AMS 360 Question

[shepnerd]

I just started working with a friend of mine that's got a pretty well established P&C business. I'm hoping to mine the clientele for life/health/medicare.

They are using the AMS 360 system, which is completely new to me, but it doesn't look like there is a way to pull at list of people over (or turning 65). Does anybody know a good way to do this?

Also, any input on cross selling life/health to a P&C book would be greatly appreciated!

 

[Sailfish1]

We're in the process of choosing a new system now. It's between AMS 360 and Applied's TAM system. 360 can definitely pull these types of list. Call their support line and they will walk you through it. They went through it with us during the demo.