Workflows

How to use this web page:

  • Find the correct category

  • Click on the picture or title of the workflow

  • From the new tab opened, find the specific activity you are looking for

  • Follow the steps!

Conversion related workflows, agency setup, database pre-work, etc.

 Renewals

Step-by-step processes for commercial and personal excess renewals, manual renewals in AMS360 

  Invoicing

Creating an invoice, creating a receipt for a walk-in payment,  

Cancellations

Preparing and sending a Loss Policy Release, Non-renewals, Recommendations

AMS360 Tips & Tricks

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