Introduction - Vertafore



AMS360Form Letter/Schedule/Proposal/Summary WorkflowTable of Contents TOC \h \z \t "Heading 1,1,Heading 2,2,Heading 3,3,IntrolHead1,3" Introduction PAGEREF _Toc282610114 \h 3Merge Field Editor Overview PAGEREF _Toc282610115 \h 3How to Access Merge Field Editor PAGEREF _Toc282610116 \h 3Schedule/Proposal/Summary Merge Field Templates PAGEREF _Toc282610117 \h 4Merge Field Editor Changes PAGEREF _Toc282610118 \h 8What Does This Really Mean? PAGEREF _Toc282610119 \h 9Schedules/Proposals/Summary Documents Overview PAGEREF _Toc282610120 \h 11Proposal of Insurance PAGEREF _Toc282610121 \h 11Schedules of Insurance PAGEREF _Toc282610122 \h 11Summary of Insurance PAGEREF _Toc282610123 \h 11DocDesigner PAGEREF _Toc282610124 \h 12Microsoft Word Application Level Add-In PAGEREF _Toc282610125 \h 12After an agency transitions to version 4.0 PAGEREF _Toc282610126 \h 12If Word 2007 exists: PAGEREF _Toc282610127 \h 12If system prerequisites do not exist: PAGEREF _Toc282610128 \h 13Landing Page PAGEREF _Toc282610129 \h 13If Word 2007 does not exist PAGEREF _Toc282610130 \h 13DocDesigner – Schedules/proposals Word 2007 Add In PAGEREF _Toc282610131 \h 14New/Edit/Copy PAGEREF _Toc282610132 \h 14Document Properties Task Pane PAGEREF _Toc282610133 \h 14Creating Your Document PAGEREF _Toc282610134 \h 15AMS360 Ribbon PAGEREF _Toc282610135 \h 15Tree View PAGEREF _Toc282610136 \h 15Document Pane PAGEREF _Toc282610137 \h 16Saving the Document PAGEREF _Toc282610138 \h 16Using Producer Plus and Doc Designer PAGEREF _Toc282610139 \h 16DocDesigner Edit Mode – accessing a saved document based on old AMS templates PAGEREF _Toc282610140 \h 17Document Library PAGEREF _Toc282610141 \h 19Standard Method (w/out Office 2007) Creating Schedules, Proposals or Summary Documents. PAGEREF _Toc282610142 \h 19New Document PAGEREF _Toc282610143 \h 20Formatting Your Document PAGEREF _Toc282610144 \h 20Editing Document PAGEREF _Toc282610145 \h 21Schedules/Proposals/Summary Smart Client PAGEREF _Toc282610146 \h 24Word Templates for Form Letters and Schedules, Proposals and Summaries PAGEREF _Toc282610147 \h 25Template File Location PAGEREF _Toc282610148 \h 25Editing the AMS 360 Word Templates PAGEREF _Toc282610149 \h 26Other Options in AMS360 PAGEREF _Toc282610150 \h 28Using Import/Export of Schedules in AMS360 PAGEREF _Toc282610151 \h 28Creating a New Data Schedule Template PAGEREF _Toc282610152 \h 30Importing a Schedule PAGEREF _Toc282610153 \h 32Utilizing AMS 360’s Grids to Create Quick Schedules PAGEREF _Toc282610154 \h 34What is this Summary of Insurance Report? PAGEREF _Toc282610155 \h 35How About the Dec Page? PAGEREF _Toc282610156 \h 37Introduction There are two main features in AMS360 that are used to produce professional Schedules, Proposals and Summary of Insurance Documents:Merge Field Editor is the data selection feature. This feature helps you decide what data you want included in your Schedules/Proposals.Schedules/Proposals Document Library is split into two areas:User is used by all of your agency personnel. This feature gives you the ability to send all types of documents to customers, insurance carriers, and other entities. Designer is for lead individuals to create and customize documents to fit the needs of the entire office. The Designer feature is secured.This document covers these areas in detail.Merge Field Editor OverviewThe Merge Field Editor puts control into your hands. This feature allows the Designer to decide what data elements are included in a Merge Field Template to use with Form Letters or Schedules/Proposals/Summary documents. The Designer can also edit existing, copy, import or export and delete templates.To work with Schedules/Proposals/Summary Merge Field Templates, pull over a section at a time (removing any specific fields you do not want included in the final merge). Iterative data automatically merges.This is where you rename labels and add any “Text” that should be included before or after a section.The next section explains how Merge Field Templates work. This feature can be secured, only allowing your most advanced users access, or all your employees may have access.How to Access Merge Field EditorYou can access the Merge Field Editor from any Center through the Tools/Administrator Menu. If you are on Form Letters or Schedule/Proposal/Summary Document Library Smart Clients, you can access the Merge Field Editor through the File/Merge Field Editor menu or icon.Schedule/Proposal/Summary Merge Field TemplatesThe Merge Field Editor gives you the ability to control what data will merge to your Schedule, Proposal or Summary of Insurance by creating Merge Field Templates. These Templates are the basis of the actual Documents that are created through the Document LibraryAMS 360 uses the Merge Field Templates to create the final document in Word using bookmarks to mark where each set of data will merge. Once in Word you can changes styles, formatting, insert additional text, html or images.You can associate a Form Letter merge Field List with a Schedule, Proposal or Summary. This allows single merge fields to be used within the Word documents.The Merge Field Editor Smart Client is divided into two areas:The Basic Information are requires a Template Name, Type (Schedule/Proposal/Summary), Merge Field Selection and Author. You can enter a brief summary of information about