Proposal builder: Delivering professional-looking commercial P&C proposals in a timely way encourages clients to stay with you.Compare: A careful review of renewal changes lets your staff provide clients with important information and is much quicker than manually reviewing both policies.These touchpoints can include letters, emails, phone calls, and meetings. Campaigns: A series of touchpoints based on a target list that demonstrates your engagement with your clients.Engaging customers in cross-selling makes them more likely to renew with you. Target lists: Filter your database for clients or prospects by areas, line of business, age, existing coverage, and more.Submission tracking helps you keep clients up-to-date on the status of each carrier and the quotes received. Renewal management: The Renewal List tool lets your staff create customized lists using a variety of date ranges and distribute them to producers, managers, and service staff enabling timely client conversations.Alerts are available for premium changes, expiring policies, unpaid bills, and more. Alerts: Identifies changes that will affect your clients and allows you to contact them.AMS360 supports your efforts to retain more business. Higher client retention rates and agency growth go hand-in-hand. And much, much more: Form letter distribution, lead list import, text/customer communications, mobile-productive on the go, scheduled reports.Compare: 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.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.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.Certificate 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.eDocs Automation: Gets carrier documents to the right person at the right time without manually logging into carrier websites. Quick navs: Layout the work in a step-by-step process so nothing gets missed, which would lead to lost productivity.Import/export: Import large schedules for business policies and have AMS360 auto-reconcile all additions, deletions, and changes, saving time for your service staff.Document management: DOC360 reduces the time it takes your staff to store and find client documents.Credentialing and Compliance (for MGAs)Ī management system with the right capabilities is a major time saver for your team.
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