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Hi Jean, thank you for your post. Isn't there a report/function currently within AMS360 "Alerts" that does the same thing? We can set the threshold of the % increase. ------------------------------ Steven Lipstone President ISU-Lipstone Insurance Agency ...
Hi there, if you don't have AgencyOne, you can set up alerts within Admin > Alert Setup option. ------------------------------ Carrie Morgan CIC CL Quality Management Cross Financial Corp. Shelton CT carrie.morgan@crossagency.com ------------- ...
Thanks - I don't have that option, I only have Group Affiliation, which gives me a drop down list of group options but they are only groups. ------------------------------ Marilyn Brasuell Group Benefits Account Manager The Viti Companies Highwood IL ...
Hello, I am in need of a part-time or full-time Customer Service / AMS360 expert. We are an agency focused on Commercial Trucking. Any suggestions on where I may find an AMS + Insurlink teammate (they can be remote, I'm in SC)? Thank you, Jamie ...