AMS360 Brochure

Vertafore AMS360
®
The Heart of Your Agency
“For an agency of our size AMS360 is a great equalizer. It makes us
more efficient so we have more time to spend building relationships.”
Geoff Eaton, Vice President of Operations, Advantage Insurance Group
People are the Soul
of Your Agency
Make AMS360 its Heart
With AMS360 powering your business, you
can spend less time on process and more
on people—the customers and employees
who make your business grow. Freed from
time-consuming manual processes, your
producers get out and sell more. You manage
the agency more effectively with reporting
that tells you what you really need to know.
And your customers get the service that
keeps them coming back year after year.
How AMS360 Powers Your Agency
With AMS360, quotes, rates, email, forms, certificates, renewals, and
commissions flow in and out of a secure customer/policy database
connecting with your carriers in real time.
Office-clogging paper files are eliminated. Increased
efficiency empowers your servicing teams to focus on
customer service, not rekeying data. Your producers
get out and sell more. You manage the agency with
best-in-the-industry reporting. And, you are backed
by Vertafore, the top software supplier to independent
insurance agents—a trusted partner who listens
and responds.
Increase Revenue
With AMS360 you can easily create and automate
sales-producing activities.
Retain Existing Customers
Provide certificates faster and keep on top of renewals
with automatic alerts.
Manage Your Business More Effectively
Get the numbers right with financial tools designed
specifically for the insurance industry.
Get Work Done Anywhere
Access policies and perform tasks right from your
mobile device or web browser.
Increase Profitability
Reduce wasted time with instant downloads and the
ability to see all declarations on a single page.
AMS360 Core Capabilities Checklist
AMS360
Your Agency?
View all lines of business on a single screen
Rich, yet easy-to-use reporting across all areas of the business
Automated renewal workflows
Data-driven ACORD forms
Consolidated, real-time access to all participating carriers
Insurance-specific accounting tools
Automated cross-selling and prospecting tools
Automated letters & proposals
Paperless management and storage for all types of documents
Microsoft® Outlook and Office integration
Integrated online certificate distribution
Real-time claims download direct from carriers
VERTAFORE A MS360 3
Grow Your Business
Having AMS360 means never missing a sales opportunity:
to an existing customer or a new one…at your desk or on the go.
Increase Customer Retention and Renewals
Track renewals automatically to contact customers
at the right time, every time. Increase your retention
rate and eliminate the hassle of working from a
paper report.
Get New Business More Easily with
Streamlined Marketing
“When it’s time for a renewal,
we go to the declarations page
on the policy and email this
review directly to the customer.
It shows property value, liability
and a list of all certificates, as
well as a detail of where we’ve
saved them money.”
Simplify and automate campaigns so you can market
your services consistently—no matter how busy things
get around the office. Cross-sell to existing customers
and acquire new ones faster with step-by-step
campaign-building tools.
Keep Up with Your Business
No Matter Where You Are
View and make changes to data in real time and
view detailed policy information from any supported
web browser or tablet. With the information at your
fingertips you can close deals in the moment no
matter where you are.
Don Taylor,
President, Bennion Taylor Insurance
VERTAFORE A MS360 4
Same Staff, Better Service
AMS360 simplifies everyday processes, enabling your agency to deliver
superior customer service without adding headcount.
Give Customers the Information
They Need—Instantly
Get complete policy details in one view and initiate
changes and endorsements instantly, all from the
interactive dec page.
Accounting Designed for the Way
Your Business Really Works
Comprehensive cash or accrual-based insurance
accounting means you always have the data you need
to make more effective business decisions.
Access Carriers in One Place
Process endorsements and get quotes from multiple
carriers, all from a single interface. Save hours of
data entry and reconciliation by automatically
downloading personal lines, commercial lines, and
commission statements into AMS360.
“For us, AMS360 would give our
staff the next level of efficiency,
so we could turn around and pass
the time saved along to our clients
in the form of improved service.”
Quickly and Easily Access Documents
Go beyond paperless with document management
tools that make it easy to access what you need, when
you need it.
Nancy Sattler,
Owner, Sattler Insurance Agency
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Modern Software for Modern Agencies
Get a secure, reliable solution that grows with your business—
and the peace of mind that comes with it.
