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Overview

AMS360 is an extensive sales and policy management tool that delivers end-to-end policy, sales, and client lifecycle management with strong reporting visibility and workflow control. While the platform’s reporting capabilities may require some improvement, it automates downloads, renewal acceleration, and data-driven decision-making across insurance sales operations.

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AMS360 Specifications

  • Contact Management
  • Activity Tracking
  • Reporting and Analytics
  • Lead Management
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What Is AMS360?

AMS360 is a cloud-based sales and marketing platform that centralizes agency management for insurance sales and servicing operations. It provides unified control over policies, accounts, renewals, commissions, and producer performance. The platform delivers business intelligence through reporting and ‘KPI’ analysis to track growth trends. It also automates workflows that reduce manual data entry, accelerate renewals, and improve sales efficiency while maintaining compliance and financial accuracy.

AMS360 Pricing

AMS360 pricing fluctuates according to different business requirements. Get an AMS360 price customized to your business requirements and budget.

AMS360 Integrations

AMS360 software integrates with a wide range of apps, including:

  • BenefitPoint
  • PL Rating
  • WorkSmart
  • Proposal Builder
  • RiskMatch
  • InsurLink
Book a free AMS360 demo to explore/learn more about the integration arrangements.

Who Is AMS360 For?

AMS360 is suitable for the following businesses:

  • Insurance agencies

Is AMS360 Right For You?

AMS360 software is suitable for businesses aiming to streamline insurance sales operations and gain visibility into agency performance. It provides structured workflows for managing accounts, renewals, and producer activity. The platform also delivers reporting insights that support forecasting and growth analysis.

Still not sure if AMS360 is right for you? Contact our customer helpline at (661) 384-7070 for further guidance.

AMS360 Features

Policy Lifecycle Management

AMS360 provides comprehensive oversight of policies from bind through renewal by eliminating manual entry and directly downloading carriers’ new policies, endorsements, claims, and renewals. It enables rapid retrieval of policy information through advanced search and prioritization tools.

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Business Intelligence

The software offers business intelligence by delivering trend reports across monthly, quarterly, and annual periods. It identifies growth patterns and key performance trends through KPI analysis. The platform also facilitates detailed financial reporting to assess overall agency health and performance.

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Email Marketing

The system includes email campaign and communications capabilities through ‘Vertafore Client Communications’ embedded within ‘AMS360’. It enables AI-assisted campaign automation, targeted messaging, and proactive client engagement based on data within the management system.

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Pros And Cons of AMS360

Pros

  • Delivers complete policy lifecycle visibility

  • Offers advanced reporting and ‘KPIs’

  • Automates carrier downloads

  • Centralizes client records

Cons

  • It may offer limited update capabilities regarding customer calls

  • The platform may offer limited summary of the account

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Frequently Asked Questions

Does AMS360 have a mobile app?

No, AMS360 does not offer a mobile app.

What language does AMS360 support?

AMS360 software supports English and French.

Does AMS360 offer an API?

Yes, AMS360 does offer an API.

What types of pricing plans does AMS360 offer?

The vendor offers customized pricing plans according to different business needs. Get a customized AMS360 cost breakdown for your business today.

What other apps does AMS360 integrate with?

AMS360 software integrates with a wide range of apps including BenefitPoint, PL Rating, WorkSmart, Proposal Builder, RiskMatch, and InsurLink.

Who are the typical users of AMS360?

The typical users of AMS360 include businesses like insurance agencies.

What level of support does AMS360 offer?

AMS360 offers support through form submission.

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