This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package. |
Use Target Lists in the AMS360Sales Center to identify customers, prospects, or suspects in your agency's database that meet a set of criteria you select. This list can then be used to determine workload, to send a letter about changing markets, or to cross-sell products.
You must have proper security authorization to access Target Lists.
To access a Target List from the Sales Center, do one of the following:
To create a new target list, click Actions>New Target List.
To view a target list, go to the Target List tab and click the name of the Target List.
Menu Option |
Icon |
Function |
Save |
|
Saves the information you have entered on the data entry form without closing the form. |
Save & Close |
|
Saves the information you have entered on the data entry form and closes the form. |
Sign Off & Close |
|
Closes the data entry form without saving the information you have entered and signs you out of AMS360. |
Close |
|
Closes the data entry form without saving the information you have entered. |
Export |
|
Use to create a CSV file of the selected target list. |
Copy Target |
|
Creates a copy of the selected target list and opens the copy for editing. Use this feature when you want to change the criteria on an existing target list. |
Menu Option |
Icon |
Submenu Options |
Uses |
Activity |
|
New |
Opens the Activity/Suspense data entry form so you can enter a new activity. |
View |
Opens the View Activity form. |
||
Contacts |
|
|
Opens the Contacts data entry form. |
Form Letters |
|
|
Initiates the Form Letters data entry form. |
Notes |
|
New |
Opens the Notes data entry form so you can enter a new note. |
View |
Opens the View Notes form. |
||
Suspense |
|
New |
Opens the Activity/Suspense data entry form so you can enter a new suspense. |
View |
Opens the View Suspense form and lists suspense that are incomplete and due within 30 days. |
This menu provides access to Integration functions such as Download, Upload, Launching New Centers, Reports, and System Administration functions. See the Toolbox topic for detailed information about the selections on this menu.
Menu Option |
Icon |
Function |
Context |
|
Displays help for the active data entry form or center. |
Search |
|
Displays the AMS360Welcome Page with search capabilities active. |
Help Center |
|
Displays the AMS360Help Center that contains system news and links to other resources. |
Keyboard Shortcuts |
|
Opens the Help topic that details the keyboard shortcuts available in AMS 360. |
Email Event Logs |
|
Use under the direction of Vertafore Customer Care. This feature sends Customer Care one or more reports of events occurring in AMS360, your System, or the Application you were using. These reports are used to troubleshoot errors and problems. |
Web-Based Training |
|
Opens the Web-Based Training (WBT) website. |
About |
|
Shows you the current version information for AMS360. |
Menu Option |
Icon |
Function |
Save |
|
Saves the information you have entered on the data entry form without closing the form. |
Save & Close |
|
Saves the information you have entered on the data entry form and closes the form. |
Sign Off & Close |
|
Closes the data entry form without saving the information you have entered and signs you out of AMS360. |
Close |
|
Closes the data entry form without saving the information you have entered. |
Export |
|
Use to create a CSV file of the selected target list. |
Copy Target |
|
Creates a copy of the selected target list and opens the copy for editing. Use this feature when you want to change the criteria on an existing target list. |
Menu Option |
Icon |
Submenu Options |
Uses |
Activity |
|
New |
Opens the Activity/Suspense data entry form so you can enter a new activity. |
View |
Opens the View Activity form. |
||
Contacts |
|
|
Opens the Contacts data entry form. |
Form Letters |
|
|
Initiates the Form Letters data entry form. |
Notes |
|
New |
Opens the Notes data entry form so you can enter a new note. |
View |
Opens the View Notes form. |
||
Suspense |
|
New |
Opens the Activity/Suspense data entry form so you can enter a new suspense. |
View |
Opens the View Suspense form and lists suspense that are incomplete and due within 30 days. |
This menu provides access to Integration functions such as Download, Upload, Launching New Centers, Reports, and System Administration functions. See the Toolbox topic for detailed information about the selections on this menu.
