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Administrative View
In a multi-office environment when signed on to AMS as an administrator, you can ensure all offices have their batches and inventory up to date by viewing the easy to read table on the home page.
Inventory Summary
Log on and immediately be informed of your inventory shortages based on your own minimum quantity on hand definitions. Also view and confirm ICBC return lists which are automatically generated at month end.
Batch Summary
Stay on top of documents pending batch in your office, the next available batch number, as well as the last time new data download information was uploaded to the program. (dependent on user role)
Direct Support
Need a question answered? Need some training? Have an idea that you'd like to share? Email our support staff directly from the home page.
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Full Control of all 4 Inventory Types
Keeps permanent records of all inventory, both open-and closed- view. All completed inventory is closed for archival review and auditing.
Up to Date Inventory
Real-time inventory status on all inventory items, whether posted or pending. All decals, plates, permits & receipts are updated when the batch is posted.
Assign Inventory
Control and assign inventory to road agents, specific agents or work desks. Road agent inventory is tracked through a road agent reporting system.
Inventory Reporting
Full inventory status and reconciliation reporting, sold and unsold reports as well as customizable reports.
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Data Download Manager (DDM)
Automated nightly process, downloads your ICBC data, ensuring customer information is ready for batching first thing in the morning.
Batching Made Easy
Full control batching system allows you to easily review the batch summary, roll back and re-post batches, add documents of the same type to previous batches, assign ICBC batch numbers to agent batches and reprint for previous batches.
Data Entry
Control data processing ranges by DCID or date, users are able to batch online, special coverages, manual receipts, web policies, payment plans as well as online debt receipts. Online document processing screens have the identical layout to previous generations of AMS.
Edit Information
Edit documents before and after posting the batch, depending on user role. Batch and history information automatically synchronizes with inventory.
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Full Customer Information at Your Fingertips
Quickly find your customer's history and policies with your organization, whether they have moved, changed vehicles or plates. Supply the best customer service by being able to quickly insure them at any branch.
Find What you are Looking For
Search all policies by using any or all filters with more than 35 parameters. Use wild card searching methods to narrow down searches where limited information, allowing you to provide superior customer service
Multi-Office Searching
Search for customer information over multiple branches. Access to multi-branch data can be restricted by branch and/or by producer.
Edit History
Make changes to customer information, dependant on user role. When you market this customer, AMS will automatically only use the most current information.
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Smart Renewal Technology
Marketing and Renewal information is automatically updated as part of the batch process. In a multi-office environment AMS uses exclusive technology to only display the latest policy renewal information no matter which branch an endorsement may have been posted.
Marketing Templates
Save time by creating custom personalized reusable marketing and renewal letters, labels and postcards from within the program. Capitalizing on the efficiency of our mass marketing tool will allow you to provide superior customer service with a few clicks of a button.
Fleet Renewals
A separate fleet renewal section allows you to track fleet policies. Detailed listings include unit number, plate and vehicle descriptions.
Non-Renewed Report
List of all customers who have not renewed with your agency for follow-up and future marketing purposes.
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Daily Production report
Lists any day's production regardless if these policies have been posted. This report is updated every time a data download is completed.
Time Reporting
Used to present statistical information of the number of documents processed during any given hour or day. This is vital for the office manager in setting staff schedules or quotas.
Commissions made easy
A variety of different commission reports can be created and sorted, by date or batch number. Reports can be further filtered by combinations of producer and company codes. All commission reports, void reports, MVB reports and invoice reports can be exported to Excel or text formats.
Emailed monthly commission reports
Creates the commission reports you need automatically. Users can preset the date range, group, and type of report, providing an unlimited number of automated reports sent directly to your email in encrypted PDF format. These reports recur monthly and can be sent to more than one email.
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Know where your inventory is
Manage all inventory assigned to an agent or defined stock briefcase. Transfer stock among Road Agents or back to the office. This feature can also be used for managers who service customers outside the office.
Inventory Synchronization
All inventory assigned to a road agent is automatically synchronized with the inventory, after documents have been processed historical records still contain allocation information.
One Step Road Runner Allocation
A time saving feature, allows Road Agent allocation of different inventory types and/or multiple series to be allocated centrally in one screen, with allocation report to include all current allocations.
Reporting
Create Road Runner Specific reports as well as transfer reports.
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Full Control
Control Agency information (Name, address, telephone, hours of operation etc) on a branch-by-branch basis.
Monitor Users
The Administrator can monitor and view report processing, searches, report production within the program as well as view but not edit full audit logs.
Manage Users
Program access control is based on user roles, users can have different roles in each branch in a multi-office environment. Lock user accounts, reset password and merge or change producer codes.
Fleet User Access
A special access code can be created for clients to access their own fleet information. This will assist your agency in managing vehicle locations and uses.
