Workflow for exporting a quote from SinglePoint to AMS360

 

Instructions

1. From the Plan Summary of a rated quote in SinglePoint, select Export → AMS360
   
   
2. A box labeled "Export Instructions" will show up.  Click "Close".
   
   
    

3. At the bottom of the page, a download will appear.  This needs to be clicked to open properly.
   
   
   Each browser will handle this slightly differently.  Here are two of the most common instances you may encounter:
    

   Chrome	IE11

   
   

   BSCX Files Warning
   
   Exporting from SPR utilizes a ".bscx" file.  This file is created by us for our own use, so Windows may not know what to do with it unless told so.  This is usually fixed by running "SPRWKsetup.exe" on the workstation.  Click here for detailed instructions.
   
    

4. If Windows correctly processes the .bscx file, a window in AMS will simply pop up and prompt the user to import.  The process is done and no other workflow is required.  This is one of the easiest SPR → mgmt system exports.