Sales Center

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

Sales Center

The Sales Center in AMS360 provides you with an at-a-glance view of the totals for active customers, prospects, suspects, and in-force policies. The Sales Center also provides you the tools to create Target Lists (a database query tool), Import Lead Lists (via Leadlist Administration), and create Campaigns. Once you have created a target list you can Map the locations of the participants in the list.

Center Menu Bar

C enter Specific Menus

Actions

Menu Item	What is this?
New Campaign	Use to open the New Campaign data entry form where you can set up a Sales Campaign, including assigning actions and assigning participants.
Copy Campaign	Use to open the Copy Campaignform where you can choose a campaign to copy.
Delete Campaign	Use to open the Delete Campaign form where you can choose a campaign to delete.
Manage Responses/Actions	Use to open the Manage Responses/Actions form where you can enter responses from participants in a campaign and print letters that are part of a campaign.
New Target List	Use to open the Target Lists data entry form where you can create a new target list. To view or delete a Target List from this data entry form, click Cancelin the upper right corner of the form.
Leadlist Administration	Use to open the Leadlist Administration data entry form where you can import leadlists, create a leadlist definition, or preview a file you want to import.

Quick Reports

Actions

Menu Item	What is this?
New Campaign	Use to open the New Campaign data entry form where you can set up a Sales Campaign, including assigning actions and assigning participants.
Copy Campaign	Use to open the Copy Campaignform where you can choose a campaign to copy.
Delete Campaign	Use to open the Delete Campaign form where you can choose a campaign to delete.
Manage Responses/Actions	Use to open the Manage Responses/Actions form where you can enter responses from participants in a campaign and print letters that are part of a campaign.
New Target List	Use to open the Target Lists data entry form where you can create a new target list. To view or delete a Target List from this data entry form, click Cancelin the upper right corner of the form.
Leadlist Administration	Use to open the Leadlist Administration data entry form where you can import leadlists, create a leadlist definition, or preview a file you want to import.

Quick Reports

Center Standard Menus

Accessing the Sales Center

To access the Sales Center, do one of the following:

Click Sales on the Center Button Bar.
If the Toolbox menu is available, choose Toolbox > Launch New Center > Sales.
Right-click Sales on the Center Button Bar to open the Sales Center in a new window. The original center remains open.

Information About the Totals

The totals that display when you open the Sales Center are generated in real-time. The following table provides information on how the totals are calculated.

Total for	Included in Total
Active Agency Customers	All customers marked as the following in the Customer data entry form: Type - Customer Inactive - not checked
Active Brokers Customers	All customers marked as the following in the Customer data entry form: Type- Customer Broker's Customer - checked Inactive - not checked
Active Agency Prospects	All customers marked as the following in the Customer data entry form: Type - Prospect Inactive - not checked
Active Brokers Prospects	All customers marked as the following in the Customer data entry form: Type - Prospect Broker's Customer - checked Inactive - not checked
Active Suspects	All customers marked as the following in the Customer data entry form: Type - Suspects Inactive - not checked
In-Force Personal Policies	For a policy to be counted with the In-Force Personal Policies the following conditions must be met: The policy does not have a deleted status. The policy expiration date is greater than or equal to the current system date. The latest policy transaction is not one of the following: Cancellation Confirmation - XLC Cancellation Request - XLN Non-Renewal Notified Agency - NRA Non-Renewal Notified Policy Holder - RWX. At least one personal line of business must exist on the policy.
In-Force Commercial Policies	For a policy to be counted with the In-Force Commercial Policies the following conditions must be met: The policy does not have a deleted status. The policy expiration date is greater than or equal to the current system date. The latest policy transaction is not a Cancellation Confirmation - XLC, Cancellation Request - XLN, Non-Renewal Notified Agency - NRA, or a Non-Renewal Notified Policy Holder - RWX. At least one commercial line of business must exist on the policy.
In-Force Non Property and Casualty Policies	For a policy to be counted with the In-Force Non Property and Casualty Policies the following conditions must be met: The policy does not have a deleted status. The policy expiration date is greater than or equal to the current system date. The latest policy transaction is not one of the following: Cancellation Confirmation - XLC Cancellation Request - XLN Non-Renewal Notified Agency - NRA Non-Renewal Notified Policy Holder - RWX. At least one non-property and casualty line of business must exist on the policy.

Information About the Graph

The graph that displays when you open the Sales Center is generated in real-time. The following is how the In-Force Policies and Cancelled and Non-Renewed Policies totals are calculated.

In-Force Policies

Cancelled and Non-Renewed Policies

nformation View Tabs

Target Lists

The Target Lists tab displays when you open the Sales Center. The table displays all saved Target Lists.

The default sort is in alphabetical ascending order by Name. However, you can sort by Date, Author, Description, # of Customers, # of Policies, or # of Lines of Business by clicking one of these headers. The first time you click one of the headers the list sorts in ascending order. A second click on the same header sorts the information in descending order.

Target List Column Definition

Target List Columns	What is This?
	The Target List Map icon. Click to view a map of locations for the participants in the Target List.
Name	The Name given to the Target List at the time it is created and saved.
Date	The Date the Target List is saved.
Author	The name of the employee that created and saved the Target List.
Description	The Description entered for the Target List at the time it is created and saved.
# of Customers	The number of Customers included in the Target List at the time it is saved.
# of Policies	The number of Policies included in the Target List at the time it is saved.
# of Lines of Business	The number of Lines of Business included in the Target List at the time it is saved.

View Options

Campaigns

The Campaigns tab displays information about active and suspended campaigns.

