Navigation
These are located in most Centers and can alter the search results returned.
What are View Options?
NAIC Codes go in this section of the Company Setup screen.
What is Writing Company setup?
Agencies with multiple live databases can have this many IVANS accounts connected to their AMS360 account in ACC.
What is One?
Downloads that can't find a match based on policy number or parent company go to this area.
What is Assign Customers/Policies?
Private Passenger Auto, Homeowners, and Boat are this type of download.
What is Personal Lines Policy?
Classic Reports, Assign Customers/Policies, and Move Download Files are located here.
What is 360 Toolbox?
Origination Addresses are entered in this section of the Company Setup screen.
What is Download Addresses section?
Download files that have been moved into an agency's AMS360 database can be found here.
What is Received Files?
Move Download Files is used for this type of download.
Business Owners, Property, and Workers Comp are examples of this type of download.
What is Commercial Lines Policy?
Users can right-click on any of these to open them in a new tab.
What are Centers?
Coverages, Plan Codes, Subjects of Insurance, and Violations can be imported using this utility.
What is Company Code Import Utility?
IVANS Carrier Partners can be found here.
What is Agency Trading Partners?
This report lists each transaction in the download file and whether or not it was matched to a customer and loaded into your AMS360 database.
This type of download shows on the Company Register in AMS360.
What is Direct Bill Download?
The Company Code Import Utility is located in this Center.
What is Administration?
These documents, found on My Vertafore, contain company information, including NAIC codes and origination addresses.
What are Carrier Certification Sheets?
An agency's IVANS password can be reset on this screen.
What is Mailbox Configuration?
This report shows the success or failure of the download files. This is the first report you should run each day.
What is the Download Session Log Report?
This type of download attempts to process for 10 days if rejected.
What is Claims Download?
NAIC Codes, Origination Addresses, and Download Options can be setup on this screen.
What is Company Setup or Edit Company Screen?
The Agency Bill, Direct Bill, and Download Type sections can be found in this section of the Company Setup screen.
What is Billing Options setup?
This program, owned by IVANS, is installed for In-house agencies IVANS downloads.
What is Transfer Manager?
AMS360 reps can usually resend this type of download when it is rejected.
What is IVANS download?
These type of downloads are setup in TransactNOW.
What is eDocs?