Overview

Prefill your forms from AMS360 data and update your AMS360 records with form data.

What you need

• An active Feathery account and form
• An AMS360 account

Background

AMS360 is an insurance agency management system designed by Vertafore. It is widely used by insurance agencies to streamline their operations and enhance their efficiency. Here are some key features and benefits of AMS360:

Features

1. Client and Policy Management: AMS360 allows agencies to manage client details, policies, endorsements, and renewals efficiently, ensuring that all data is up-to-date and easily accessible.
2. Accounting and Billing: The system integrates accounting functionalities that help manage agency billing, commissions, and financial reporting, which can improve financial accuracy and reduce administrative burdens.
3. Workflow Automation: It automates routine tasks such as data entry, policy renewals, and other repetitive processes, helping to reduce errors and free up time for more value-added activities.
4. Document Management: AMS360 includes document storage and management capabilities, allowing users to store and retrieve documents electronically linked to client profiles or policy records.
5. Mobile Access: It offers mobile access capabilities, enabling agents to access important information and perform tasks remotely, enhancing flexibility and responsiveness.

Benefits of AMS360

1. Enhanced Productivity: By automating and streamlining key processes, AMS360 helps increase overall agency productivity.
2. Improved Customer Service: Quick access to comprehensive client and policy information enables agents to provide prompt and informed service, improving customer satisfaction.
3. Accurate Reporting: The system offers robust reporting tools that allow agencies to generate detailed financial and operational reports, aiding in strategic decision-making.
4. Scalability: AMS360 is scalable and can accommodate the growth of an agency, supporting more complex needs as the business expands.
5. Data Security and Compliance: The platform includes security measures to protect sensitive data and ensure compliance with industry regulations.

AMS360 is particularly popular among insurance agencies looking for a comprehensive solution that not only manages the day-to-day operations but also helps in strategic business planning through advanced data analysis and reporting.