Individuals

Note: The features in this article are being rolled out in phases and may not yet be available in your account.This article explains how administrators can configure Individual ...

Note: The features in this article are being rolled out in phases and may not yet be available in your account.This article explains how to choose the correct Type on an Individ...

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: The new Tag functionality and some of the screens shown in this article are being rolled out in phases and may not yet be available in your account.OverviewOn the Individu...

Note for Enhanced Records accounts: This article references Sales Record-related features and functionality. These do not apply to your account. You can check your account's sub...

Note for Enhanced Records accounts: This article references Sales Record-related features and functionality. These do not apply to your account. You can check your account's sub...

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...

Note: The features in this article are being rolled out in phases and may not yet be available in your account.This article explains how to create and manage tags for Individual...