Insurance Terms
Reinstatement of a policy, at expiration, with a review of the coverages and premiums.
This allows users to log into multiple Vertafore products with 1 set of user credentials.
Vertafore Single Sign-On (VSSO)
These folders and files are downloaded to help our customers to access common areas of the application more quickly.
AMS360 Cache
This type of user logs into AMS360 using their email and password.
VSSO User
These are located in most centers and can alter the search results returned.
View Options
Policy detail sent to one or more carriers to determine if that carrier can provide the coverage and at what cost.
Submission
This provides a means of electronically updating your AMS360 system by downloading the information from your insurance company's system.
AMS360 Download
Running the installer as this allows the application the permissions it need to fully install.
Administrator
Users can edit these to include different views in their side bar menu.
User Options
A change made to a policy during its effective term.
Endorsement
This is a new reporting platform that offers an intuitive and flexible way to analyze your data.
My Agency Reports
Uninstalling/Reinstalling the application is needed when customers see this screen every time they login.
Client Configuration
This button will be enabled if an employee attempts to log in too many times and locks themselves out.
Reset Login
Users can right-click on any of these to open them in a new tab.
Centers
Protection to professionals such as insurance agents, real estate agents, third party administrators against mistakes in the delivery of their professional service that cause financial harm to the client, customer or third parties.
Errors and Ommissions (E&O)
This allows you to send documents to your customers and have them signed electronically.
DocuSign
Clearing the AMS360 Cache is necessary when customers receive this error.
Error loading forms or Unable to load forms
If an employee has already changed their password and still cannot login, using this option in the Internet Explorer file menu may resolve the issue.
New Session
These can be tailored to each user if they use the same search options frequently.
User Defaults
These valuable documents are used by a variety of insurance carriers, providing a valuable and tangible method of exchanging information and recording it in a manner that is universal to all agencies and their agents.
ACORD Forms
This enables your insureds to self-service their own policies through a customer facing webpage.
InsurLink (formerly Client Portal)
Setting this to anything other than 96 can cause text in AMS360 to be skewed.
These can be set to prevent employees from logging in outside of business hours.
Login times
This customizable menu is located in the top corner of each center and allows users to access common areas of the application quickly.
Quick Access Toolbar