AMS360 Connect

Sync AMS360 with your CRM.

Power sales and productivity

Does your agency uses Salesforce CRM? Sharing information between CRM and AMS360 equips producers to plan effective sales strategies and eliminates duplicate data entry for CSRs. 

  • Bi-directional automated sync between AMS360 and Salesforce
  • Better client experience
  • Better renewal conversations
  • Improved cross-selling
  • Less manual data entry
  • More productive CSRs

Why AMS360 Connect?

Drive increased sales
Reduce time spent on finance and accounting with solutions designed to meet your needs.

Better client experience
With more insight, be a better client advisor, complete quotes more quickly, and have more powerful renewal conversations.

Data accuracy and insights
Reduce error-prone double data entry and prepare customer and policy data for reporting and producer analytics.