ams360 & AMS360 NextGen frequently asked questions and Tips & Tricks

AMS360 FAQ

AMS360 NextGen FAQ

AMS360 FAQ

General:

1. When adding a Sticky Note can you date stamp it so you know when it was created?

2. How do I quickly export data in AMS data grids to Excel?

3. How can I see how the information in AMS360 pulls to the ACORD forms?

Certificates of Insurance / Evidence of Property Insurance:

1. How do I add or change a signature on a certificates of insurance?

2. Why does signature typed name only show the 1st name and not the full name in the signature area of a certificate of  insurance?

3. How do I get the signature to appear on an Evidence of Property Insurance?

4. Why can I not view all Evidence of Property Insurance on the EPI Tab when my View Option Display is set at Master with Holders?

Activity / Suspense:

1. How can I view all Suspense or Activity on a Claim when I am in the claim?

2. How can I quickly view all Activity or Suspense for a specific policy?

Company AP:

1. When I click on the Company AP tab to see payments made to companies/brokers nothing is there.

2. View Options have been changed but when I click on the Company AP I receive a message indicating I do not have access to Company AP

Invoicing:

1. The company/broker included fees in several installments, not just the 1st installment.  How do I invoice fees in installments?

Policy Data:

1. The Employers Liability premium on the Workers Compensation line of business is greater than the premium I input.

2. I deleted Comp/Coll from the automobile Coverages section, clicked Update Vehicle Coverages, but the vehicles still show Comp/Coll coverage.

3. Why does the Amt of Insurance under the Equipment Floater / Equipment Summary show a different amount than what the Scheduled Equipment shows?

4. How can I copy just the Acord 125 information to a policy or submission?

5. Why doesn't the General Liability Premium calculate correctly when I use the Calculate button for Total Premium?

6. Why doesn't the Property Construction Type print correctly on the eForms applications?

7. Boiler & Machinery application (Acord 155) does not pull data (limits/premiums etc) from the data grid.  What Application and System Data Entry should be used?

8. When adding policies to the Umbrella underlying liability policies data grid via the drop down selection, the Parent Co shows under Company not the Writing Company

9. My Employers Liability Increased Limits do not flow to the Summary of Insurance or some eForms

10. Why do only 6 "Other States" display on an application when more than 6 are entered in the WC LOB data grid?

11. The Line of Business or Data Entry I want to add does not show in the drop down list.

12. How do I input Umbrella/Excess Aggregate Limit so it flows to eForms or Scheduled/Proposals/Summaries of Insurance

13. Why does the In Business Since data not flow to my renewal policy or a submission?

14. When I deleted automobile coverage on a Business Auto policy at the Line of Business level and clicked Update Vehicle Coverages it did not update coverages at the vehicle level.

15. Information from some of the Remarks fields for Inland Marine lines of business are not printing on the eForm applications.

16. If Any exposure basis shows as ************* in app preview and eForm application

Prior Carrier Information:

1. Prior carrier information is a mess.  How do I fix it?

Summary of Insurance / Schedules/Proposals:

1. When generating a Summary of Insurance the GL rates/premiums appear.  How do we generate a Summary of Insurance that does not contain this information?

2. How can I save the finalized version (with updates) when I create a L-W Commercial Lines Summary via AMS360 Schedules/Proposals?

Policy Change Requests:

1. I deleted equipment from the IM Contractors Equipment Schedule and when I generated the eForm Policy Change Request it showed that another item was deleted and/or changed but AMS data grid shows correctly.  What went wrong?

Compare Tool:

1. What is the Compare Tool and how can I use it?

AMS360 NextGen FAQ

General:

1. Why, when I log into AMS360, does Classic View appear instead of NextGen View?

2. Why do I receive an AMS360 Error when I open specific customers in NextGen View?

3. How can I provide AMS with Feedback on NextGen?

4. Why do I receive the message "Welcome to the Next Generation of AMS360" each time I log in even though I have checked the box "Don't show again"?

5. How do I add a Sub-Customer to an existing Master Customer?

Home Center:

1. Why can't  I see the Message Board and Favorite Links? VERSION 7.5 ADDED DASHBOARD.  THIS INFORMATION CAN NOW BE ACCESSED ON THE DASHBOARD

Customer Search:

1. Why does my search results show customer name multiple times?

2. I edited the customer name and the customer page shows the corrected name.  But when search for the customer the search results still shows the misspelled name in the result.