the template.The Merge Field selection lets you associate a Form Letter Merge Field List with a Schedule, Proposals or Summary. When you create the document in Word, you have access to Word’s Mail Merge feature which lets you insert merge fields into the front and back of the document. The Merge Field List works like Form Letters. For example: The cover page can now include single merge fields with the Customer name and address as well as Agency name and address.To create a Merge Field Template, move the fields you want to use as Merge Fields from the Available Fields pane to the Selected Fields pane. Select a “Section” row and all fields under that section move at the same time OR you can select a specific field and move it over.Tip: Select fields by using the arrow buttons. , Right Mouse ‘select’ menu or Drag and Drop methodOnce the data you want included in your document is selected, use the “Rename” feature to change the Section Headers, Table column Headers or field labels.Tip: Set Hint, Refine, Replicate are not available for Schedule/Proposal/Summary Merge Field Templates“Text”. This feature gives the designer the ability to insert text before or after Section Headers. Data can be cut from documents and pasted into this tool. It retains the original formatting.This can only be done via the Merge Field Editor. When the designer creates the document in Word through the Document Library the “Text Inserts” are between bookmarks, as well as each section of data. These bookmarks are important at merge time so that AMS 360 knows when a Section starts and ends.Tip: You can also insert text, images, and html before and after all the bookmarks while designing the actual document in Word through the Document Library.By a click of the right mouse, you have access to some simple formatting including; Bold, Italic, Underline, Bullet, Indent, Font, Color.At OK, a new Text node displays in the Selected Fields pane. Text can always be edited by using the Right Mouse click, and selecting “Edit Text” from the menu.At any time you can remove specific fields or sections from the “Selected Fields” pane. If you create a document that you feel has too much data, you can come back and edit your Merge Field Template and remove a column or a field.It is up to you to decide how much detail you want to display. AMS 360 has 6 permanent templates:Commercial Lines ProposalPersonal Lines ProposalCommercial Lines SummaryPersonal Lines SummaryLife Insurance SummaryHealth Insurance SummaryUse these as guides when creating your own templates. They can be copied and modified by adding or removing additional data sections or fields.REMEMBER: This is the model or starting point for your Word document! What data you select and text you insert displays in Word when creating the document through the Document Library.To finish your template, click Save or Save & Close. The next step is to access the Schedule/Proposal/Summary Document Library to create your main document. This is what the agency staff use at merge timeMerge Field Editor ChangesAll Schedules and Proposal Documents are based on the Merge Field Templates. Several changes were made in version 4.0 to enhance the original AMS template. If you saved a version of a document, based on the original AMS template and perform a MERGE & VIEW action, the document will build, but the ‘new’ modified sections are NOT be included. In the example below, Equipment Summary does not show up at all in the final document. If you go to the Document Library, select to EDIT a document and then “Edit Document Sections”, you see the following message: Because Equipment Summary was modified, it no longer displays under the “Existing in Document” tree. You need to insert it to include this section. You need to expand the sections and review what has changed or simply create a new document, which will automatically use the new modified AMS template.What Does This Really Mean?Analogy: Last year you found your fantasy dream house blueprint online and saved a copy to your computer.What you don’t know today (unless you go back to the original website) is that the 8 additional en-suite bathrooms were modified significantly and are no longer available, as they previously existedIf you had a button which said Build this house, your current house would be built, Minus the 8 en-suite bathrooms, because the bathrooms in your blue print are no longer available. (Merge and View) If you go back to the website you see the change and have an opportunity to ‘insert’ the new bathrooms into your blueprint prior to building the house. (Document Library “Edit Document Sections” link) (Bonus Feature) In DocDesigner, when you pull up your blueprint, it reviews your saved floor plan against the latest version and lets you know exactly what changed, as well as gives you an opportunity to review the old against the new section.Your BlueprintThe Latest Version Master BedroomMaster BedromMaster bathroom w/heated tile flooringMaster bathroom w/heated tile flooringWalk-in closetsWalk-in closetsSitting roomSitting room5 fireplaces5 fireplaces8 bedrooms8 bedrooms8 en-suite bathrooms w/claw foot tubs8 en-suite bathroom w/Jacuzzi tubs/in-glass shower and mirror TVs & personal saunaLive in staff quarters (2)Live in staff quarters (2)Kitchen w/butler pantryKitchen w/butler pantryDining roomDining roomStudyStudyLibraryLibraryGame