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AMS - Access form letters

AMS - Access form letters

This article provides step-by-step instructions on how to access and use form letters within AMS, the agency management system.

Instructions

 

  1. Open AMS.

  2. Locate the Toolbox icon in the bottom-left corner of your screen.

  3. Click the Toolbox icon.

  4. In the Toolbox menu, select Form Letters.

  5. The Form Letters window will appear, displaying available letter categories.

  6. Select the appropriate Category for your needs (Personal, Commercial, Claims).

  7. From the list, choose the specific document or template you want to use.

  8. The form letter will open for review and editing if needed before printing or emailing.

Form letters in AMS are customizable templates designed to streamline communications with clients, carriers, and other contacts.

You can edit form letters before finalizing to tailor the content to your specific situation.

If you do not see the form letter you need, check with your AMS administrator to ensure the templates are loaded and available.

For automated use form letters can be integrated into workflows or triggered by specific events in AMS to save time.