AMS Key Features

• Custom Integrations Available

• Google Maps with Street View for your insured's address

• Twilio SMS Texting Options

• Constant Contact Integration

• Single Entry - Move your new and existing contacts from Policylinx Agency Management System to your marketing lists.

• OFAC Clearance

• Single Entry - Scan your clients, additional parties, claimants against the OFAC list with push of a button.

• Certificates, Auto IDs, Applications, Schedules and Various Other Forms

• Fill out MGA/MGU Applications for Retail Insurance Management Systems

• Single Entry - Auto complete several MGA Applications and Supplemental forms without re-keying most fields.

• FMCSA Data for Trucker Program Managers

• Access to monthly FMCSA Trucker data using DOT #

• Features Retail Agencies

• Key Features for Retail Agency Management System

• Easily & Seamlessly work from home during COVID

• Easy CRM with Quick Search Features

• Full Accounting System for Retail Agency Management Systems

  and MGA Management Systems

• Easy Invoicing and Commission Tracking

• Easily split commissions with sub producers

• Bank Reconciliation, Check Printing

• Carrier Payment and Reconciliation

• Profit and Loss Statements

• Balance Sheets

• Full Document Management

• Create, Save, and Email documents, emails, Acords, policies, Word Merge docs, images, etc from the system.

• Quick indexing and search features - Never lose another document

• File and Drawer Schematic

• Drag and Drop

• Easy to use Diaries for Reminders and Follow ups

• Create and Share Tasks, Attach tasks to documents, Export to Excel, Split by team member

• Over 100 base reports

• Expiration lists, loss runs, quotes, Commission reports, General Ledger Statements, Endorsement Log, Invoice Register, Company List, Client List, Wholesaler List, Vendor Lists, Production Reports, and much more.

• Easily export any report to PDF, Excel, CSV.

• Licensing and E&O tracking

• Licenses by Producer

• Reports to show expiring licenses

• Acord Forms for Retail Agency Management

• Acord Certificates - with capability to print or email to multiple recipients at the same time.

• Easily & Seamlessly work from anywhere

• Easy CRM with Quick Search Features

• Broker Bill Net, Broker Bill Gross and Agency Bill with Full Accounting

• Easy Invoicing and Commission Tracking

• Bank Reconciliation, Check Printing

• Carrier Payment and Reconciliation

• Profit and Loss Statements

• Balance Sheets

• Import TPA Claims from Excel

• Provide Limited Carrier Read Only Access

• Reporting Available for NISS and ISO Layouts

• Monthly Carrier Bordereaux

• Provide TPA Access to Full TPA Claims Management Module

• Claims Adjusting

• Claims Check Issuance

• Easy Endorsement Processing, Surplus Lines Truck Endorsements

• Policy Issuance

• Set up Mandatory and Optional Forms by Line and State for your MGA Management System

• Editable fields

• Single Entry - Push Issue and all forms pull and populate with policy information.

• Save to Insured record

• Export to PDF

• Full Document Management

• Create, Save, and Email documents, emails, Acords, policies, Word Merge docs, images, etc from the system.

• Quick indexing and search features - Never lose another document

• File and Drawer Schematic

• Drag and Drop Files for File and Document Management