Preferred Contact Method Update

Note: This update is part of the AMS360 21R1 release. Navigate to the AMS360 2021 R1 Release Notes to review other enhancements and fixes that were part of the release.

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.

Contact Preferences

You will also see the contact preferences under the Show: Policy Summary drop-down on the far right.

Policy Summary: Contact Preferences

Additionally, InsurLink can now be selected as a preferred method of contact.

InsurLink as a preferred method of contact