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Agency Management System | AMS360

AMS360 is the foundation of the Vertafore Agency Platform.

As an independent agent you want to stand out from the crowd.  With AMS360 you focus on your clients and your business, your management system supports you allowing you to grow and retain customers.

See why AMS360 is the leading agency management system for independent insurance agencies.

Vertafore Mobile

Producers are always ready to answer customer's policy, claim and billing questions, no matter the time or location. Learn more.


With AMS360 insurance agency management system, quotes, rates, email, forms, certs, renewals, and commissions flow in and out of a secure customer/policy database connecting with your carriers in real time.

AMS360 Agency Management System Core Capabilities

  • Streamlined business processes make quoting, schedule updates, endorsements, and renewals easy.
  • General ledger is continually in balance giving you a real time financial snapshot of your agency.
  • Data-driven decisions are easy with reporting for every aspect of your business – production analysis, renewals, lost business and more.

Available Options

  • Vertafore Mobile enables staff to service customers when away from the office
  • Personal lines rating for real time auto, home and flood quotes in minutes.
  • DocuSign® integration to accelerate the speed of transactions and reduce cost.
  • Vertafore Client Portal empowers your insureds to do business when, where and how it is convenient for them.
  • My Agency Reports is the new reporting platform that enables you to make easy data-driven decisions for every aspect of your business from production analysis, and renewals to lost business and more.
  • Carrier download for claims, direct bill commission statement and policy details ensure accuracy and eliminate the need to rekey data.
  • With AMS360 agency management system you can easily create and automate sales-producing activities such as cross-selling campaigns and new business marketing.

  • Reduce wasted time with instant downloads and the ability to see all declarations on a single page.

  • Never miss another opportunity to deliver superior customer service. Provide certificates faster and keep on top of renewals with automatic alerts.

  • Access policies and perform tasks right from your mobile device or web browser.

  • Always know what’s happening under the hood with visibility and reporting across your entire business. Get the numbers right with accounting tools designed specifically for the insurance industry.

“This past year our retention rate was up by six points. Our survey cards always come back complementing our agency on how quickly we respond. We believe the … service we deliver using Vertafore technology has had a direct, positive impact on customer retention.”

Tim Baxley Principal  Statewide Insurance Group

Ready to take the next step?

Contact Vertafore