Activities:

1. How do I view all activities from one policy from the Policies view screen?
   

2. Why, when I log an New Activity from Customer > Policies  Actions / New Activity , is the First Policy in the list automatically selected?  VERSION 7.5 ADDED POLICY VIEW OPTION SETTING ALLOWING USERS TO UNCHECK "SELECT FIRST POLICY"

Suspense:

1. Why, when I open a suspense and click Launch Center link, does AMS360 launch Classic View not NextGen?

Policy Change Requests:

1. Why, when I click on the link to view my Policy Change Request, do I receive an error?

Policies screen view:

1. How do I Collapse/Expand the split pane view on the Customer > Policies screen?
   

2. Why can't I see all of my Customer's policies?

Toolbox Functions (bottom of customer screen): 

1. Why, when I access any function from the Toolbox at the bottom of my customer screen, does the customer name and policy
    information not flow to the screen?

Customer Summary: 

1. How do I customize the customer summary to include additional information and/or delete some information? 

SEMCAT:

1. How can I get the customer name to flow to the Single Tran Export screen when exporting to SEMCAT?

AMS360 FAQ

General:

1. When adding a Sticky Note can you date stamp it so you know when it was created?

• Right click on the note, before you save it, and you can date stamp / time stamp / add your name to the note.

2. How do I quickly export data in AMS data grids to Excel?

Click here for information on Quick Export to Excel

3. How can I see how the information in AMS360 pulls to the ACORD forms? 

Click here for information on Form Mappingning.html

Certificates of Insurance / Evidence Of Property Insurance:

1. How do I add or change a signature on a certificates of insurance.?

• Right click on the Master Certificate and select Edit Master Certificate.  Go to signature drop down and select the appropriate signature.  Click Create Form.  The signature is now on the master and holder certificates.

2. Why does signature typed name only show the 1st name and not the full name in the signature area of a certificate of insurance?

• There is a space limitation with the 2009/09 certificate of insurance.  There is currently no fix for this issue.

3. How do I get the signature to appear on an Evidence of Property Insurance

• When you create a new EPI, load the risk, chose the property needed, choose the signature you must click on Holder Detail and add the holder then create/refresh form.  If you create the EPI and create/refresh form prior to adding holder detail you can not modify the master to add the signature later on.

4. Why can I not view all Evidence of Property Insurance on the EPI Tab when my View Option Display is set at Master with Holders?

• AMS support stated that there is a known defect when selecting display option Master with Holders.  They recommend setting your EPI  View Options to either Master or Holders (not Master with Holders).  This will enable you to see all Evidence of Property Insurance Masters or Holders you  have issued for an account.  AMS is working to resolve this issue in a future version.  THIS ISSUE DOES NOT AFFECT THE CERTS TAB VIEW OPTIONS.  YOU CAN SELECT ANY OF THE 3 DISPLAY OPTIONS AND THE CORRECT DATA WILL DISPLAY FOR EACH OPTION.

Activity / Suspense:

1. How can I view all Suspense or Activity on a Claim when I am in the claim?

• Click on Activity or Suspense button on the claim.  Select View.  Make sure to Refine List Options / Search criteria (date range 999 is max you can use) and be sure to select Effective Date of All.  Refresh list and all Activity or Suspense should appear in the list.

2. How can I quickly view all Activity or Suspense for a specific policy? 

Click here for how to quickly view all Activity or Suspense for a specific policy

Company AP:

1. When I click on the Company AP tab to see payments made to companies/brokers nothing is there.

• Be sure to change your View Options to show Date Range All / Policy All / Company All.  Date Range should be 5/1/1990 To 4/30/2045.  Also be sure to check Include Open Invoices / Include Closed Invoices.  Check Save as User Default View and then click Apply.

2. View Options have been changed but when I click on the Company AP I receive a message indicating I do not have access to Company AP

• All Users have access to Company AP information.  Most likely you are clicking on the Company link instead of expanding the area.  Only Accounting Dept has access to Companies via Company AP.  All other users can view by expanding the company to show financial transactions for that company.

