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
- Manage your finances with insurance-specific tools that provide rich, yet easy-to-use reporting
- Retain existing customers with automated renewal workflows.
- Eliminate re-keying of data with real-time carrier downloads including billing, claims and policy information.
- Grow your book of business with automated prospecting tools including professional letters and proposals.
- Increase productivity with paperless management and storage for docs attached to clients and activities.
- Send documents for electronic signatures quickly, easily and securely with optional integration to DocuSign, the global standard for secure digital transaction management.