Importing Data

Getting data into your AMS+ account.

  • Data Import Overview
    Overview Importing your book of business (BOB) is paramount to quickly getting your agency up and running. With your data in AMS+, you can set up and process commissions, create...
  • Updating agent contracts by import
    Overview This import updates existing Agent Contracts in your AMS+ account. IN THIS ARTICLE Preparing for import Running the Agent Contract import Matching criteria Import summ...
  • Preparing & Importing Data for Ease Integration
    Overview To set up the Ease integration, you need existing Groups and Policies/Coverages in AMS+. You can add this data manually while configuring the integration, but if you ne...