Data Administration & Custom Fields

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.This article covers the agency-...

In AMS+, we include default field options and statuses that are standard to the health and life insurance industry. If you're a user with administration permissions, you may upd...

Note for accounts using Sales Records: The Tag functionality does not apply to your account. Tags are available for Enhanced Records accounts only. To check, visit the Subscript...

Overview Agent Status is a field that indicates an agent’s level of activity and engagement within your agency. Examples of Agent Statuses include “Not Contact”, “Not Interested...

Overview Activity Type is a field that indicates the nature of Activities in your account. Examples of Activity Types include “Initial Contact”, “Prospecting”, and “Quote Proces...

Overview Contract Status is a field for tracking an Agent’s relationship with your agency. This status will help you know when to notify the agent after their contract has been ...

Overview All Policy records have a Coverage Type. The Coverage Type indicates the nature of the Policy record and changes the Field Set (a grouping of data fields designed to ca...

Overview Policy Status is a field for tracking a Policy’s progress as it moves through your agency’s quoting and enrollment processes. Examples of Policy Statuses include “Pendi...

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.This article covers existing da...

Overview In each section of AMS+, you'll see tables with different columns representing data from records in your account. You can customize which fields are displayed to get mo...

Overview Coverage types help you categorize and define policy types. Field sets are a grouping of fields designed to capture relevant coverage information for particular policy ...

Overview Find below a detailed list of the coverage field sets for each coverage.  Field Set List & Fields AB Default Long Term Care AD&D LTD Dental Senior Health / ...

OverviewA landing page is a custom-designed webpage that your customers or leads reach after they complete actions like filling out a Lead Form, submitting an Appointment Schedu...

This article explains how to update your agency’s business information, configure email and activity backup settings, and manage email notification preferences in AMS+.Requireme...