AMS360 Reviews & Pricing

Key Features

• Workflow Management: Implement standard, customizable workflows for onboarding, governance, navigation, task assignment, document automation, Corporate Social Responsibility (CSR) and client outreach. Use purpose-built form and policy templates to process and review applications faster. Automatically generate commercial property and casualty (P&C) proposals and consolidate all carrier information under a single interface. 
• Agency Management: Seamless import and export schedules into the agency’s calendar with automated addition, deletion and existing data synchronization. Compare past and current policies side by side. Mass distribute certificates in accordance with individual client preferences. 
  • Agency Home: Get a real-time feed of information, obligations and tasks directly in the dashboard. 
  • Declaration Page View: The declaration page view integrates coverages, endorsements and client history information into a single page for improved visibility. 
• Client Management: Organize renewal requests according to date ranges and assign tasks to available producers, managers and agents. Track submissions, and issue updates and alerts for unpaid bills, premium changes, expired policies and more. Filter potential and existing clients based on area, age, line of business and coverage. Link related customers to map out customer relationships. 
  • Campaigns: Prepare target lists featuring prospects and cross-sell opportunities. Set up marketing strategies based on touchpoints such as emails, meetings, phone calls and letters. 
  • Document Distribution: Set up document distribution schedules for specific scenarios like renewals and policy expirations. 
  • Communication: Access all client communication from a single interface to better understand the person behind the interaction. 
• Mobile App: Get instantaneous on-the-go access to carrier data, policy information and rate quotes with the mobile application. 
• Document Management: Securely store all documents in a central repository. Search for specific documents using data fields. 
• Reporting: Run reports on business health, productivity, financial state and more. Use reporting templates with built-in filtering and viewing options or customize existing ones. Schedule upcoming reports and deliver results to related administrators for agile business decisions. Estimate the agency’s growth and revenue based on acquisitions. 
• Integrations: Access over 200 APIs through the developer portal. Log in to multiple products with the Vertafore Single Sign-On (VSSO) tool. Partner with Vertafore’s in-house solutions for increased scalability. 
• Risk Management: Implement automated workflows to eliminate the risk of errors and omissions (E&O). Restrict access to sensitive information with internal controls. Protect personally identifiable information and audit logs with multi-factor authentication, role-based permissions and user groups. 
• Operations and Accounting: Keep the agency’s finances updated with real-time insurance accounting. Convert spreadsheets in Excel binary file formats to Acord AL3. Directly download carrier statements and auto-populate consistent data in direct bill entry statements (DBES). 

Limitations

•  Its reporting feature has a steep learning curve. 
•  Carrier policy information does not auto-download. 
•  Shortcuts are not immediately clear. 
•  The direct billing function doesn’t cover receivables. 
•  The system is susceptible to occasional outages. 

Suite Support