Topics > AgencyBuzz > Integrations > KB ID # 1173

KB ID # 1173
Last Update : 2013/04/25
Rating : Rated 1
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Question / Issue
How do I integrate my AMS360 account with AgencyBuzz?

Answer / Solution
  1. Login to AgencyBuzz.
  2. Select Account Settings under the Tools Navigation menu at the top of the AgencyBuzz dashboard.
  3. From the Administration page that pops up, select Integration.
  4. Enter the following information into the Integration - AMS360 screen.
    • Agency Number - This number will come from your Vertafore AMS360 account.
    • User Name/Password -This information you will also have to set up in Vertafore AMS360. If AMS360 is set up for entity access security it usually isn't based on a user.
    • Action Code and Employee Code -  you can leave this field blank.
    •  Attachments
      • Use Attachments on ITC Servers -Click this if you would like the notes showing the mailings you send to show up as a link to the mailing on the ITC server
      • Embed Attachments in AMS360 - Click this if you would like the notes showing the mailings you send to a contact shown in HTML and saved directly into AMS360.
  5. Click Save at the bottom of the pop up window.

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.



Direct Link to This KB
http://support.insurancewebsitebuilder.com/support/iwb/?f=1173
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