Specific to Agency Management Systems

Look here for help articles about specific Agency Management Systems

+1

38 articles in this collection
Written by Lucas Jans, Lucy Borne, Alina Reed and 1 other

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

How to Resync Hawksoft Data

If some customer/policy data is missing from Fuse, it may help to resync your complete customer database. Here's how...

Written by Lucas Jans
Updated over a week ago

Hawksoft Sync Error: Unhandled Exception - .NET Framework does not enable CAS policy

What to do if you get this error when trying to Fetch from Hawksoft

Written by Lucas Jans
Updated over a week ago

Webinar: How to Automate & Segment using Hawksoft Sub Status Field

This will show you how to utilize your sub status in Hawksoft.

Written by Alina Reed
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 email to AMS 360 Users

Adding an email is necessary to take advantage of automatic user mapping

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 Lucas Jans
Updated over a week ago

Epic Integration Updates - Jan 2019

Fuse now supports more optional Epic fields, plus we've updated some import logic. Read about it here!

Written by Lucas Jans
Updated over a week ago

NASA Eclipse Integration Overview

Written by Lucas Jans
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

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

Create a New Integration List

How to add a second list or integration to Fuse

Written by Lucas Jans
Updated over a week ago

AMS360

How to set up AMS 360 Integration

These instructions are also accessible from your Fuse list setup page.

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 Lucas Jans
Updated over a week ago

Activity Data Synchronization

How to setup activity data synchronization for AMS 360 and QQ Catalyst so you can see the activity of Connect inside your AMS

Written by Lucas Jans
Updated over a week ago

AMS 360 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 AMS 360

We do get the Customer and Policy Notation values, however, they are encoded

Written by Lucas Jans
Updated over a week ago

Triggering AMS 360 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, you may need to check NSDepot or ONSInitiator.

Written by Lucas Jans
Updated over a week ago

My AMS 360 List is Out of Sync

To keep your AMS 360 sync up-to-date we rely on a data stream from 360

Written by Lucas Jans
Updated over a week ago

AMS 360 Activity Does Not Post

If you turned on Activity Synchronization but are not seeing activity read this article to resolve

Written by Lucas Jans
Updated over a week ago

Why am I missing an AMS 360 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 AMS 360

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

TAM

What is the File Review Step and Why is it Important?

The file review step is for TAM and EPIC uploads only

Written by Lucy Borne
Updated over a week ago

TAM Integration Instructions

How to set up your customer report in TAM, export your list and upload it to Fuse.

Written by Lucas Jans
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

How Fuse picks a Primary Contact for TAM users

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 Lucas Jans
Updated over a week ago

EPIC

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 Service Role Mapping

Why and how to map service roles

Written by Lucas Jans
Updated over a week ago

Hawksoft

How to setup HawkSoft Integration

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 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

Written by Lucas Jans
Updated over a week ago

PowerBroker

PowerBroker EDI Tool for Fuse

The EDI tool let's 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/ 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

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? A broad overview.

Written by Lucas Jans
Updated over a week ago