roomGame roomMulti-media roomMulti-media roomIndoor lap poolIndoor lap poolGymGymSaunaSauna2 laundry rooms2 laundry roomsElevatorElevator6 car garage6 car garageOutdoor pool and hot tubOutdoor pool and hot tub3 balconies w/view3 balconies w/viewNote: This issue only applies to individuals who based their document on an ‘Original’ AMS template which has NOT been customized. If you went into Merge Field Editor and created a customized template, based off the original, this issue does NOT apply. AMS360 retains sections as they originally existed at the time the modified template was savedDifferent procedures are used to fill the old versus the new sections. So on the previous page, Equipment Summary is still called Equipment Summary. We don’t have versions of the permanent templates, so behind the scenes we can’t call an A or B version of the Equipment Summary, which is why you need to insert the new sections if you want them included in their document.Schedules/Proposals/Summary Documents OverviewYou can manage your Schedules of Insurance, Proposals of Insurance and Summary of Insurance documents through the Document Library. Use the Document Library to create new, edit, or delete existing documents.The Schedule/Proposal/Summary Smart Client Interface lets you “use” these Main Documents to create your final Schedules, Proposals &/or Summaries for a specific Customer, including detailed Policy InformationProposal of InsuranceAfter a policy has been marketed, create a Proposal of Insurance to outline your recommendations for coverage. This document is a sales tool, therefore it needs to include information about the Agency, Executive, and Company (Companies) being recommended to service the Insured’s account. In many cases you process a comparison of Companies quotes to give your client a choice. Most proposals include:Cover Page, Agency and Agency Staff InformationBasic Policy Information (Policy Number, Term, Applicant Information, Company and Total Premium).Line of Business Detail(Risk and Coverage Information, Premium, as well as coverage definitions, and endorsements or restrictions)In many cases two or more scenarios are included, providing quotes for different Coverages as well as different limits.Schedules of InsuranceThis document is usually a “list” of the Risks, and high level Coverage information. Schedules of Insurance are usually prepared for an Insurance Company Underwriter or Provider wanting to confirm that coverage exists. This document may include:Basic Policy Information (Policy Number, Term, Applicant Information, Company)Line of Business Detail (Risk and Coverage Information, at a high level)Summary of InsuranceA Summary of Insurance is a short concise outline, summarizing the Policy purchased by the Insured. Use this document to accompany the actual policy when delivered. A Summary provides the Insured with a quick way to review what is covered by their policy, without reading and interpreting the entire policy terms and conditions. This document may include:Basic Policy Information (Policy Number, Term, Applicant Information, Company and Total Premium).Line of Business Detail (Risk and Coverage Information, Premium, as well as coverage definitions, and endorsements or restrictionsDocDesignerMicrosoft Word Application Level Add-InAfter an agency transitions to version 4.0The first time you select the DocDesigner icon from Schedules/Proposals, AMS360 does a check for necessary prerequisites. (Word 2007).If Word 2007 exists: AMS360 does a check for system prerequisites. If system prerequisites exist:You receive an AMSservicesAddIn Installer window (Microsoft office Customization Installer).Select Install.Second Message: The Microsoft Office Customization was successfully installed.Select Close.Word opens with the AMS360 Ribbon displayed.Special Note: The AddIn is on a per workstation basis. A new folder is added under AMS360 folder on the client machine called AddIns, where the DocDesigner utility lives. AMS360DocDesigner, also shows up in Add/Remove programsIf system prerequisites do not exist: You receive the following message:OK = Takes you to the DocDesigner Landing pageCancel = Discontinue process and leave you on Scheduled/ProposalsLanding PageThe AddIn requires Primary Interop Assembly for Word 2007 & VSTO (visual studio tools for office) 3.0 Runtime, which can be downloaded from the landing page. You are walked through the installation and once installed, Word launches with the AMS360 ribbon displayed.If Word 2007 does not existYou receive the following error message:DocDesigner – Schedules/proposals Word 2007 Add InNew/Edit/CopyNote: When you select NEW or EDIT/COPY and you have not had any instance of Word running during that session, there is a slight delay as the Word program is initated. Document Properties Task PaneThese fields are the same as using the existing Document Library functionality.What’s Improved: You can change Type and Merge Template at any point while working on your document. Hoever, you get a warning message letting you know that what you have already created will be lost. Changing type and template basically like starting over.Build Entire Document: If you want to start from scratch with a large template like Commercial, unchcking this box renders the ‘Tree View’ of the Template and saves time by not rendering the document at