Announcing AMS360 Mobile
Written by: Caroline Boncoskey, Product Marketing Coordinator
We are pleased to announce the release of AMS360 Mobile!
The days of your producers calling the office to get 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, which is included with the AMS360 Core Package, provides an on-demand tool to access customer information and manage accounts from your mobile device. This enables your agency to build customer relationships with more effective client meetings, quicker servicing, and enhanced client experiences.
Making use of an intuitive user interface, AMS360 Mobile allows you to:
View client and contact details, policy information (including declaration page views), recent claims summaries, upcoming renewals, download documents, notes, activities, and suspenses.
If you have add/edit rights, you can also update your existing client and contact records, create new clients, and add new activities and suspenses, ensuring that you can fully service your client anytime, anywhere.
Save time on the road with GPS mapping, email communications, photo capturing and voice recognition for creating notes and activities verbally
“It became especially valuable to my team and I during the COVID-19 shelter in place order.” Dana Coates, CEO & Strategic Advisor, United Western Insurance Brokers
AMS360 Mobile is being offered for free to all AMS360 Core customers and requires Vertafore Single Sign On credentials to use. Core customers will now be able to take advantage of AMS360 Mobile, along with benefits like process automation, document management, and an integrated technology platform all offered in the Core Package.
AMS360 Mobile is free to download from the app store and compatible with both Apple and Android smartphones and tablets.
For more information on AMS360 Core and Mobile please contact your Account Manager or visit vertafore.com.