All Independent Insurance Agencies (Brokers) using Vertafore AMS 360
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OVERVIEW
Screen Pop Integration to Vertafore AMS 360
AMS 360 is an office management system for Independent Insurance Agencies
ShoreTel provides a Caller ID based display of key customer information
Key information elements are hyperlinked functions: – Account Number: Triggers AMS 360 to display customer record – Address: Triggers browser window to display map of mailing address
User configurable options for showing links to Active Policies and/or Uncompleted Suspense Items
Color coding of text and background highlights customer type
Pop-up includes embedded call control – Answer, Transfer with real-time note, Disconnect
Client software loaded on user desktop machines
BENEFITS
Tight & richly featured integration designed expressly for Insurance Agencies
Increases productivity & enhances customer service levels
User friendly – Employees enjoy individual control over application behavior