The most advanced and cost-effective agency management system for agencies of all sizes.
- Create and edit customer information on the go via a tablet device.
- Provide customers with a better understanding of their insurance at the point of face-to-face interaction by delivering a copy of the insurance declaration page.
“Unlike other agency management systems we evaluated, AMS360 frees us to focus on being insurance experts, not software technology experts,” said Michelle Rakes. “Vertafore enables us to take the simplicity and ease of use we expect from consumer technology into the business world.”
Manage your prospects, sales pipeline and sales process anywhere, anytime
- Look up client information and enter new prospect information in the field.
- Easily manage leads, opportunities and X-dates from a mobile device.
““Vertafore’s product offerings continue to expand and align well to the pressing needs of both agencies and insurers. In addition, the solutions are leveraging some of the hottest next-gen technologies such as mobile and cloud,” said Deb Smallwood.