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March 13, 2024 Release Notes

Agent Dashboard; Export Risk Data in AMS360 format

Philip MacDonald avatar
Written by Philip MacDonald
Updated over 8 months ago

New


Agent Dashboard

On the agent homepage, display a list of all Forms, Signatures, and Invites that are in progress, across Risk Profiles. For more information, take a look at our blog post and walkthrough video.


Export Risk Data in AMS360 format

Commercial Risk Data will export in AMS360 .csv format, making it easy to import the data into AMS360 without manually manipulating the export files. This automatically applies to agencies that have their AMS set to AMS360 in Wunderite. We support the following Risk Data types:

  • Premises

  • Vehicles

  • Drivers

  • Equipment

  • Workers Comp

To confirm what your AMS is set to in Wunderite, select your user dropdown in the top right of Wunderite > Account > Team. Agency Management System is listed under the agency name.


Add North Point Underwriters, Inc. to available brokerages

When creating or editing a Policy, agents can select from a list of pre-defined brokerages. North Point Underwriters, Inc. was added as an available brokerage.

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