Activities, Notes, & Emails

Overview Activities are actionable to-dos in AMS+. You can use Activities to track interactions with agents, clients, prospects, and team members, and set follow-up reminders. A...

Overview You may want to jot down notes or store files related to a specific record. Every group, individual, agent, and policy record has a ‘Notes/Attachments’ tab that you can...

Overview Connect your email accounts to take advantage of our email management features in AMS+. Easily view, organize, and save emails and attachments to records from one centr...

Overview If you connect your email to our Email Integration, you'll gain access to the Mailbox View—a feature for managing your email inbox in AMS+. Easily organize, archive, de...

Overview Did an agent or team member email you a list of new leads or to-dos? Are you reaching out to a client or prospect? Turn those conversations into actions and follow-ups ...

Overview You set up and activated Outlook Email Sync, and you're now ready to turn your Outlook emails into activities and save them as emails in AMS+. As activities, you’ll hav...

Video recorded on May 4, 2021 What was covered: How to save your emails to AMS+ using Outlook Email Sync and Email Forwarding What happens when an incoming Activity or e...

Overview Using Email Forwarding and Outlook Email Sync, you can turn your emails into activities or save them in AMS+. In AMS+, you can let the system associate incoming activit...

Overview Want to store an email conversation in AMS+? First, send the email to AMS+ with Outlook Email Sync. Then, associate it with a corresponding group, individual, agent, or...

Overview The AMS+ Calendar is a tool to help you visualize and track activities across your agency. The calendar can also help with scheduling as you and your teams plan out act...