Menu Option |
Icon |
Function |
Context |
|
Displays help for the active data entry form or center. |
Search |
|
Displays the AMS360Welcome Page with search capabilities active. |
Help Center |
|
Displays the AMS360Help Center that contains system news and links to other resources. |
Keyboard Shortcuts |
|
Opens the Help topic that details the keyboard shortcuts available in AMS 360. |
Email Event Logs |
|
Use under the direction of Vertafore Customer Care. This feature sends Customer Care one or more reports of events occurring in AMS360, your System, or the Application you were using. These reports are used to troubleshoot errors and problems. |
Web-Based Training |
|
Opens the Web-Based Training (WBT) website. |
About |
|
Shows you the current version information for AMS360. |
Icon |
Feature |
Uses |
|
Save |
Saves the information you have entered on the data entry form without closing the form. |
|
Save & Close |
Saves the information you have entered on the data entry form and closes the form. |
|
Form Letters |
Opens the Form Letters data entry form. |
|
Contacts |
Opens the Contacts form. |
|
Activity |
Opens the Activity/Suspense data entry form so you can enter a new activity. |
|
Suspense |
Opens the Activity/Suspense data entry form so you can enter a new suspense. |
|
Notes |
Opens the Notes data entry form so you can enter a new note. |
|
Launch Customer Center |
Opens the Customer Center so you can search for and open another customer. |
|
Reports |
Launches the Reports - All selection form where you can select to print reports. |
|
Export |
Use to create a CSV file of the selected target list. |
|
Copy Target |
Creates a copy of the selected target list and opens the copy for editing. Use this feature when you want to change the criteria on an existing target list. |
Icon |
Feature |
Uses |
|
Save |
Saves the information you have entered on the data entry form without closing the form. |
|
Save & Close |
Saves the information you have entered on the data entry form and closes the form. |
|
Form Letters |
Opens the Form Letters data entry form. |
|
Contacts |
Opens the Contacts form. |
|
Activity |
Opens the Activity/Suspense data entry form so you can enter a new activity. |
|
Suspense |
Opens the Activity/Suspense data entry form so you can enter a new suspense. |
|
Notes |
Opens the Notes data entry form so you can enter a new note. |
|
Launch Customer Center |
Opens the Customer Center so you can search for and open another customer. |
|
Reports |
Launches the Reports - All selection form where you can select to print reports. |
|
Export |
Use to create a CSV file of the selected target list. |
|
Copy Target |
Creates a copy of the selected target list and opens the copy for editing. Use this feature when you want to change the criteria on an existing target list. |
Menu Option |
Icon |
Function |
Save |
|
Saves the information you have entered on the data entry form without closing the form. |
Save & Close |
|
Saves the information you have entered on the data entry form and closes the form. |
Sign Off & Close |
|
Closes the data entry form without saving the information you have entered and signs you out of AMS360. |
Close |
|
Closes the data entry form without saving the information you have entered. |
Export |
|
Use to create a CSV file of the selected target list. |
Copy Target |
|
Creates a copy of the selected target list and opens the copy for editing. Use this feature when you want to change the criteria on an existing target list. |
Menu Option |
Icon |
Submenu Options |
Uses |
Activity |
|
New |
Opens the Activity/Suspense data entry form so you can enter a new activity. |
View |
Opens the View Activity form. |
||
Contacts |
|
|
Opens the Contacts data entry form. |
Form Letters |
|
|
Initiates the Form Letters data entry form. |
Notes |
|
New |
Opens the Notes data entry form so you can enter a new note. |
View |
Opens the View Notes form. |
||
Suspense |
|
New |
Opens the Activity/Suspense data entry form so you can enter a new suspense. |
View |
Opens the View Suspense form and lists suspense that are incomplete and due within 30 days. |
This menu provides access to Integration functions such as Download, Upload, Launching New Centers, Reports, and System Administration functions. See the Toolbox topic for detailed information about the selections on this menu.
