AMS360 2021 R1 Release Notes

We are pleased to release AMS360 2021 R1. With each release, we are improving and updating AMS360 to provide you with the best possible experience.

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What's New

Major Enhancements

Customer IDEAS Portal

Enhancement	Description
Preferred Contact Method Update	AMS360 now allows you to set the Preferred Method of Contact and Notes in the Customer Contacts section in addition to the Customer Setup and Edit Customer sections. Values inputted in the Customer Contacts section will auto-populate the corresponding fields in Policy Contacts.
Create Multiple Activities Simultaneously	You can now create multiple activities at once by selecting multiple policies when creating an activity.
Application Catalog Enhancements	Enhancements have been made to the Application Catalog introduced in AMS360 20R2. AMS360 now allows you to add access for multiple application users in a third-party application. Administrators have the option to assign application users a Username and unique Short Name. The Subscribe Application winform now includes a new grid for Application User Access.

Other Major Enhancements

Enhancement	Description
Vertafore MarketTrends	AMS360 now provides direct access to the Vertafore MarketTrends tool. This tool is complimentary and available to all users.
Not Renewable Field in Policy and Classic Producer Broker Report	The Create New Policy winform now includes a Not Renewable field where you can denote if a policy is a recurring or a single policy term. With this new feature, tracking year-over-year revenue will be easier in reports. Your selection will persist on Copy, Renew, and Rewrite actions, and invoicing will lock the selection. Policies created manually, through web services, or through download will default to unchecked.
Blanket Policy New Amount Column and Dec Page Update	There is now a Location Amount column in the CPB grid for the total value(s) of Location Amounts. It will display the sum of each Amount for all locations under the same Blanket, which can be entered in the Premise Information tab. The Location Amount column will automatically update as values are entered under the Premise Information tab. Blanket Coverages are now listed on the Dec Page under the Commercial Property tab in the Lines of Business section. This only applies to commercial property blankets. This section states the Amount for the Blanket and lists individual locations and their Blanket #.
Subscription Company Form Enhancements	We made several enhancements to the Subscription Company Form to better your workflow.
AMS360 Merge Mapping Tool Enhancements	Merge mapping tables are automatically saved, allowing a source agency to pause their conversions while another source agency uses the mapping tool. Later, the initial source agency can complete their mapping and conversion.
ImageRight Browser Integration	We added a new button on the Policy View for the ImageRight browser that will: Open a Customer in a new ImageRight Browser tab if no policy is selected Open a Policy in a new ImageRight Browser tab if a policy is selected
Missing Buttons on Classic Customer List Report	The Report – Customer List winform now has a Save and Save & Close button, allowing you to save your inputted values and revisit them later.
Estimated Revenue Autofill Enhancements	Within the Policy winform, values entered for Percent/Premium of Fees under the Additional Policy Information tab will autofill the Estimated Revenue Percent field under the Transaction Premiums/Billing tab.
Added message pop up for Agency Commissionable Fees	When an invoice includes fees with agency commission, the following warning message will pop up if the Agency Commission field is blank/set to zero. This will help you avoid missing commissions on fees.
Update Download Activity to Include Messages for Inactive Business Units (BUs) and Personnel	The View Activity winform will now display a message stating if a policy you downloaded includes inactive BUs or personnel.
Updated Gender List	We updated gender codes per ACORD standards. These new gender codes are included in the Sex code drop-downs in the Claim Form – Injured Parties and LOB is Auto (Commercial or Personal) Driver sections.
Update Swimming Pool List	We updated the “Pool Type:” (previously “Location/Fence:”) drop-down list in the Homeowners form winform (Location Information > Rating/Underwriting > Swimming Pool) per ACORD standards to include only the following descriptions: None Above Ground In Ground Other
Service Agreement Enhancements in Production Analysis Report	AMS360 now provides the option to search and filter by service agreement transactions, in addition to policies. This has created additional reporting options in the Report - Production Analysis winform. With these changes, you will have access to a more comprehensive Production Analysis Report which returns Policy and Service Agreement Data in a range of filtered selections.
Scheduled Maintenance Window Notification	AMS360 will now notify you of any upcoming maintenance windows. Notifications will happen at determined times and frequency which are configurable in ACC.
Invoice Form Update	The invoice form has been enhanced to ensure the invoice number does not get cut off in the column. The sub-customer number now shows on a separate line from the invoice number, and the invoice number line can contain up to nine digits.
AMS360 Mobile: Added Support for Federated Biometric Login	In addition to Federated SSO, AMS360 Mobile now supports a biometric SSO sign in method, giving you the option to access the application using facial or touch recognition.
New Message for Undelivered Notifications in ONS Queue	To provide better ONS support to agencies, AMS360 will display the following pop-up message when an admin user logs in AND the agency has a blocked notification in the ONS queue.

AMS360 2021 R1 Release Notes

Required

Supported

Browser

Operating Systems

Microsoft Office

.Net

What's New

Major Enhancements