• Working with Individual Records
    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 ...
  • How to create Sales Records for client renewals and existing Individuals
    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...
  • Migrate Individual leads to Sales Records
    Overview If your agency recently upgraded your account’s subscription to one of our AMS+ Growth or Scale Packages, we have a Lead Migration Utility to help you convert your exis...
  • 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 ...
  • Associating Individuals with Groups/Carriers
    Overview By associating an individual to group and carrier records, you can show the individual’s relationship with a group or carrier. An individual that is associated to a gro...
  • Merging Duplicate Individuals
    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...