**PLEASE NOTE** We have experts on our team that can help you if you have any questions, please just reach out to our support team!
This article will show you exactly what you need to do to upload your data, successfully from your AMS360 AMS, and how hundreds of our users are using AMS360 in conjunction with Better Agency.
Please note, we have daily calls reviewing exporting data out of AMS platforms and importing into Better Agency. You generally only need to do this one time, so please join one of our group calls (link at bottom of the article) or reach out to our support team and we will help you :)
Export Your Data Out Of AMS360
To start, login to AMS360 and go to your reports section, or contacts section.
You can either export all leads/prospects/X-dates (If you want to bring them into Better Agency, which we recommend) to launch x-date and nurture campaigns.
Generally, you only need name, email and phone (If you want to call/text) for this type of contact list.
You can also export your client list. For this, we can take as much, or as little data as you want. We recommend the following:
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Basic contact info (Name, email, phone, maybe address if you have it)
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Basic Policy data (policy #, term length, effective date, premium, commission, carrier)
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Owner
That's it! You can follow the steps below to import to start a cross-sell campaign, client nurture campaign or policy review campaign. Or, reach out to our team and we will work one-on-one with you to get everything imported correctly and launched :)
From here, you can follow the instructions on how to import into Better Agency
Using AMS360 and Better Agency On an On-going Basis
Once you have your client data in Better Agency, that's generally the last import our users have to do! However, there are some instances, depending on how you're using Better Agency, where you might want to import on a monthly, or quarterly basis:
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Updating canceled policies
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Making sure all data is up to date
Generally speaking, BA becomes your sales tool. So all prospects will flow directly into BA! When using our sales pipeline, when moving a prospect to won, we collect the information that we need to manage the client record
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Policy type, carrier & number
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Premium, effective date and term length
Producers will do this, as this will track their premium, and count toward their goal, as well as if you have your commission calculator set up, it will automatically track their commissions!
This will allow the policy to be up to date, and you can manage service requests, claims and as renewal opportunities come up, can all be managed from Better Agency automatically, with notes and automation!
If you have questions on how this work, please join one of our group calls - you can register for one below
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