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Insurance Agency Software That Integrates with AMS360

AMS360 is Vertafore's flagship agency management system; raters, CRMs and marketing tools integrate with it to sync client and policy data.

15
Vendors reviewed
8
Categories covered
8
Comparisons
2026
Last verified
AMS360 insurance agency software integration
Integration depth across 5 vendors
2
Native
3
Certified
0
Marketplace
AMS360 official site ↗

Native integrations (2)

Built-in, first-class. The platform ships with automated data sync and reconciliation, no marketplace install required.

AgencyZoom

AgencyZoom

Native
Insurance sales & service CRM from Vertafore, from $149/mo
AgencyZoom syncs two ways with AMS360, moving client/policy data in and writing activity back.
Levitate

Levitate

Native
AI relationship-marketing layer — email, text, reviews and outreach that runs alongside your AMS
Levitate runs a two-way AMS360 sync: data in, notes/emails/texts/calls/cards back as Notes and Activities.

Certified integrations (3)

Vendor is in the AMS360 partner certification program. Tested connector, formal support contract.

InsuredMine

InsuredMine

Certified
Insurance CRM with a co-branded client app, from $118/user/mo
InsuredMine lists AMS360 among the management systems it pulls from.
QQCatalyst

QQCatalyst

Certified
Vertafore's cloud AMS for growing independent P&C agencies
QQ Catalyst sits alongside AMS360 in the Vertafore ecosystem.
PL Rating (Vertafore)

PL Rating (Vertafore)

Certified
Vertafore personal-lines comparative rater with 300+ carrier partners
PL Rating connects to AMS360 (both Vertafore systems) to align quoting and the management system.

How AMS360 integration works

AMS360 connects to insurance agency platforms through one of three technical patterns: (1) native data feed built into the platform; (2) certified partner-marketplace connector installed by admins; or (3) webhook/API integration built via the vendor's REST API and file/data exchange.

The choice of pattern determines the depth of data sync, reconciliation and record mapping available. Native feeds ship in weeks; marketplace connectors deploy in days; API builds require engineering.

Common setup steps
  1. Verify vendor integration depth (native / certified / marketplace)
  2. Install connector from the vendor's integration directory or marketplace
  3. Complete OAuth 2.0 handshake or API key exchange
  4. Map clients, policies and commission records to the platform schema
  5. Configure reconciliation and sync frequency for each data feed
  6. Test the sync with 5-10 real policies
  7. Roll out to production in a phased pilot

Top 3 use cases for AMS360 + insurance agency software

  • ✓ Array
  • ✓ Array
  • ✓ Array

Limitations to verify before signing

Integration depth ranges from full two-way sync (AgencyZoom, Levitate) to one-directional import or same-ecosystem alignment (InsuredMine, QQ Catalyst). Levitate\'s AMS360 sync is near-real-time for incremental changes but relies on a weekly full sync for completeness, so it is not instantaneous for every field. Confirm which fields sync and in which direction before assuming a tool keeps AMS360 fully current.

Frequently asked questions

AgencyZoom and Levitate both run two-way AMS360 integrations that sync data in and write activity back.

It writes its notes back as Notes and its emails, texts, calls and handwritten cards back as Activities, on a near-real-time plus weekly full sync.

Yes. PL Rating connects to AMS360 — both are Vertafore systems — so quotes and the management system stay aligned.

How we score depth. Native means the integration is built into the platform out of the box, with automated data sync. Certified means the vendor is in the AMS360 partner certification program. Marketplace means an app/marketplace listing or webhooks-level connector. Sources: vendor integration directories, partner-marketplace catalogs and vendor product documentation as of June 2026. If a depth score looks wrong, tell us and we will verify.
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