AMS360 for CSRs: Latest Features Deep Dive

AMS360 for CSRs: Latest Features Deep Dive
Sponsored by: Sunshine State NetVU Chapter
Tuesday, December 1, 2020 | 10:30 a.m. – 12:00 p.m. Eastern | Virtual
Please Note: This meeting is FULL. The recording will be posted to the course here within about 24 hours following the session.

Based off the planned agenda below, please share your top concerns or questions that you're hoping will be addressed during our session here.

Hear from Vertafore product managers/owners/developers as they partner with actual product users/NetVU members to demonstrate new features in practice and how they’ll benefit you. Increase your understanding of what’s possible in your own firm.  This is a 60 minute session with 15-30 minutes reserved for Q&A.

Attendees will join with the ability to unmute to share with the group and participate in group chat. We encourage you to turn on your webcam. We'll be pausing after each feature for open group dialogue surrounding top concerns and other questions for a round table-style session as much as possible.

AMS360 20R1
Technical Updates
Browser agnostic
No longer supporting Windows 7 in Dec/Jan 

Admin Updates
Production credit
AMS360 Mobile Updates

Custom/Policy Service
Opt-in/out fields in Customer Setup screens
Change Prospect to Customer when entering a policy
Second Limit for Watercraft LOP
Exclude from download carried over on renew and copy actions
New Classic Report – Company Where Used Report

AMS360 20R2 
Proposal Builder
Auto open a record with only one search result
Enhancements to the Outlook plug-In
Revenue Recognition Report Enhancements
Estimated Revenue auto population
Commercial Blanket updates

Content Leaders: 

Megan Rivera, Vertafore Inside Solution Consultant
Carla Jarombek, NcAM, Vertafore Solutions Consultant

Questions? Contact us at

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