Vertafore AMS360
A comprehensive insurance agency management system for policy lifecycle and financial management.
Overview
AMS360 is an insurance agency management system designed to streamline policy lifecycle management from bind to renewal, including direct carrier downloads of policies, endorsements, claims, and renewals. It features advanced search capabilities and tools to prioritize clients, send proposals, and mass-distribute certificates.
The system automates billing, invoicing, payment tracking, and account reconciliation, with commission splits auto-calculated and displayed in statements. It includes a general ledger for accurate and compliant financial records. AMS360 also provides business intelligence tools to analyze growth patterns, view financial trends, and generate detailed reports.
Integrated with Vertafore Client Communications, AMS360 offers AI-powered email marketing and campaign management to enhance client relationships. It is part of the AgencyOne platform, which connects solutions, partners, and teams into one integrated system.
Key Features
- + Policy lifecycle management with direct carrier downloads
- + Advanced search and client prioritization tools
- + Automated billing, invoicing, and payment tracking
- + Commission split calculation and statements
- + General ledger for financial compliance
- + Business intelligence with KPI analysis and financial reporting
- + AI-powered client communications and email marketing
- + Integration within the AgencyOne platform