The default sort is in alphabetical ascending order by Name. However, you can sort by Date Started, Author, Objective, Status, Last Process Date, or Total Participants by clicking one of these headers. The first time you click one of the headers the list sorts in ascending order. A second click on the same header sorts the information in descending order.

Campaigns Column Definition

Campaigns Columns	What is This?
Title	The name given to the Campaign at the time it is created and saved. Click the title to open and view the Campaign.
Date Started	This is the Start Date entered for the Campaign in the Basic Information/Flow Control section of the Campaigns data entry form. This date is always the date entered and does not reflect the first time the campaign is run through Daily Process.
Author	The name of the employee that created and saved the Campaign.
Objective	The Objective entered for the Campaign at the time it is created and saved.
Status	The current Status of the Campaign. The options are: Suspended Not Suspended (Active)
Last Process Date	The date the Campaign was last processed using Daily Process.
Total Participants	The total number of Participants attached to the Campaign.

Charts

Use this view to see bar charts of the following:

New Clients Added to the Agency

New Policies Added to the Agency

View Options

You can change the charts and the information they include using the following options:

Chart View Options	What is This?
Type	Use to select up to six charts to display based on customers or policies added to the agency with varying Date Ranges, View Sizes, and Generated intervals.
Date Range	Use to select a Date Range for the Chart.
View Size	Use to select a display size for the Chart. The default isMediumand will display six charts on one page.
Generated	Use to select the frequency of generating the Charts. Once per day is the default. If you choose Real-time the charts are generated each time you click the Chart tab.
Custom Chart Options	Use to select the chart Type, View Size, listed Date Range, or user-selected Date Range. Then, click View Chart and a custom chart appears in another window for side-by-side comparison. The number of Custom Charts is limited only by the capacity of your workstation. Each chart appears in a separate window. Custom Charts cannot be saved as the Agency or User default views.
Save as Agency Default View	Use to save the view options you have selected as the agency default for all users when you click Apply. This option appears only if you have proper authorization.
Save as User Default View	Use to save the selected view options as your user default when you click Apply.
Apply	Use to display Charts that meet the criteria you have selected from the View Options section.
Apply Default	Applies the last saved user, or agency default view options. If both exist, the user default takes precedence. If neither exist, then the system defaults are applied.

Target Lists

The Target Lists tab displays when you open the Sales Center. The table displays all saved Target Lists.

Target List Column Definition

Target List Columns	What is This?
	The Target List Map icon. Click to view a map of locations for the participants in the Target List.
Name	The Name given to the Target List at the time it is created and saved.
Date	The Date the Target List is saved.
Author	The name of the employee that created and saved the Target List.
Description	The Description entered for the Target List at the time it is created and saved.
# of Customers	The number of Customers included in the Target List at the time it is saved.
# of Policies	The number of Policies included in the Target List at the time it is saved.
# of Lines of Business	The number of Lines of Business included in the Target List at the time it is saved.

View Options

Campaigns

The Campaigns tab displays information about active and suspended campaigns.

Campaigns Column Definition

Campaigns Columns	What is This?
Title	The name given to the Campaign at the time it is created and saved. Click the title to open and view the Campaign.
Date Started	This is the Start Date entered for the Campaign in the Basic Information/Flow Control section of the Campaigns data entry form. This date is always the date entered and does not reflect the first time the campaign is run through Daily Process.
Author	The name of the employee that created and saved the Campaign.
Objective	The Objective entered for the Campaign at the time it is created and saved.
Status	The current Status of the Campaign. The options are: Suspended Not Suspended (Active)
Last Process Date	The date the Campaign was last processed using Daily Process.
Total Participants	The total number of Participants attached to the Campaign.

Charts

Use this view to see bar charts of the following:

New Clients Added to the Agency

New Policies Added to the Agency

View Options

You can change the charts and the information they include using the following options:

Chart View Options	What is This?
Type	Use to select up to six charts to display based on customers or policies added to the agency with varying Date Ranges, View Sizes, and Generated intervals.
Date Range	Use to select a Date Range for the Chart.
View Size	Use to select a display size for the Chart. The default isMediumand will display six charts on one page.
Generated	Use to select the frequency of generating the Charts. Once per day is the default. If you choose Real-time the charts are generated each time you click the Chart tab.
Custom Chart Options	Use to select the chart Type, View Size, listed Date Range, or user-selected Date Range. Then, click View Chart and a custom chart appears in another window for side-by-side comparison. The number of Custom Charts is limited only by the capacity of your workstation. Each chart appears in a separate window. Custom Charts cannot be saved as the Agency or User default views.
Save as Agency Default View	Use to save the view options you have selected as the agency default for all users when you click Apply. This option appears only if you have proper authorization.
Save as User Default View	Use to save the selected view options as your user default when you click Apply.
Apply	Use to display Charts that meet the criteria you have selected from the View Options section.
Apply Default	Applies the last saved user, or agency default view options. If both exist, the user default takes precedence. If neither exist, then the system defaults are applied.

What's Next?

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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

Menu Selection	What is this?
Scheduled Report Recipients/Approvers	Click Scheduled Report Recipients/Approvers to launch the Scheduled Report Recipients/Approvers report. The report can be viewed on screen or printed to paper. There is no selection form for this report.

Menu Selection	What is this?
Scheduled Report Recipients/Approvers	Click Scheduled Report Recipients/Approvers to launch the Scheduled Report Recipients/Approvers report. The report can be viewed on screen or printed to paper. There is no selection form for this report.

View Options	What is This?
Date Range From/To	Enter a date range for the Target Lists when they were saved.
Apply	Use to display Target Liststhat meet the date criteria you have selected.
Apply Default	Applies the last saved user, or agency default view options. If both exist, the user default takes precedence. If neither exist, then the system defaults are applied.