Client Filing for DarkHorse AMS: the Outlook add-in

What it does

Client Filing for DarkHorse AMS is the DarkHorse AMS add-in for Outlook. It puts a panel next to your email so you can work a client's file without leaving your inbox:

• See who's emailing you. The panel matches the sender to a client or lead in your agency's DarkHorse AMS by email address or name.
• Read the client file in Outlook. Phone, email and address, policies in force with carrier, line, policy number and expiration date, open tasks and recent notes.
• Save emails and attachments to any client. One click files the email (.eml) and the attachments you pick into that client's Documents and adds a note to their activity. Carrier or adjuster writing about a client? Search by client name, email or policy number and file it there.
• Turn new senders into leads. The New Lead tab fills in the sender's name and email; the lead lands in your New Leads list, assigned to you.

What you need

• A DarkHorse AMS subscription. The add-in itself costs nothing, but it only works with your agency's DarkHorse AMS. DarkHorse AMS is a paid service ($250/month flat per agency; see pricing). Don't have it yet? Schedule a one-on-one with the developer.
• Outlook on the web, the new Outlook for Windows, classic Outlook for Windows, or Outlook for Mac, with a Microsoft 365 or Outlook.com mailbox.

Install it

1. In Outlook, open any email and choose More apps (or Get Add-ins), then search the store for DarkHorse and choose Add.
2. If your agency installs it for you, or the store listing isn't available in your region yet, add it as a custom add-in: My add-ins → Add a custom add-in → Add from URL with https://connect.darkhorseams.com/addin/manifest.xml, or Add from File with this file.
3. Microsoft 365 admins can deploy it to everyone from the Microsoft 365 admin center: Settings → Integrated apps.

Connect it to your agency

1. Open an email and choose More apps → DarkHorse AMS (classic Outlook shows a DarkHorse AMS button on the Home ribbon).
2. Type your agency's DarkHorse AMS address (for example youragency.darkhorseams.com) and choose Connect.
3. Sign in to your DarkHorse AMS in the window that opens and choose Connect this Outlook. The panel shows your agency's name when it's done.

Inside DarkHorse AMS, My Profile → Outlook → Step-by-step setup guide walks agents through every step for their version of Outlook.

Privacy and permissions

• The add-in asks Outlook only for permission to read the email you have open (ReadItem). It does not read your other mail, calendar or contacts.
• It sends the sender's name and email address to your agency's own DarkHorse AMS to look them up. It saves an email or attachment only when you choose Save, and only to the client you pick.
• The connection is a revocable per-user token. Disconnect any time from the panel's settings (⚙) or in DarkHorse AMS under My Profile → Outlook → Paired devices.
• Full details: Privacy Policy and Terms of Service.

Get help

Email [email protected] with what you see and which Outlook you use. Agency staff can also ask their DarkHorse AMS admin.

Frequently asked questions

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