Individuals

Overview Individuals are a record type for storing and tracking basic client, lead, and prospect information for your individual business. Individuals are also important if you ...

OverviewOn the Individuals page, you can update many Individual Records at once. You can change Individual Type, Individual Status, and Servicing Agent. You can also add people ...

Overview In insurance, it’s essential to not only attract new clients but also nurture existing ones. This article will show you how to generate Sales Records for existing Indiv...

Overview When running the Individual Advanced Search, you can bulk create Sales Records from existing Individual Records. This feature links Sales Records to Individuals for the...

Overview If your agency recently upgraded your account’s subscription to one of our new subscription packages, we have a Lead Migration Utility to help you convert your existing...

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...

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 ...

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...

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...