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What Field Updates in AMS360 Trigger the Record to Sync With Fuse?
What Field Updates in AMS360 Trigger the Record to Sync With Fuse?
Changes to most (but not all) fields in AMS360 trigger a sync of the updated data into Fuse. Find out here which fields do and don't.
Agency Revolution avatar
Written by Agency Revolution
Updated over a week ago

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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