Integrate Vertafore AMS360
How CyTrack Integrates with Vertafore AMS360
Vertafore AMS360 Supported Version: Web version
CyTrack software is deeply integrated with AMS360 for unparalleled enrichment of customer experience.
As well as turning Vertafore AMS360 into a powerful communications platform, you can instantly and automatically update with things like call notes and history.
If you use Vertafore AMS360, you should see the Vertafore AMS360 integration feature list below for more information. We'll be delighted to answer any further questions you may have simply get in touch using your preferred contact method (details under the feature list.)
About Vertafore AMS360
As part of Vertafore’s best-in-class platform, AMS360 is an agency management system that provides the foundation for independent insurance agencies to grow their businesses and boost their profitability. It helps streamline workflows, improve renewals and retention, and drive new business resulting in improved employee productivity and superior customer experience. By adding CyTrack’s software into the mix, you get an immediate uplift in customer experience.
Features of CyTrack's integration with Vertafore AMS360
Click to dial
Allows user to click on a number in the Vertafore AMS360 contact fields and CyDesk will dial the number.
CyDesk can lookup the Vertafore AMS360 database based on the Caller ID and can show the Vertafore AMS360 contact details (& account/company if applicable) in CyDesk.
CyDesk can tell Vertafore AMS360 to display a contact record from either the name or number search.
CyDesk can tell Vertafore AMS360 to display an account record from either the name or number search.
User can select search in CyDesk and enter name details and CyDesk will search Vertafore AMS360 and display a list of matches, the user can select the contact from the list and pop the record, dial one of the contact phone numbers as listed in the Vertafore AMS360 contact record, and also optionally send an SMS if CySMS is installed.
Log call history
CyDesk can optionally store details of the call in the Vertafore AMS360 contact history – includes the date, time, call type (incoming or outgoing), Caller ID and call duration.
Attach voice recordings
CyDesk can optionally store a URL to the location of the voice recording file in Vertafore AMS360. Note the user has to enter a username and password to play the recording and access can be controlled by the CyTrack security manager.
Log call notes
Notes entered into CyDesk during the call can be stored in the Vertafore AMS360 contact history together with the call history.
Want to know more about CyTrack's integration with Vertafore AMS360?
Get in touch using your preferred contact method below, and one of our friendly team will be delighted to answer all your Vertafore AMS360 integration questions...