---
title: Bulk upload customer account data from your AMS360 or EPIC
description: "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 A"
---

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# 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](https://help.vertafore.com/ams360/content/reports/csreportcustlist.htm?Highlight=customer%20list)):
- 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](https://www.youtube.com/watch?v=CP1bQFF46PA)):
- 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.

 

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