Specific to Agency Management Systems

Creating a New Integration List

How to add a second integration list to Fuse.

Written by Lucy Borne
Updated over a week ago

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

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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 Lucas Jans
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 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 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 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

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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 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 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

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

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