Menu Option |
Icon |
Function |
Context |
|
Displays help for the active data entry form or center. |
Search |
|
Displays the AMS360Welcome Page with search capabilities active. |
Help Center |
|
Displays the AMS360Help Center that contains system news and links to other resources. |
Keyboard Shortcuts |
|
Opens the Help topic that details the keyboard shortcuts available in AMS 360. |
Email Event Logs |
|
Use under the direction of Vertafore Customer Care. This feature sends Customer Care one or more reports of events occurring in AMS360, your System, or the Application you were using. These reports are used to troubleshoot errors and problems. |
Web-Based Training |
|
Opens the Web-Based Training (WBT) website. |
About |
|
Shows you the current version information for AMS360. |
Menu Option |
Icon |
Function |
Save |
|
Saves the information you have entered on the data entry form without closing the form. |
Save & Close |
|
Saves the information you have entered on the data entry form and closes the form. |
Sign Off & Close |
|
Closes the data entry form without saving the information you have entered and signs you out of AMS360. |
Close |
|
Closes the data entry form without saving the information you have entered. |
Export |
|
Use to create a CSV file of the selected target list. |
Copy Target |
|
Creates a copy of the selected target list and opens the copy for editing. Use this feature when you want to change the criteria on an existing target list. |
Menu Option |
Icon |
Submenu Options |
Uses |
Activity |
|
New |
Opens the Activity/Suspense data entry form so you can enter a new activity. |
View |
Opens the View Activity form. |
||
Contacts |
|
|
Opens the Contacts data entry form. |
Form Letters |
|
|
Initiates the Form Letters data entry form. |
Notes |
|
New |
Opens the Notes data entry form so you can enter a new note. |
View |
Opens the View Notes form. |
||
Suspense |
|
New |
Opens the Activity/Suspense data entry form so you can enter a new suspense. |
View |
Opens the View Suspense form and lists suspense that are incomplete and due within 30 days. |
This menu provides access to Integration functions such as Download, Upload, Launching New Centers, Reports, and System Administration functions. See the Toolbox topic for detailed information about the selections on this menu.
Menu Option |
Icon |
Function |
Context |
|
Displays help for the active data entry form or center. |
Search |
|
Displays the AMS360Welcome Page with search capabilities active. |
Help Center |
|
Displays the AMS360Help Center that contains system news and links to other resources. |
Keyboard Shortcuts |
|
Opens the Help topic that details the keyboard shortcuts available in AMS 360. |
Email Event Logs |
|
Use under the direction of Vertafore Customer Care. This feature sends Customer Care one or more reports of events occurring in AMS360, your System, or the Application you were using. These reports are used to troubleshoot errors and problems. |
Web-Based Training |
|
Opens the Web-Based Training (WBT) website. |
About |
|
Shows you the current version information for AMS360. |
Icon |
Feature |
Uses |
|
Save |
Saves the information you have entered on the data entry form without closing the form. |
|
Save & Close |
Saves the information you have entered on the data entry form and closes the form. |
|
Form Letters |
Opens the Form Letters data entry form. |
|
Contacts |
Opens the Contacts form. |
|
Activity |
Opens the Activity/Suspense data entry form so you can enter a new activity. |
|
Suspense |
Opens the Activity/Suspense data entry form so you can enter a new suspense. |
|
Notes |
Opens the Notes data entry form so you can enter a new note. |
|
Launch Customer Center |
Opens the Customer Center so you can search for and open another customer. |
|
Reports |
Launches the Reports - All selection form where you can select to print reports. |
|
Export |
Use to create a CSV file of the selected target list. |
|
Copy Target |
Creates a copy of the selected target list and opens the copy for editing. Use this feature when you want to change the criteria on an existing target list. |
Icon |
Feature |
Uses |
|
Save |
Saves the information you have entered on the data entry form without closing the form. |
|
Save & Close |
Saves the information you have entered on the data entry form and closes the form. |
|
Form Letters |
Opens the Form Letters data entry form. |
|
Contacts |
Opens the Contacts form. |
|
Activity |
Opens the Activity/Suspense data entry form so you can enter a new activity. |
|
Suspense |
Opens the Activity/Suspense data entry form so you can enter a new suspense. |
|
Notes |
Opens the Notes data entry form so you can enter a new note. |
|
Launch Customer Center |
Opens the Customer Center so you can search for and open another customer. |
|
Reports |
Launches the Reports - All selection form where you can select to print reports. |
|
Export |
Use to create a CSV file of the selected target list. |
|
Copy Target |
Creates a copy of the selected target list and opens the copy for editing. Use this feature when you want to change the criteria on an existing target list. |
You can create a target list from scratch by selecting the criteria or you can create a target list by copying the criteria from an existing list and then changing specific items.
