The intended audience for this article is Agents.
Wunderite can route to risk profiles based on the AMS360 CustomerID.
For agencies directly integrated with AMS360, Wunderite provides a URL that accepts the AMS360 Customer ID as a parameter, and automatically redirects to the corresponding risk profile in Wunderite.
https://app.wunderite.com/go/ams360/{ams360_customer_uuid}
Where {ams360_customer_uuid} is passed in as a parameter.
The AMS360 customer ID is a 32 character alpha-numeric unique identifier created and provided by AMS360. For example: 9cd73f36-5328-4beb-a6eb-969eded2d73b
The Customer ID should not be confused with shorter customer number in AMS360 (for example: 00007649).
When clicked, this Wunderite URL opens the corresponding AMS360 account in Wunderite. (Assuming the agency user is logged in and has the permissions to access this account. If the permissioned agency user is not logged in, Wunderite prompt the user to login to Wunderite and then redirects to the proper account).
This single link structure enables agency admins to automatically and directly link from the account page in one system to the appropriate Wunderite account using the AMS360 customer ID. The agency admin team would need to build a clickable URL in the sending system. For example, an agency admin could configure a URL field in the CRM of their choice (Salesforce, Microsoft Dynamics, AgencyZoom, etc). The URL field could be labeled “Open Account in Wunderite”. The field would need to contain the concatenated text “https://app.wunderite.com/go/ams360/” + “{ams360_customer_uuid}”
Using this approach, any account listed in the sending system (eg the CRM) has to exist in AMS360 for the link to work and open in Wunderite.
If the account existing in the sending system does not exist in AMS360, there will not be a corresponding account in Wunderite (and the link would fail). Thus, to avoid user confusion, we recommend not including links in the sending system when there is not a corresponding account in AMS360.