Vertafore AMS360
Vertafore's agency management system for growing insurance agencies that write personal and commercial lines.
Velocity AI agents summarise incoming email, reconcile carrier statements, turn commercial policy documents into AMS360 data, flag policy discrepancies and answer how-to questions.
- API
- Open API and third-party integrations
Overview
AMS360 is the agency management system of Vertafore for insurance agencies and brokers, positioned by the vendor for agencies that need structure and scalability. It supports personal and commercial lines workflows and brings client records, carrier downloads, billing, commissions and a general ledger together. Prices are not published; Vertafore offers a demo on request.
Our take
Pick it if the agency is outgrowing basic accounting, writes commercial lines next to personal, and plans to stay inside the Vertafore line, with AgencyZoom for sales and InsurLink for clients. A mostly personal lines agency with simple policies is the case Vertafore steers to QQCatalyst instead, and a large multi-entity group to Sagitta. Vertafore lists rating as separate products, so if quoting is part of the job, budget for those on top.
Key Facts
| Category | |
|---|---|
| API | Open API and third-party integrations |
Features
- Clients and policies
- Policy history, coverage and policy templates, policy management workflows, policy compare, declaration pages and document management, as listed in a 2022 Vertafore datasheet
- Lines of business and markets
- Personal and commercial lines workflows
- Comparative rating and quoting
- Vertafore lists rating as separate products, PL Rating and Commercial Submissions
- Carrier downloads and connectivity
- Carriers download new policies, endorsements, claims and renewals directly into the agency system
- Sales pipeline and renewals
- Renewal workflows to prioritise key clients, send proposals and mass-distribute certificates; AgencyZoom is offered as a separate sales product
- Commissions and agency accounting
- Automated billing and invoicing, payment tracking and reconciliation, commission splits calculated automatically and shown in statements, and a general ledger
- Client portal and certificates
- InsurLink client portal with 24/7 access to insurance information; certificates created, issued and managed in AgencyOne with real-time AMS360 data
- Compliance records and audit trail
- Five permanent security groups with preset access to menus and tasks plus up to 95 custom groups, the option to restrict an employee to customer names only in search results, and an Audit Trail utility that shows who accessed a customer, policy or claim in a date range, exportable to Excel, which the vendor says provides information required by privacy laws
- Reports and exports
- Reports by any time frame, financial reports on agency health and KPI analysis
- Integrations and API
- Open API and third-party integrations, and connections to other Vertafore solutions and third-party tools through AgencyOne
Integrations
- AgencyZoom
- InsurLink
- AgencyOne
- Microsoft Office
Pros and Cons
Strengths
- Personal and commercial lines in one agency management system
- Commission splits calculated automatically and shown in statements
- Connects to other Vertafore products such as InsurLink through AgencyOne
Limitations
- Prices are not published
- The product page does not state whether AMS360 is cloud-hosted
Pricing
-
AMS360
Not stated
Prices are not published; Vertafore offers a demo on request.
Alternatives and Comparisons
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