Insurance Agency Automation Associates

02/07/2025

Hi All: I've just posted up my latest YouTube video and sure could use some shares and likes! :grin::sunglasses:
All of my videos are focused on features and tools for Vertafore (V4) AMS360 product.

This new video focuses on the 2024 R2 update that affects the Home Center of AMS360. This is the first step in V4's AgencyOne project.

AgencyOne's main goal is to standardize the visuals, terminology and structure of the various Vertafore products so that they all use the same phrasing and common style menus and views. This will help users when they move between integrated products such as AMS360, PLRater and ImageRight/Worksmart.

If your agency uses AMS360 or if you know others that do...they would be the prime audience for it!

Thanks!

Here is the link:

Vertafore has started a project called AgencyOne. AgencyOne's main goal is to standardize the visuals, terminology and structure of the various Vertafore pr...

01/17/2025

https://mailchi.mp/ceef7618e8b4/there-is-a-new-iaaa-youtube-video-ready-for-you-step-by-step-instructions-on-how-to-create-a-map-of-your-customers-locations

AMS360 gives you the ability to export customer policy locations which you can then import into a Google map. This allows you to see where your clients are.

06/27/2024

https://mailchi.mp/a5dd38c2d3c4/good-morning-this-issue-of-the-ams360-newsletter-includes-a-new-youtube-video

This is a new feature in the 23R3 release (ya I know its 2024 already!) that I am starting to finally see in my agency clients.

12/07/2023

Is 2024 the year that your agency actually gets a real view of your AMS data? -

Good Morning I hope you are well today. Welcome to the December installment of the Managers and Owners edition!

11/09/2023

Elevate Your Submissions, Discover Annual Premiums, and Embrace the Festive Spirit 🎅 -

As a firm believer in the power of exceptional submissions, I'm passionate about crafting comprehensive and well-structured documents that leave a lasting impression on underwriters. By providing all the necessary details, we ensure our submissions rise to the top of the pile and receive the attenti...

10/11/2023

https://mailchi.mp/a22e42e5cd00/youtube-video-release-learn-how-to-capture-live-documents-inside-of-ams360-while-you-work

Now you could do this on a server file, SharePoint file or on a workstation. But then only those with access to that specific file can work with it. But if you save the document to a Note in AMS360 anyone with access to the account can view/edit or send the document out in a quick moment!

06/21/2022

https://mailchi.mp/808752373d95/its-ams360-newsletter-time

Loss Run challenges and a solution!Does struggle obtaining currently valued loss runs for both new biz and renewals?Back when I placed new biz for a 8 Producer team this task was always complicated and time consuming. Even on renewals it is a consuming process!

05/16/2022

Are you attending the San Diego I Day Tuesday May 17th? -

Copyright (C) 2022 Insurance Agency Automation Associates. All rights reserved.Our mailing address is:Want to change how you receive these emails?You can update your preferences or unsubscribe

04/07/2022

Accelerate 2022 conference report, AL3 tool to get data into 360 and use of RPA's to automate tasks to free up your team!

03/21/2022

Looking forward to the NetVU Accelerate Conference next week in Denver!

I'm looking forward to reconnecting with my friends and colleagues in the industry as well as meeting new ones.

Who else is attending? Lets make sure to connect in person while at the conference.

12/15/2020

Opened a holiday card that arrived yesterday. It said "I can't thank you enough for the annual premium calculator tool that you sent... This beautiful tool has taken hours of adding/multiplying/dividing off of my day. You are a genius!!"

It was a very simple excel macro tool that I created 5 years ago to help my clients take a pro-rated endorsement premium and annualize that number so that it can be entered into a data base field.

It is nice to be appreciated!

11/18/2020

OHIO - Only Handle It Once!