AgencyBuzz integrates with InsurancePro, TurboRater, Insurance Website Builder Standard Forms, AMS360, QQ Catalyst, and the HawkSoft Local Client.

AMS360 Bridge

1. Create a new AMS360 user for the AgencyBuzz integration. (Contact your AgencyBuzz Coordinator for detailed instructions.)
2. Login to AgencyBuzz.
3. Select Account Settings under the Tools menu at the top of the AgencyBuzz dashboard.
4. From the Administration page that pops up, select Integration.
5. Enter the following information into the Integration - AMS360 screen. Note: Contact your AgencyBuzz Coordinator if you do not see the Integration - AMS360 section.
• Agency Number - This number will come from your Vertafore AMS360 account. Include any special characters, including dashes.
• User Name/Password -The login credentials for the AMS360 web services user you created for the AgencyBuzz integration and is generally not your own AMS360 login. The username is usually something like "AgencyBuzz" or "Agency Buzz."
• Action Code -  Leave this field blank.
• Employee Code - Leave this field blank.
•  Attachments
• Use Attachments on ITC Servers - AgencyBuzz activity notes will show mailings in AMS360 records as a link.
• Embed Attachments in AMS360 - AgencyBuzz activity notes will show mailings in AMS360 as HTML files saved directly in the record.
6. Click Save at the bottom of the pop up window.
7. You should receive a green confirmation message verifying the bridge has been set up correctly.

You will receive an email on the first of the month with statistics about new contacts added, automatically updated contacts, and number of rejected emails due to missing or invalid email addresses.

QQ Catalyst Bridge

1. Login to AgencyBuzz.
2. Select Account Settings under the Tools menu at the top of the AgencyBuzz dashboard.
3. From the Administration page that pops up, select Integration.
4. Enter your QQ username and password into the Integration - QQ Solutions screen. Note: Contact your AgencyBuzz Coordinator if you do not see the Integration - QQ section.
5. Click Save at the bottom of the pop up window.
6. You should receive a green confirmation message verifying the bridge has been set up correctly.

For InsurancePro, TurboRater, Insurance Website Builder, and HawkSoft integration setups, please contact your AgencyBuzz Coordinator for detailed instructions.