AMS360

As North America’s InsurTech leader for more than 50 years

About

As North America’s InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More than 20,000 agencies, 1,000 carriers and 23 state governments rely on Vertafore solutions to provide end-to-end connectivity, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers. AMS360 enables independent agencies to focus on the heart of their business: their clients. It streamlines accounting, automates manual processes, and enables seamless connections with carriers, enabling users to grow their book of business and dedicate more time to customers and prospects. Functionality includes: guided workflows; customizable dashboard; robust reporting; automated document routing; Proposal Builder; Client Communications; finance and accounting; agency-carrier workflows, and more all on a web-based platform.

Features

Accounting
Claims Management
Commissions
Contact Management
Electronic Signatures
Email Integration
Invoicing & Receipts
Payment Processing
Policy Management
Reporting & Dashboards
Sales Tools
Task Management

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