Create/Edit Accounts
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      3. Create/Edit Accounts

      Bulk upload customer account data from your AMS360 or EPIC

      To start quoting, you need to Create an Account for an Insured. We can do a Bulk Account Upload using the data from your AMS360, EPIC, or other AMS. Simply follow the below instructions:

       

      Vertafore AMS360

      • Vertafore AMS360 Instructions (Link):
      • On the 360Toolbox menu, click Classic Reports to open Reports - All where you can make your selection.
      • Click Customer List to open the Report - Customer List selection form.
      • In the Quote+Bind Terminal go to Help > Submit a Request. Here you can upload the Excel/CSV file with the Subject: Upload AMS Data with your agency name.

       

      Applied EPIC

      • Applied EPIC Instructions (Link):
      • On the left sidebar of the Home screen, select Reports/Marketing – make sure you are in My Reports
      • Click Client List. Select Delivery Options on the left sidebar, then select Actions > Generate Report on the header bar
      • In the Quote+Bind Terminal go to Help > Submit a Request. Here you can upload the Excel/CSV file with the Subject: Upload AMS Data with your agency name.

       

      If you have any questions or issues, please reach out to your Network relationship manager.