AMS-Suspense/follow-up tracking?

Yes

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

Through an integrated partner/third party

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

As an add-on

AMS-Direct bill commission download available?

Yes

AMS-Electronic signature integration?

Yes, through add-on/third party

AMS-Track all user activity?

Yes

AMS-Purge customer data/documents?

Yes

AMS-User customize views for "my" policies?

Yes

AMS-Employee time tracking available?

Yes

AMS-Personal downloads available?

Yes

AMS-Custom proposal module?

Yes

AMS-Location/mapping integration?

Yes

AMS-Support real-time interface for claim inquiries?

Yes

AMS-Ability to import schedules?

Yes

AMS-Comparative quoting/rating systems integrations

PL Rating

AMS-Agency/employee license tracking available?

Yes

AMS-Dashboard feature included?

Yes

AMS-Marketing capabilities native/add-ons/through third party

Through a integrated partner/third party

AMS-Integrate with comparative quoting/rating systems?

Yes

AMS-Tools available for customer self-service

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

AMS-Split/merge customers?

Yes

AMS-Task management?

Yes

AMS-Commercial downloads available?

Yes

AMS-Boolean searches of data?

Yes

AMS-Open documented API?

Yes

AMS-Track claim activity?

Yes

AMS-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]

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

Through an integrated partner/third party

AMS-Support claim download?

No

AMS-Accounting integrated?

Yes, native

AMS-Split/merge policies between customers?

Yes

AMS-All data fields available for reporting?

Yes

AMS-Software/platform access

[Native Browser Based, Cloud Hosted Server]

AMS-Reporting on activity data?

Yes

AMS-Document creation capability?

Both proprietary word processing and Microsoft Word

AMS-Document management/scanning features available?

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

AMS-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]

AMS-Agency procedures available in system?

Yes

AMS-Fillable ACORD forms?

Yes

AMS-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]

AMS-Data sources available for document merging

[Contact, Policy, Coverage, Claim, Accounting]

AMS-Dashboard customizable by agency role?

Yes

AMS-SMS/Texting integrated?

Yes, through add-on/third party

AMS-Scanning/attaching to client file capability?

Yes

AMS-Policy processing workflows?

Yes

AMS-Automatic renewal processing available?

Yes

AMS-Dashboard alert of items past due?

Yes

AMS-Custom activity tracking?

Yes

AMS-System security by role/function?

Yes

AMS-Carrier submission management available?

Yes

AMS-Fax feature offered as add-on or through third party

Through an integrated partner/third party

AMS-Fax integration?

Yes, through add-on/third party

AMS-VOIP integration?

Yes, through add-on/third party

AMS-Custom form capabilities?

Yes

AMS-Microsoft 365 integration

[Email, Calendar, Word, Excel, Tasks]

AMS-Reminder notifications/alerts available

[SMS, Email, Pop-up]

AMS-Archive customer data/documents?

Yes

AMS-Scanning/attaching to carrier file capability?

Yes

AMS-Accounting features offered

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

AMS-Prioritize/flag notes?

Yes

AMS-Mobile device access

Yes