LibertyONE Updates – AMS360
Updates to
LibertyONE Updates
Updates to AMS360
Please click the link to the applicable department to review the update details outlined in this communication.
LibertyONE outlines Liberty’s Standard Operating Procedures. LibertyONE content is reviewed on a regular basis to ensure clarity and efficiency. When needed, updates will be made to LibertyONE content with updates published on a quarterly basis. It is important to familiarize yourself with the LibertyONE content applicable to your role. These guidelines will be used by Quality Assurance to ensure compliance with the published workflow at the time the workflow was used.
` AMS360/ImageRight Commercial Lines
` AMS360/ImageRight Small Business Unit
` AMS360/ImageRight Personal Lines
Please review this communication in its entirety to ensure you are aware of the updates effective as of April 1, 2025.
LibertyONE is continuously being updated. Something missing or needs updating? Send an email to LibertyONE@libertycompany.com .
2 | Updates to AMS360
Workflow Updates
“Not Taken” Status
The following updates have been made to LibertyONE and are effective April 1, 2025 .
The status of “Not Taken” may ONLY be used when policies have been entered in error and cannot be deleted. Please see Cancellations/Non-Renewal/ Reinstatements (Overview) > Policy Entered/Renewed in Error (Overview) for how to update these policies. The use of the Not Taken status for automatic renewals not accepted by the client has been eliminated. The “Not Taken” status should NOT be used in the following scenarios:
NOTE: Each workflow consists of an overview page showing the Service Standards and the general workflow steps.
Cancellation Workflow Overview
How to process cancellations in the agency management system is being updated to increase efficiency by eliminating the need for additional manual clean-up resulting from Download.
` True Flat Cancel y The policy was cancelled at inception and not rewritten to another carrier/policy y Status: Cancelled ` Expired policy y The policy was cancelled at inception and not rewritten to another carrier/policy y Status: Cancelled ` Automatic Renewal Rewrite y Carrier automatically renewed the policy; the renewal policy is being cancelled and rewritten to a new carrier. y Status: y Cancelled policy (not expired term): y Status: Rewritten y Description Reason: Rewritten y New policy: y Status: Active y Transaction: Rewrite
In addition, the use of the “Not Taken” status is being revised to eliminate confusion on when it should be used. NOTE: These updates apply to both Download and Non-download policies.
Highlights: Policy Expiration Date
Mid-term/Renewal Rewrite Updates and clarification have been added on how to process Rewrites by scenario ` Do NOT update the policy Expiration Date to the cancellation date. ` The cancellation date is noted in the Cancellation Confirmation transaction. ` The cancellation date is noted in the Description field for ease of viewing.
The Liberty Company Insurance Brokers, LLC | 3
Workflow Updates
Cancellation Request Transaction
This workflow is optional however, creating a Cancellation Request transaction when a client requests to cancel a policy allows team members to know that the request is in process. Do not add a Cancellation Request transaction for Notice of Intent to Cancel from carrier or finance company.
NOTE: The Cancellation Request transaction is NOT in lieu of entering a Cancellation Confirmation transaction. A Cancellation Confirmation transaction must be entered when the final cancellation is received and to invoice the cancellation.
Step-by-Step (SBS) Workflows
Step-by-Step (SBS) workflows provide point-and-click directions on how to process work in the agency management system and supplement the Overview workflows. SBS workflows are available by clicking on the applicable Overview page in the applicable department LibertyONE site.
The following SBS workflows have been published:
Add Prospect/Client (Overview)
Renewals (Overview)
Add Prospect/Client (SBS)
AMS360 Email/Print eForms
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Proofs (Overview) > Certificate of Insurance (Overview)
Add Contacts Overview)
Add Contacts (SBS)
Ì Create Master Certificate Template (SBS) Ì Edit Master Certificate Template (SBS) Ì Add Holders (SBS)
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New Business (Overview) > Binding/Add Policy (Overview)
AMS360/ImageRight Tools
Add Policy - Not Marketed/ No Existing Policies (SBS)
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AMS360 Email/Print eForms
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Ì Copy Policy - Existing Policies (SBS) Ì Add Policy - Marketed
4 | Updates to AMS360
Always follow the workflow where a scenario procedure exists. Borrow from the principles and standards established when a procedure does not exist. Seek guidance from the Training Department when a different action might be required or more appropriate for a particular situation.
Who, What, When, How, Where, and Why All communication with the client, carrier(s), and Liberty employees relating to the prospect/client, including conversations and electronic correspondence, is to be documented and attached in ImageRight in real-time but no more than 24 hours.
The Liberty Company Insurance Brokers, LLC | 5
The Liberty Company Insurance Brokers, LLC | www.libertycompany.com | CA License #0D79653
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