Specific to Agency Management Systems

Look here for help articles about specific Agency Management Systems

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39 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.
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Written by Lucas Jans
Updated this week

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...
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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
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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.
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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.
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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
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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
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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!
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Written by Lucas Jans
Updated over a week ago

NASA Eclipse Integration Overview

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Written by Lucas Jans
Updated over a week ago

Critical Update: Changing Your Epic Reports

As of Nov 06, 2018, Epic integration will only work with newly changed reports as described in this article.
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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.
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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?
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Written by Lucas Jans
Updated over a week ago

Create a New Integration List

How to add a second list or integration to Fuse
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Written by Lucas Jans
Updated over a week ago
AMS360

How to set up AMS 360 Integration

This is the in app wizard that will help you set up integration between AMS 360 and Connect
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Written by Lucy Borne
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

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
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Written by Lucas Jans
Updated over a week ago

AMS 360 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 AMS 360

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 AMS 360 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, you may need to check NSDepot or ONSInitiator.
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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
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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
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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.
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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?
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Written by Lucas Jans
Updated over a week ago