Do the following to create a target list from scratch:
From the Sales Center menu click Actions>New Target List. The Target Lists selection form appears.
Select criteria for your target list. See Target Lists Selections, in this topic for information on the criteria available.
When you have made your selections, click Run Query in the Query Information section. The Count Results appear.
Enter a List Name, Description, and Author.
To save your target list, click the Save & Close icon on the toolbar or from the menu click File>Save & Close.
Do the following to create a target list by copying an existing list and changing specific criteria:
From the target lists view in the Sales Center, click the name of the target list you want to copy. The target list opens for viewing.
Click Closeon the section menu bar to close all sections.
From the menu, click File > Copy Target. AMS360 copies the target list and opens it for you.
Review and change the selection criteria as needed. See Target List Selections, in this topic for information on the criteria available.
When you have finished changing the criteria, click Run Query in the Query Information section. The Count Results appear.
Enter a List Name, Description, and Author.
To save your target list, click the Save & Close icon on the toolbar or from the menu click File > Save & Close.
The target list grid includes existing lists to view or copy as the basis for a new list. The target lists appear in ascending order by Name. To re-sort the lists using the information in any column, click the column header.
Column |
What is this? |
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. |
Total Rows |
The number of rows generated by your query. If your target list includes policy criteria, the rows represent policies that match the criteria. |
Select criteria for your target list from the following sections.
Each section includes a Delete option, in the upper right corner, that you can use to clear the criteria for that section.
These selections query your AMS 360 database using the information entered in the Customer data entry form, and personal lines of business data entry forms that include driver information.
Remember the more criteria you select the smaller your Target List will be because the members of the list must meet all the selected criteria.
Fields/ Groups |
What is this? |
|||||||||||
Type |
Select the types of customers to include in your target list. |
|||||||||||
Status |
Select the status of customers to include in your target list. |
|||||||||||
Business with Agency |
Select the types of business with your agency that customers in your target list must have. The options are:
|
|||||||||||
Zip Codes |
Use to select customers for your list based on zip codes. Enter a zip code and the list includes all customers with that zip code. For a range or series of zip codes enter starting and ending codes in the zip code fields. |
|||||||||||
County(ies) |
Use to create a target list based on county by entering up to two counties. The spelling of the county must match exactly. However, the entries are not case-sensitive. Using kingas search criteria will returnkingandKing. |
|||||||||||
Date of Birth |
Examples:
|
|||||||||||
Last name(s) or |
Enter one or more letters of the name(s) to use for the search.
|
|||||||||||
Imported Leadlist |
Select the name of a lead list you have imported into AMS360. For more information see Workflow: Import a Leadlist. |
|||||||||||
Business Unit |
|
|||||||||||
Employee Assignment |
Use to create a list based on the following information assigned to the customer: |
|||||||||||
Other Information |
|
|||||||||||
Marital Status |
To base the list on the marital status entered in customer information, select up to two statuses here. |
These selections queries your AMS 360 database using the data entered in the Profile section of the Customer data entry form. There is no limit to the number of profile questions you can include in your query.