the same time.Creating Your DocumentWhen you create a new document, the Word Ribbon defaults to Mailing, just as it does when using the existing Document Library method. This is where you can Insert Merge Fields into the document, but to use the DocDesigner features, you must select the AMS360 ribbon.AMS360 RibbonTree View and Document Properties buttons act as toggles so you can easily switch between panes.Tree ViewChecked sections in the Tree View Task Pane signifies those sections are included in the document pane to the right. Unchecked sections indicate that an item is NOT included in the document. (Example above - mailing address)Arrows enable or disable helping you know what actions you can take once you select a section in the tree. (Example above - mailing address)Return to Defaults: If you have made changes and simply want to start from square 1 again, click this button to return everything to its original state. You get a warning message letting you know any changes will be lost and the tree view and document will be reloaded. Return to Last Saved: If you have saved your document the Defaults button changes to Last Saved and will reload the last saved version of the document. You get a warning message letting you know your changes will be deleted and the document will be reloaded. Clear All: This clears the document and unchecks everything in the tree view. You get a warning message to verify that you do want to clear entire document. When you click on a section in the Tree View, the document pane automatically adjusts and highlights to show where that section is in the document. Document PaneWarning: Changes made directly in the document are not reflected in the Tree View. Word functionality: Although not reflected in the Tree View if you make changes within the document, such as adding picture, changing fonts, deleting or adding columns to a table, adding merge fields, etc., these normal Word functions are retained.Table of Contents: Youmay not be aware that in order to change the font size, style, color, etc., for the Table of Contents, you must select the HOME ribbon, then the small icon right below Change. Right click on either and then choose Modify. Once youmake a change and select OK, your changes are reflected in the document. Changing the Table of Contents by any other means does NOT retain during the final merge process.Saving the DocumentIf you attempt to close Word, but have not saved your document, y ou are asked if you wish to save. Save to AMS360 saves the change and allows you to continue working.Save to AMS360 & Close saves changes and closes the Word sessionUsing Producer Plus and Doc DesignerProducer Plus users still see this feature displayed as a separate ribbon tab in Word. It can be opened alongside DocDesigner and selected sections can be inserted into the document.Important Note: Producer Plus items that are added to a document are not reflected in the Tree view. This is a separate feature from DocDesigner and while the two features are compatible, adding Producer Plus elements toa coducment should be regarded no differently than opening the clip art pane and inserting an element into the document.Edit/Copy Document ListTip: You can easily search the document List by clicking at the to pf of a column to sort ascending/descending., or type directly into the blank field below each column header.Edit takes y ou into word with the Tree View Pane and Document displayed.Copy takes you into Word with the Document Properties Pane displayed. Document name displays as “Copy of…”You can make any changes you wish, However, if you change Type of Template, you receive a warning message that this change clears the document. It is the same as starting new again.Delete – The document is permanently deleted. Same rules apply as they do in regular Schedules/Proposals Document Library. Permanent documents may not be deleted or edited, only copied.Cancel closes the Document List and leaves you in Word with DocDesigner open,displaying the Document Properties Task Pane.DocDesigner Edit Mode – accessing a saved document based on old AMS templatesAfter selecting a document from the Document List of DocDesigner and then selecting EDIT, the saved document is interrogated against the original template and any tables which have changed are identified in a message before the document is opened in Word. Select OK. Once the document and tree are rendered, ‘old’ sections appear in red at the bottom of the Tree View.Due to the customization allowed in DocDesigner, we are unable to make assumptions and automatically swap out the sections. You may have changed/added text, columns, or rows and want to review each section first to determine if, after inserting the new section, you need to make additional changes.This is the Equipment Summary, which is NO LONGER VALID. It is checked to let you know the saved document contains an invalid section. You need to select and remove from document. *** If you do nothing, that section will simply not build on final Merge and View. However, the sections were enhanced, so you should remove all the red invalid sections and then insert the unchecked NEW sections to bring the document up to date or start over in New mode using the current permanent templates. The Tree View displays the NEW modified Equipment Summary (UNCHECKED). If you wants to see this