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
Core Business
How AMS360 Helps Independent Agents & Brokers
Integrations
Partnerships
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
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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.