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ShoreTel AMS 360 Integration

ShoreTel AMS 360 Integration Application

Recommended for:

All Independent Insurance Agencies (Brokers) using Vertafore AMS 360

Overview

  • Screen Pop Integration to Vertafore AMS 360
  • AMS 360 is an office management system for Independent Insurance Agencies
  • ShoreTel provides a Caller ID based display of key customer information
  • Key information elements are hyperlinked functions: – Account Number: Triggers AMS 360 to display customer record – Address: Triggers browser window to display map of mailing address
  • User configurable options for showing links to Active Policies and/or Uncompleted Suspense Items
  • Color coding of text and background highlights customer type
  • Pop-up includes embedded call control – Answer, Transfer with real-time note, Disconnect
  • Client software loaded on user desktop machines 

Benefits

  • Tight & richly featured integration designed expressly for Insurance Agencies
  • Increases productivity & enhances customer service levels
  • User friendly – Employees enjoy individual control over application behavior