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Overview of My Agency Settings

Overview

This article covers the agency-level settings that affect all users. Review them regularly as your agency grows or your processes change. Keeping these settings current ensures everyone has the right information and tools to stay productive.

IN THIS ARTICLE

Sales Data
Servicing & Agency Data
Add-Ons & Integrations
Users & Teams
Tasks & Communications
Marketing & Workflow

Sales Data

Manage how your agency tracks leads, handles routing rules, and records sales. Accurate sales data is crucial for effective reporting and follow-up.

  • Sales Records
    Manage your users’ permissions and access to Sales Record, VoIP, and SMS texting features.Lead
  • Temperatures
    Classify leads based on their engagement level or urgency (e.g., cold, warm, hot). This helps your agents prioritize outreach efforts.
  • Lead Routing Rules
    Define how Sales Records are distributed among agents/users.
  • Lead Tags
    Use tags to categorize leads and customers for better segmentation. Create custom tags to track leads by their source, interest, or status.
  • Analytic Tables – Sales
    Generate and review reports on sales performance. These analytics help identify trends, track key metrics, and optimize sales strategies.

Servicing & Agency Data

Centralize how you manage client, policy, and agency data, customize fields, and maintain data quality.

  • Data Administration
    Manage the dropdown field values for standard data fields in AMS+ to ensure consistent and accurate data entry.
  • Custom Fields
    Create unique data points specific to your agency’s workflow. Custom fields let you capture additional essential details on your records.
  • Column Settings
    Choose which columns (field data) are displayed and in what order on your main data tables. This helps your teams see what’s most important to them at a glance.
  • Data Utilities
    Access bulk actions and advanced tools to maintain or update large sets of data at once. Common tasks include batch updating records, merging duplicates, and archiving old information.

Add-Ons & Integrations

Extend your platform with powerful features and integrations to streamline quoting, commissions, and more.

  • Quote+
    An integration with our Quote+ group quoting and enrollment platform. Send employer and employee data from AMS+ to Quote+.
  • Commissions+
    Manage commission tracking and payouts. Track who gets paid, how much, and for which product, all within AMS+.
  • Third Party Integrations
    Connect your AMS+ account to other essential apps and services to sync data and reduce manual entry.

Users & Teams

Configure user roles, access levels, and team structures to ensure the right people see the right information.

  • Users
    Add new agents or staff members, manage their profiles, and set up login credentials. Assign each user to security groups or teams as needed.
  • Security Groups
    Define permission levels and access rights. Create different groups (e.g., Admin, Agent, Commissions, Support) to control who can view or edit specific data.
  • Teams
    Organize agents and staff into teams for easier Activity assignment and coordination.
  • Team Notifications
    Configure automated alerts or messages on the dashboard that notify team members of important events, such as new leads, policy renewals, or task reminders.

Tasks & Communications

Coordinate agency tasks, manage phone calls, and leverage optional features to improve your communication flow.

  • Phone Dialer & Call Queues
    Use built-in phone dialing capabilities to place calls directly from your system. Set up call queues to distribute inbound calls efficiently.
  • Optional Features
    Toggle specific features on or off, depending on your agency’s focus:
  • Sales Dashboard Settings
    Customize the metrics and data displayed on your sales dashboard so agents and managers see exactly what they need to act on.
  • Appointment Scheduling
    Manage staff schedules and allow clients to book meetings directly. Simplify the coordination of appointments and reduce scheduling conflicts.
  • Appointment Reminders
    Automate email and text reminders to customers and prospects about upcoming appointments.
  • Rx Collect
    Gather prescription and provider information for clients and prospects. This can be especially useful for agencies focusing on health or Medicare policies.

Marketing & Workflow

Design and automate your marketing materials, track leads, and brand your communications.

  • Marketing Templates (Email & Texting)
    Create, edit, and store templates for emails and text messages.
  • Landing Pages
    Build custom landing pages to integrate with your main website or marketing campaigns.
  • Contact Information
    Manage and standardize your agency’s primary contact details for marketing emails and email templates.
  • Email Branding
    Customize logos, headers, and footers for your agency’s emails. Ensure consistent branding across all outgoing communications.
  • Email Templates
    Save time by creating and personalizing reusable email templates for your customers and leads.
  • Lead Forms
    Design and embed lead capture forms on your website or landing pages. Collected data flows directly into your AMS+ account.

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