Welcome to Vertafore Ideas!

Our current proposal template (created in Excel) allows us to compare 2 policies - prior term to renewal term. Comparisons include coverages, limits, deductibles, work comp class codes, etc., as well as premium. This would be a great feature to ad...

I wish more fields from AMS pulled through onto proposal builder. Ex: homeowners coverages such as water & sewer backup do not pull through on a proposal. These coverages download from the carrier into the "endorsements" section, which is not ...

Integration with Work Smart and Image Right to better manage documents.

Would like to be able to create a proposal and if edits are made later, have the option to create additional versions. Right now, you can edit, but the original version is overwritten. We need to see version 1, version 2, etc.

It would be helpful to have Flood(C) as option to be pulled in dynamically. It currently is not an option.

Add the actual line of business name next to the policy number in the locations table. This will help distinguish which policy is associated with which policy number.

Integrate Proposal Builder into AgencyZoom so that producers who typically don't use AMS360 directly can access it easily

Currently Proposal Builder will only pull from the first Producer field in Sagitta. We have many accounts that are assigned more than one producer and need the second/third Producer fields to pull as well.

The "Other" basis on the GL pushes through to the proposal with a $ in front of the figure. AMS does not show that symbol and the Other may be used to something other than a monetary amount.

In the Commercial Property, Subjects of Insurance table, our Business Income deductible automatically gets assigned a dollar sign label but the deductible is actually "24 hours" - we have to remove the dollar sign and add "hours" every time.