Agents

Record type for managing agents, brokers, and producers.

  • Tracking Agent Records
    Overview Agents are a record type for storing and tracking contracts, licenses, E&O, and commission data for your agency's producers. In addition, agents are tied to many featur...
  • Merging Duplicate Agent Records
    Overview As you and your team create Agent Records in AMS+ (manually or via data import), it’s possible to end up with duplicate records. Duplicates can make it difficult to fin...