Create BenefitPoint Files

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

The Create BenefitPoint Files feature exports Customer and Policy data out of AMS360 so it can be imported into BenefitPoint. Thise Direct Bill Commission Integration between AM360 and BenefitPoint is advantageous to your agency in the following areas:

This is available for AMS360 Customers who are licensed for BenefitPoint. To request additional information, contact BenefitPoint’s Professional Services at 800.677-4442.

Accessing Create BenefitPoint Files

From any Center or data entry form that has a Toolbox menu, click Toolbox > System Administration > Utilities > Create BenefitPointFiles.

The Create BenefitPoint Files data entry form appears.

Create BenefitPoint Files Selection and Creating a New Target List

The form shows your existing Target Lists. Select your lists from the Include column.

Create your specific Customer and Policy lists using the AMS360Target List feature.

The target lists appear in ascending order by Name. To re-sort the lists using the information in any column, click the column header.

Field/ Option

What is this?

Target List Grid

Column	What is this?
Include	Check box to select list.
Name	The name given the list when it was created.
Date	The date the list was created.
Author	The person who created the list.
Description	The description entered when the list was created.
# of Customers	The number of customers that met the criteria when the query was run and the list was saved.
# of Policies	The number of policies that met the criteria when the query was run and the list was saved.
# of Lines of Business	The number of lines of business that met the criteria when the query was run and the list was saved.
# of Dependents/Drivers	The number of dependents or drivers that met the criteria when the query was run and the list was saved.
Record Count	The number of rows generated by your query. If your target list includes policy criteria, the rows represent policies that match the criteria.

Create CSV Files

One of two messages appears:

Location of saved files is listed in message.

Closes data entry form.

Location of CSV Files to Export

Item	Description
Location of CSV Files to export	C:\Documents and Settings\[user]\Local Settings\Temp\AMS\BenefitPoint
CSV File Names	Broker.CSV Company.CSV Contact.CSV Customer.CSV Employee.CSV GLBranch.CSV GLDepartment.CSV GLDivision.CSV GLGroup.CSV Policy.CSV

Security

Exported files do not have any Customer, Business Unit or Service Group Security applied. If you have rights to access Create BenefitPoint Files, you have complete access to creating .csv files for all customers/policies in the selected target list(s).

What's Next?

Contact your BenefitPoint System Client Manager for information on importing the AMS360 Customer and Policy data files.

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© 2015 Vertafore, Inc. and its subsidiaries. All Rights Reserved. Vertafore, the Vertafore design, AMS360, Vertafore Producer Advantage, Producer Plus, AgencyEDGE, ReferenceConnect, BenefitPoint, Engage, and WorkSmart are registered trademarks of Vertafore, Inc. or its subsidiaries. Third party marks belong to their respective holders. AMS360 Classic Help updated 5/18/2016 11:03 PM