NOTE: Beginning June 28, 2022, users must install version 10.0.3 or later of the AMS 360 Integration for MiCloud. Older versions of this advanced application will no longer be supported and will not be able to authenticate via secure authentication platform.
The AMS 360 screen pop integration application adds efficiency for staff handling incoming calls using Vertafore's AMS 360 office management system for independent insurance agencies.
Features
- Optional pop-up with an overview of the client
- Link to a pop-up listing active policies
- Link to a pop-up listing open suspense items
- Call transfer will a note field to communicate the caller's needs
Consideration
- The agency must have the ability and credentials to use Vertafore's AMS 360 web service (contact Vertafore for more information on AMS 360 and enabling the web service component).
Requirements
- Windows OS only. This software must be installed and configured on each workstation that needs the integration.
Software Download
