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What is Vertafore AMS360?

AMS360 functions as the crucial management system that supports the operations of your independent agency. As part of Vertafore’s leading platform, it enables agencies to accelerate growth and enhance profitability. By streamlining workflows, it improves renewals and client retention while also attracting new customers, resulting in increased employee productivity and an outstanding customer experience. Save precious time on financial tasks with custom solutions tailored to fit your unique needs. Regular notifications keep you updated on upcoming renewals and possible rate increases, thus promoting higher retention levels. The integration of the agency-carrier process through TransactNOW allows you to focus more on your clients. With a single sign-on capability, accessing all Vertafore solutions is made simple, removing the inconvenience of managing various credentials. Additionally, a wide range of APIs allows for smooth application integrations with AMS360, enhancing your agency’s operational capabilities. This suite of features not only streamlines processes but also equips agencies for ongoing success in an increasingly competitive landscape. By leveraging these tools, agencies can adapt to changing market conditions and better serve their clients.

What is AgentCubed?

AgentCubed is founded on the principle of simplifying complexity, providing a popular cloud-based platform tailored for organizations in the insurance sector that desire an uncomplicated yet effective solution. The company employs a personalized strategy by integrating a robust three-in-one system that includes Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. This seamless integration reduces the dependency on third-party software, which frequently struggles to synchronize or automate properly, thus extending the duration it takes for an agent to assist a customer from inception to conclusion. With a user-friendly online dashboard, AgentCubed enables agents to organize leads by opportunity status, date, or outcomes, offering vital adaptability. Moreover, the platform incorporates a built-in calculator that simplifies the quoting process, ensuring both agents and prospects navigate each phase effortlessly. By improving operational efficiency, organizations can substantially enhance compliance, elevate client retention rates, and ultimately drive growth in a competitive landscape. Additionally, this comprehensive strategy allows agents to dedicate more time to customer engagement rather than administrative responsibilities, fundamentally transforming their workflow and improving overall service quality. This innovative approach not only streamlines processes but also positions AgentCubed as a leader in the industry.

Media

Media

Integrations Supported

Dial Your Leads
Pathway Insurance Software
Synatic
Vonix
ZoneBilling
ePayPolicy

Integrations Supported

Dial Your Leads
Pathway Insurance Software
Synatic
Vonix
ZoneBilling
ePayPolicy

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vertafore

Date Founded

1969

Company Location

United States

Company Website

www.vertafore.com

Company Facts

Organization Name

AgentCubed

Date Founded

2010

Company Location

United States

Company Website

www.agentcubed.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

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