Assembling the building blocks to efficient workflows

Service Team Support

Back Office Support

Accounting Team Support

Does your service team need some help?  Perhaps they have a backlog they can't seem to make a dent in.  Or, someone is out on vacation and work is backing up.


Help is available by very qualified users of AMS360.   What can be worked:


  • Submission creation
  • Invoicing
  • Policy processing (check to confirm correct, update 360 to match order and issuance)
  • Policy Change Processing - Make change at carrier web, update 360
  • Certificate creation, add holders
  • Pretty much anything!  


What can't be done?  Talking to your client about their coverage or needs.


Added benefit, while we are working for you, if we see a setting change or workflow change that would be beneficial you will be informed.




Does your accounting team need some help?  It might it be backlog clearing, vacation support or handling the routine needs.


Help is available by very qualified users of AMS360.   What can be worked:


  • Receipt Posting
  • Invoicing
  • Agency Bill payments to company
  • Operating Expenses
  • Aged A/R
  • Reporting
  • Bank Reconcilliations
  • Pretty much anything!  


What can't be done?  Talking to your client about their payment status.


Added benefit, while we are working for you, if we see a setting change or workflow change that would be beneficial you will be informed.