The intended audience for this article is Agents.
To make it easier to get policy schedule data from AMS360 into Wunderite, we've made some changes to our risk data importer to accept the AMS360 export format.
To start with, we can accommodate:
Premises (AMS360 Locations)
How to Import
After exporting any of these policy schedule types from AMS360:
Open the corresponding Commercial Profile in Wunderite
Expand Risk Data in the menu and select any of the above risk data areas (e.g. Equipment)
From there, click the drop down arrow next to Add
Then select the last option;
Import. This will pull up your file manager so you can select the necessary spreadsheet.
For more details, see our How to Import Risk Data article.
Specific Fields Imported to Wunderite
Premises ("Locations" in AMS360)
Wunderite Field | AMS360 Field |
Number | Location # |
No equivalent in Wunderite | Building # |
No equivalent in Wunderite | Same as Location |
Address | Address 1 |
Address 2 | Address 2 |
City | City |
State | State |
Zip Code | Zip |
County | County |
No equivalent in Wunderite | City Limits |
No equivalent in Wunderite | Interest |
No equivalent in Wunderite | Year Built |
No equivalent in Wunderite | Part Occupied |
Description | Description |
Latitude | No equivalent in AMS360 |
Longitude | No equivalent in AMS360 |
Notes | No equivalent in AMS360 |
Subjects of Insurance ("Property Subjects of Insurance")
This import requires that Buildings are created in the Wunderite risk profile. Building Number is a required field to associated the SOI with a specific building.
Wunderite Field | AMS360 Field |
Location # | Location # |
Building # (required) | Building # |
Subject of Insurance | Subject of Insurance |
Amount | Maximum Amount |
Coinsurance % | Coinsurance % |
Valuation | Valuation |
Cause of Loss | Cause of Loss |
No equivalent in Wunderite | Limit |
Inflation Guard % | Inflation Guard |
Deductible | Deductible |
Deductible Type | Deductible Type |
No equivalent in Wunderite | Premium |
Forms & Conditions to Apply | Forms & Conditions |
No equivalent in Wunderite | # Days for Period Restoration |
No equivalent in Wunderite | Rating Type |
No equivalent in Wunderite | Isotel # |
No equivalent in Wunderite | CS/BOP Class Code |
No equivalent in Wunderite | 100% Value |
No equivalent in Wunderite | Include on Statement of Values |
No equivalent in Wunderite | Include on Schedule of Property Limits |
Notes | No equivalent in AMS360 |
Vehicles
Wunderite Field | AMS360 Field |
Number | Vehicle # |
Customer Vehicle # | Customer Vehicle # |
Year | Year |
Make | Make |
Model | Model |
Body Type | Body Type |
VIN | VIN |
Symbol/Age | Symbol/Age |
Purchase Date | Purchase Date |
Registration | License Plate # |
Registration State | License State |
Cost New | Cost New |
Comprehensive | No equivalent in AMS360 |
Collision | No equivalent in AMS360 |
Owning Entity | No equivalent in AMS360 |
Part of a Fleet? | Fleet? |
Driving Radius Wunderite stores driving radius as a range, while AMS360 uses a numeric value. On Wunderite import we convert the AMS360 numeric value to Wunderite range. | Radius |
Vehicle Use | Usage |
Class | Class |
Garage Location | Garage Location # |
Garaging Address | No equivalent in AMS360 |
Garaging Address 2 | No equivalent in AMS360 |
Garaging City | No equivalent in AMS360 |
Garaging State | No equivalent in AMS360 |
Zip Code | No equivalent in AMS360 |
County | No equivalent in AMS360 |
Latitude | No equivalent in AMS360 |
Longitude | No equivalent in AMS360 |
Seat Capacity | Seating Capacity |
Gross Vehicle Weight | GVW/GCW |
Gross Combined Weight | No equivalent in AMS360 |
Horse Power | Horse Power |
No equivalent in Wunderite | SIC |
No equivalent in Wunderite | Territory |
Notes | No equivalent in AMS360 |
Drivers
Wunderite Field | AMS360 Field |
Number | No equivalent in AMS360 |
Employee # | Driver # |
First Name + Middle Name + Last Name (parsed into separate fields) | Name |
Address | Address |
Address 2 | No equivalent in AMS360 |
City | City |
State | State |
Zip | Zip |
Date of Birth | Date of Birth |
Sex | Sex |
Marital Status | Marital Status |
Hire Date | Hire Date |
Is Employee? | No equivalent in AMS360 |
Is Contactor? | No equivalent in AMS360 |
No equivalent in Wunderite | Social Security # |
License Number | Driver License # |
License State | State Licensed |
Year Licensed | Year Licensed |
License Expiration | No equivalent in AMS360 |
Commercial Driver Since | Commercial Driver Since |
Vehicle | Use Vehicle # |
Percent Use | Percent Use |
Notes | No equivalent in AMS360 |
Equipment
Wunderite Field | AMS360 Field |
Number | Item # |
Customer Item # | Customer's item # |
Year | Year |
Make | Manufacturer |
Model | Model |
Premise Location | Location # |
No equivalent in Wunderite | Building # |
Description | Description |
Category | Category |
Serial Number | Serial # |
Capacity | Capacity |
Condition | Condition |
Cost New | AMS360 has "Value" and "Valuation Type," but not an explicit "Cost New" field. |
Actual Cash Value | AMS360 has "Value" and "Valuation Type," but not an explicit "Actual Cash Value" field. |
Valuation Type | Valuation Type |
Value | Value |
Valuation Date | Valuation Date |
Amount of Insurance | Amount of Ins. |
Ownership | Ownership |
Purchase Date | Purchase Date |
Notes | No equivalent in AMS360 |
Workers' Comp
Wunderite Field | AMS360 Field |
State | State |
Premise Location | Location # |
Class Code | Class Code |
Class Code > Description | Classification Description |
Legal Entity | No equivalent in AMS360 |
Projected Payroll | No equivalent in AMS360 |
Total # Employees | Total # of Employees |
# Full-Time Employees | # of Full-Time Employees |
# Part-Time Employees | # of Part-Time Employees |
Rating Basis | Rating Basis |
Exposure | Exposure (Remuneration) |
Rate | Rate |
Premium | Premium |
Notes | No equivalent in AMS360 |