The intended audience for this article is Agents.
Wunderite's AMS360 integration allows agents to instantly create and update supported records between Wunderite and AMS360 using two-way synchronization. Supported synchronization includes:
Personal accounts
The following Personal account data points sync between Wunderite and AMS360:
First Name, Middle Name and Last Name
Firm Name
Email (syncs to Email - Other in Wunderite)
Phone / Extension
Address
Commercial accounts
The following Commercial account data points sync between Wunderite and AMS360:
Name
Website
Phone / Extension
Fax
Address
NAICS code
SIC code
Commercial account contacts
Contacts within a Commercial account sync with the following data points:
Name
Prefix
Email (syncs to Email - Other in Wunderite)
Phone / Extension
Title
Commercial account email behavior
Top-level Commercial Risk Profiles in Wunderite do not store Commercial account email addresses. Commercial account email addresses should instead be maintained on associated contact records in AMS360 and Wunderite
Wunderite doesn't synchronize top-level Commercial account email fields in AMS360.
Country code behavior
Country code fields are not currently synchronized for Commercial Risk Profiles.
Personal Lines name mapping behavior
For Personal Lines accounts, users can choose whether Wunderite displays a custom name or a person's name as the Risk Profile name.
When a Personal Risk Profile first syncs from AMS360, Wunderite uses the Firm Name as the Custom Name and uses it as the Risk Profile name. If the Firm Name is blank, Wunderite stores the provided First Name, Middle Name and Last Name in the corresponding Wunderite fields and uses the person's name as the Risk Profile name.
Account creation limitations
The current integration requires accounts to originate from AMS360.
Commercial and Personal account creation in Wunderite is disabled.
While Wunderite updates supported data in AMS360, Wunderite does not delete customers or prospects in AMS360.
File Sync
The integration can sync PDFs related to completed forms and signatures from Wunderite back to Vertafore AMS360 or ImageRight. You have three options for file synchronization.
Automatically create AMS360 activities
Wunderite's AMS360 integration can automatically create Activities in AMS360 when trigger actions are completed in Wunderite.
The Activity includes:
User details
Date and time
Attached PDF files
Direct links to Wunderite from AMS360
The following Wunderite triggers create activities in AMS360:
Agent or customer marks a form as completed
All parties sign a form
ImageRight
Send completed forms and signature packets as a PDF attachment to your email receiver address configured with your ImageRight instance.
Choosing this option requires Vertafore's ImageRight product to be set up and active for your agency.
You will need to determine your email receiver address(es) and subject line format. Our ImageRight Setup Guide explains in more detail.
The total file size limit is 20 MB per email.
Do Not Sync Files
This option will turn off any file syncing from Wunderite to Vertafore.
Note: You must choose only one of the three options. Creating both Activities and ImageRight tasks is not supported.
Schedule Imports
Wunderite users can import schedules from policies in AMS360