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AMS360 Integrations with Indio
AMS360 Integrations with Indio

Get a high-level view of how Indio can streamline your workflow with integrations with Applied AMS360.

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Written by Indio Communications
Updated over a week ago

Feature:
Applied Systems offers integration with AMS360 that helps your team keep the book of business in Indio up to date, client profiles up to date with all current information, and also pull in policy-level data to fill schedules in our Schedule Workbook feature.

Benefits:

  1. Increase agency efficiency

  2. Decrease keystrokes

  3. Save your team time.

Check out the work steps below to walk through the high level features of our integration.

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

With the client sync option between Indio and AMS360, your team will have the following features:

  1. From the Account list in Indio, the option for Import Client from AMS360 will be available to pull accounts from AMS360 by Customer number.

  2. When in an account detail, the option Sync from AMS360 will allow you to pull updated client level details from AMS360.

  3. Division codes will populate into the Indio Admin, Regions area.

  4. You may view your Web Services status under Admin, Integrations.

With the addition of the VPN option between Indio and AMS360, your team will have the following additional feature:

Note: this requires set up through Vertafore, please contact your Vertafore rep to get started.

  1. A read-only policy view list

  2. An option when creating workbooks to Import Schedules from AMS360.

  3. Once a schedule is added, an option under the expand menu will be available to Export to AMS360. This will export as a CSV file.

  4. You may now also view your AMS360 VPN status under Admin, Integrations

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