Remember the more criteria you select the smaller your Target List will be because the members of the list must meet all the selected criteria.
Field/ Group |
What is this? |
||||||||||||||||||
Type of Business |
Select one of the following to base the list on profile questions assigned to specific types of business:
|
||||||||||||||||||
Question |
To create a list of customers that have a specific answer to a profile question, first select the question from the list. Questions are agency-defined. For more information see Profile Question Setup. |
||||||||||||||||||
Operator |
Use this operator in combination with the answer to a specific profile question. Select an operator using the guide below:
|
||||||||||||||||||
Comparison Value |
Enter the answer to the profile question to use in the search. You can enter up to 80 characters. You can use a wild card character (%) when querying text-type answers with Equal to (=) or Not equal to (<>) operators.
|
||||||||||||||||||
And/Or |
This selection is optional. When entering more than one profile question you can select either And or Or. If you select either And or Or on the first profile question, then the same value applies for all profile questions you select and cannot be changed for individual questions.
|
These selections queries your AMS 360 database using the data entered in the X-Dates section of the Customer data entry form.
Remember the more criteria you select the smaller your Target List will be because the members of the list must meet all the selected criteria.
Field/ Group |
What is this? |
||||||
Date(s) or |
Select one of the following:
|
||||||
Line(s) of Business |
Select one or two lines of business to create a list of customers that have an X-Date entry with one of those Lines of Business. |
||||||
Premium(s) |
To create a list based on X-Date Premiums enter a specific premium or a range of premiums.
You can enter up to $999,999,999.00 and AMS360 formats the numbers for you. |
||||||
Interest Level |
To create a list based on X-Date Interest Level select up to four interest levels from the list. AMS 360 includes all customers who have one of the interest levels entered. The choices are:
|
||||||
Carrier/Current Agent |
|
||||||
Account Size |
To create a list based on X-Date Account Size select up to three account sizes from the list. AMS 360 includes all customers who have one of the sizes entered. The choices are:
|
These selections query your AMS360 database using the data entered in the Policy data entry form.
Field/ Group |
What is this? |
||||||||||||||
Policy Detail |
The selection criteria below applies to the information entered in Basic Policy Information.
|
||||||||||||||
Exclude Policies for this Renewal List Assignment |
To prevent policies with one of the following Renewal List Assignments from appearing on your list, select it here. The choices are:
|
||||||||||||||
Cost of Insurance |
To limit your target list to policies with a specific Cost of Insurance or a range costs (viewable in Basic Policy), enter it here. |
||||||||||||||
Full Term Premium(s) |
To limit your list to policies with a specific Full Term Premium or a range of premiums (entered in Basic Policy), enter it here. |
||||||||||||||
Business Unit |
|
||||||||||||||
Employee Assignment |
|
||||||||||||||
Policy Term(s) |
|
||||||||||||||
Additional Information |
|
These selections query your AMS 360 database using data entered in any of the Line of Business data entry forms within the Policy data entry form. You are not limited in the number of lines of business you can include in your query.
Field/ Group |
What is this? |
||||||
Line of Business |
To limit your target list to policies with one or more Lines of Business, select them here. |
||||||
Operator |
Choose one of the following test operators for your line of business search:
|
||||||
And/Or |
When including multiple lines of business in your search you are required to select one of the following:
If you select either And or Or for any line of business, then the same value is set for all lines of business you select and cannot be changed for individual lines. |
You can add coverage criteria to your Target List after selecting a Line of Business.
You can choose coverage criteria for Specialty Lines of Business only where you have created and used a Specialty Line of Business data entry form or you are using one of the system data entry forms.
