How It Works

When you add or change data in AMS360:

  1. AMS360 sends Fuse a "Notification," letting Fuse know that something changed. For example, AMS360 tells Fuse, "A change was made to this customer!" or "A change was made to this policy!"

  2. Fuse then makes a request to download that record (the changed customer or changed policy) from your AMS360 database.

This process gives you "near-real-time" integration between AMS360 and Fuse.

However, please be aware that AMS360 does not trigger a "notification" for all types of changes.  

Editing most of the commonly-used "Customer" and "Policy" fields will trigger a notification, but editing certain other fields will not.

Fields That Do NOT Trigger Notifications From AMS360

These fields do not trigger a notification (an automatic re-sync), but you can force a resync of these fields by (A) editing a different field in the same record that does trigger a sync, or (B) looking up the Account in Fuse and clicking "Refresh".

This is not a comprehensive list and is only meant as a quick reference for a few commonly-used fields that will not cause an automatic sync of the record.

  • Profile Questions / Profile Answers

  • Notation / Notation ID

  • Contact > Sort Order

  • Claims-level Fields¬†(Edits made to any field in the Claims section will not trigger a sync of the record. As a workaround to help claim data stay relevant, Fuse automatically re-syncs all claims and claim updates once per week.)

Fields That DO Trigger Notifications from AMS360

The following list, kindly provided by Vertafore, includes all fields that DO trigger a notification to Fuse:

Please note: Some of these fields are not available for use in Fuse.
This is strictly a list of fields that, if edited, will cause AMS360 to notify Fuse that the record has been edited. Fuse will then re-sync the fields we integrate from the relevant Customer or the Policy

Customer-Level Fields

  • Customer Number

  • Customer ID

  • First Name

  • Middle Name

  • Last Name

  • Firm Name (Business Name)

  • Address 1

  • Address 2

  • City

  • County

  • State

  • Zip Code

  • Res Phone Area Code

  • Res Phone

  • Res Extension

  • Business Area Code

  • Business Phone

  • Business Extension

  • Fax Area Code

  • Fax Phone

  • Fax Extension

  • Marine Area Code

  • Marine Phone

  • Marine Extension

  • Pager Area Code

  • Pager Phone

  • Pager Extension

  • E-Mail

  • Web Address

  • Formal Salutation

  • Informal Salutation

  • Date of Birth (DOB)

  • Occupation

  • Married

  • Business Since

  • Type Entity

  • DBA

  • NAICS

  • Federal ID Number

  • DUNS Number

  • Type Customer

  • Is Broker Customer

  • Active

  • Producer 1 Code

  • CSR Code

  • Broker Code

  • GL Division Code

  • GL Department Code

  • GL Branch Code

  • GL Group Code

  • Customer Added Date

  • PermAttrFlagsCust (?)

  • Is Health Customer

  • Is Life Customer

  • Is Financial Services Customer

  • Is Benefits Customer

  • Is Non-PC Customer

  • Is Personal Customer

  • Is Commercial Customer

Contacts Fields

  • Customer ID

  • Customer Contact ID

  • Contact Name

  • Title

  • Is Officer

  • Is Director

  • Address 1

  • Address 2

  • City

  • State

  • Zip

  • County

  • Res Area Code

  • Res Phone

  • Res Extension

  • Bus Area Code

  • Bus Phone

  • Bus Extension

  • Fax Area Code

  • Fax Phone

  • Fax Extension

  • Mobile Area Code

  • Mobile Phone

  • Mobile Extension

  • Pager Area Code

  • Pager Phone

  • Pager Extension

  • E-Mail

  • Formal Salutation

  • Informal Salutation

Policy Fields

  • Customer ID

  • Policy ID

  • Policy Number

  • Type Of Business

  • Policy Type

  • Policy Type LOB (Line of Business)

  • Writing Company Code

  • Exec Code

  • CSR Code

  • Broker Code

  • Policy Effective Date

  • Policy Expiration Date

  • Is Continuous

  • Policy Status

  • GL Division Code

  • GL Department Code

  • GL Branch Code

  • GL Group Code

  • Billing Method

  • Is New B Policy

  • Full Term Premium

  • Is Financed

  • Company Type

  • Is Multi-Entity

  • Policy Sub-Type

  • Description B Policy

Policy Transaction Premium Fields

  • Policy ID

  • Policy TP ID

  • Effective Date

  • Line Of Business

  • Plan Type

  • Writing Company Code

  • Premium

  • Billed Premium

  • Written Premium

  • Full Term Premium

  • How Billed

  • IncludePremium

  • IsCorrected

  • IsPosted

  • IsSuspended

  • Charge Code Policy TP

  • NonPrRecipientPolTP

  • NonPrinstTreatPolTP

  • Company Code Policy TP

  • Company Type Policy TP

  • Description Policy TP

  • Insert Seqential Number

  • Reconciled

  • TiComId


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