in the document, you can select and insert. Section inserst as displayed based on hierarchy structure. Document LibraryStandard Method (w/out Office 2007) Creating Schedules, Proposals or Summary Documents.Through the Schedule/Proposal /Summary Document Library Smart Client can create new documents, edit existing documents, create a copy of a document, import or export documents and delete documents – all from the same interface. We consider this our “Designer” interface.Data Sections & Elements shown here are based on the Merge Template you select!New “Active” feature allows you to “Hide” any documents from the rest of the staff. Only “Active” documents display in the Schedule/Proposal/Summary interface.New DocumentTo get started, Create a Merge Field Template in the Merge Field Editor. You can opt to use one of the AMS permanent templates instead of creating your own.In the Document Library, select Type of Document (Schedule, Proposal or Summary),Category (a customizable list that allows you to organize your documents), provide a Document Name, the Author then defaults to the logged in user name.Next, select the Merge Field Template you will be using to create your document, and add a short description (which is useful to others in your agency when determining when this document should be used).Expand the Select Sections to Include section to verify the data to be included in your document. This allows you to use existing Merge Field Templates, and then gives you the option of removing certain sections for each specific document.Note: This section is not available in Edit mode, only during New.Once this information is complete click Create for the type of document you are creating.Word initiates and your document is created based on the “Word Template” that AMS provided. This template includes default styles and formattingFormatting Your DocumentNow your document is created and you see that you have a shell of the document with Bookmarks, Headers, Sections, Tables created based on the Data Selections you made to your template via the Merge Field Editor. Note: We refer to this document as a Pattern Document, as it holds the patterns of the bookmarks, formatting, etcAt this time you can insert an introduction, employee profiles, agency background, etc at the beginning of the document (before the Data Bookmarks) You can also add Coverage Definitions and/or Exclusions to the end of the document.The AMS Documents give examples of these items. Remember “Text” can be inserted between Sections ONLY through the Merge Field Editor’s Insert Text feature. Tip: At the time of merge, AMS360 is not able to recognize data that was inserted through word between bookmarks, so it is ignored. This data MUST be inserted into the Merge Field Template.Once you have your document formatted, texts inserted and have finalized all edits, it is time to Save! Save your document, at Save & Close. You are returned to the Document Library with your new document displaying as a row in the grid. You must also click Save on the Smart Client so your document is saved back to the database.Now your document is ready to share! If you marked your document as Active it is available for the rest of your staff to use in the Schedule/Proposal/Summary interface!Editing DocumentOnce your document has been created you may need to edit either the Contents or the Forma. If you update the Schedule/Proposal/Summary Template you originally used to create your document you may need to update the document to include any new or changed data elements. This is when you need to update the Contents of your document. If all you want to do is change the font, color or style then you need to change the Format of your document.Let’s explore this further. To change the Contents means you want to update your document with any changes that may have been made to the SPS Merge Template, or when you first created the document you didn’t use all the sections, and now want to add additional sections of data to the document.In order to change the Contents you need to use the Edit Document Sections link. This link can be found next to the assigned Merge Template field on the Document Library smart client.Edit Document Sections gives you the ability to amend your documents by inserting new sections, or delete existing sections.This link initiates the SPS Document Section Editor.The SPS Document Section Editor displays the SPS Merge Template that was originally used when the document was created at the top of the screen. At this point you can use the original template or select a different template. If you select a different template, AMS360 informs you that you may lose some data sections as there may be sections on the current document that were not included in the Merge Template.There are two Section panels that display data sections. The “Available in Merge Template” panel displays sections/fields that are available based on the selection Merge Template. The “Existing in Document” panel displays what sections/fields are currently in the document.At this point you can add/remove/reorder sections or data fields. Once you have made your selections and they all appear in the Existing in Document panel, Save & Close the Section Editor. AMS360 displays a message warning you that you are about to update your Word Document.At OK AMS360 modifies and saves the