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Vertafore Agency Management System Further Enhances Mobile Insurance Agent Productivity

Posted on 27 Jun 2012 by Neilson

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VertaforeVertafore, a leading provider of software that transforms the insurance industry, announced this week the availability of insurance agency management system, AMS360 v6.5.  The new version provides agencies with significant new capabilities for every staff member:

* Agents can create and edit customer information on the go with their tablet device.
* CSRs and account managers can use a new Policy Side Bar to create a personalized view of policy and activity information to speed customer service and renewal workflows.
* Office managers can now help agencies protect information and reduce E&O exposure by being able to purge inactive customer data and configure AMS360 using the new Administration Center which consolidates all system administration functions.
These features and the next generation interface announced earlier this year are all available in the new version of the premier insurance agency management system.
"The Customer Center in v6.5 gives users a lot of flexibility to create their own views. Some users have the side view set to show the Policy Summary, some set it to Activities, and some turn the side view off unless they need it,” said Patty McQuade of Moody Insurance Agency.  “These options, along with the new options to resize and reorder the column headings, allows users to adjust the system to fit their needs."
Since the introduction of AMS360 to the market in 2003, Vertafore has built upon its proven technology to provide features that are most vital for insurance agencies to successfully operate and grow their business. With more than 46,000 users including nearly 9,000 new users in the past year, AMS360 is one of the most advanced, reliable and valued management systems for independent agencies of all sizes. Nearly 4,000 agencies rely on AMS360 to help grow their business by improving productivity and providing a complete view of the business.
“Now, more than ever, agents need to access client information in any location on their mobile devices.  At Vertafore, we recognize the critical role we play in equipping insurance agencies – from operations to sales functions – with the best tools to service their most critical asset – their customers,” said Mark Craig, senior vice president, product management, Vertafore. “For agents, the ability to access and update important client information in real-time via their mobile device is a powerful tool to help drive agency growth.”
AMS360 v6.5 is available immediately. For more information on the product, visit or call 888.444.4813.
About @Vertafore

Vertafore delivers software and services that transform the business of insurance. Unique to the industry, more than 20,000 customers rely on Vertafore to provide integrated technology that connects the entire industry with the most complete source of solutions—agency management, rating and connectivity, content management and workflow, information solutions and producer lifecycle management—so their businesses run better and are more profitable. For more information about Vertafore, please visit <> .