Toolbox

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

Toolbox Menu

The Toolbox menu provides you with the ability to quickly navigate to other areas in AMS360.

Integration

Menu Options

What is this?

BenefitPoint (Aptus)

Sub-Menu Options	What is this?
Process Statement	Opens the Custom XLS to AL3 Utility where you can convert an Excel Direct Bill Statement ( XLS)file into an AL3 file.
Assign Customers/Policies	Use Assign Customers/Policies to view downloaded policy or direct bill statement transactions not matched to a customer/policy and to assign them to the proper customer.

Download

Sub-Menu Options	What is this?
Assign Customers/Policies	Use Assign Customers/Policies to view downloaded policy or direct bill statement transactions not matched to a customer/policy and to assign them to the proper customer.
FTP File Retrieval	Use FTP File Retrieval for companies who support download via the Internet using FTP.
Move Download Files	Opens a Move Files form, where you can identify the download files that need to be moved to the data center for processing. Use this option with Company Direct Download.
Process Transactions	Schedules download processing in the data center. Any items received, but not yet processed, are processed and your agency is notified when complete. Select this option after you assign customers and policies.
Store Transactions	Schedules the download file to be validated and moved to your agency database in the data center. Generally used for Company Direct Download. This process occurs automatically for IVANS and FTP download.

Import

Import a file from an integration partner, such as QuoteWorks or AMS Producer Plus, to create a client/policy entry in AMS360.

Export

ExportAMS360 client/policy information to an integration partner's software, such as QuoteWorks or AMS Producer Plus.

TransactNOW Book Roll

Opens the TransactNOW Book Roll data entry form.

AL3 Retrieval (Customer Support)

Opens the AL3 Retrieval Utility to view an AL3 file associated with a policy that his loaded into the AMS360 system.

This utility is primarily used by AMS360 Customer Care.

Launch New Center

Menu Options	What is this?
User	Click to open the User Center in another browser session.
Customer	Click to open Customer Search in another browser session to find a customer.
Bank	Click to open the Bank Center in another browser session.
Broker	Click to open the Broker Center in another browser session.
Company	Click to open the Company Center in another browser session.
Employee	Click to open the Employee Center in another browser session.
Vendor	Click to open the Vendor Center in another browser session.
Financial	Click to open the Financial Center in another browser session.
Sales	Click to open the Sales Center in another browser session.

Launch Programs

This menu item contains either third party external products or AMS custom products that were setup through Launch Program Setup.

ut of Office Assistant

Opens the Out of Office tool, which is similar to MS Outlook® Out of Office tool. You can use it to set your Out of Office status and assign a back up employee to receive your Doc 360 documents and/or Suspense items.

Prevail Network

Menu Options	What is this?
Quote	Opens the Prevail Network form. 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.
Launch	Opens the Prevail Network web site. See the Prevail Network Setup link in the Prevail Network form.

Renewal List Tool

Opens Renewal List Tool to select specific renewal criteria.

The Renewal List Tool is a paperless means of tracking your agency's renewal workflow. Use the Renewal List Tool to set up and assign a list of renewals, as well as the expiring policies themselves, to responsible employees.

Reports

Opens the Reports - All form where you can view, print or export the report of your choice.

Scheduled Reports

TheScheduled Reports data entry form can be accessed in two ways:

If you are interested in setting up a new scheduled report, we suggest you open Scheduled Reports from any center with a Toolboxmenu. ClickToolbox>Scheduled Reports.
If you want to edit an existing Scheduled Report, open the report from the User Center > My Reports tab > My Scheduled Reports section. Click a date in the Next Occurrence column to open the Scheduled Report form you want to Edit.

System Administration

Menu Options

What is this?

Setup Assistant

Your successful transition to AMS360 depends largely on defining your management system goals and entering the setups needed to achieve those goals. Setup Assistant is an automated feature that guides you through this process.

Accounting Setups

Sub-Menu Options	What is this?
Bank Security View	Use Bank Security View to see bank security information for all banks and employees.
Billing Charges and Credits	Billing Charges and Credits are invoice transactions available for use during the billing process. The system ships with a permanent set of charges and credits that cannot be edited or deleted. You can add additional charge types, such as state-specific taxes/fees or unique agency fees, if needed.
Chart of Accounts	AMS360 includes a default Chart of Accounts listing. Use this setup feature to add agency-specific accounts to the general ledger that are not included in the default chart.
Payment Plans	Use Payment Plans to create the desired number of installments when invoicing the premium and/or non-premium items on a policy. AMS360 contains a default list of permanent payment plans. You must have appropriate security authorization to add new or edit existing payment plans.