Take the Pulse of your Business with
Vertafore Reporting
Get actionable insights on production, financials, and
more with insights that help you make better business
decisions.
• Monitor performance metrics in real-time with
interactive dashboards
• Customize reports to show the information that’s
relevant to getting your job done
“My most technically-averse
employee actually tried it, loved
it and started telling everyone
about it. She’d say, ‘You’re not
going to believe how easy this
is—you just click and go.”
Carl Schlotman III,
President, CAI Insurance
• Access on supported smartphones and tablets
• Share information easily by exporting to Microsoft®
Word and Excel.
Simplify Your IT with AMS360 in the Cloud
AMS360 is hosted in secure data centers and managed
by dedicated IT experts 24/7, so you can spend more
time on generating revenue and increasing margins.
• Relax knowing that critical business data is always
secure and backed up.
• Benefit from the latest features and innovations
without having to install or update anything yourself.
• Access AMS360 from anywhere via supported
browsers and mobile devices.
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Powered by AMS360®
As your technology needs grow, you can easily
upgrade from AMS360 to the Vertafore Agency
Platform. And because AMS360 powers The
Platform, your staff won’t have to learn a new
management system.
Carrier Connectivity
Vertafore Agency Platform Professional
As agencies add lines of business, open
additional offices, or acquire other agencies,
their technology needs evolve. The
Professional package is designed for these
growing agencies.
Vertafore Agency Platform Enterprise
For agencies with complex workflows that
cross multiple staff members in many different
offices, we offer the Vertafore Agency Platform
Enterprise.
Enterprise
P&C Agency Management
Replacing software is disruptive.
So you need a solution that will
grow with you.
Vertafore Agency Platform Essentials
For agencies that have outgrown a basic
management system,this package provides
the technology essentials you need to stay
competitive.
Professional
Vertafore Agency Platform
Essentials
The Solution That
Grows With You
• Accounting
• Document management
• Customer management
• Policy management
• Integration with Microsoft Office
Powered by TransactNOW®
• Process endorsements, billing, and claims inquiries in real time
• Enter data once when remarketing policies
Carrier Downloads
• Personal Lines
• Claims
• Commercial Lines • Direct Bill
Customizable Dashboard
Powered by My Agency Home
• Service customers faster with this intuitive dashboard
Simplified Business Processes Navigation
*
Powered by Vertafore QuickNav™
• QuickNav elegantly guides users through each step of a business
process, displaying the required information and forms
Vertafore Mobile
• Service customers while away from the office
Reference Library of Insurance Content
Powered by ReferenceConnect®
• Industry content from Rough Notes, IRMI, PAAS, and
many others
Basic Agency and Producer Licensing
Powered by AgencyEDGE® and ProducerEDGE™
• Quick and easy management of agency and individual producer
licensing transactions
Advanced Agency Licensing
Powered by AgencyEDGE® Premium
• Active management of agency licensing credentials
With AMS360 or the Vertafore Agency
Platform you can focus on your
business while we focus on the
technology that runs your business.
Contact Vertafore today at 800.444.4813
or learn more at vertafore.com/AMS360.
To schedule a group demo visit
vertafore.com/AMS360/Demo.
National Comparative Rating
Powered by PL Rating
• Real-time quoting for auto, home, and flood
Benefits Policy and Commission Tracking
Powered by BenefitPoint®
†
• Benefits customer and plan management
• Producer commission tracking
Content Management and Best Practice Intelligent
Workflows
Powered by WorkSmart®
• Advanced content management
• Automatically direct work to the right person at the right time
*Business Process Navigation for the Enterprise package is powered by WorkSmart
† Optional
11724 NE 195th Street | Bothell, Washington 98011 | 800.444.4813 | vertafore.com
© 2015 Vertafore, Inc. and its subsidiaries. All rights reserved. Trademarks contained herein are owned by Vertafore, Inc. This document is for informational purposes only.
Vertafore makes no warranties, express or implied, with respect to the information provided here. Information and views expressed in this document may change without notice.
The names of actual companies and products mentioned herein may be the trademarks of their respective owners. VAM.BR.360.1015