The intended audience for this article is Agents.
From AMS360, you have the ability to export:
Commercial Vehicles
Commercial Drivers
Commercial Locations
EDP Scheduled Equipment
Equipment Floater Scheduled Equipment
To export locations, first open the policy. To export anything else listed above, open the line of business within the policy.
To Export a Data Schedule:
Open the policy or line of business.
In the Operations menu, click Data Schedule, then click Export. You can also accomplish this by clicking the Export Data Schedule icon.
Within the Data Schedule field, select the desired data schedule from the drop-down options.
Click Export.
A "Save As" page will then appear. Select a name of the export and location where you'd like it to save the export. Click Save.
Your .csv file is now ready to be uploaded into Wunderite