What are the options for an AMS360 agency?
There are four kinds of help, and the difference is who does the work.
| Option | Who does the work | Fits when |
|---|---|---|
| Your team in AMS360 | Your CSRs | Volume is low and wording is simple |
| AgencyOne Certificates from Vertafore | Your team and your clients, through InsurLink | You run AgencyOne with AMS360 and InsurLink |
| Certificate software or an outsourced team | Your team on another tool, or a vendor's staff | You want a separate tool or a managed team |
| Cert Desk | Salience | You want to forward and approve, nothing more |
What changes for your team?
Very little. Requests that used to wait in an inbox get forwarded, and your CSR approves finished certificates instead of building them.
- Forward a certificate request to your Salience address, or set one rule that does it.
- Salience prepares the ACORD 25 and checks it against the policy.
- You approve it, or ask for a change.
- It goes to the holder, stamped with who approved it and when.
A finished ACORD 25. What your CSR sees is the certificate, ready to approve.
What about complicated certificates?
They come to you with the work done, or with a clear question. When a holder asks for an additional insured, a waiver of subrogation, or primary and non-contributory wording, it is read against the endorsements on the policy. If the policy does not grant it, you hear that before the certificate exists, not after.
The form itself is covered box by box in how to fill out an ACORD 25.
How do we start?
Forward one real request. You can start free, and after setup most certificates are ready by the next business day. It costs less than your current overhead on certificates.
Frequently asked questions
Who can handle certificates of insurance for an AMS360 agency?
Your own CSRs, an outsourced team, or a service such as Cert Desk. With Cert Desk the agency forwards each request and approves the finished certificate.
How do I issue a certificate of insurance in AMS360?
Your team can build it in AMS360 from the policy data, or, on AgencyOne with InsurLink, use the Vertafore certificates tool. With Cert Desk, you forward the request and approve what comes back.
Do we have to leave AMS360?
No. Your team keeps working in AMS360 the way it does today.
Can we get same-day certificates?
After setup, most certificates are ready by the next business day. Tell us about a rush when you forward it.
Do you work with agencies on other systems?
Cert Desk works with AMS360 today. If you are on another system, book a call and tell us which one.