Carrier portals, worked for you
AMS360 data goes into Progressive, Travelers, Hartford, Liberty Mutual and the rest once — logins, navigation, and form-fill handled, quotes brought back.
What we build on top of AMS360The AMS360 busywork
The AMS360 busywork
worth automating.
We read what is already in AMS360 and handle the repetitive steps around it. Deterministic where a wrong number matters, AI where it earns its seat — and you approve which is which.
ACORD forms, prefilled
ACORD 125 / 126 / 130 / 140 generated from the AMS360 record and rule-checked before they leave — no blank-field round trips.
Quotes synced back
Premiums, quote PDFs, and policy numbers written into the right AMS360 fields. No manual transcription from a portal tab.
Renewals that prep themselves
Upcoming renewals surfaced from AMS360, re-marketed across carriers, and packaged for the producer ahead of expiration.
Certificates on autopilot
COIs issued from the AMS360 policy, sent to the holder, and logged back to the account — without a CSR building each one.
Loss runs & messy docs
Loss-run requests drafted to the prior carrier, and unstructured PDFs parsed into structured fields on the AMS360 record.
Want to feel the data plumbing before you book? A few of these run free, no signup: you can autofill an ACORD from a DOT number, decode a VIN, or browse all the free tools.
How it actually worksYou record a Loom.
You record a Loom.
We do the rest. Same week.
No statement of work, no change orders, no “out of scope.” A named build lead in your Slack from day one, working inside the AMS360 setup you already have.
01
Monday
↳ You
You send a Loom.
Screen-record the AMS360 task that eats your week. No script — “every Monday I copy these into AMS360 and email the agent.” Don’t know what to record? We have a five-question prompt.
02
Same day
↳ Your build lead
A real human replies — by name.
Your build lead watches the Loom and replies in your shared Slack with what she heard, what she’d build, the time it saves, and a one-line confirmation: “demo Friday at 10.” The recommendation comes before we build.
03
Friday, 10am
↳ You + your build lead
You watch it run on your real data.
Not a mockup. The actual automation, inside AMS360, running on this morning’s data. We screen-share, you click around, you push it. We keep building until you say “that’s the thing.”
04
Every week after
↳ Us, quietly
It keeps working. We keep watching.
Carriers change portals. APIs deprecate. Your team adds a column. We get the alert before you do — most of the time you find out something broke only because we Slack you the fix.
What clients actually say
Engineers who already speak insurance.
“It is like having an in-house fractional head of engineering and a fully functional dedicated team.”
Adam Smith
VP of Product · Truckerpath Insurance
“Alfabolt took over our digital platform and internal systems, improved functionality fast, and cut hosting and infrastructure costs by 50%.”
After just a few months, they were a fully integrated part of our team.
Julie Zimmer
CEO · Luckytruck
FAQ
AMS360 questions, answered.
Do you work with AMS360 (Vertafore)?
Yes. We run on top of AMS360 and automate the repetitive work around it — reading client, policy, and ACORD data, pushing it into carrier portals, and writing quotes back. Your agents never rekey a single field, and they keep working in AMS360 exactly as they do now.
Do we have to change how our team uses AMS360?
No. There is nothing new to learn and no rip-and-replace. We automate the steps that happen around AMS360; your team’s day-to-day inside the system stays the same.
Is this just AI? How do we trust it with a quote?
We use LLMs where they earn their seat — parsing carrier docs, drafting emails. We do not use them where a hallucinated number could send a wrong renewal. Your runbook lists what is AI vs. deterministic, and you approve every category.
Does this work with any carrier portal, or only some?
Any carrier portal your agency writes with. We automate the actual browser workflow the way a human would, so no carrier API access is required.
We also run Applied Epic for some books — can you do both?
Yes. We work on top of AMS360 and Applied Epic alike. The same approach works regardless of the management system, so a multi-AMS agency is no problem.
How fast can we get started?
Send a Loom on Monday and you watch it run on your real AMS360 data that Friday. Month to month, you own everything, cancel anytime.
The next 20 minutes
Bring the AMS360 workflow eating your Mondays.
Leave with a plan.
Twenty minutes, no deck. Show us the AMS360 task, we tell you whether we can automate it and what it would cost. If the answer is no, we’ll tell you who can.
Book a consultation →● 4 onboarding spots remaining for June