AMS To-Do queues and report
About this guide
Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Work current follow-up in Dashboard > Action Items > To-Do Calls. Open To-Do Report under Reports for history. AMS Queue starts processing runs and is separate from customer tasks.
Work the Dashboard To-Do Calls list
Section titled “Work the Dashboard To-Do Calls list”Where: Dashboard > Action Items > To-Do Calls.
- Use the customer name for lookup or the phone link to call through your selected phone. Check Type and Last Transaction before contact.
- For carrier lookup, click the carrier, then Step 1 · Click to Copy Policy Number and Step 2 · Click to Open Carrier. Paste the number into the carrier’s policy search.
- After contact, choose Status. It saves immediately.
Administrator: submit an AMS run
Section titled “Administrator: submit an AMS run”Where: AMS Queue (Administrator access).
Submission is not completion. After a Renewal Calls run finishes, find the resulting work in To-Do Report.
- Choose AMS, Start Date, and End Date.
- Choose Run Type: Renewal Calls or Credential Check, then click Run. Keep the submitted report number for follow-up.
Choose the correct follow-up status
Section titled “Choose the correct follow-up status”Choose the completed outcome in Status; it saves immediately without sending a message or placing a call. To correct it, choose another value. Status history shows prior changes.
| Item | Guidance |
|---|---|
| Every call type | None, Called, or Sent SMS. |
| Upcoming / Due / Late | Also offers Done and EFT. |
| 6 Months / 12 Months | Also offers Active and Canceled. |
| Auto SMS | A report filter, not a manual Status choice. |
Search follow-up history
Section titled “Search follow-up history”Where: To-Do Report, under Reports.
Call Type offers All, Upcoming, Due, Late, 6 Months, and 12 Months. Use Reset if combined filters hide a record.
Agent accounts default to Agent scope; Office accounts default to Office. Report assignments can differ from Dashboard’s active-user and Zone Shift sharing; choose Office scope for the office list.
- Choose Scope, office or agent, Start, and End. Narrow by Customer, Phone, Policy, Carrier, Status, or Call Type.
- Click Search. Change an outcome through the row’s Status dropdown or inspect earlier changes with Status history.