Data & Custom Fields

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...

Overview 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, yo...

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...

Overview Analytic Tables can help you group your data in ways that are reportable and actionable. See where your spends are creating the most value for your agency. Also, Sales ...

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 / ...

Overview A 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 Sched...