Navigation
What is the wild card symbol in AMS and ImageRight?
%
What is the first step in the endorsement workflow in ImageRight?
ENDT Request Processing
Can there be more than one submission in the submission group in AMS360?
Yes
What is another name for the eForms button in AMS360?
Hot Lava Dolphin
Who is the CEO of Brown & Brown?
Powell Brown
What does the grilled cheese button in AMS360 do?
Edit
In order to work with a task in ImageRight, what do you have to do first?
Lock the task (double click)
If you don't have the Submissions view in AMS360, where can click to add it?
User Options
In AMS360, what do you have to check in customer setup to create the ImageRight file?
The Personal Lines check box.
What states are Michael and Jana from?
Ohio & Arizona
What button do you click to populate the To Do List in ImageRight?
Fetch
In AMS360, can you click CORRECT invoice if your premium needs to be updated?
No. You can only correct commissions.
Where would you file signed applications in ImageRight? (Name the folder and the doc type)
Permanent File > APP - Application
In AMS360, if you want to see what coverages are on a policy at a glance, what view can you go into?
Dec Page View
Who is the governor of California?
Gavin Newsom
What are the 3 ways to bring documents into ImageRight?
1. Drag & Drop
2. ImageRight Ribbon
3. Print to pdf
When using eForms in AMS360, what button do you always have to click before you can email/print?
Create
What is the quickest way to turn a submission into a policy in AMS360?
Create Policy hyperlink
Name the 3 places you enter commission information.
1. Basic Policy Info - Negotiated Commissions
2. Personnel
3. Transaction/Premiums - Calculate
Where can you go to find Voyager training documentation?
The Spot
When searching for a client in AMS360, how can you view only your office's customers? (not other PCs)
Limit to only customers I have access to
How can you see if a download has come through on a policy in AMS360?
Click the plus sign next to the policy to see the DNLD transaction
What carrier do we use when creating new submissions in AMS360?
*Marketing
How do you open two customers at the same time in AMS360?
Right click
What year was Brown & Brown established?
1939