AMS 360

Verifying AMS Account Information: In order to ensure optimal use of AMS360, it is imperative that we all follow the following workflows throughout the first year of conversion cleanup.

AMS360 – POST CONVERSION CLEANUP PROCEDURES

 

Initial Client and Policy Information Verification and Updating

The AMS360 conversion of Visions data requires that each client be verified and the data be updated and/or corrected at both the 'Client Level' and the 'Policy Level'.   We will use the following workflow so that we can easily tell which clients and/or policies have been verified. Elements that must be verified or added at the client and policy levels are below.

 

CLIENT LEVEL – Cleanup Notation Methodology

  1. When client information has been completely verified and updated

         a. From inside the client account

                i.    Make new note (quick access icon)

                ii.   Delete policy   (highlight policy then delete key)

                iii.  Make Sticky  (check mark)

                iv.  Purge on ….  (add 2 years to current date)

                v.   Add Text “Client info update & verified

                vi.  Save & Close

         b. Go to Customer Overview

                i.   Edit Customer

                ii.  On Customer setup screen (bottom right) under NOTATION select ‘Client Updated

                iii. Save & Close

POLICY LEVEL – Cleanup Notation Methodology

  1. As each policy is renewed, endorsed or worked on  and info Is verified (including all attachments)

         a. Click on the policy hyperlink

         b. Click on Basic Policy Information

         c. Change ‘Notation’ drop-down to ‘Policy Verified’

         d. Save & Close

 

CLIENT LEVEL - Cleanup required Information and verification:

 

  1. Customer Overview (Edit Customer)

    1. Names: Where conversion data shows insured name as: First name – John; Middle name – And Mary; Last name – Smith

      1. Change to read 1st name – ‘John & Mary’;  Last name – Smith

      2. Select radio button for family

    2. Required elements to be verified and updated

      1. Address

      2. Executive

      3. Representative

      4. Business Unit – Personal or Commercial

      5. Phone numbers

        1. Business

        2. Residence

        3. Cell

        4. Fax

      6. Internet

        1. Email

        2. Email 2

        3. Web

      7. Notation:

        1. Select Client updated when complete

    3. Additional Customer Information

      1. SSN

      2. Marital Status

      3. Drivers License

      4. Occupation if known

    4. Contacts

      1. If any of the contacts in Visions are not named insured or dependents i.e. a child who takes care of their parents account or an accountant who prepares audit reports for a commercial client

        1. Create new contact under contacts and complete name

        2. Select Responsibilities from drop-down or you can add on the fly.

    5. Dependents (Dependents would be named insured, spouse, and any resident relatives on a personal line policy)

      1. First Name

      2. Last Name

      3. Phone numbers: Residence, business, cell

      4. Internet – Email

      5. SSN

      6. Marital Status

      7. Date of Birth

      8. Drivers License

      9. Occupation if known

    6. Loss History (We’ll deal with this after other conversion data has been corrected.)

POLICY  LEVEL - Cleanup required Information and verification:

 

Policy information did NOT populate for BOP policies. EACH EXPIRING AND RENEWAL POLICY MUST HAVE LIMITS MANUALLY COMPLETED.  HINT – START WITH THE EXPIRED POLICY BEFORE BEGINNING THE RENEWAL WORKFLOW AND THE RENEWAL ELEMENT SHOULD TRANSFER – BE SURE TO ATTACH COPY OF EXPIRING AND RENEWAL DEC TO THEIR RESPECTIVE TERMS.

 

DOWNLOADED PERSONAL LINES POLICIES

 

 

 

 

TO DO:

Combining Customers Workflow - Find out and see if there’s a way to combine accounts and move policies withing the account.

Losses did not populate in conversion to the client level. Have not checked the policy level.: We’ll deal with this at later time after initial Cleanup of clients and policies.

 

Review all areas of issue log to determine what was corrected or not

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