AMS360 Mobile vs Levitate PRM

Service on-the-go with secured anytime, anywhere access. AMS360 Mobile provides an on-demand tool to access information and manage your customer’s accounts from your mobile device. This enables your agency to build customer relationships with more effective client meetings, quicker servicing, and enhanced client experiences. Making use of an intuitive user interface, AMS360 Mobile allows you to view client and contact details, policy information including declaration page views, recent claims summaries, upcoming renewals, download documents, notes, activities and suspenses. If you have add/edit rights, you can fully service your customers and immediately update your management system when you edit existing client and contact records, create new clients and add new activities and suspenses. Beyond accessing information on-the-go, the app includes a number of features designed to save time and provide a more seamless user experience. Quickly access ReferenceConnect to better manage insurance research from a single view, experience the “auto-create” feature which automatically adds new activities and suspenses to document specific actions done within the app or make use of the client dashboards to quickly review the health of your accounts. The app allows you to take advantage of many tools inherent to mobile devices to manage your time even more effectively including GPS mapping, email communications, photo capturing and voice recognition for creating notes and activities verbally. Note: AMS360 Mobile requires Vertafore Single Sign-On credentials to use. Access to ReferenceConnect requires a separate license. Contact Vertafore for additional product details.

We believe that relationships are built through authentic, consistent, personal communication. Levitate helps you easily remember key details about your contacts and stay top of mind. Using Levitate, you can: - View the profile picture and information about contacts - View key facts and tags about contacts that were recorded by you or your colleagues - Add key facts and tags about contacts - Mark contacts for 'keep in touch' and you'll be reminded to reach out to them if you haven't touched base in a while - View any notes you've recorded about interactions with contacts - Record a new note about contacts You need a Levitate account to use this app.