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.
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