Overview
AMS360 is an agency management software designed for insurance agencies and businesses. It aids in managing policies, renewals, customer retention, and employee productivity. When integrated with Experience.com (XMP), AMS360 enables the ingestion of new policy data into Experience.com.
The integrated system allows the mapping of ingested data to users (agents) and campaigns within the account. Using the ingested data, the XMP facilitates the automation of campaigns and surveys to specific personas based on policy type, journey moment, or location. Policies imported from AMS360 into the Experience.com platform are labeled as verified transactions.
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Prerequisites for Configuring an AMS360 Integration
Before AMS360 can be integrated with the XMP, the following prerequisites must be met:
Configure notifications in AMS360 for Experience.com
Configure API access in AMS360 for Experience.com
Enabling notifications in your AMS360 account sends policy updates to Experience.com, which then utilizes the AMS360 API to pull related customer and employee data for generating and sending customer surveys. It's important to note that Experience.com only reads AMS360 data and does not make any updates to it. Configuration of the notification service and API access is managed separately within your AMS360 account, and API credentials can be added to the Experience.com platform to complete the configuration process.
Configuring Notification in AMS360
Use these directions from Vertafore as a guide to configuring notifications in AMS360: https://help.vertafore.com/ams360/content/contextsensitive/system_admin/csnotsvcsetup.htm. You will need the following information:
Recipient Name: receiveNotification
Destination Address: https://integrations.experience.com/ams360/transactions
Authentication Code: you will receive this and be able to come back and enter it after enabling the API access.
Notification Version: 2
Notification Type: Policy Primary
Contact: Geetha Chandrasekar, 408-644-6144, mailto:geetha@experience.com
Backup Contact: None
Delivery Status: On
Configuring API Access in AMS360
Use these directions from Vertafore as a guide to configuring API Access for Experience.com: https://help.vertafore.com/ams360/content/contextsensitive/download-integration/cswebserviceapisetup.htm You will need the following information:
Web Service Application: Custom
WSAPI Login ID: Assign a user name for Experience.com to access the API
Password: Assign a password for Experience.com to access the API
Data Security Based on: Check “Entity Access Security Only”
Under Entity Access, check these entities in the Retrieve column:
Customer
CustomerContact
Employee
Configuring the AMS360 Integration
Once the prerequisites have been met, the AMS360 ingestion configuration can be created in the Experience Management Platform. Keep handy the agency ID and the login credentials you created in the prerequisite steps. The steps below outline the process:
Create the Ingestion Configuration in the XMP
Create a new AMS360 Connection in the Account’s Ingestion setup.
To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Click AMS360, and then click the blue New Connection button.
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To create the connection, some information is required to verify and activate it. Enter the required information and click anywhere in the white space to allow the system to validate the information provided.
Give the connection a name.
Provide your Agency ID (ie. “1000000-1”).
Provide the API login ID you created in AMS360.
Provide the accompanying API Password you created in AMS360.
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Add the Authentication Code to the AMS360 Notification
With a validated connection, the integration panel expands and provides a total display of all pertinent details in the AMS360 integration. Within the integration configuration panel is an API Key. This API Key should be copied from the XMP ingestion setup panel and pasted into the Authorization Code field within the new notification in AMS360.
[Insert screenshot highlighting the API key]