Invoicing:

1. The company/broker included fees in several installments, not just the 1st installment.  How do I invoice fees in installments?

• Uncheck the box Add full amounts to first installment then edit the installments as needed.

Policy Data:

1. The Employers Liability premium on the Workers Compensation line of business is greater than the premium I input.

• Check the Additional Coverages area of the data grid.  There may be a premium amount entered in this area.  If so, delete it and click Save.  Then delete the Increased Employers Liability premium in the Factored Premium section.  Click the Calculate button and then click Save.  Finally go back and re-input the correct premium for the Increased Employers Liability and click Calculate.  The premium should now compute correctly.  If not please contact QA/Training for additional instructions.

2. I deleted Comp/Coll from the automobile Coverages section, clicked Update Vehicle Coverages, but the vehicles still show Comp/Coll coverage.

• The Update Vehicle Coverages button will work when you are editing a coverage (such as changing liability limit from $500,000 to $1,000,000) or when adding a coverage.  It does not work when deleting a coverage.

3. Why does the Amt of Insurance under the Equipment Floater / Equipment Summary show a different amount than what the Scheduled Equipment shows?

• Per AMS support.........this is a data migration issue.  The scheduled equipment and any other Misc equipment limits migrated correctly but this section of the data grid must be reviewed to verify if the correct Amt of Insurance is reflected.

4. How can I copy just the Acord 125 information to a policy or submission?

• From the customer click on Actions and select Copy Policy.  Select the Policy or Submission that contains the updated/correct Prior Carrier information.  Be sure to check the “Exclude Lines of Business” box so only the policy information is copied.  Complete the remainder of the screen as usual.

Click here for step by step instructions

5. Why doesn't the General Liability Premium calculate correctly when I use the Calculate button for Total Premium?

• The Total Premium section in the line of business will only Calculate from the Coverages section for coverages that have Premiums entered in.  This Total Premium section will not calculate from any other section, such as Schedule of Hazards.

**Note:  Agencies have submitted a Product Enhancement Request that the premium be calculated from the schedule of hazards section.

6. Why doesn't the Property Construction Type print correctly on the eForms applications?

• Several Construction Types appear correctly in the AMS360 data grids, but truncate or do not print correctly when creating eForms applications due to the number of characters in the field.  You will need to delete spaces, characters, etc... from the field so that a complete construction type is shown. 

Click here for step by step instructions

7. Boiler & Machinery application (Acord 155) does not pull data (limits/premiums etc) from the data grid.  What Application and System Data Entry should be used?

AMS support writes:

Currently there is no System Data Entry for Boiler and Machinery but Property can be used. Specialty Data Entry setup can also be used to setup a Specialty Application to get the coverages and remarks to integrate to a Specialty application.  AMS360 doesn't have a "real" system data entry form that integrates the data(coverages, premiums, etc..) to the application 155 for Boiler and Machinery.

PERS #2962 has been created to get Boiler & Machinery to integrate to the application 155.  if you would like this integrated please vote

AMS support suggests 2 options:

1.  Option 1:

•  LOB: Boiler & Machinery / Application:  Property Section, 140 / System Data Entry: Property.

• You would add data by manually typing in the Subject of Insurance (no drop down exists).  REMEMBER THIS DATA WILL NOT FLOW TO PRODUCER PLUS SUBMISSIONS/PROPOSALS SINCE IT IS MANUALLY INPUT AND NOT SELECTED FROM THE DROP DOWN LIST.

•  App preview shows that data input does flow to the Property Section, 140

2.  Option 2:

• LOB: Boiler & Machinery / Application:  Specialty Line of Business Form / System Data Entry: BANDM Specialty.

• You would add applicable coverages from the drop down list in the Coverages section of the data grid.  PLEASE BE AWARE THAT SPECIALTY APPLICATION DATA DOES NOT EXPORT TO PRODUCER PLUS AND WILL NOT FLOW TO THE PRODUCER PLUS SUBMISSIONS/PROPOSALS.

•  App preview shows that data input does flow to the Boiler & Machinery specialty app.

 You can choose either option.  However, if you use the 1^st option and you have an existing property LOB you can copy it and update/change to reflect the Boiler & Machinery Subjects of Insurance.  If you do copy an existing Property LOB you would need to change the LOB to Boiler & Machinery and update the Writing Company if it is different.

