Vertafore AMS360
The foundational agency management system for your core business.
Overview
AMS360 is a cloud-based agency management system designed for independent insurance agencies. It helps manage policies, renewals, customer retention, and employee productivity. The platform allows for customizable workflows, task assignments, and progress tracking. It also enables the generation of commercial P&C proposals and secure customer communication.
✨ Key Features
- Client and Policy Management
- Real-time Accounting
- Workflow Automation
- Reporting and Analytics
- Carrier Connectivity
- Document Management
- Claims Management
- Renewal Management
- Commission Tracking
🎯 Key Differentiators
- Robust, insurance-specific accounting features
- Deep carrier download capabilities
Unique Value: Provides a unified workflow across sales, service, and finance with strong accounting and commission reconciliation capabilities.
🎯 Use Cases (4)
✅ Best For
- Centralizing client and policy data for quick access
- Automating billing and invoicing processes
- Generating reports for business intelligence
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Users have reported a dated user interface and performance issues.
🏆 Alternatives
Offers more in-depth, real-time accounting tools specifically designed for the insurance industry compared to some competitors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (NA tier)
💰 Pricing
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