new selections to the pattern Document in Word. A message displays giving you the option to edit the updated Word Document so that you can review the changes and make any formatting changes that are needed.At Yes, Word initiates with the document displayed. You can update any Format changes that are needed.Schedules/Proposals/Summary Smart ClientNow it is time to use the documents you created in the Document Library. This is the main area your staff uses to run their Schedule, Proposal or Summary of Insurance Documents. This is what we call the User interface. A grid displays all the documents that are available. (When created they were marked as Active).If selecting multiple policies use “Reorder Policies” to allow you to set the order the data for each policy displays on final merged document.Merge & View, Merge & Print Icons allow quick processing of documents.Select the Document you want to create, and select the Customer and Policies you want included in the final merged document. The data that merges to your final document is based on the Display Date you select.Before merging, you might want to verify the Activity logging selections. A Default Description can be included in the Activity; AMS360 includes the name of the document you are merging with the Merge Option you use. In addition, you can type additional descriptions which are included in the final activity. A copy of the document is automatically attached to the Activity.There are two Merge Options: Merge & View Use when you want to add additional details or verify the data. Merge & Print You get your final document printed without Word opened and displaying the document.In word you can make any final adjustments. The document can be emailed, printed and delivered to the Customer. When word is closed, you have the option to save the merged document.Word Templates for Form Letters and Schedules, Proposals and SummariesAMS360 automatically copies the following Microsoft Word templates to your local workstation when you create a new Form Letter main document or Schedule, Proposal, or Summary:AMS360FormLetter.dotAMS360Schedule.dotAMS360Proposal.dotAMS360Summary.dotTemplate File LocationThe templates are stored in: C:/Documents and Settings/<UserName>/Application Data/AMS Services, Inc. /AMS 360/Templates.Note: If you have not created a new document through the Document Library for Form Letters or Schedule, Proposal, or Summary, this folder does not exist on your workstation. Example follows:When you create a main document for Form Letters or Schedules, Proposals, or Summaries, AMS360 associates the document with the correct template. When you choose Schedule as the Type of document you are creating in the Document Library, AMS360 automatically uses the AMS360Schedule.dot template to create the main document in Word. After creating and saving the main document you, and others in your office, can use it to merge with customer and policy data to generate a Schedule in Word.Editing the AMS 360 Word TemplatesYou can update the templates by adding images such as your agency logo, additional text, and updating the footer on the cover page. Changes to the template are reflected in any document created using the updated template. However, you cannot change the name or location of the templates. When you create a form letter or schedule, proposal, and summary the AMS360 Document Library looks for the default template name in the template folder listed above.For Schedules, Proposals and Summaires, it is critical that you only add or change the logo text and footer information on the cover page. Adding or changing information n pages two and tghree of the templates can cause the data merge to fail.Use the steps below to update the AMS360 Word template to add your logo, text, or update the footer at the beginning or end of the template.Open Microsoft Word.From the Word menu, select File>Open. Navigate to C:/Documents and Settings/<UserName>/Application Data/AMS Services, Inc/AMS 360/Templates. The following templates appear.AMS360FormLetter.dotAMS360Schedule.dotAMS360Proposal.dotAMS360Summary.dotSelect the template you want to update and click Open.The template opens in Word. You see the AMS360 place holders on the cover page of both the AMS360 Summary.dot and AMS360Proposal.dot. These are the areas that you can personalize.Replace the logo in the template with your agency logo. You should also replace the address and phone numbers in the footer of the cover page with your agency information.When you are finished updating the template, save it using the default or same name as the AMS360 template you are editing. This is important because when you merge a form letter, schedule, proposal, or summary, AMS360 looks for one of the names listed above when creating documents from these templates.Copy the edited Word templates to the local drive of all the workstations that will be creating form letters or schedules, proposals, and summaries in AMS 360. Place the updated templates in the C:/Documents and Settings/<UserName>/Application Data/AMS Services, Inc/AMS 360/Templates folder on each workstation that will be merging form letters, schedules, proposals, or summaries.Any change youmake now to the AMS360 Word templates is retained.Other Options in AMS360Using Import/Export of Schedules in AMS360This feature allows the Import/Export of Data