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© 2020 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned by Vertafore, Inc. This document is for informational purposes only. Vertafore makes no warranties, express or implied, with respect to the information provided here. Information and views expressed in this document may change without notice. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. Service on-the-go with secure anytime, anywhere access The days of your producers calling the office to get a customer’s information are over. You can no longer make your clients wait until your office calls you back. Whether it is a policy question, claims status, or billing question, your customers want an answer quickly. In today’s environment, your customers’ expectations are changing. You can meet them there with AMS360 Mobile. AMS360 Mobile provides an on-demand tool to access information and manage your customers’ accounts from your mobile device. This enables your agency to build customer relationships with more effective client meetings, quicker servicing, and enhanced client experiences. • Deliver information on-the-go: From an intuitive user interface, easily view client information in AMS360 from your smartphone or tablet to answer client questions or review: • Client and contact details • Policy information and declaration page views • Recent claims summaries • Upcoming renewals • Download documents • Notes • Activities and suspenses • Service customers quickly: With add/edit rights, you can fully service your customers, immediately update your management system, and reduce duplicate data entry: • Client and contact details • Activities and suspenses • Documents • Certificates • Notes • Claims • Gain insight into your business: Quickly access ReferenceConnect to better manage insurance research from a single view, and quickly review the health of your accounts with client dashboards. • Take advantage of mobile tools: Save time on the road with GPS mapping, email communications, photo capturing and voice recognition for creating notes and activities verbally. • Available for Apple and Android: AMS360 Mobile is compatible with smartphones and tablets, integrates with AMS360, is free to download, and is accessible by users with VSSO credentials. or call 800.444.4813 Contact us AMS360 Mobile requires Vertafore Single Sign-On credentials to use. Access to ReferenceConnect requires separate license. Contact Vertafore for additional product details.