8. When adding policies to the Umbrella underlying liability policies data grid, via the drop down selection, the Parent Co shows under Company not the Writing Company

• AMS is aware of this issue.  Until they develop an enhancement for this issue you can manually select the Writing Company from the Company drop down list.

9. Employers Liability Increased Limits do not flow to the Summary of Insurance or some eForms

• Employers Liability Increased Limits data entry can be shown in one or both sections of the Part 2 Employers Liability data grid.  However, if you check the box for Increased Limits you must input limits for the data to flow to the Summary of Insurance and some eForms.

10. Why do only 6 "Other States" display on an application when more than 6 are entered in the WC LOB data grid?

11. The Line of Business or Data Entry I want to add does not show in the drop down list.

• Lines of business in AMS360 are associated with a type of business.  For example:  Dwelling Fire Line of Business is associated with Personal Lines Type of Business.  If you policy or submission shows Type of Business as Commercial Lines you will not be able to select Lines of Business associated with Personal Lines Types of Business.  This is due to the check mark in the 'Filter data entry and lines of business by Type of Business’ box.  To resolve this issue simply uncheck the box, click Save.  You can now add a Line of Business associated with another Type of Business to your policy or submission.

12. How do I input Umbrella/Excess Aggregate Limit so it flows to eForms or Scheduled/Proposals/Summaries of Insurance

• In the Umbrella Coverages/Limits/Premiums section of the Umbrella LOB input the Aggregate Limit in Limit 2 area of data grid.

13. Why does the In Business Since data not flow to my renewal policy or a submission?

• When you renew a policy or create a submission and the Default From Current Customer / First Named Insured (Name, Address and General Information) is left checked the In Business Since data will not flow to the renewal policy or submission.  Simply uncheck the box and the information will flow.  Please note that by unchecking this box the First Named Insured information on the current policy will remain and not be updated if any changes have been made at the customer level.  AMS is working on a fix in a future version.

14. When I deleted automobile coverage on a Business Auto policy at the Line of Business level and clicked Update Vehicle Coverages it did not update coverages at the vehicle level.

• Vehicle coverages not updating when I change/delete a coverage at the line of business level, then click Update Vehicle Coverages.  Example: Changed Underinsured Motorists to Uninsured Motorists, clicked update vehicle coverages.  Rather than changing from/to, at the vehicle level it kept both coverages.  Then deleted Underinsured Motorists at the line of business level, but it did not delete at the vehicle level.  Also, update resulted in coverages being added for some vehicles that did not contain all of the coverages at the Line of Bus level. 

AMS360 - Deleted Business Auto line of business coverages, not updating vehicle coverages.

Description

On a Business Auto policy, if you delete a line of business coverage, and then click Update Vehicle Coverages, the deleted coverage doesn't get removed from the vehicles.

Procedure

Update Vehicle Coverage only works for adding new coverages or changing coverages.

If you want to delete a line of business coverage and remove the coverage from your vehicles, you will need to manually delete the coverage from each vehicle.

15. Information from some of the Remarks fields for Inland Marine lines of business are not printing on the eForm applications.

 

• There are several Remarks fields within the Inland Marine lines of business.  Several fields within the subsections will not print to the eForm applications.  The workaround suggested by Vertafore is to enter all remarks in the Remarks field that appears at the end of the Inland Marine section rather than within the subsections.  These remarks will print on the overflow pages which follow the Acord 125

16. If Any exposure basis shows as ************* in app preview and eForm application

• Classification/Rating Information shows If Any:

• App Preview and eForm application shows ********:

• You must click on Edit and manually type If Any to correct this issue.  This varies from acord form to acord form.  It is hit or miss.  It has been determined that it does happen on FL WC applications.

Prior Carrier Information:

1. Prior carrier information is a mess.  How do I fix it?

• We suggest you delete all information that migrated from AFW and re-input.  Start with the oldest year 1st.  Once you have selected the correct policies from the drop down list, and selected the order in which you want it to appear 1-5 then you can copy the information for the next year and so on until you have input all 5 years of data, if applicable.

