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Export Schedule Data in AMS360 Policy Import Format
Export Schedule Data in AMS360 Policy Import Format
Jacob Parker avatar
Written by Jacob Parker
Updated over 4 months ago

The intended audience for this article is Agents.

To make it easier to get policy schedule data out of Wunderite and into AMS360, we've made some changes to our risk data exports deliver those files in the AMS360 import format.

This export will be available for any Wunderite customers who have AMS360 set as their AMS.

To start with, we can accommodate:

How to Export

  1. Open the corresponding Commercial Profile in Wunderite

  2. Expand Risk Data in the menu and select any of the above risk data areas (e.g. Equipment)

  3. From there, click Export

  4. That's it! Your file will automatically come out of Wunderite ready to be loaded into the correct policy within AMS360.

Specific Fields Exported from Wunderite

Premises ("Locations" in AMS360)

Wunderite Field

AMS360 Field

Notes

Loc

Location #

N/A

Building #

We do not currently have a field for this in Wunderite Premises

N/A

Same as Location

We do not currently have a field for this in Wunderite Premises

Street Number + Address1

Address 1

We auto-concatenate these fields for export into the Address 1 column for the AMS360 file

Address2

Address 2

City

City

State

State

Zip

Zip

County

County

N/A

City Limits

We do not currently have a field for this in Wunderite Premises

N/A

Interest

We do not currently have a field for this in Wunderite Premises

N/A

Year Built

We do not currently have a field for this in Wunderite Premises

N/A

Part Occupied

We do not currently have a field for this in Wunderite Premises

Description

Description

Subjects of Insurance ("Property Subjects of Insurance")

AMS360 Field

Wunderite Field

Notes

Location #

Location

Building #

Building Number

*required

Subject of Insurance

Type

Maximum Amount

Amount

Coinsurance %

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Valuation

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Cause of Loss

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Limit

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Inflation Guard

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Deductible

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Deductible Type

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Premium

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Forms & Conditions

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

# Days for Period Restoration

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Rating Type

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Isotel #

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

CS/BOP Class Code

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

100% Value

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Include on Statement of Values

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Include on Schedule of Property Limits

N/A

We do not currently have a field for this in Wunderite Subjects of Insurance

Vehicles

Wunderite Field

AMS360 Field

Notes

Number

Vehicle #

N/A

Customer Vehicle #

We do not currently have a field for this in Wunderite Vehicles

Year

Year

Make

Make

Model

Model

We do not currently have a field for this in Wunderite Vehicles

Body Type

Body Type

VIN

VIN

N/A

Symbol/Age

We do not currently have a field for this in Wunderite Vehicles

Cost New

Cost New

N/A

Purchase Date

We do not currently have a field for this in Wunderite Vehicles

Registration

License Plate #

License State

License State

N/A

Fleet?

We do not currently have a field for this in Wunderite Vehicles

N/A

Garage Location #

We do not currently have a field for this in Wunderite Vehicles

Usage

Usage

N/A

Class

We do not currently have a field for this in Wunderite Vehicles

N/A

SIC

We do not currently have a field for this in Wunderite Vehicles

N/A

Territory

We do not currently have a field for this in Wunderite Vehicles

N/A

Seating Capacity

We do not currently have a field for this in Wunderite Vehicles

GVW

GVW/GCW

We will pull these values--if available--from the VIN data returned by our integration with the NHTSA APIs.

Drivers

Wunderite Field

AMS360 Field

Notes

Number

Driver #

First Name + Middle Name + Last Name

Name

We will concatenate these fields for export into the Name field for the AMS360 file

N/A

Address

We do not currently have a field for this in Wunderite Drivers

N/A

City

We do not currently have a field for this in Wunderite Drivers

N/A

State

We do not currently have a field for this in Wunderite Drivers

N/A

Zip

We do not currently have a field for this in Wunderite Drivers

Date of Birth

Date of Birth

None

Social Security #

We do not currently have the ability to import to this field

N/A

Sex

We do not currently have a field for this in Wunderite Drivers

N/A

Marital Status

We do not currently have a field for this in Wunderite Drivers

State

State Licensed

N/A

Year Licensed

We do not currently have a field for this in Wunderite Drivers

License Number

Driver License #

N/A

Commercial Driver Since

We do not currently have a field for this in Wunderite Drivers

Hire Date

Hire Date

N/A

Use Vehicle #

We do not currently have a field for this in Wunderite Drivers

N/A

Percent Use

We do not currently have a field for this in Wunderite Drivers

Equipment

AMS360 Field

Wunderite Field

Notes

Location #

N/A

We do not currently have a field for this in Wunderite Equipment

Building #

N/A

We do not currently have a field for this in Wunderite Equipment

Category

N/A

We do not currently have a field for this in Wunderite Equipment

Item #

Number

Customer's item #

N/A

We do not currently have a field for this in Wunderite Equipment

Year

Year

Manufacturer

Make

Model

Model

Description

Description

Serial #

Serial Number

Amount of Ins.

N/A

We do not currently have a field for this in Wunderite Equipment

Capacity

N/A

We do not currently have a field for this in Wunderite Equipment

Condition

N/A

We do not currently have a field for this in Wunderite Equipment

Ownership

N/A

We do not currently have a field for this in Wunderite Equipment

Purchase Date

N/A

We do not currently have a field for this in Wunderite Equipment

Valuation Type

N/A

We do not currently have a field for this in Wunderite Equipment

Value

Actual Cost Value

Valuation Date

N/A

We do not currently have a field for this in Wunderite Equipment

Workers Comp

Wunderite Field

AMS360 Field

Notes

State

State

N/A

Location #

We do not currently have a field for this in Wunderite Workers Comp

Class Code

Class Code

Description

Classification Description

N/A

Total # of Employees

We do not currently have a field for this in Wunderite Workers Comp

N/A

# of Full-Time Employees

We do not currently have a field for this in Wunderite Workers Comp

N/A

# of Part-Time Employees

We do not currently have a field for this in Wunderite Workers Comp

N/A

Rating Basis

We do not currently have a field for this in Wunderite Workers Comp

N/A

Exposure (Remuneration)

We do not currently have a field for this in Wunderite Workers Comp

N/A

Rate

We do not currently have a field for this in Wunderite Workers Comp

N/A

Premium

We do not currently have a field for this in Wunderite Workers Comp

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