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Prevail Network
The Prevail Network is your premium finance marketplace for all policies. This utility enables you to directly finance your premiums with real time access to your customers' premium finance contracts and more.
The following information explains the features and use of Prevail Network Integraton.
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AMS Prevail Network and AMS360
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Premium Financing now a feature ofAMS360
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This feature is a web-based premium finance marketplace called the Prevail Network. In AMS360 you can now directly finance your premiums without having to log into multiple finance company web sites and re-key policy information to get quotes.
This integration will export AMS360 customer and policy information into the AMS Prevail Network.
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Benefit of using Prevail Network withAMS360
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It's free.
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No need to shop the Internet for financing for rates or capabilities - it's all in one place.
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No re-keying of policy data.
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Real time status on the Prevail web site. Prevail allows you quick access to your customers premium finance contract status across all finance companies you use in the network.
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In 38 states that allow agent rebates, you can make money through Prevail when you adjust rates.
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Consolidated monthly reports in Prevail show how much money you made and you will receive a monthly check for your rebates.
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Go to www.prevailnetwork.com/prevail/.
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Fill in the online agency application and sign up as a 'New Member'.
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Finance companies will review your application and mark you for approval.
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You will be sent instructions via email on how to enable the feature within AMS 360.
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After approval (usually within 48 hours) you will receive an email about how to start generating new premium finance quotes.
Questions about the Prevail Network - email us at info@prevailnetwork.com
After you have received approval and followed the AMS360 setup instructions from Prevail Network:
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Go to a Center or data entry form that has a Toolbox menu, click Toolbox > Prevail Network.
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The Prevail Network Integration data entry form appears.
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Field/ Option
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What is this?
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Customer
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Customer name.
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Search
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Opens the Customer Search data entry form. Use this to search for existing customers, or create a new customer.
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View Date
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Defaults to current date. You can change the date forward or back.
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Prevail Network Setup
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Opens the Prevail Network Setup form. You are sent a unique agent code via email when you sign up to be a member with the Prevail Network. For more information on setting up your Prevail Network Utility contact The Prevail Network directly.
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Option/Field
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What is this?
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URL
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Defaults to the Prevail Network web site. Do not change unless instructed by Vertafore.
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Agent Code
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Opens the Prevail Network Setup form where you can enter your Prevail configuration code.
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Save
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Click to save the URL and Agent Code information.
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Prevail Network
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Opens the Prevail Network sign up web page.
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Bankruptcy
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Defaults to unchecked.
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Check All
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Checks all policies displayed in grid.
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Uncheck All
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Removes check mark from all policies displayed in grid.
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Policy Selection
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Option/Field
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What is this?
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Available Policies grid
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The following information is pulled from the Customer tables:
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Policy #
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Effective Date
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Expiration Date
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Policy Type
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Premium
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Non-Premium
You can modify the following fields where applicable:
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Fees
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Taxes
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Min.Earned %
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Assigned Risk
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Short Rate
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PUC Filings
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OK
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Saves your selected policies and opens the Prevail Network web page with instructions on how to proceed.
Requires a valid URL address and Agent Code via the Prevail Network Setup form.
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Cancel
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Click to close the Prevail Network Utility form without saving any changes.
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Support for Prevail Network
If you have questions or issues, please contact Vertafore Customer Care at My Vertafore.
