Individuals

Record type for managing individual clients and their dependents, group employees, and carrier contacts.

  • Working with Individual Records
    OverviewIndividuals are a record type for storing and tracking basic client, lead, and prospect information for your individual business. Individuals are also important if you w...
  • How to use the Overview tab on Individual Records in AMS+
    Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.This article explains how to us...
  • How to bulk update Individual Records
    Note for accounts using Sales Records: The Tag functionality shown in this article does not apply to your account. Tags are available for Enhanced Records accounts only. To chec...
  • Adding/Editing Individual Relationships
    Overview Set up relationships for individual records to track family, legal relationships (such as power of attorney), and more. Creating relationships for individuals is import...
  • Managing Individual Relationships
    Overview Relationships (familial, legal, and etc.) that have been added to an individual record may change over time. When they change, update AMS+ to make sure you always have ...
  • How to associate an Individual Record with a Group or Carrier Record
    Overview By associating an Individual Record with a Group or Carrier Record, you can show the person’s relationship with a group or carrier. An Individual Record that is associa...
  • Merging Duplicate Individual Records
    Overview As you and your team create Individual Records in AMS+ (manually or via data import), it’s possible to end up with duplicate records. Duplicates can make it difficult t...