Go to Agency Revolution
All Collections
Specific to Agency Management Systems
Specific to Agency Management Systems
Look here for help articles about specific Agency Management Systems
+4
52 articles in this collection
Written by
Lucas Jans,
Lucy Borne,
Kevin Watkins
and 4 others
Creating a New Integration List
How to add a second integration list to Fuse.
Written by
Lucy Borne
Updated over a week ago
AMS360
How to Set Up AMS360 Integration
These instructions are also accessible from your Fuse list setup page.
Written by
Lucas Jans
Updated over a week ago
Creating AMS360 Suspenses With Sequence Steps
Add a step in your sequence to create a suspense in your AMS360, so you can then assign tasks to your team members.
Written by
Cassie Dombrock
Updated over a week ago
Policy Rate Change Merge Fields for AMS360
R
Written by
Rachel Newton
Updated over a week ago
Restricting WebServices API Permissions in AMS360
How to restrict Fuse's API permissions
Written by
Agency Revolution
Updated over a week ago
Whitelisting AMS 360 WSAPI Calls
If you're hosting your own AMS 360, use these IP's to whitelist your calls.
Written by
Lucas Jans
Updated over a week ago
Adding Emails to AMS360 Users
Adding an email is necessary to take advantage of the automatic user mapping.
Written by
Lucas Jans
Updated over a week ago
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.
Written by
Agency Revolution
Updated over a week ago
AMS360/QQ Catalyst Activity Data Synchronization
How to set up activity data synchronization for AMS360 and QQ Catalyst so you can see the activity of Fuse inside your AMS.
Written by
Lucas Jans
Updated over a week ago
AMS360 Data Download Restrictions
We limit the amount of legacy data we download.
Written by
Lucas Jans
Updated over a week ago
Using Customer Notation from AMS360
We do get the Customer and Policy Notation values, however, they are encoded
Written by
Lucas Jans
Updated over a week ago
Triggering AMS360 Notifications To Complete Setup
Written by
Lucas Jans
Updated over a week ago
Notifications Not Sending From AMS360
If you host your own AMS360 server and notifications aren't sending to Fuse, check NSDepot or ONSInitiator using the steps below.
Written by
Lucas Jans
Updated over a week ago
My AMS360 List is Out of Sync
To keep your AMS360 sync up-to-date we rely on a data stream from AMS360.
Written by
Lucas Jans
Updated over a week ago
AMS360 Activity Does Not Post
If you turned on Activity Synchronization but are not seeing activity, read this article to resolve the issue.
Written by
Lucas Jans
Updated over a week ago
Why Am I Missing an AMS360 Customer?
There are several possibilities. Finding the reason makes it easy to fix.
Written by
Lucas Jans
Updated over a week ago
How Premium is Calculated for AMS360?
AMS360 has several different fields related to policy premiums. How does Fuse choose a policy premium?
Written by
Lucas Jans
Updated over a week ago
Epic
Epic File Review Step and Its Importance
Written by
Lucy Borne
Updated over a week ago
Epic Report Won't Upload to Fuse
What to do if your Epic file fails to upload.
Written by
Lucas Jans
Updated over a week ago
Epic Name Mapping: What Comes From Where?
How Fuse derives Name, First Name, Last Name, and Company Name from Epic.
Written by
Agency Revolution
Updated over a week ago
Epic Report Instructions
How to create your Client List and Policy List reports in Applied Epic for integration with Agency Revolution Fuse.
Written by
Lucas Jans
Updated over a week ago
My Scheduled Daily Report Is Missing a Field From Epic
What to do when a field added to your Epic report does not appear in your scheduled daily report
Written by
Cassie Dombrock
Updated over a week ago
Epic Service Role Mapping
Why and how to map service roles.
Written by
Lucas Jans
Updated over a week ago
EZLynx
EZLynx Update: Adding the Policy Transaction Master Report
For EZLynx users who have already set up integration: Why & How to add the newly-supported Policy Transaction Report to your integration.
Written by
Agency Revolution
Updated over a week ago
EZLynx Integration Setup
Written by
Craig Boersma
Updated over a week ago
EZLynx Referral Thank You Campaign
How to set up an automated thank you campaign for customers who give you referrals!
