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Ready to take the next step? Contact Vertafore

Corporate Headquarters

Vertafore, Inc.
11724 NE 195th
Bothell, WA 98011

Media Contact:
Bailey Fox
(Barokas PR for Vertafore)
(206) 264-8220
Vertafore@Barokas.com

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Support

My Vertafore Support Portal provides access to multiple options for resolving your support needs.

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    Ready to take the next step? Contact Vertafore

    Corporate Headquarters

    Vertafore, Inc.
    11724 NE 195th
    Bothell, WA 98011

    Media Contact:
    Bailey Fox
    (Barokas PR for Vertafore)
    (206) 264-8220
    Vertafore@Barokas.com

AMS360 Insurance Agency Management System

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.

Spend less time on process and more on people—the customers and employees who make your business grow. Producers get out and sell more. Customers get the service that keeps them coming back. Principals and managers get the key answers they need to effectively run the agency with insightful reports.

Features

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 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

  • 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 to extend your brand and provide a convenient way for your customers to reach your Carrier download for claims, direct bill commission statement and policy details ensure accuracy and eliminate the need to rekey data.
  • Carrier download for claims, direct bill commission statement and policy details ensure accuracy and eliminate the need to rekey data.
  • With AMS360 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