AMS360
Why Choose AMS360?
Choosing this is smart if you’re an independent insurance agency needing a powerful, customizable system that handles everything from accounting to carrier connections. It’s been around for ages and is trusted by thousands, making it a reliable backbone for your agency’s growth and efficiency.
AMS360 is agency management software that enables you to focus on the heart of your business - your customers. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, so you can dedicate more time to your customers and prospects.How do you position yourself against your competitors?AMS360 agency management system provides the foundation for independent insurance agencies to grow their business and boost their profitability. It helps streamline workflows, improve renewals and retention, and drive new business resulting in improved employee productivity and superior customer experience.As one of the industry’s best-known and widely used agency management systems, AMS360 solution is the right solution for independent agencies with specialized roles, complex commercial lines, and a high degree of customization needs.Through the Orange Partner Program, AMS360 customers have access to solutions that bring best-in-class capabilities to the Vertafore suite of products by providing a forum for customers to take advantage of these solutions through APIs.
AMS360 Introduction
What is AMS360?
As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More than 20,000 agencies, 1,000 carriers and 23 state governments rely on Vertafore solutions to provide end-to-end connectivity, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers. AMS360 enables independent agencies to focus on the heart of their business: their clients. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, enabling users to grow their book of business and dedicate more time to customers and prospects. Functionality includes: guided workflows; customizable dashboard; robust reporting; automated document routing; Proposal Builder; Client Communications; finance and accounting; agency-carrier workflows, and more all on a web-based platform.
How to use AMS360?
Visit website for more info
Why Choose AMS360?
Choosing this is smart if you’re an independent insurance agency needing a powerful, customizable system that handles everything from accounting to carrier connections. It’s been around for ages and is trusted by thousands, making it a reliable backbone for your agency’s growth and efficiency.
AMS360 Features
Administration
- ✓Accounting
- ✓Contact Management
- ✓Commissions
- ✓Sales Tools
- ✓Reporting & Dashboards
- ✓Payment Processing
- ✓Email Integration
- ✓Task Management
Insurance Documentation
- ✓Claims Management
- ✓Policy Management
- ✓Invoicing & Receipts
- ✓Electronic Signatures
Pricing
Pricing information not available
About AMS360
What Is AMS360?
As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More than 20,000 agencies, 1,000 carriers and 23 state governments rely on Vertafore solutions to provide end-to-end connectivity, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers. AMS360 enables independent agencies to focus on the heart of their business: their clients. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, enabling users to grow their book of business and dedicate more time to customers and prospects. Functionality includes: guided workflows; customizable dashboard; robust reporting; automated document routing; Proposal Builder; Client Communications; finance and accounting; agency-carrier workflows, and more all on a web-based platform.
Key Features
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Dashboards
- Payment Processing
- Email Integration
- Task Management
Best For
- Teams evaluating Insurance Agency Management Systems solutions
- Accounting workflows
- Accounting functions workflows
- Activities workflows
- Agency management system workflows
Category Context
AMS360 is listed under Insurance Agency Management Systems on AI-U and can be compared against other products in the same category for use case fit, feature coverage, and pricing model.
Alternatives
- Applied Epic — Applied Epic enables agencies to manage their property and casualty and benefits business in a single application.How do you position yourse
- HawkSoft — HawkSoft Client Management System (CMS) is an insurance agency's smart choice to enhance office productivity, profitability, and customer se
- Applied TAM — Applied TAM is the most widely used agency management software in the insurance industry, allowing your agency to manage day-to-day business
Official Source
Official website: https://www.vertafore.com/products/ams360
AMS360 Tags
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