Integrating Outlook with your Agency's AMS360 database will streamline the documentation process & ensure every client communication is documented properly
Workflow Tips Library
Our Workflow Tips series features members of out Team sharing Agents' Best Practices and sneak peeks at future upgrades! Check out the latest Tip below, or visit our Workflow Tips Library to see more.
Suspense and a Special Guest
This week Jami and Zeus chat about Suspense and using it as a way to manage your 'to-do' list, as well as our best practices for email and task management.
How QuiKer Revolutionizes Agency Workflow
QuiKer introduces significant time savings to Independent Agencies, and effectively addresses the need to improve the efficiencies of documentation. QuiKer brings AMS360 directly to a User's Inbox, streamlining the documentation process, while economically supporting every Agents' effort to ensure foolproof recordkeeping of all customer interactions.
Create new Activities and attach all emails directly from Outlook
Manage and complete Suspense from the Outlook Inbox
Access the AMS360 Customer Contact Book from the Outlook Ribbon
Controlling Errors & Omissions Risk
QuiKer can help eliminate missing documentation from an email, a phone call, or an in-person meeting, minimizing the risk of an errors and omissions claim.
The QuiKer Audit feature places a checkbox in the Outlook column beside any email that has been used to create an Activity within AMS360-- a great visual cue for Users and Managers.
QuiKer ensures agents and service support team are on the same page regarding the process of attaching ALL Outlook Inbox and Sent items to AMS360.
Streamline Agency Workflow
QuiKer introduces an essential Agency workflow process that will save significant time, maximizing employee productivity and minimizing human error.
Decreases the time it to takes to create an Activity from 48 seconds to 7 seconds
Users do not need to be logged into AMS360 to create Activities or manage Suspense
Pops a desktop reminder to attach a Sent email in real-time
Send Options allow Users to select which mailbox QuiKer monitors
Pops a desktop reminder to attach when sending an email from a remote computer or mobile device
Audit feature and Activity history provide a quick, visual audit of a User's Inbox
More about QuiKer
QuiKer not only introduces significant time savings, but also saves Agencies an average of $7,000 per year, per User. Watch this short video to see how.
An Agent's Challenge
Agents need to manage and process incoming emails, Sent emails, phone calls, interoffice conversations, client meetings and more. The immense volume of client communication that takes place in a day, combined with the time it takes to create an Activity in AMS360 (currently 48 seconds or more), can hinder any number of these important Activities from being properly documented.
Undocumented client Activity of any kind exposes an Agency to a major E&O loss.
QuiKer was created to streamline the documentation process by bringing AMS360's Activity screen right to the User's Outlook Account. Users don't have to be logged into AMS360 to send information via QuiKer directly to the Agency's database.
QuiKer allows Users to create email Activities from Inbox or Sent emails, create an Activity for a phone call or interoffice conversation, access the AMS360 Customer Center, and to create, manage and complete Suspense. QuiKer takes the time needed to create an AMS360 Activity from 48 seconds to approximately 7 seconds.
Agencies have reported their Activity attachment rates have tripled upon comparing an AMS360 Activity report to dates prior to installing QuiKer.
Users have reported that QuiKer's convenient reminder to attach Sent emails to AMS360 has made it easier to create Activities in real-time, avoiding the need to go back at the end of the day.
"It has helped our issue with Agents & CSR's not documenting properly." -- Peggy M.
"I absolutely love QuiKer. Because of it, I don't spend as much time logging my emails as it prompts me to log them as soon as I send the email. Even if I don't have AMS open it allows me to log emails from Outlook." -- Cecilia G.
When Producers are on the road, or working at a Client site, they rely heavily on their mobile phones to send and receive emails.
Sending hundreds of emails via mobile phone could lead to dozens of gaping holes in vital Client communications if not properly attached to an Agency's AMS360 database upon their return to the office.
QuiKer can be set to monitor any email account a Producer uses, in particular the Sent feature from an Agency's Outlook Account accessed via mobile phones.
When a Producer sends an email via their mobile phone when on the road, QuiKer will 'pop' a reminder to attach this email on the "home" computer where QuiKer is installed. Once the Producer returns to the office, they can catch up on attaching emails and creating Activities for client communications that happened off-site.
Note: All QuiKer prompts to attach an email include the "To", "Subject", and time and date of the email for easy reference. The Sent email will also open behind the QuiKer Activity screen after selecting "Yes" to attach to AMS360.
Both Agencies and Producers have reported a substantial increase in the AMS360 documentation of emails and communications that took place in the field.
"The software is brilliant-it makes it so easy to attach outgoing emails to contacts, and lets me triage emails that I sent from my iPhone and add those emails to contacts when I am back in the office easily and efficiently with the QuiKer prompts." -- Richard S.