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 others 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
  • 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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