Vertafore AMS360 Integrations

RenewalCompass is a policy renewal pipeline built for independent insurance agencies with one to ten producers. It fills the gap between spreadsheets and a full agency management system, giving agents and their teams a shared, risk-scored view of every renewal in the book. Every policy in the renewal window is automatically scored by premium size, days to expiration, and recent contact activity. High risk accounts rise to the top so producers know exactly where to focus each day without rebuilding a priority list from scratch. The pipeline board moves renewals through five clear stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, with one-click stage progression and a full contact log on every account. The whole team works from the same board so nothing slips when a producer is out or a busy week gets away from the agency. RenewalCompass.com

Levitate is a relationship marketing platform that helps businesses and organizations communicate authentically at scale. The platform combines email, social media, texting, websites, handwritten cards, surveys, reviews, AI assistance, and dedicated success specialists. Teams can use Levitate to stay in touch with clients, donors, prospects, referral sources, volunteers, and other important contacts through personal-feeling outreach. Its AI assistant helps create, rewrite, and improve emails, social posts, and other content while keeping communication natural and on-brand. Levitate also supports online presence, review generation, Client Happiness Score tracking, and integrations with tools such as Zapier, Wealthbox, MyCase, Clio, and DonorPerfect. Built for relationship-driven teams, Levitate helps users build lasting connections, generate engagement, and turn consistent communication into measurable business results.

Imagine if your customers could seamlessly communicate with your business how they want to. Calling, SMS, messaging, social, and chat all unified in one interface with one goal: simplifying communication. You’ll want to see what we have in store. With Vonix, you’ll be able to call, text, social message and chat using your business profile from one mobile app. You’ll access all your business phone features as if you were in the office, using your business number from your cell phone. Text or message your customers, and transfer whole conversations with the internal collaboration features. Sync conversations into your customer records and keep everyone in the loop. Access business calling features like interactive voice menus, day/night mode, voicemail transcription & more. Improve satisfaction and get faster resolutions by enabling customers to communicate via their preferred method.

The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Easily collect credit card and ACH payments from insureds using your own branded payment page and unique URL. Collect and send funds across the insurance industry and utilize additional features after integrating your management system. Easily collect digital payments from insureds and pass them along to your broker and MGA partners with ease. ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry.

The only all-in-one agile monetization platform for simple to complex billing & revenue, built for NetSuite – the #1 cloud financial management system for growing businesses. Wave goodbye to managing subscription billing in spreadsheets. Bill your customers and build invoices to match your exact needs directly in NetSuite, no matter how complex the use case, billing model, or revenue requirements. Introducing subscriptions? ZoneBilling can do it. Moving toward usage-based billing? ZoneBilling's got you covered. Looking to automate renewal management? Yup, ZoneBilling can do that, too. So...what else are you waiting for? Toss the complex spreadsheets aside and discover the ease and simplicity of the first all-in-one billing solution. Configure & bill for subscriptions from single or multiple streams. Use complex usage-based formulas to calculate pricing. Bill customers for products or services in advance.

Thousands of businesses trust DYL to raise the productivity of their service. Thousands of businesses trust DYL to raise the productivity of their Marketing. Guide and train your employees on live calls with "Listen, Whisper, Barge." Customize your workflows, lead distribution, voicemail and on-hold messages for a personal experience. All features included in one low price. No more juggling multiple providers. Our On-boarding specialists get you up and running in one hour with free training. As your company grows, you can add as many users as needed, quickly and easily with just a phone call. Designed and maintained by our team of developers to ensure continuous superior performance. DYL empowers businesses with the all tools needed to convert prospects into sales and customers into loyal fans. Our customers have reported a 35% boost in new business and a 25% jump in team productivity.

Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.

Unleash the potential of your business by increasing the speed of innovation. Businesses need the ability to work with their data as they see fit, in multiple ways. The complex modern data requirements can no longer afford to have solutions focusing on a specific area of moving data, but rather a hybrid approach to data. Synatic allows you to pull your data together, push it out to the right system, or operationalize your data for other systems to use. Whether you need ETL, integration, API management or warehousing, Synatic can answer your most intricate data requirements. Automate your data to work for you, in the way you need, with a single platform. Super-caching buffers, persist or purge your in-memory data stores. Whether you need to modernize your data universe or adopt a new SaaS application, our platform adapts to your needs, big or small with the same capabilities, no matter the requirements.

WorkSmart is Vertafore’s enterprise content and workflow management solution designed specifically for insurance agencies. It helps agencies operate efficiently and manage large volumes of work by providing a comprehensive view of their workflows. With a modernized interface, WorkSmart makes every employee’s job easier within the easy-to-use and intuitive system. Best practice workflows and key integrations allow employees to get more done in less time. It enables collaboration on workflows remotely, allowing agencies to service customers quickly. WorkSmart provides insights into where processes work and where bottlenecks are, helping agencies understand and improve their operations. It ensures data security and software updates, giving agencies peace of mind. WorkSmart integrates with Vertafore’s AMS360, Sagitta, and BenefitPoint management systems, aligning work with staff’s areas of expertise.

vBots is a cutting-edge AI-powered automation platform tailored for insurance agencies seeking to streamline and scale their operations without the complexities of coding or integration. These intelligent bots automate essential yet time-consuming tasks such as direct bill reconciliation, policy renewal notifications, cancellation notices, and document retrieval, all customized to align with your agency’s specific workflows. Equipped with advanced AI and optical character recognition (OCR), vBots can intelligently interpret and act on complex data, ensuring accuracy and efficiency. Designed for rapid deployment, vBots require no heavy IT infrastructure changes—simply plug and play to achieve measurable results within weeks. This scalability allows agencies to manage workload spikes during critical periods like tax season, open enrollment, or month-end without hiring extra staff.

Sonant is an AI receptionist built exclusively for property & casualty insurance agencies, enabling them to convert routine inbound calls into real revenue without adding staff. It provides 24/7 personalized, human-like voice interactions, instantly recognizes callers, captures quote or servicing requests, schedules appointments, routes calls to agents when needed, and automatically summarizes conversations to feed into agency systems. Sonant is multilingual (even within a single call), scales concurrently across many calls, and integrates with major Agency Management Systems (AMS) like EZLynx, Momentum, QQCatalyst, HawkSoft, AMS360, AgencyZoom, Zywave, InsuredMine, and others, as well as calendars and automation tools. It’s optimized for ultra-low latency and is “tuned” for insurance workflows, with guardrails that prevent it from discussing detailed coverage.

FurtherAI is a domain-specific AI workspace designed for commercial insurance operations, automating repetitive tasks across submission intake, underwriting audits, policy comparisons, and claims workflows. It offers an AI Assistant that can read, write, compare, classify, summarize, and reason about insurance documents and data, integrated into modular workflows that mirror insurance processes. The platform is fine-tuned for policy language, underwriting rules, and regulatory norms and supports seamless integration with over 100 enterprise systems. Its architecture is modular and adaptable, whether orchestration of submissions, audits, or policy management, and it combines multiple large language models to maximize task accuracy. FurtherAI also features a human-AI interface to allow collaboration and oversight, ensuring higher precision in sensitive operations.