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How to Setup the Indio AMS360 Integration
How to Setup the Indio AMS360 Integration

Easily setup client syncing between AMS360 and Indio

Jamie Taylor avatar
Written by Jamie Taylor
Updated over a month ago

How does the integration work? 

The Web Services API is used to pull updated clients, any assigned agency employees, and the client contacts into Indio from your AMS. If you have the VPN set up with Vertafore and integrated with our policy data import we'll also use this API to pull the list of policies on your account.

Updated 11/8/24: Vertafore API-based VPN incompatible with Indio policy data integration

Vertafore is introducing limitations to VPN-based access for AMS360, which will primarily impact new AMS360 agencies. The existing integration between Indio and AMS360 relies on two key components: the Web Services API, which is used to pull updated client data, assigned agency employees, and client contacts into Indio, and the VPN connection for policy data imports. Agencies that have the VPN integration with Vertafore also use this connection to import detailed policy information, such as schedules. With the new API-based model, new AMS360 agencies will no longer have VPN access, and instead, will be limited to using the new data delivery API, which offers more targeted access to specific data, however it lacks the broad access that was previously available through the VPN.

Currently, for existing agencies, the VPN service will continue to remain operational, but as Vertafore moves forward with this change, they may require significant adjustments to the integration in order to support the API. This transition highlights the importance for agencies using VPN-based policy imports to collaborate with Vertafore in order to ensure uninterrupted access.

Indio will maintain support for the VPN-based integration for existing agencies or agencies that use the original AMS360 VPN, but unfortunately will not be able to provide the client-data integration for agencies using the new API-based VPN. Those agencies will only include client-level integration and will not be able to import schedules

1. Set up your Web Services ID  

  • Open the Web Services API Setup: Click -> Administration -> Web Service API Setup

  • Click New

2. Use the following information to create the Indio Account.

  • Click New in the right hand bar yellow bar next to Edit and Delete.

  • Set the Web Service Application to Custom

  • Type Indio in the WSAPI Login ID

  • Type in the desired password for this account in the Password and Verify Password boxes. Password Parameters include:

    • Must be at least 6 characters in length

    • Maximum length allowed is 30 characters

    • Passwords are case sensitive

    • Must be alphanumeric characters only

    • Must include at least one numeric character

    • Must include at least one upper-case character

    • Must include at least one lowercase character

  • The password will need to be communicated to your Indio Contact to complete the integration between AMS360 and Indio.

  • Under Data Security Based On select Specific Employee. Select an employee from the drop down list who will be your admin user.

  • Under Entity Access, check all of the below listed entities:

Customer (check Retrieve, Insert)
Employee (check Retrieve)
CustomerContact (check Retrieve, Insert)
GLDivision (Check Retrieve)
GLDepartment (Check Retrieve)
GLBranch (Check Retrieve)

  • Click the Save icon in the upper left hand corner.

3. AMS360 Notifications

The AMS360 Notification API is used to keep your AMS360 account in sync with Indio whenever a change is made or a new client is added in your AMS.
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For this you'll want to go to Notification Service Setup in the Administration menu in AMS360

  • Click Add under Recipient Information. Add a recipient with the following:

  • Recipient Name: Indio

  • Destination Address: https://yourbrokerage.useindio.com/api/ams360-notification/ (Replace "yourbrokerage" with your Indio subdomain)

  • Authentication Code: Can be generated following your password parameters, or your Indio contact can generate one for you to use. The authentication code will need to be communicated to your Indio Contact to complete the integration between AMS360 and Indio.

  • Under Delivery Status set it to On.

  • Under Notification Types, click Grant Notification for Company, Customer, Policy, and Line of Business

  • Click the Save icon on the upper left hand side. Use "Indio Notifications" if it prompts for a name.

After you do steps 1 through 3 please send your Indio contact the following information: 

  • The filters that you want to use: Personal or commercial // Branch code // Department and Division

  • The API setup password

  • The Notification Service Authentication Code

  • Your AMS360 Agency ID 

Still have questions?  Feel free to chat with our support team using the chat feature located in the bottom right-hand corner of the platform or email support@useindio.com. 

Note: The Indio Technologies platform is most optimized on the browsers such as Google Chrome or Firefox. If you use Internet Explorer there may be limited functionality as a result.

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