Schedules into the AMS360 database from external lists. You can create data schedule templates for both the export and import process from scratch or create new templates by copying existing templates. AMS360 provides a list of AMS360 permanent data schedules. You can also define your own data schedule by assigning the import data columns to AMS database columns. AMS360 performs a reconciliation process during import. Different reconciliation processes applies to different data schedules.You can Import/Export the following data:Drivers: Business Auto; Garage & Dealer; Truckers and Inland Marine (C) – Transportation/Motor Truck CargoEquipment Floater Scheduled Equipment: Inland Marine (C)EDP Scheduled Equipment: Inland Marine (C)Locations: Policy (125 application)Vehicles: Business Auto; Garage & Dealer; Truckers and Inland Marine (C) – Transportation/Motor Truck CargoAdditional Other Interests/Certificate Master SetupExport Data SchedulesFrom the Poicy smart client, launch Export Data Schedule smart client.2199005629285The Data Schedule defaults to the Type of schedule based on where the Export tool is launched.The Export Options allow you to Export the actual Template with the Data from the Policy you selected OR you can just export a Schedule Template. If you want your customer to verify data, you include the data. If the Customer is going to provide the first set of data for you, export the template only.You can select a Template or Create a New template from here. A Preview link is provided giving you an opportunity to see what the export file looks like before creating it. If satisfied, you can Export or Email the Data Schedule or Template to the customer.Name the document, although a name defaults based on the Policy #, Type of Schedule, and date, as shown below. The folder defaults to AMS 360 Temp - Export Files folder.Click Save. You receive a message that the schedule was exported successfully or not.Creating a New Data Schedule TemplateSelect the Data Schedule Type and Name the template.Data Format Instructions are available.19138902598420Select the Text Qualifier and then use the Right Click menu to assign the column content. For example, if the Data Schedule Type is Vehicles, you can assign vehicle related column headers. This is what data is available to export or import into the Vehicle Information section of the Business Auto; Garage & Dealer; Truckers and Inland Marine (C) – Transportation/Motor Truck Cargo.In addition to assigning columns, you can insert column headings, remove column headings and ignore columns.Once a column has been assigned, the column header displays and is grayed in the list so it cannot be selected again. The template can be saved and is ready to be used!Importing a ScheduleFrom the Line of Business smart client, launch Import Data Schedule smart client.AMS360 reports if any Records had Errors, and what the errors are. In addition, what New records were found, what records matched and what records were existing in the policy but are not in the import file.After reconciling, click Import. Now your policy is updated with the most current information! Utilizing AMS 360’s Grids to Create Quick SchedulesAnother quick method of creating a Schedule is to utilize AMS360’s Grid Tools, which are available with every grid in the system.Using the Right Mouse Options while clicking on the grid that has the information you wish to create a schedule for, select Copy from Grid. The Select Grid Copy Options display.Select the Entire Grid option. At this point you can now open Microsoft Excel, create a New spreadsheet, and then paste the selection you copied directly into the spreadsheet. Just like that you have a complete schedule of the Vehicles on a selected Policy!What is this Summary of Insurance Report?This is a quick Summary of a Personal or Commercial Policy .Access this report through the Report Module, or as a Quick Report from the Customer Center.Select the Customer, Policy or Policies you want included in the report.Keep in mind that the Display Date controls what data displays in the report based on the transactions on the policy.The Display Options gives you the ability to set page breaks, suppress page numbers, select agency address, include additional sub reports that includes an overview, applicant information, premium summary, disclaimer and premium summary.The Commercial and Personal Line Options let you select what additional sections of information to include in the report, such as a list of Vehicles or Equipment.After all the selections aremade click the Preview icon, . This launches the Summary of Insurance. From here you can export the report as a .pdf or as an .rtf file. If you chose to use the .rtf (rich text format) you can manually make changes to the report before sending it to your customer!How About the Dec Page?AMS360 includes a “Dec Page” view for every policy. To access from the Customer Center, simply select the Dec Page icon next to the Policy. The Dec Page launches in a different window.6178552927985You can print the Dec Page. Select Print.This opens a Printer Friendly Copy of the Dec Page. In this view the links are removed, making the layout very neat.If you want to remove Premiums and Rating Information you can use the View Options within the Policy Tab. ................
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