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 ...

This article explains how to use the Overview tab on Individual records in AMS+.Requirements You must be logged into AMS+ as an Agency User or Agent CRM User. You must be assign...

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...

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...