Note: This feature is only available to agencies subscribed to Ascend Plus.
What You'll Learn
How to create a program in Ascend from AMS360
Fee Mapping from AMS360 to Ascend
Frequently Asked Questions
For instructions on how to set up the AMS360 integration, check out this article here.
Step-by-Step Instructions
How to create a program in Ascend from AMS360
Click the +New Program button from the Ascend programs homepage here
Click the Import from AMS360 button in the right corner of the Customer section
Type in the insured's name or business name into the search field and select the customer from the dropdown, then select which policy(s) you'd like to import to the program
A policy must be Agency Bill and not be expired to be pulled into the policy list in Ascend
The customer's info should auto-populate, along with some policy/quote details
Verify the policy details are accurate, and enter the remaining required info that doesn't auto-populate from AMS360:
Minimum earned rate
Once all details are confirmed to be accurate, click the Save program button
Your program is now ready to send the payment link to the customer!
Field Mapping from AMS360 to Ascend
Insured Information
Insured and business information is pulled from the Customer Account record in AMS360. The fields that we pull to create the Ascend program are:
First Name
Last Name
Firm Name or DBA
Address
Email
Phone number
Quote/Policy Information
Quote/policy information is pulled from the Policy record in AMS360. We get the following fields:
Policy #
Effective and expiration dates
Writing company
Line of business
Premium
Fee Mapping from AMS360 to Ascend
You can customize the fee mapping between Ascend and AMS360. To enter fee codes, from the AMS360 platform, check out the Fee mapping section here in the dashboard settings page. Please note that any other fees that are not represented here will be added up as "Other fees" on Ascend.
Your team ill need to fill in the fee codes from AMS360 to the corresponding Fee on the Ascend platform:
Agency fee
Policy fee
Broker/Wholesaler fee
Taxes
These codes are unique to your agency's AMS360 system.
Frequently Asked Questions
Why isn't the policy I'm looking for coming up in Ascend from AMS360?
There are a few reasons why you might not be able to locate the policy you're looking for:
The policy is not marked as Agency bill in AMS360
The policy is not current/is expired.
Contact Us
Need more help? Contact us at support@useascend.com for more help.