Field/ Group |
What is this? |
||||||||||||||||
Coverage |
The coverage list contains all coverages. Select the one you want to use. You can add multiple coverages to your criteria list. Coverages are associated with a line of business. |
||||||||||||||||
Operator |
Choose one of the following operators for your coverage search:
|
||||||||||||||||
And/Or |
When including multiple coverages in your search you are required to select one of the following:
If you select either And or Or for any coverage, then the same value is set for all coverages you select and cannot be changed for individual coverages. However, you can enter a duplicate line of business and enter different coverage criteria. |
||||||||||||||||
Limit(s) and Deductible(s) |
Use the following table as a resource when using the limit fields. These fields correspond to specific limits for particular lines of business.
|
||||||||||||||||
Homeowner/Dwelling Fire Form Type(s) |
These fields are only applicable to Homeowners and Dwelling Fire. |
Your Target List includes customers and policies only; it does not include coverage detail.
These are the most common types of target lists created. Use them as a guideline when selecting the criteria for your target list.
Selection Criteria |
Example |
Target List Query Results |
1 LOB with "EXISTS" |
Line of Business = Watercraft |
All customers that have a minimum of the selected LOB in a monoline and/or package policy. |
1 LOB with "NOT EXISTS" |
Line of Business not = Personal Umbrella |
All customers that do not contain the selected LOB in a monoline and/or package policy. If this LOB is found anywhere for a customer, that customer will not appear on the target list. If a customer has no policies, that customer will appear on the target list. |
2 or 3 LOB's selected with 'EXISTS' and an operator of 'AND' |
Line of Business = Private Passenger Auto, and Line of Business = Homeowners |
All customers that have a minimum of ALL the selected LOB's in a monoline and/or package policy. If one of the LOB's is not found anywhere for a customer, that customer will not appear on the target list. |
2 or 3 LOB's are selected with 'NOT EXISTS' and an operator of 'AND' |
Line of Business not = Homeowners, and Line of Business not = Personal Umbrella |
All customers that do not contain both selected LOB's in a monoline and/or package policy. If one of the LOB's is found anywhere for a customer, that customer will not appear on the target list. If a customer has no policies, that customer will appear on the target list. |
2 or 3 LOB's are selected with 'NOT EXISTS' and an operator of 'OR' |
Line of Business not = Business Auto, or Line of Business not = Trucker's |
All customers that do not contain any of the selected LOB's in a monoline and/or package policy. If one or more of the LOB's are found anywhere for a customer, that customer will not appear on the target list. If a customer has no policies, that customer will appear on the target list. |
When you are finished making the selections for your target list, run the query to locate the individuals and policies that meet the criteria. Use this section to run the query and view the results.
Query results do not include submissions.
Button/ Field/ Group |
What is this? |
||||||||||||||||||||
(Run Query) |
Click this button to use the selected criteria to search AMS360 and create the target list. The status bar displays information about the progress of the query. |
||||||||||||||||||||
Count Results |
These fields are display only.
|
||||||||||||||||||||
Save List As |
|
||||||||||||||||||||
(Fill Grid) |
Click this button to display the actual customer and policy detail information generated by your query. This option is only available if your target list policy count is less than 2500. Default SortThe default sort is by Cust Name and then by Policy # in ascending order. You can re-sort by any column by clicking the column header. The information that displays is based on your division and department security authorization. |
||||||||||||||||||||
(Delete Row) |
Select a row in the grid and click this button to remove the customer and policy from the target list. This allows you to create a customized list. When you save the target list, the rows you delete here are not included in the list. If you delete a row in error you can click Run Query again to return all the original rows to the grid. |
||||||||||||||||||||
Map Location |
Use this link to create a map for the selected participants in your target list. See the Map Location topic for more information. This option is only available for rows that appear in the grid. |
||||||||||||||||||||
Query Results Grid |
Click the Fill Grid button to display the following information from your target list:
|
Do you want more information on the Map Location that is available in Target Lists?
My Vertafore Support | Vertafore University | NetVU Network | Vertafore.com © 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 11:02 PM |