AMS 360 Custom Solutions
Our professional solutions ensure AMS 360 is a perfect fit.
Typical custom solutions include:
- Crystal Reports - custom reports that are fully integrated into the AMS 360 system.
- Custom eForms - a range of custom forms including everything from simple type-on forms to integrated forms that pre-fill with customer and agency data.
- Integrated Lines of Business - everything from user data entry screens to database tables for specialized lines of business.
- Data Imports, Exports and Integrations - custom data import or export capability.
- Databases, Queries, Splits and Merges - merge or split AMS 360 databases or change your division, department, branch or group structure with database queries.
One of our most popular solutions, Custom Data Exporter, contain queries that provide you access to certain customer and policy data within your AMS 360 or AfW database. It offers an easy way to select data fields, sort/filter data and export data to Microsoft Excel, CSV, Text or XML formats.
Custom Data Exporter contains eight data sets including:
- Customer policy information
- Birthday data
- Commercial lines contacts
- Personal dependents
- Company personnel
- Active customer with no active policies
- Certificate information
- Customer policy profile
Custom data sets designed to meet your agency’s specific needs can be purchased at an additional cost.
For more information, contact the Vertafore custom solutions group at profsvcscustom@amsservices.com