The AMS360 API,
put to work instead of talked about.

• Web-services access to the records that matter: customers, policies, lines of business, personnel, activities, and suspense items.
• Both read and write — enough to keep an external CRM, portal, or warehouse in sync and to push activities and notes back so AMS360 stays the system of record.
• A stable, long-lived integration surface: AMS360 integrations tend to run for years once the mapping is right.
• Vertafore’s partner/developer programs for sanctioned access patterns, plus established integration points used by hundreds of vendors.
• Enough coverage to eliminate most manual exports — daily CSV downloads and re-uploads can usually become real, monitored syncs.

• Access depends on your Vertafore agreement and edition — confirming what your contract includes is step zero, and we help you ask Vertafore the right questions.
• The classic web services are SOAP/XML with their own paging and session quirks; treating them like a modern REST API produces fragile integrations.
• The data model has history. Customer vs. policy vs. line relationships, transaction types, and personnel assignments need mapping discipline or your sync double-counts.
• Rate behavior matters at book scale — initial full-book syncs need batching and retry design, not a for-loop.
• Some workflows (real-time carrier quoting, documents from carrier sites) live outside AMS360 entirely — that’s IVANS or portal automation territory, and we’ll tell you which.

AMS360 ↔ CRM bridge

Customers, policies, and renewal dates synced into HubSpot, Salesforce, or your CRM — with producer activity written back into AMS360 as activities and suspense. No more exporting CSVs every Monday.

Carrier-portal autofill from AMS360

Submission and quoting data pulled straight from AMS360 and pushed into carrier portals — the rekeying your CSRs do between AMS360 and carrier sites, gone. Pairs with our ACORD pipelines.

Renewal radar

Expirations and renewal status extracted daily across the whole book and delivered where your team works — Slack, email digests, CRM tasks — with the policy and servicing context attached.

Reporting & warehouse extracts

Scheduled extracts into Postgres or your BI tool, modeled so premium, commission, and retention numbers reconcile against AMS360 instead of “directionally matching” it.

Download reconciliation

AMS360 + IVANS together: compare what carriers sent against what landed in the AMS, flag the gaps, and stop trusting that downloads applied cleanly just because nothing errored.

Data hygiene & migration tooling

Dedupe passes, code-table cleanups, and complete extracts for migrations or acquisitions — done with API discipline instead of a temp army doing copy-paste.

Scoping call.

Bring the integration you wish existed. We tell you what the platform genuinely allows, what we’d build, and what it costs — on the call, not in a proposal three weeks later.

A build lead joins your Slack.

A named engineer who has shipped against this platform before — not a recruiter, not a PM. They confirm access and credentials, then start on the thinnest end-to-end slice.

First demo on your real data.

Not a slide. The integration running against your live environment — your policies, your clients, your edge cases. You click around and we keep going until it’s right.

It keeps running. We keep watching.

APIs version, portals change, schemas drift. Monitoring and fixes are in the flat fee — most clients learn something broke from our Slack message that says it’s already fixed.

Does AMS360 actually have an API we can use?

Yes. AMS360 exposes web services covering customers, policies, activities, and more, and Vertafore runs partner programs for sanctioned integrations. What you can use depends on your agreement and edition — on the scoping call we’ll identify exactly what to confirm with your Vertafore rep, in their vocabulary, so the answer comes back fast.

Can you connect AMS360 to our CRM without replacing either?

That’s the standard engagement. AMS360 stays the system of record; the CRM gets a live, monitored sync instead of stale imports. Field mapping is agreed in week one, and write-back (activities, notes, suspense) is optional but usually worth it.

We already tried a Zapier-style connection and it fell apart. Why would this hold?

Generic connectors treat AMS360 like a simple table of contacts. It isn’t — it’s a relational model with transaction history, and the integrations that survive are the ones built against that model with paging, retries, and reconciliation checks. That’s also why we include monitoring: the integration tells us when something drifts, before your team notices.

Can you pull data out of AMS360 for reporting without touching production workflows?

Yes — read-only extracts into a warehouse are the lowest-risk first project, and a common starting point. Your team keeps working exactly as before; you get queryable, current book data within the first weeks.

How fast do we see something running?

First demo on your real AMS360 data inside the first week after credentials — typically the extract or the first sync slice. Production with monitoring lands over the following weeks depending on scope.

What does it cost?

Flat $2,499 or $4,499 per month depending on volume, month to month, cancel anytime. No per-record fees, no connector tax, monitoring included.