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AMS360

Premium

Overview

Prefill your workflows 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

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.
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.
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.
Document Management: AMS360 includes document storage and management capabilities, allowing users to store and retrieve documents electronically linked to client profiles or policy records.
Mobile Access: It offers mobile access capabilities, enabling agents to access important information and perform tasks remotely, enhancing flexibility and responsiveness.

Benefits of AMS360

Enhanced Productivity: By automating and streamlining key processes, AMS360 helps increase overall agency productivity.
Improved Customer Service: Quick access to comprehensive client and policy information enables agents to provide prompt and informed service, improving customer satisfaction.
Accurate Reporting: The system offers robust reporting tools that allow agencies to generate detailed financial and operational reports, aiding in strategic decision-making.
Scalability: AMS360 is scalable and can accommodate the growth of an agency, supporting more complex needs as the business expands.
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.

How to set up

Navigate to the Feathery form that you want to connect to AMS360. Click on the Integrations tab.

Open the AMS360 integration and authenticate your AMS360 account.

Click Connect. Your integration is now ready to go!

Start enabling AMS360 actions and mapping Feathery fields to AMS 360 record properties. Available records to update or pull from fall under categories such as activities, activity checkpoints, agencies, agency commissions, authentication, balance journal entries, bank accounts, bank transactions, brokers, receipts, checks, commissions, companies, additional customer personnel, customers, data schedules, deposits, e-forms, employees, general ledgers, business units, health checks, homeowners, invoices, job queues, lines of business, NAICS details, outbound notifications, personal auto, policies, certificates or liability or property, history, primary personnel policies, service agreements, standard industrial classifications, submissions, suspenses, system data entries, underwriters, user permissions, and vendors.

Applied Epic

Sagitta

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!