Agency Setup - System Configuration Options

You can set default system configuration options that apply to the agency.

To set system configuration options information in the Agency Setup form:

Open the Agency Setup form as described in Agency Setup.
Expand the System Configuration Options section, and then enter the following information.

Display Options

Customer Search Results - Only show logged in user Customers based on: Select this option to display for the user currently logged on to AMS360 only the customers that meet their Business Unit, Service Group and Secured Customer Security Options. If this option is not selected, the user will see customers who exist in the agency database, but for whom the user does not have security rights to view.

These user's security rights for customers are controlled by a setting in their Employee Setup record.

Scheduled Reports

Suspend: Use this control to suspend all scheduled reports.

Store Scheduled Report Results in:

Local Shared Folder: Schedule Report results (data for the report) are stored in a shared folder on a server or another shared location.

You must identify the drive and directory path of the shared folder. Use Browse or type the exact drive and directory path in the field provided.

Database (default): Scheduled Report results (data for the report) are stored in your agency's database. Vertafore recommends this option for maximum security and accessibility to the reports.

These reports are encrypted and can only be viewed from via the Scheduled Reports delivery method, according to an individual user's security access. See Scheduled Reports > Security Access to Scheduled Reports.

Center Banner-Integration Product Options

Document Management: Use this option to display the logo for either Doc360 or WorkSmart (or neither) on the Web page footer. The logo acts as a link and enables easy access to the selected document management product.

For Doc 360, select Doc360.
For WorkSmart Powered by ImageRight, select WorkSmart.

Clicking an option toggles it on or off. To clear a selected item, click it again to remove the mark.

Show TransactNOW Carrier Passport Icon: Select this option to display the TransactNOW icon on the Web Page Banner. This icon allows you to access TransactNOW Carrier Passport.

Download Information

Download Session Nightly Pickup: On selected means you are downloading data through IVANS nightly.

IVANS Machine Address: Enter the Machine Address assigned to you by IVANS when a company registers your agency for an account. Registration typically occurs when you download with your first company.

Participant Code: The Participant Code identifies the agency to the company for download. It can be setup by the agency in this field, or setup internally by Customer Service.

Set Session Timeout to

Set this option to determine how long an AMS360 user's Internet Explorer session can sit with no activity before closing AMS360. The default setting is 20 minutes. To increase/decrease the amount of inactive time before the system requires the user to log in, change the hours and/or minutes.

Making a change to this time setting affects all users on the system.

Agency Password Setup

Opens Agency Password Setup. Use this to modify Agency Password requirements and rules.

Retain Authentication Information for

Authentication history has a minimum of 30 Days and a maximum of 7 Years 0 Days. Default setting is 90 Days.

Secured by default to Owner, Administrator, and Bookeeper.

Default option to automatically check 'Business With Agency' check boxes ON for New Customers

Selecting this check box in Agency Setup automatically selects the Automatically check based on active policies check box in the Customer Setup > Name & Address > Business With Agency group for all new customers.

What's Next?

Do you want to enter additional information in the Agency Setup form? See Agency Setup for more information.