AMS360 Jeopardy Part 2

Activies, Suspenses and Notes

100

When creating this, you can CC other agency personnel.

Suspense

200

When creating this, you can select a date for it to be purged from AMS360.

Note

300

When creating these, you can use the Calendar or time button to enter the date or time into the text box. 

Note

400

These can be setup to log silently.

Activities

500

You may use the Out of Office feature to share these with other agency personnel.

Suspense

Customer Management

100

These agency-defined fields are used for gathering information you can't enter elsewhere.

Profile Questions or Agency Defined Fields

200

These are used to track when business carried by another agency is up.

Expiration Dates

300

You would use this to show that two separate accounts are related.

Cross References

400

This is where you would add additional agency personnel for a specific customer.

Service Groups

500

This setting allows you to track the types of policies the agency carries for this specific customer.

Automatically check based on active policies

Policies & Submissions

100

New Business, Rewrite, Renew Policy, Policy Change, Cancellation Request are examples of this.

Transaction Types

200

This tool allows you to easily identify the differences between two policies, submissions, or transactions.

Compare Policies/Submissions

300

When you click the line of business link, this opens.

System Data Entry

400

This section is exclusively used in Commercial Lines policies.

125,130 Application Information/Locations

500

This is the term used to describe policies that are Active and within policy terms.

In-Force

Data Schedules and Lead Lists

100

This is the standard file format used to bring data into AMS360.

.CSV

200

This data schedule is accessible from the Basic Policy Level.

Policy Locations

300

Lead lists can only be deleted if they were imported with this Customer Type.

Suspect

400

This type of import passes through the reconciliation process.

Data Schedule Imports

500

Before importing a list of names into the system, this is what you can create to identify the AMS360 field that corresponds with the data in your import file.

Leadlist Definition Template

eForms

100

This feature allows you to send certificates to all of the corresponding holders at once.

Distribute Certificates

200

This type of eForms contains minimal customer and agency information.

Non-Integrated

300

When creating an integrated Loss Notice, you must have this entered first.

Claim

400

This state requires that you create Auto ID cards in a 3rd party application.

New York

500

This eForms Manger setting allows you to limit which certificates are displayed in the tree.

Refine Certificate Folder