Written by
Agency Revolution
Updated over a week ago
How to Manually Send EZLynx Data to Fuse
Written by
Craig Boersma
Updated over a week ago
EZLynx Employee Mapping
How does Fuse choose an Account Rep & Producer for accounts synced from EZLynx?
Written by
Agency Revolution
Updated over a week ago
EZLynx Integration Troubleshooting
Written by
Craig Boersma
Updated over a week ago
Hawksoft
Hawksoft Sync Error "Unhandled Exception - .Net Framework Does Not Enable CAS Policy"
What to do if you get this error when trying to fetch data from Hawksoft
Written by
Lucas Jans
Updated over a week ago
How to Set up a Prospect Campaign for Hawksoft V2
R
Written by
Rachel Newton
Updated over a week ago
How Fuse Chooses a Primary Contact for Hawksoft Accounts
An overview of the logic Fuse uses to select a "Primary Contact" from your Hawksoft data.
Written by
Lucas Jans
Updated over a week ago
HawkSoft Activities
Written by
Lucas Jans
Updated over a week ago
How to Resync Hawksoft Data
If some customer policy data is missing from Fuse, it may help to resync your complete customer database.
Written by
Lucas Jans
Updated over a week ago
Do Customers Deleted From Hawksoft Get Deleted From Fuse?
What happens in Fuse when an account (customer) is deleted or archived in Hawksoft?
Written by
Lucas Jans
Updated over a week ago
How to Set Up HawkSoft Integration V1
How to setup HawkSoft Integration
Written by
Kevin Watkins
Updated over a week ago
Connecting "Personal Profiles" to "Contact Info" in HawkSoft
Get the cleanest and most effective contact details in Fuse by connecting your HawkSoft "Contact Info" to "Personal Profiles"
Written by
Agency Revolution
Updated over a week ago
Hawksoft Sync Error "Unable to Find Hawksoft CMS"
This error comes up when Hawksoft is not found by our application.
Written by
Lucas Jans
Updated over a week ago
Hawksoft Policy Status and Sub Status Triggers
By responding to the Hawksoft Status and Sub Status an agency can automatically communicate throughout the policy sales process.
Written by
Lucas Jans
Updated over a week ago
NASA Eclipse
NASA Eclipse Integration Overview
Written by
Lucas Jans
Updated over a week ago
My Account Producers and Reps Are Not Mapping Correctly from NASA
What to do if the Responsibility or Producer entered in NASA Eclipse is not appearing correctly as the Account Rep or Producer in Fuse.
Written by
Cassie Dombrock
Updated over a week ago
PowerBroker
PowerBroker EDI Tool for Fuse
The EDI tool lets you see if there are any pending records not sent to Fuse. Review this article for troubleshooting information.
Written by
Lucas Jans
Updated over a week ago
Configuring PowerBroker and Agency Revolution Scheduler
Written by
Lucas Jans
Updated over a week ago
Ensuring an Accurate New Business Metric for PowerBroker
Written by
Lucas Jans
Updated over a week ago
Correcting Dates in PowerBroker
Written by
Lucas Jans
Updated over a week ago
TAM
All About Prospects for TAM Users
Can I sync Prospects from TAM to Fuse? How can I identify and market to the Prospects I have in TAM?
Written by
Agency Revolution
Updated over a week ago
TAM File Review Step and Its Importance
Written by
Lucy Borne
Updated over a week ago
How to Set Up TAM Integration
How to create, save, and export a TAM report for integration with Fuse
Written by
Agency Revolution
Updated over a week ago
TAM Name & Email Mapping
Unlock the power of TAM Name Mapping
Written by
Lucas Jans
Updated over a week ago
TAM Customer Since Date
What field in TAM does Fuse use for the Customer Since Date?
Written by
Lucy Borne
Updated over a week ago
TAM: How Fuse Chooses a Primary Contact
Is the "Primary Contact" the same thing in TAM and Fuse? What if I don't use Contacts in TAM or don't indicate the Primary in TAM?
Written by
Agency Revolution
Updated over a week ago
Xanatek
Where Xanatek Data Comes From
How is data is mapped from Xanatek to Fuse? How does Fuse choose a primary contact and map names and emails?
Written by
Agency Revolution
Updated over a week ago