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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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Starting Price
Custom
AMS360 Specifications
Contact Management
Activity Tracking
Reporting and Analytics
Lead Management
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
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
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.
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.
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.
