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
Suspense/follow-up tracking?
Yes
Direct bill commission download available?
Yes
Electronic signature integration?
Yes
Track all user activity?
Yes
Purge customer data/documents?
Yes
User customize views for "my" policies?
Yes
Employee time tracking available?
No
Personal downloads available?
Yes
Custom proposal module?
Yes
Location/mapping integration?
Yes
Support real-time interface for claim inquiries?
Yes
Ability to import schedules?
Yes
Agency/employee license tracking available?
Yes
Dashboard feature included?
Yes
Integrate with comparative quoting/rating systems?
Yes
Tools available for customer self-service
[Policy changes, Client issue certificates, Client portal, eSignature integration, Fax integration]
Split/merge customers?
Yes
Task management?
Yes
Commercial downloads available?
Yes
Boolean searches of data?
No
Open documented API?
Yes
Track claim activity?
Yes
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]
Support claim download?
Yes
Accounting integrated?
Yes
Split/merge policies between customers?
Yes
All data fields available for reporting?
No
Software/platform access
[Cloud Hosted Server, On Premises, Browser Based with a Local Client]
Reporting on activity data?
Yes
Document creation capability?
Both proprietary word processing and Microsoft Word
Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
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]
Agency procedures available in system?
Yes
Fillable ACORD forms?
Yes
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]
Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
Dashboard customizable by agency role?
Yes
SMS/Texting integrated?
Yes
Scanning/attaching to client file capability?
Yes
Policy processing workflows?
Yes
Automatic renewal processing available?
Yes
Dashboard alert of items past due?
Yes
Custom activity tracking?
Yes
System security by role/function?
Yes
Carrier submission management available?
Yes
Fax integration?
Yes
VOIP integration?
No
Custom form capabilities?
Yes
Microsoft 365 integration
[Email, Calendar, Tasks, Word, Excel]
Reminder notifications/alerts available
[Email, Pop-up]
Archive customer data/documents?
Yes
Scanning/attaching to carrier file capability?
Yes
Accounting features offered
[Third party integration (e.g. QuickBooks), General Ledger, P&L and Balance Sheet, Account Payables, Customer Billing, Company Payables, Vendor Payables]
Prioritize/flag notes?
Yes
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.