Activity/Suspense Setup

Use Activity/Suspense Setup to customize the list of Actions that appear on the Activity/Suspense data entry form. You can also specify the Checkpoints at which an Activity is required or a Suspense item is created.

Agency

Correctly completing the Agency Setup form influences the success of many system and accounting processes. Use Agency Setup to select your agency's default options for all users and customers.

Alert Setup

Use Alert Setup to identify the types of notifications or Alerts for incomplete tasks or extraordinary circumstances that you want your staff to receive.

Color Setup

AMS360Color Setups are available on a user, agency and system basis, and ships with three predefined system color schemes. Use Color Setup to create additional color schemes.

Customer/Policy Setups

Sub-Menu Options	What is this?
Additional Interests	Use Additional Interest Setup to identify banks, loss payees, mortgage companies, and certificate holders that apply to multiple insureds. For example, GMAC, Toyota Motor Credit Corporation, the county building department, cities, and municipalities. You can also import a list of additional interests or certificate holders using this feature.
Company Plans	Company Plan Setup allows you to define programs or plans offered by your insurance carriers.
Coverages	AMS360 includes ACORD standard Coverages and Endorsements that are associated with specific Lines of Business. Use this setup feature to add state or company-specific coverages and endorsements.
eForms Setup	Use eForms Setup to inactivate or activate forms for use in eForms Manager. If you have forms that you don't use you can inactivate them so they do not appear in lists. This is especially useful in hiding state-specific forms where you do not do business.
Line of Business	AMS360 includes ACORD standard Lines of Business (LOB). Use Line of Business Setup to add company-specific or other LOB's you want to appear in Line of Business lists.
Notations	Notations are important comments about your customers and their policies and/or submissions. Use Notation Setup to add items to the Notation lists that appear in Customer, Policy, and Submission data entry. When selected for a customer, policy, or submission, the Notation appears in the Customer Center View.
Profile Questions	Use Profile Question Setup to create a list of questions or statements that, when answered, build an account profile. Profile Questions and answers can be used in Form Letters and to create Target Lists in the Sales Center.
Speciality Data Entry Setup	Specialty Data Entry Setup allows you to define the data entry fields and questions that appear when you choose the Specialty System Data Entry form for a line of business when entering policy data.
State Specific Co. Requirements	Use State Specific Co. Requirements to collect DMV Insurance Company Numbers as well as a Medical Notification Name & Address by carrier and state.
Text Setup	Use Text Setup to enter passages of standardized text to include on your agency certificates. Once you have entered text in Text Setup, you can then select which entry you would like to include as the default text on the certificate.
TransactNOW Setup	Opens the TransactNOW Setup form. TransactNOW allows you to inquire on policies, billings, and claims and submit endorsements in real time on the company's web site. Use TransactNOW Setup to configure this feature for each company that offers the service.
X-References	Use X-Reference Type Setup to create cross-reference types to use in theX-Referencesection of the Customer data entry form.

Customize User Center

AMS360 provides a feature where you can customize the look of and information appearing on the User Center for your agency.

Daily Process

Daily Process executes one or more date-driven accounting, customer/policy, or sales tasks. These tasks are:

Financial Tasks

Customer/Policy Tasks

Sales Tasks

System Tasks

Doc360 Setup

Use Doc360 Setup to create and define document security classifications, assign employees to Doc360 hot folders, and authorize employees to view documents in multiple User Centers.

Launch Program Setup

The Launch Program Setup allows add-on products, either third party external products or AMS custom products, to be set up and accessed from within AMS360.

List Setup

Use List Setup to customize and manage the items appearing in list boxes throughout AMS360.

Additional Interest Type
Attachment
Business Type
Claims Contact Type
Claim Paid By Type
Claim Payment Type
Company Personnel Position
Construction Type
Coverage Options
Document Categories
Document Types
Driver Status
Driver Violations
Entity Type
Heat Type
Kind of Loss
Occupation
Personal Property Class
Position
Relationship
Subject of Insurance
Vehicle Body Type

Logo Setup

Use Logo Setup to identify files or URL's that you want to use when printing invoices and customer statements or to display in the User Center.

