Features & Quick Stats
Key Features
- A 360° view of client information
- Real-time accounting built for insurance
- Automatic alerts for better renewals & retention
- Connect with carriers
- Increase staff productivity
- Integrate your technology with APIs
Learn more about all three Vertafore agency management systems.
Core Business
How AMS360 Helps Independent Agents & Brokers
AMS360 is the foundational agency management system for your core business and can help improve your agency’s processes, simply work, and drive new business. Increase staff productivity, streamline workflows, improve renewals and retention, and enhance your client experience.
Integrations
Partnerships
Certifications & Awards
- G2 Grid Leader, Small Business (Summer 2025)
- G2 Top 50, Financial Services Products, Best Software (2025)
- The SaaS Awards Shortlist (2025)
- Insurance Business 5-Star Technology and Software Provider (2025)
- Excellence in Customer Service Award (2025)
Enhancements & Additional Information
Catalyit Team Review
AMS360: A Top-Tier Tool for Insurance Agencies
Published: February 19, 2024
What we like:
- Integration Capabilities: Seamlessly integrates with a growing list of third-party applications and databases, enhancing data accuracy and reducing manual work.
- Automated Client Communication: Streamlines client interactions through integration with Vertafore Client Communications.
Things to consider:
-
The initial investment and maintenance costs might be a factor for smaller agencies, but the efficiency and productivity gains are substantial.
Summary:
AMS360, powered by Vertafore, is a leading Agency Management System tailored for independent insurance agencies. It streamlines workflows with real-time accounting tools specifically designed for insurance accounting. This cloud-based solution covers client and policy management, workflow automation, and analytics, providing a 360-view (hence the name) to agency management. Its compliance management features also help agencies stay in line with regulatory requirements.
Key Features:
- Real-Time Accounting: Specifically designed for insurance accounting, offering up-to-date financial oversight.
- Policy Management: Automates policy creation, updates, and tracking, enhancing accuracy and reducing manual errors.
- Workflow Automation: Customizes sales and service strategies, maximizes data use, and reduces duplicate entries.
- Reporting and Analytics: Offers robust tools for insights into agency performance with customizable reports.
- Security and Auditing: Provides robust security settings for system access control and auditing capabilities.
- Automated Renewal and Retention: Streamlines tasks and manages renewals to improve client retention.
- Integrated Solutions: Reduces data duplication and enhances operational efficiency.
- API Suite: Offers greater control over data management.
Final Thoughts:
AMS360 is a top-tier management solution for independent insurance agencies of any size. It provides a comprehensive view of an agency’s business, integrating essential tools like advanced analytics to streamline operations. While the cost may be a consideration, the system’s ability to enhance efficiency and productivity makes it a valuable investment for agencies looking to optimize their operations.
* Unbiased review based upon information and insights available.
Product Reviews
AMS360 Videos
Vertafore AMS360 vs. QQCatalyst Demo
AMS360 Product Spotlight
Vertafore AMS360 & Commercial Submissions Demo
Product FAQs
Agency Management System
AMS-Suspense/follow-up tracking?
Yes
AMS-Direct bill commission download available?
Yes
AMS-Electronic signature integration?
Yes
AMS-Track all user activity?
Yes
AMS-Purge customer data/documents?
Yes
AMS-User customize views for "my" policies?
Yes
AMS-Employee time tracking available?
No
AMS-Personal downloads available?
Yes
AMS-Custom proposal module?
Yes
AMS-Location/mapping integration?
Yes
AMS-Support real-time interface for claim inquiries?
Yes
AMS-Ability to import schedules?
Yes
AMS-Agency/employee license tracking available?
Yes
AMS-Dashboard feature included?
Yes
AMS-Integrate with comparative quoting/rating systems?
Yes
AMS-Tools available for customer self-service
[Policy changes, Client issue certificates, Client portal, eSignature integration, Fax integration]
AMS-Split/merge customers?
Yes
AMS-Task management?
Yes
AMS-Commercial downloads available?
Yes
AMS-Boolean searches of data?
No
AMS-Open documented API?
Yes
AMS-Track claim activity?
Yes
AMS-System support provided
[Support by email, Support by live chat, Support by phone, Training in-person, Training using videos, Training by person virtually, Active user group]
AMS-Support claim download?
Yes
AMS-Accounting integrated?
Yes
AMS-Split/merge policies between customers?
Yes
AMS-All data fields available for reporting?
No
AMS-Software/platform access
[Cloud Hosted Server, On Premises, Browser Based with a Local Client]
AMS-Reporting on activity data?
Yes
AMS-Document creation capability?
Both proprietary word processing and Microsoft Word
AMS-Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
AMS-Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]
AMS-Agency procedures available in system?
Yes
AMS-Fillable ACORD forms?
Yes
AMS-Marketing capabilities
[Automated marketing campaign management, Newsletter generation and distribution, Sales pipeline management, Dashboard specific to marketing and sales, Referral management, Survey generation distribution, Social platform management]
AMS-Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
AMS-Dashboard customizable by agency role?
Yes
AMS-SMS/Texting integrated?
Yes
AMS-Scanning/attaching to client file capability?
Yes
AMS-Policy processing workflows?
Yes
AMS-Automatic renewal processing available?
Yes
AMS-Dashboard alert of items past due?
Yes
AMS-Custom activity tracking?
Yes
AMS-System security by role/function?
Yes
AMS-Carrier submission management available?
Yes
AMS-Fax integration?
Yes
AMS-VOIP integration?
No
AMS-Custom form capabilities?
Yes
AMS-Microsoft 365 integration
[Email, Calendar, Tasks, Word, Excel]
AMS-Reminder notifications/alerts available
[Email, Pop-up]
AMS-Archive customer data/documents?
Yes
AMS-Scanning/attaching to carrier file capability?
Yes
AMS-Accounting features offered
[Third party integration (e.g. QuickBooks), General Ledger, P&L and Balance Sheet, Account Payables, Customer Billing, Company Payables, Vendor Payables]
AMS-Prioritize/flag notes?
Yes
AMS-Mobile device access
Yes
User Community
Network of Vertafore Users (NetVU) connects Vertafore users to share experiences, workplace needs, and professional goals. As a benefit of using Vertafore technology solutions, Vertafore customers are NetVU members at no cost.