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.
1. Set up your Web Services ID
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.
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 email@example.com.
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