From a single screen, you see a complete view of client coverages, endorsements, and history, providing the ultimate in client visibility. Read Moreĭec Page View: The Declaration (Dec) Page View is one of the truly unique capabilities of AMS360. Mobile: When producers are meeting clients, having instant mobile access to their policy records demonstrates your agency’s commitment to a great customer experience. Proposal Builder: Delivering professional-looking commercial P&C proposals in a timely way encourages clients to stay with you.ĭocument Distribution: Schedule organized and automated letters for groups of customers based on specific scenarios like renewal exposure checklists. These touchpoints can include letters, emails, phone calls, and meetings.Ĭompare: A careful review of renewal changes lets your staff provide clients with important information and is much quicker than manually reviewing both policies.
INSURANCE CUSTOMER MANAGEMENT SOFTWARE SERIES
Engaging customers in cross-selling makes them more likely to renew with you.Ĭampaigns: A series of touchpoints based on a target list that demonstrates your engagement with your clients. Target Lists: Filter your database for clients or prospects by areas, line of business, age, existing coverage, and more. Proposal Builder: Cut the time to produce commercial P&C proposals by pulling information directly from the management system and using pre-built templates to reduce formatting time.Ĭompare: Compare a policy renewal to a prior term to determine what changed on the policy with three clicks instead of manually reviewing both policies to see what’s different.Īnd more… Form letter distribution, lead list import, text/customer communications, mobile-productive on the go, scheduled reports Read More My Agency Reports: Real-time customizable reporting provides visibility into your data and gives you the ability to drill into details so you can make data-driven decisions promptly. My Agency Home: A dashboard that lets your CSRs provide customer service by putting information at their fingertips and having a complete view of today’s work. eDocs Automation: Gets carrier documents to the right person at the right time without manually logging into carrier websites.Ĭertificate Distribution and Management: Mass distribute certificates lets account owners select the holders that need certificates and AMS360 will distribute all at once, according to each client’s preferred method. Quick Navs: Layout the work in a step-by-step process so nothing gets missed, which would lead to lost productivity. The Proposal Builder in AMS360 creates consistent, professional-looking proposals with accurate, up-to-date information. Proposal Builder: Generating commercial P&C proposals is time-consuming and often inconsistent. Policy Templates: Using plan libraries lets producers and account owners present prospects with a comparison of attributes and costs from multiple plans in the same way.įorm Letters: Using the Distribution Center, send bulk account review letters automatically via the customer’s preferred method. TransactNOW: Receiving eDocs and messaging through TransactNOW and the automation capability in AMS360 gets documents to go to the right person at the right time. VSSO: Credential Manager lets your staff access carrier information in a single interface, avoiding the need to visit each carrier site and see a different view each time. Text: Communicate with customers in their preferred way. Vertafore Messenger lets you text with customers and capture that information in your management system. Activity Setup: Create standard actions for your CSRs.