Click here for step by step instructions

Summary of Insurance / Schedules Proposals:

1. When generating a Summary of Insurance the GL rates/premiums appear.  How do we generate a Summary of Insurance that does not contain this information?

• Export the Summary of Insurance to excel which will allow you to manipulate the data.

2. How can I save the finalized version (with updates) when I create a L-W Commercial Lines Summary via AMS360 Schedules/Proposals?

• When creating L-W Commercial Lines Summary via Schedules/Proposals you must Save the document before closing out of the Word document in order for the finalized version to be attached to the required activity.

Policy Change Requests:

1. I deleted equipment from the IM Contractors Equipment Schedule and when I generated the eForm Policy Change Request it showed that another item was deleted and/or changed but AMS data grid shows correct data.  What went wrong?

• AMS Solution #20084 indicates that this is a know issue and they are working on a fix in a future version.  They state that to avoid this, until permanently fixed in a future version, you should make sure that each item has a unique Manufacture, Model and/or Description.  If not, you will need to manually change the Policy Change Request form.

Example: User deletes item #73 2007 Roper CNC Bender value $80,000 from the schedule.

• eForm - Policy Change Request is generated but under the Memo Text section shows that item #74 Panel Machine value $62,950 was deleted and item #73 description was amended.  You will need to manually type the correct change(s) before you create this form.

Compare Tool:

1. What is the Compare Tool and how do I use it?

Click here to jump to Compare Tool

AMS360 NextGen:

General:

1. Why, when I log into AMS360, does Classic View appear instead of NextGen View?

• AMS support provides the following solution to this issue.  If have any questions on how to apply this solution, or the solution does not fix the issue, please contact the  IT Dept.

AMS360 7.0 - How to resolve if AMS360 does not retain the last view that you used either Classic or NextGen view on each workstation

Description

AMS360® should retain the last view that you used (either Classic or NextGen view) on each workstation. For example, if you are using the Classic view in AMS360, and then switch to NextGen view, the last view that you used opens the next time that you log on to AMS360. This issue occurs even if you log on to AMS360 on a different workstation. In this scenario, AMS360 opens in the same view that the previous user used on that workstation.

The only time that the view is retained is if you log out of AMS360. If you close the AMS360 tab, close the Switch the Browser tab, or close the browser by clicking the Close button in the upper-right corner, AMS360 does not retain the view that you were using.

By default, AMS360 opens in the NextGen view.

Procedure

If you log off of AMS360 by clicking the Sign off button, AMS360 should open in the same view that you used in you last session. 

If you are logging out of AMS360 correctly, but are still experiencing this issue, use the following step to resolve this issue:

1. Log out of AMS360
2. Click on Tools and select Compatibility View Setting

You will need to press the ALT key on your keyboard so Tools appears on the upper left-hand corner of your screen

• Verify that AMS360.com or lassiter-ware .com are not shown in the "Websites you've added to Compatibility View" box.  If either are shown in the box select and click Remove.
• Ensure that all boxes are unchecked and click Close.

4. Login to AMS360.  Switch to the NextGen view, and then click the Logout button.
5. Login AMS360 to verify that AMS360 starts in the NextGen view.

One other setting that may resolve this is to clear your Internet Explorer Cookies.

1. In Internet Explorer, from the Tools menu, select Internet Options. The Internet Options page appears.
2. Click the General tab.
3. Under Browsing History, select to Delete.
4. In the Delete Browsing History make sure that you have the following checked.

Home Center:

1. Why can't I see the Message Board and Favorite Links?

• NextGen v7.0 does not contain these items.  NextGen v7.5 will contain them in a new "Dashboard"

• In NextGEn v7.0 you can:

  • Switch to Classic View to access Favorite Links and the Message Board

  • In Classic View go to Toolbox/Launch Programs from any center to access the items formerly contained in Favorite Links

Customer Center:

1. Why does my search results show customer name multiple times?

• NextGen View search results screen no longer contains the Match Type column.  The results received are the same as Classic View but the Match Type is missing so users can no longer sort columns by Customer / Named Insured.  See below example:

Classic View Search Results:

NextGen View Search Results:

AMS support recommended we log a Send Feedback" on this issue.  This was done in hopes future versions on NextGen will contain the Match Type column.

