AMS360

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AMS360 is a powerful agency management system designed to streamline operations, enhance client relationships, and drive business growth. With automated workflows, integrated accounting, and real-time insights, AMS360 helps insurance agencies improve efficiency and profitability.

Key Features:

Policy lifecycle management: Handle policies from bind to renewal with automated carrier downloads for new policies, endorsements, claims, and renewals.
Integrated accounting: Automate billing, invoicing, and commission tracking while maintaining accurate financial records with a built-in general ledger.
Business intelligence: Access detailed reports and analyze key performance indicators (KPIs) to make informed business decisions.
Mobile accessibility: Manage client accounts and access data securely from any device.
CRM integration: Sync AMS360 with Salesforce to streamline workflows and reduce manual data entry.
Customizable reporting: Gain visibility into agency performance with My Agency Reports and drill down into detailed data.
Client communications: Use built-in email campaigns and reputation management tools to enhance client engagement.

Best for

Insurance agencies looking to automate policy management and improve efficiency
Firms needing robust accounting solutions with commission tracking and reconciliation
Organizations focused on data-driven decision-making through advanced reporting and analytics
Agencies requiring mobile access to client information and policy details
Companies seeking seamless CRM integration for better sales and service management
Teams that prioritize strong client communication and engagement strategies