amplo AMS by amplo

Suspense/follow-up tracking?

Yes

SMS/Texting feature offered as add-on or through third party

Through an integrated partner/third party

Electronic signature feature offered as add-on or through third party

As an add-on

Direct bill commission download available?

Yes

Electronic signature integration?

Yes, through add-on/third party

Track all user activity?

Yes

Purge customer data/documents?

Yes

User customize views for "my" policies?

Yes

Employee time tracking available?

Yes

Personal downloads available?

Yes

Custom proposal module?

Yes

Location/mapping integration?

Yes

Support real-time interface for claim inquiries?

Yes

Ability to import schedules?

Yes

Comparative quoting/rating systems integrations

PL Rating

Agency/employee license tracking available?

Yes

Dashboard feature included?

Yes

Marketing capabilities native/add-ons/through third party

Through a integrated partner/third party

Integrate with comparative quoting/rating systems?

Yes

Tools available for customer self-service

[Policy changes, Client issue certificates, Client portal, eSignature integration]

Split/merge customers?

Yes

Task management?

Yes

Commercial downloads available?

Yes

Boolean searches of data?

Yes

Open documented API?

Yes

Track claim activity?

Yes

System support provided

[Support by email, Support by phone, Training in-person, Training using videos, Training by person virtually, Active user group, On screen help]

VoIP feature offered as add-on or through third party?

Through an integrated partner/third party

Support claim download?

No

Accounting integrated?

Yes, native

Split/merge policies between customers?

Yes

All data fields available for reporting?

Yes

Software/platform access

[Native Browser Based, Cloud Hosted Server]

Reporting on activity data?

Yes

Document creation capability?

Both proprietary word processing and Microsoft Word

Document management/scanning features available?

[Other, Global document search capability, Drag and drop file attachment]

Reporting capabilities

[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]

Agency procedures available in system?

Yes

Fillable ACORD forms?

Yes

Marketing capabilities

[Automated marketing campaign management, Newsletter generation and distribution, Sales pipeline management, Survey generation distribution, Dashboard specific to marketing and sales, Risk surveys, Social platform management, Referral management]

Data sources available for document merging

[Contact, Policy, Coverage, Claim, Accounting]

Dashboard customizable by agency role?

Yes

SMS/Texting integrated?

Yes, through add-on/third party

Scanning/attaching to client file capability?

Yes

Policy processing workflows?

Yes

Automatic renewal processing available?

Yes

Dashboard alert of items past due?

Yes

Custom activity tracking?

Yes

System security by role/function?

Yes

Carrier submission management available?

Yes

Fax feature offered as add-on or through third party

Through an integrated partner/third party

Fax integration?

Yes, through add-on/third party

VOIP integration?

Yes, through add-on/third party

Custom form capabilities?

Yes

Microsoft 365 integration

[Email, Calendar, Word, Excel, Tasks]

Reminder notifications/alerts available

[SMS, Email, Pop-up]

Archive customer data/documents?

Yes

Scanning/attaching to carrier file capability?

Yes

Accounting features offered

[Third party integration (e.g. QuickBooks), General Ledger, Account Payables, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]

Prioritize/flag notes?

Yes

Mobile device access

Yes