AMS360 is a leading agency management system designed to help independent insurance agencies, brokers, MGAs, and MGUs grow their business and streamline workflows.
Key Features:
- Policy Management: Automates policy entry with carrier downloads, facilitates fast information retrieval, and accelerates renewals.
- Accounting: Automates billing and invoicing, tracks payments, reconciles accounts, and manages commission splits.
- Business Intelligence: Provides monthly, quarterly, and annual trend reports, identifies growth patterns with KPIs, and offers detailed financial reports.
- Integration: Seamlessly integrates with other tools like WorkSmart, BenefitPoint, Proposal Builder, RiskMatch, PL Rating, and InsurLink.
Use Cases:
- Policy Lifecycle Management: Manages policies from bind to renewal, eliminating manual entry and accelerating renewals.
- Financial Management: Automates bookkeeping tasks, ensures accurate commission payments, and simplifies month-end closing.
- Data-Driven Decision Making: Turns data into actionable insights, enabling smarter business decisions.
- Team Collaboration: Supports the entire agency team with streamlined workflows and efficient data management.
