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, so 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.

Scoping call. You leave with a map.

Bring the integration you wish existed. We tell you what the platform genuinely allows on the call, and within 48 hours you have a written automation map: what we’d build first, what it saves, and what it costs.

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.

The pilot is live, or you don’t pay.

Not a slide. The first integration running against your live environment: your policies, your clients, your edge cases, used by your team. If it isn’t live and used by day 14, the $2,499 pilot isn’t billed.

It keeps running. We keep watching.

APIs version, portals change, schemas drift. The $2,499 a month retainer only starts once the pilot works: monitoring and fixes are in the flat fee, plus one new automation a month, and 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?

It starts free: a 20-minute call and a written automation map of the 3 to 5 workflows worth automating first. Then a 14-day pilot for $2,499 one time: one workflow, fixed scope, live and used by your team by day 14, or you don’t pay. After that, $2,499 a month keeps it running (monitoring and fixes included) and adds one new automation each month; $4,499 a month runs two build lanes. Month to month, cancel anytime, no setup fees. No per-record fees, no connector tax.