Cisco Connected Insurance Solution for AMS360
Integration Helps Agents Provide Personalized Service Faster. (3:30 min)
AMS Integration
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Finance and Insurance: Applications
Cisco Connected Insurance Solution for AMS360
The AMS 360 application integrates with the Cisco Smart Business Communications System and is designed specifically for insurance agencies to help you get the most from your Cisco Small Business Solutions. In addition to helping you improve communication with customers and staff, these applications can also help you better manage your business.
Cisco and Vertafore have partnered to offer you an integrated solution that combines the latest in communications technology with AMS 360, an advanced insurance agency management system. This powerful solution streamlines workflows and enhances customer service capabilities by automatically presenting relevant customer information by role (receptionist, producer, and accountant), from AMS 360 upon an inbound call. Electronic policy and investment records, policy and investment management, and claims management are all connected, providing everything you need to keep your firm operating at peak efficiency.
| Cisco Connected Insurance Solution for AMS360 Features and Benefits | |
|---|---|
| Screen pops | Matches caller ID to client record and automatically displays critical client information onscreen. |
| Dial pad and client search field | Expedites outbound calling and client lookups. |
| Policy summary field | Displays all customer policies giving CSR an opportunity to sell additional policies and provide well-informed and personalized customer service. |
| Claims summary field | Provides instant access to recent claims allowing CSR to handle claim inquiries quickly and efficiently. |
| RSS feeds | Provides timely news about issues affecting the industry. |
| Google maps | Displays map of client location enhancing CSR's ability to assess certain policy risks. |
| Launch pad | Displays one-click links to frequently accessed information. |
| Anytime, anywhere access | Optimizes employee flexibility and productivity with access that lets CSRs securely access AMS data from a remote location. |
Resources
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Vertafore AMS 360 At a Glance (PDF - 2.3 MB)
