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Vertafore Releases New Version of Leading Agency Management System

AMS360 Version 4.0 Increases Performance to Help Customers Grow

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Posted on 04 Nov 09

Vertafore, the leading provider of software and services to the insurance industry, today announced the availability of version 4.0 of the AMS360® management system, which includes numerous advancements to simplify marketing and sales tasks for more than 2,800 agencies currently using the product to grow their business.

"The streamlined proposal tools in AMS360 make it much easier for our producers and CSRs to quickly create professional proposals for new business," said Terrie Hill, operations manager, Curneal & Hignite Insurance, Inc. "We are able to quickly create customized schedules and enhanced target lists, which improves productivity and helps us generate sales faster."

The major enhancements in AMS360 version 4.0 include:

• Generate enhanced cross-sell opportunities based on coverage - identify coverage gaps, streamline account rounding and market to your existing customer base with the ability to pull target lists based on coverage.

• Create professional, polished documents quickly and easily - produce tailored schedules and streamline proposal templates using the familiar Microsoft Office Word interface with a new design tool that provides greater flexibility and expanded customization options.

• Group activities by type - enhance workflow with expanded grouping options, such as the ability to group all commission reports within each company by year or group all renewal quotes for any given year within a renewal quote folder.

• Improve performance and scalability - gain technology enhancements with several third-party software updates including an upgrade to Microsoft SQL 2008 and Windows Server® 2008, support for Windows 7, Office 2007 and an update to Internet Explorer® 8.

"The enhanced sales and marketing capabilities in version 4.0 help agencies more easily cross-market products and remind customers about adding coverage," said Gytis Barzdukas, vice president, product management for Vertafore Agency Markets. "This gives our customers an edge over their competitors in growing their business and staying ahead in the market."

In addition to the new tools for increasing an agency’s book of business, AMS360 version 4.0 also includes an enhanced web services toolkit, enabling agencies to easily integrate third party applications with the management system to share data and operate more efficiently.

About Vertafore

Vertafore is the leading provider of software, services, and information to the insurance distribution channel including independent agents, brokers, MGAs, carriers and reinsurers. Vertafore leverages a unique industry presence to deliver meaningful solutions -- powerful technology, critical information and robust insights to help organizations effectively respond to business challenges and capture new opportunities. Vertafore solutions have helped more than 15,000 customers and 200,000 users gain a competitive advantage to accelerate their business performance. For more information, please call 800.444.4813 or visit


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