Prefill your workflows from AMS360 data and update your AMS360 records with form data.
AMS360 is an insurance agency management system designed by Vertafore. It is widely used by insurance agencies to streamline their operations and enhance their efficiency. Here are some key features and benefits of AMS360:
AMS360 is particularly popular among insurance agencies looking for a comprehensive solution that not only manages the day-to-day operations but also helps in strategic business planning through advanced data analysis and reporting.
Navigate to the Feathery form that you want to connect to AMS360. Click on the Integrations tab.
Open the AMS360 integration and authenticate your AMS360 account.
Click Connect. Your integration is now ready to go!
Start enabling AMS360 actions and mapping Feathery fields to AMS 360 record properties. Available records to update or pull from fall under categories such as activities, activity checkpoints, agencies, agency commissions, authentication, balance journal entries, bank accounts, bank transactions, brokers, receipts, checks, commissions, companies, additional customer personnel, customers, data schedules, deposits, e-forms, employees, general ledgers, business units, health checks, homeowners, invoices, job queues, lines of business, NAICS details, outbound notifications, personal auto, policies, certificates or liability or property, history, primary personnel policies, service agreements, standard industrial classifications, submissions, suspenses, system data entries, underwriters, user permissions, and vendors.
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.