• AMS is a Browser-based software for ICBC Insurance Brokers, designed to grow with your business needs.  AMS is
								easy to use and allows you to deal with the day-to-day operation of your AutoPlan Agency.  It provides the financial and marketing resources to grow
								your business as well as the security and inventory tracking needed to protect your business.
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    Administrator Home View

    Administrative View

    In a multi-office environment when signed on to AMS as an administrator, you can ensure all offices have their batches and inventory up to date by viewing the easy to read table on the home page.

    Inventory Summary

    Log on and immediately be informed of your inventory shortages based on your own minimum quantity on hand definitions. Also view and confirm ICBC return lists which are automatically generated at month end.

    Batch Summary

    Stay on top of documents pending batch in your office, the next available batch number, as well as the last time new data download information was uploaded to the program. (dependent on user role)

    Direct Support

    Need a question answered? Need some training? Have an idea that you'd like to share? Email our support staff directly from the home page.

    Having a Look at the Home Screen Section
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    Full Control of all 4 Inventory Types

    Keeps permanent records of all inventory, both open-and closed- view. All completed inventory is closed for archival review and auditing.

    Up to Date Inventory

    Real-time inventory status on all inventory items, whether posted or pending. All decals, plates, permits & receipts are updated when the batch is posted.

    Finding Inventory Series in AMS
    Viewing an Inventory Log Report

    Assign Inventory

    Control and assign inventory to road agents, specific agents or work desks. Road agent inventory is tracked through a road agent reporting system.

    Inventory Reporting

    Full inventory status and reconciliation reporting, sold and unsold reports as well as customizable reports.

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    An Overall View of the Document Batching Screen

    Data Download Manager (DDM)

    Automated nightly process, downloads your ICBC data, ensuring customer information is ready for batching first thing in the morning.

    Batching Made Easy

    Full control batching system allows you to easily review the batch summary, roll back and re-post batches, add documents of the same type to previous batches, assign ICBC batch numbers to agent batches and reprint for previous batches.

    Data Entry

    Control data processing ranges by DCID or date, users are able to batch online, special coverages, manual receipts, web policies, payment plans as well as online debt receipts. Online document processing screens have the identical layout to previous generations of AMS.

    Edit Information

    Edit documents before and after posting the batch, depending on user role. Batch and history information automatically synchronizes with inventory.

    A Look at Live Error Validation for an Online Document.
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    Full Customer Information at Your Fingertips

    Quickly find your customer's history and policies with your organization, whether they have moved, changed vehicles or plates. Supply the best customer service by being able to quickly insure them at any branch.

    Find What you are Looking For

    Search all policies by using any or all filters with more than 35 parameters. Use wild card searching methods to narrow down searches where limited information, allowing you to provide superior customer service

    Finding the Document you are looking for using an Easy Filter System
    Edit Batched Documents

    Multi-Office Searching

    Search for customer information over multiple branches. Access to multi-branch data can be restricted by branch and/or by producer.

    Edit History

    Make changes to customer information, dependant on user role. When you market this customer, AMS will automatically only use the most current information.

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    3 Steps to Creating Automated Renewal Letters

    Smart Renewal Technology

    Marketing and Renewal information is automatically updated as part of the batch process. In a multi-office environment AMS uses exclusive technology to only display the latest policy renewal information no matter which branch an endorsement may have been posted.

    Marketing Templates

    Save time by creating custom personalized reusable marketing and renewal letters, labels and postcards from within the program. Capitalizing on the efficiency of our mass marketing tool will allow you to provide superior customer service with a few clicks of a button.

    Fleet Renewals

    A separate fleet renewal section allows you to track fleet policies. Detailed listings include unit number, plate and vehicle descriptions.

    Non-Renewed Report

    List of all customers who have not renewed with your agency for follow-up and future marketing purposes.

    Create a Renewal Report of Fleet Customers
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    Daily Production report

    Lists any day's production regardless if these policies have been posted. This report is updated every time a data download is completed.

    Time Reporting

    Used to present statistical information of the number of documents processed during any given hour or day. This is vital for the office manager in setting staff schedules or quotas.

    Viewing Time Reports for all Producers within the Office
    Creating a Customized Report to be Automatically Emailed to you!

    Commissions made easy

    A variety of different commission reports can be created and sorted, by date or batch number. Reports can be further filtered by combinations of producer and company codes. All commission reports, void reports, MVB reports and invoice reports can be exported to Excel or text formats.

    Emailed monthly commission reports

    Creates the commission reports you need automatically. Users can preset the date range, group, and type of report, providing an unlimited number of automated reports sent directly to your email in encrypted PDF format. These reports recur monthly and can be sent to more than one email.

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    Reports to Find Inventory Allocated to a Road Agent

    Know where your inventory is

    Manage all inventory assigned to an agent or defined stock briefcase. Transfer stock among Road Agents or back to the office. This feature can also be used for managers who service customers outside the office.

    Inventory Synchronization

    All inventory assigned to a road agent is automatically synchronized with the inventory, after documents have been processed historical records still contain allocation information.

    One Step Road Runner Allocation

    A time saving feature, allows Road Agent allocation of different inventory types and/or multiple series to be allocated centrally in one screen, with allocation report to include all current allocations.


    Create Road Runner Specific reports as well as transfer reports.

    Allocating Inventory to a Road Agent
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    Full Control

    Control Agency information (Name, address, telephone, hours of operation etc) on a branch-by-branch basis.

    Monitor Users

    The Administrator can monitor and view report processing, searches, report production within the program as well as view but not edit full audit logs.

    View Background Processes of Tasks Performed by Users in the System
    Easy Management of Users in the Branch

    Manage Users

    Program access control is based on user roles, users can have different roles in each branch in a multi-office environment. Lock user accounts, reset password and merge or change producer codes.

    Fleet User Access

    A special access code can be created for clients to access their own fleet information. This will assist your agency in managing vehicle locations and uses.

  • Home
  • Inventory
  • Document Processing
  • History
  • Marketing
  • Finance
  • Road Agent
  • Housekeeping