Security Group Setup

Security is one of the most important features of your system.AMS360 comes with the permanent security groups: Admin, Owner, Book, Exec, Rep, S247Admin, and S247User that allow access to the system elements (found in the Secured Items List) required by most job functions in your agency.

If needed you can setup more security groups through Security Group Setup.

User Options

User Options is a tool that allows each AMS360 user to specify their individual preferences for Display Options, Center Tab Order, and Integration Partners. When set, these options apply whenever and wherever the user logs into AMS360.

Utilities

Sub-Menu Options	What is this?
Application Locks	AMS360 creates Application Locks on policies or processes to prevent multiple persons from editing the same data entry form. Use this feature to unlock policies or processes that are no longer needed.
Billing Options	The Default Company Settings section of the Agency Setup form and the Billing Options section of the Company Setup form contain important information critical to successful billing in AMS360. The Billing Options Utility allows you to set these options on existing unposted policy transactions based on the setups. This feature provides global changes for groups of policies vs. manually changing individual policy transactions.
Change Password	Change Password allows you to change your password in AMS360.
Code Maintenance	Access to this feature is only available if you are logged into AMS360 as Administrator or Owner. The Code Maintenance Utility enables you to choose when to resolve conflicts found in your system as a result of permanent codes which are added during an AMS360 upgrade.
Company Code Import	Use the Company Code Import Utility to copy all non-duplicate codes into your database. For more information see the topic.
Create BenefitPoint Files	Use the Create BenefitPoint Files feature to export Customer and Policy data out of AMS360 and import it into BenefitPoint.
Data Schedule Template	Use Data Schedule Template to open the data entry form where you can create agency-defined templates for exporting and importing data schedules.
Download Statement	Use Download Statement to open the Download Statement Utility form where you can convert a previously downloaded direct bill statement to Direct Bill Entry.
Dx360 (Diagnostic Utility)	Opens the Dx360 form, the AMS360 Diagnostics tool. Add a desktop shortcut to the Dx360 Utility. Choose Change Configuration under the Dx360 >Workstation Utilities group, then select Create a shortcut to Dx360 (this utility) on this workstation's desktop.
File Delete	When you delete a document in AMS360, you remove it from system access. However, for Doc360 documents that are stored in a shared folder, you must purge the documents using File Delete Utility in order to remove them from your system. Until this last step is completed, the files are retained.
Global Change for Personnel	Global Change for Personnel provides the ability to change agency personnel associated with customers, policies, suspense, personal notes and alerts throughout the system in a time-efficient manner.
Login Monitor	The Login Monitor is designed and only available for In-House agencies. Use Login Monitor to track the number of concurrent users logged into AMS360 at any given time.
Merge Field Editor	The Merge Field Editor is a tool for creating and editing Merge Templates (merge field lists). Use these templates when creating or editing Form Letter and Schedule/Proposal/Summary main documents.
Undelivered Notification Messages	You must have security rights to access this utility. Use Undelivered Notification Messages to research the reason the message cannot be delivered and re-send it. You can also delete messages from this form. See Notification Service Setup for more information.
Update 360 Shortcut Versions	The Shortcut Utility allows you to update your Favorites and shortcuts to point to the most current version of AMS360.
Update Agency License	The Update Agency License feature is useful for AMS360 Online (Hosted) agencies who want to manage the availability of their user licenses. The form allows you to easily change the maximum number of licensed users in your agency. When you save your changes to the system, notification is sent to the AMS Data Center so that your contract terms are updated accordingly.

Web Service API

Opens the Web Service API Setup form.

Use this feature to set up a Web Service API user name, password and assign permissions. This user name and password will be used to access the Web Service API allowing for third-party applications to send, receive, and/or update data directly with your AMS360 database, while still preserving data integrity and AMS360 security.

This is a secured menu item. Available by default to Owner.

Web Service API may also refer to the Web Service SDK (Software Development Kit).

If you plan to write a program using the Web Service API, you must purchase the Web Service SDK from Vertafore Sales.
After purchasing the SDK, log into My Vertafore and enter Doc31 in the Ask a Question field for instructions on programming for this feature.
If your agency acquires an existing program written using the Web Services SDK purchased from Vertafore Sales, you only need to set up a user name and password to use the program. There are no additional fees. The Web Services SDK is only required to code the program, not to use it.

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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