tasks" you will see that "Profile Questions" is now named "Agency Defined Fields".

Field Importance: Customer Setup

"Customer Setup" now has the "Field Importance Setup" capability.

In the Admin Center you can choose "Required", "Recommended" or "Optional" for each Customer Setup field by policy name type: Business, Individual/Family, or both.
In the Customer Setup the required fields have the red asterisk, recommended have blue asterisk. The required fields must be entered to save the customer.\

Value: Better data collection during policy creation by requiring and recommending fields to be entered.

Required, Recommended or Optional Fields:

"Required" fields have a red asterisk and must be entered by the user or the user will not be able to save.
"Recommended" fields have a blue asterisk and are suggested as important to enter but the user can save without entering them.
"Optional" fields may less important, be entered or not, and the user can save without entering them.

Workflow:

Navigate to Administration Center > Field Importance Setup > Customer Setup Fields.
Select the filter for Customer Name Type: "Business", "Individual/Family", or both. All fields default to "Optional", except "System" fields which are required and are disabled.
Select the radio button under "Required" for fields that must be entered to save the customer. Select the radio button under "Recommended" for fields that would be nice to have filled out, but are not required to save the customer.

Navigate to Customer Center > Edit Customer > Customer Setup and see that the fields that are "Required" have a red asterisk. If these are not entered then the customer changes will not be saved, and you will see an error message. Fields that are "Recommended" will have a blue asterisk to let you know these are recommended to be entered.

Key Fields

Type*
	Customer	Mark this option for customers who have business with your agency.
	Prospect	Use this option for qualified sales leads. This option allows you to enter policy information.
	Suspect	Typically an unqualified sales lead. When you import a purchased lead list into AMS360, all names imported are marked as Suspects.
Settings
	Exclude from Target List	Select to prevent the customer from being included in a Target List, even though they meet the criteria.
	Exclude from Purge	Select to prevent the customer from being included in a Purge. even when they meet the criteria.
	Employee Access Secured	Mark this check box to activate the Assign Employees link. Click the link to open the Employee Assignment form where you can assign employees security access to this customer. For more information about securing the customer, see Security in AMS360. If you change security options, the affected user must exit AMS360 and log back in before the security updates are applied.
Names
	Individual* Family* Business*	These options determine whether or not you can enter multiple first names. More… If you are entering a business, choose Business. You can fill in the names and business name fields. If the Administration Center, Mandatory Field Setup option for NAICS # is selected, then a NAICS # will be required to save the customer.
	First Middle Last	Enter the customer's name as you want it to appear on forms and correspondence, including capitalization and punctuation. More...
	Firm Name	Commercial Accounts Only Enter the name as you want it to appear on forms and correspondence, including capitalization and punctuation. More...This information defaults to the First Name Insured on the Policy data entry form. Firm Name is the primary search criteria for commercial accounts. Consistency is important when entering commercial account names. For additional information, see Entering Different Types of Customer Names.
	DBA	Commercial Accounts Only Enter the DBA (Doing Business As) name, if applicable. This name appears in the Customer Overview. More...The DBA you enter for a customer flows to Supplemental Names on the Policy data entry form and appears as an additional named insured on the application.
Salutation (These names are used in correspondence and other customer communications.)
	Formal	Enter the customer's formal name, including any prefix or suffix (e.g., Dr., Mr., Ms., Mrs. or Jr. III, etc).
	Informal	Enter the customer's preferred informal address, such as a diminutive name or nickname.
	Use Alternate name for billing	Use this option when all billings are mailed to a name other than the customer name. For example a CPA or Business Manager. More...
Addresses
	Latitude and Longitude	This area is not in use.
Agency Personnel
	Executive*	Choose the primary service team members. These names flow to policy information, In policy you can change personnel, as well as add Service Team members. Enter additional personnel in the Service Group section of Customer Setup.
	Representative*
	Broker's Customer	Marking this option and choosing a Broker changes the way receivables are handled. More...
	Broker
Business Unit
	Division*	If you use Business Units, choose the combination that applies to the majority of the business for this customer. More....
	Branch*
	Department*
	Group*
	Acquisition	Click in the dropdown box to select the mode of acquisition for this customer.
	Business Origin	Click in the dropdown box to select how this customer was reached to begin the business relationship.
	Automatically Check Based on Active Policies	Select to have AMS360 automatically mark the check boxes for types of business for active policies this customer has. You can change the default setting in Agency Setup. The change affects customers entered since the change; existing customers are not affected.
	Notation	Choose a Notation to identify something about the customer that is important to your agency. To add or edit Notations, in the Administration Center, click Customer/Policy Setups > Notations. You must have appropriate security rights to access Administration Center.
Multiple Entity Account Information
	Customer Type	Choose the type of customer you are entering. Standard is the default. When you choose Master/Multiple Entities the: Track Receivable options become available. More... Create Sub-customer More... Master Customer Search More...

* Required fields