2. I edited the customer name and the customer page shows the corrected name.  But when search for the customer the search results still shows the misspelled name in the result.

• See below AMS support solution to this issue.

Activities:

1. How do I view all activities from one policy from the Policies view screen?

• Single click to select (highlight) the policy you want to view activities.  (In Classic you right click but in NextGen it is a left single click in the gray area)

• On the right had side of the screen note that there is a Show section.  Click on the drop down and select Activities

• You will now see the activities logged to this policy. 

You can Sort Columns Ascending or Descending, select only specific columns to view.

You can access the View Activity screen that contains the Refine List Options shown below by clicking on Activity Grouping button under Show: Activities

2. Why, when I log a New Activity from the Customer Actions sidebar, is the First Policy in the list automatically selected?

• The option to uncheck Select First Policy no longer exists in NextGen View / Policies / View Options.  This will be added in version 7.5  Please be sure to select the appropriate policy prior to logging a New Activity or if the activity is not applicable to a specific policy please be sure to remove it from the activity screen prior to logging your activity.

Classic View / Policies / View Options screen.

NextGen View / Policies / View Options screen

Suspense:

1. Why, when I open a suspense and click Launch Center link, does AMS360 launch Classic View not NextGen? 

• AMS support indicated that currently the Launch Center link has not been converted to NextGen Winform and when you click on the link it will open the center in Classic View.  A future version will convert this to NextGen Winform.

Policies screen view:

1. How do it Collapse/Expand the split pane view on the Customer > Policies screen?

• To Collapse/Expense click on the icon

• You can also change its width by grabbing the handle and dragging

2. Why can't I see all of my Customer's policies in NextGen View?

• The Policies View in NextGen displays a  maximum of 25 policies per screen.  To view additional policies, use the page turner at the bottom of the screen

Policy Change Requests:

1. Why, when I click on the link to view my Policy Change Request, do I receive an error?

• This is a known issue and will be fixed in  future upgrade.  The following is a workaround. 

• From the Change Requests view you click on the AMS Change Request link to view the applicable change request.

• The following AMS360 - message appears.  Click OK

• The eForms Manager page will open, but will not have the form displayed.

• In the drop-down list for the Eff Date, select the Endorsement Transaction from which the Change Request was created.

• Click the Refresh button and the form will display.

Toolbox Functions (bottom of customer screen): 

1. Why, when I access any function from the Toolbox at the bottom of my customer screen, does the customer name and policy information not flow to the screen?

• This is a known issue in NextGen View.  All functions that you access via Toolbox at the bottom of the customer screen do not pre-fill the customer, policy or term.  You can search and find a customer, then select a policy/term from the dropdown.

• The work around for functions such as Form Letters, Schedules/Proposals is as follows:

• Open customer and select the appropriate policy.

• Click on Actions on the sidebar.

                            OR

• Select the icon from the Quick Access tool

• The screen does pre-fill the customer, policy and term.

Customer Summary:

1. How do I customize the customer summary to include additional information and/or delete some information? 

• Open a customer.  Click on the Summary Options icon (small wheel on top right hand side of customer summary)

• The Customer Summary Options screen appears

• Click on the sections to locate the data you wish to add to the summary.  In this example we want to add Address 2 field to the summary so we clicked on the Address group which contains the Address 2 field. 

• Click on the field you want to add and drag it to the Summary Section Left (or Right) at the bottom of the screen.  Drop it in the exact order you wish it to appear.

• Click Save

• The Address 2 is now shown in the customer summary

SEMCAT:

1. How can I get the customer name to flow to the Single Tran Export screen when exporting to SEMCAT?

• If you open your customer and click on Toolbox/Integration/Export at the bottom of the Policies View screen in NextGen

• The customer name does not pre-fill in the Single Tran Export screen.  There is an option for you to search for the customer and select it but this is not how the export process currently works in Classic View 

• AMS support recommends the following workaround.  Open the policy you wish to export to SEMCAT.  Click on Toolbox/Integration/Export at the top of the Policy information screen. 

Or you can simply click on the Export button    

• The Single Tran Export screen now shows the customer name and also includes the policy and term as well.  (Please be sure to select the Export Vendor from the drop down list).  The rest of the process remains the same.