AMS360® Insurance Agency Management System

Tree235X160AMS360 Vertafore AMS360 is the most advanced and cost-effective insurance agency management system for independent agencies of all sizes. It delivers powerful tools that streamline workflow, improve productivity, provide a complete view of your business, and much more. Because when you spend less time on tedious, time-consuming tasks, you have more time to spend enhancing customer service and building your business.

Key advantages:

  • Available as a Web-based solution offering convenient online access from your Web browser, or as an in-house application.
  • Enhances document management and retrieval with easy indexing, storage, and retrieval of
    scanned and electronic images. Industry-leading server up-time and connectivity help minimize disruption to your business.
  • Simplifies billing, endorsement processing, and quoting by offering one-click access to carrier systems.
  • Reduces E&O exposure by enabling the prevention of lost files, records or policies.
  • Fully integrated with Microsoft Outlook, allowing drag and drop directly into AMS360 to streamline business workflow and productivity.
  • Features a powerful insurance accounting system that makes it easy to manage all financial aspects of your agency.
  • Includes TransactNOW to streamline communications and activity with carriers.
  • Includes automatic membership in the Network of Vertafore Users (NetVU) group, a valuable resource for training, networking and sharing with other agencies.

Latest enhancements:

  • Agents can create and edit customer information on the go with their tablet device.
  • CSRs and account managers can use a new Policy Side View to create a personalized view of policy, activity, documents and claims information to speed customer service and renewal workflows.
  • Office managers can now help insurance agencies protect information and reduce E&O exposure by being able to purge inactive customer data, activities including documents and configure AMS360 using the new Administration Center which consolidates all system administration functions.

Modules Available with AMS360 insurance agency management system:

Service 24/7—Give your customers 24-hour support via Service 24/7 to view and edit customer or policy data, print auto ID cards, print certificates or initiate a claim.

Download—Streamline transaction processing and data updates with three powerful download tools, choose Personal Lines Download, Commercial Lines Download or Direct Bill Commission Statement Download to track and reconcile activity with carriers.

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I'm a total convert to AMS360. We're far more efficient, sales are up, and we're doing it all with less staff. I just love this system.”

Don Taylor

President

Bennion Taylor Insurance

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