Specific to Agency Management Systems

Look here for help articles about specific Agency Management Systems

Lucas Jans avatar Lucy Borne avatar Alina Reed avatar +2
40 articles in this collection
Written by Lucas Jans, Lucy Borne, Alina Reed and 2 others
AMS360

How to Set Up AMS 360 Integration

These instructions are also accessible from your Fuse list setup page.
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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.
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Written by Iris Wu
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.
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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.
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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.
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Written by Lucas Jans
Updated over a week ago

AMS360 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.
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Written by Lucas Jans
Updated over a week ago

AMS360 Data Download Restrictions

We limit the amount of legacy data we download.
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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
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Written by Lucas Jans
Updated over a week ago

Triggering AMS360 Notifications To Complete Setup

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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.
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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.
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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.
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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.
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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?
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Written by Lucas Jans
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
Lucas Jans avatar
Written by Lucas Jans
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.
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Written by Lucas Jans
Updated over a week ago

Webinar: How to Automate & Segment Using Hawksoft Substatus Field

This will show you how to utilize your sub status in Hawksoft.
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Written by Alina Reed
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.
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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?
Lucas Jans avatar
Written by Lucas Jans
Updated over a week ago

How to Set Up HawkSoft Integration V1

How to setup HawkSoft Integration
Kevin Watkins avatar
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"
Lucas Jans avatar
Written by Lucas Jans
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.
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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.
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Written by Lucas Jans
Updated over a week ago