Servicing & Agency
Features for organizing your book of business and running your agency.
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Groups
Record type for managing group leads and clients.
See all 3 articles - filed under Groups
- Individuals Record type for managing individual clients and their dependents, group employees, and carrier contacts. See all 8 articles - filed under Individuals
- Policies & Coverages Record type for managing policies, coverages, enrollments and elections. See all 4 articles - filed under Policies & Coverages
- Agents Record type for managing agents, brokers, and producers. See all 2 articles - filed under Agents
- Carriers Record type for managing carriers and carrier products. See all 2 articles - filed under Carriers
- Dashboards Get a handle on what's happening in your agency. See all 7 articles - filed under Dashboards
- Importing Data Getting servicing data into your AMS+ account. See all 3 articles - filed under Importing Data
- Searching Find what you need with quick, advanced, and saved searches. See all 4 articles - filed under Searching
- Reporting Reporting features and suggested use. See all 12 articles - filed under Reporting
- Individuals Record type for managing individual clients and their dependents, group employees, and carrier contacts. See all 8 articles - filed under Individuals