AMS360 Mobile 2.3.2

AMS360 Mobile offers convenient and secure access to services on-the-go. This on-demand tool allows users to effortlessly manage their customers' accounts directly from their mobile devices. Enhancing customer relationships, AMS360 Mobile streamlines client meetings, provides faster service, and improves overall client experiences.

Featuring an intuitive user interface, AMS360 Mobile enables users to access a variety of information such as client and contact details, policy information, claims summaries, renewals, documents, notes, activities, and suspenses. With appropriate permissions, users can efficiently service clients by editing records, creating new clients, and adding activities and suspenses - all synchronized with the management system in real-time.

In addition to its core functions, AMS360 Mobile offers time-saving features for a more seamless user experience. Users can easily utilize ReferenceConnect for comprehensive insurance research, benefit from the "auto-create" feature that adds new activities automatically based on specific actions, and leverage client dashboards for a quick overview of account health.

The app also leverages various mobile tools to optimize time management, such as GPS mapping, email communications, photo capture, and voice recognition for creating notes and activities verbally.

It's important to note that AMS360 Mobile mandates Vertafore Single Sign-On credentials for use. Accessing ReferenceConnect requires a separate license. For more information on product details and additional inquiries, users are advised to reach out to Vertafore directly.