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Our agency is working on a bookroll from one carrier to another. We need to export data from AMS360 into an excel/csv format that includes the following: Agency Code Agency Office Location Producer Coverage A Value Insd 1 First Name Insd 1 Last Name Insd 1 DOB Insd 1 DL# Insd 2 First Name Insd 2 Last Name Insd 2 DOB Insd 2 ...

Hey Kiley, Is your agency using a CRM? We utilize AgencyZoom which is a Vertafore product. It makes it easy for us to track lead sources and what happened to them. ------------------------------ Jen Beach Senior Operations Manager McMichael Insurance Agency Streesboro OH (330) 626-4972 jen@mcmichaelinsurance.com ------------------------------

We are trying to find a report that meets the needs of capturing lead source both on the incoming side, but also can be reported if business leaves the agency. The thought behind that being - are we seeing a lot of business coming in from Source "X", but then shortly leaving from that same source? At this point, there is no one report that we have ...

RiskMatch is now a part of Vertafore Single Sign-On, or VSSO, providing a central login experience across multiple products for you and your team. This will: Eliminate multi-step authentication across products Allow RiskMatch the opportunity to better integrate and imbed across the Vertafore product suite As a ...

Our agency is working on a bookroll from one carrier to another. We need to export data from AMS360 into an excel/csv format that includes the following: Agency Code Agency Office Location Producer Coverage A Value Insd 1 First Name Insd ...

We are trying to find a report that meets the needs of capturing lead source both on the incoming side, but also can be reported if business leaves the agency. The thought behind that being - are we seeing a lot of business coming in from Source "X", ...

RiskMatch is now a part of Vertafore Single Sign-On, or VSSO, providing a central login experience across multiple products for you and your team. This will: Eliminate multi-step authentication across products Allow RiskMatch the ...