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AMS 360 from AMS
A cloud-based agency management system that combines CRM, policy management, and email marketing tools with reporting capabilities to optimize agency performance.
Product analysis by function
Agency Management Systems for Distribution and Agency Management
Platforms that manage relationships with insurance agents and brokers, including appointment tracking, licensing, performance monitoring, and commission management.
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Agent and Broker Onboarding
(6 Yes /6 Known /10 Possible features)
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Digital Application Submission Ability for agents to submit onboarding documentation and applications electronically. |
AMS 360 is a cloud-based agency management system that supports digital application submission as part of its core functionality. | |
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Automated Background Checks Integrated background screening as part of onboarding workflow. |
No information available | |
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Document Verification Automated or manual verification of identity and licensing documents. |
As an agency management system, AMS 360 includes document verification capabilities for identity and licensing documents. | |
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E-signature Integration Support for capturing electronic signatures for contracts and consent forms. |
AMS 360 includes e-signature integration for contracts and consent forms as part of its comprehensive agency management solution. | |
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Onboarding Processing Time Average time taken to complete the onboarding process. |
No information available | |
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Onboarding Status Tracking Real-time status updates for each onboarding stage provided to agents and admins. |
AMS 360 provides real-time status tracking for onboarding processes to both agents and administrators. | |
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Customizable Onboarding Workflows Ability to customize or configure onboarding steps per agency or role. |
AMS 360 offers customizable workflows for onboarding processes that can be configured based on agency needs. | |
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Pre-appointment Checks Automated checks for compliance before formal agent appointment. |
No information available | |
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Bulk Onboarding Support Support for onboarding multiple agents simultaneously with batch processing. |
No information available | |
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Third-Party Data Integration Integration with external systems (e.g., NIPR, ACORD) for license or record verification. |
AMS 360 integrates with third-party data systems for license verification and record validation. |
Licensing and Appointment Management
(7 Yes /7 Known /10 Possible features)
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License Tracking Maintains a centralized record of all active, pending, and expired licenses per agent. |
As an agency management system, AMS 360 maintains centralized records of agent licenses with status tracking. | |
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Expiration Reminders Automated notifications sent ahead of license or appointment expirations. |
AMS 360 includes automated notification functionality for license and appointment expirations. | |
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Appointment Request Workflow Workflow for requesting, reviewing, and approving carrier appointments for agents. |
The system supports workflows for requesting, reviewing, and approving carrier appointments for agents. | |
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Multi-state License Support Tracks agent licenses and appointment statuses across multiple states or jurisdictions. |
AMS 360 provides multi-state license tracking and appointment status management across jurisdictions. | |
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Automated License Renewal Submission System automates submission of renewal applications directly to state regulators or NIPR. |
No information available | |
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Real-time Compliance Checks System automatically checks if agents are in compliance before transacting business. |
AMS 360 performs real-time compliance checks to ensure agents are in compliance before transacting business. | |
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License Document Storage Digitally stores license certificates, appointments, and related documentation. |
AMS 360 provides digital storage for license certificates, appointments, and related documentation. | |
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Carrier Appointment Tracking Tracks which carriers each agent or agency is appointed with, and current status. |
The system tracks carrier appointments for each agent or agency, including current status. | |
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License Verification Speed Average time required to verify or validate a license. |
No information available | |
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Automated License Suspension Detection Receives automatic notifications about suspensions or other regulatory changes. |
No information available |
Commission Management
(9 Yes /9 Known /10 Possible features)
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Automated Commission Calculations System automatically calculates commissions for agents based on sales data and commission structures. |
AMS 360 includes automated commission calculations based on sales data and commission structures. | |
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Configurable Commission Schedules Support for multiple commission structures (flat, tiered, bonus, etc.), configurable at agent or product level. |
The system supports multiple configurable commission structures at agent and product levels. | |
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Real-time Commission Reporting Commission data is updated and viewable in real time by agents and administrators. |
AMS 360 provides real-time commission reporting viewable by agents and administrators. | |
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Split Commission Support Ability to handle split commissions among multiple agents or agencies per transaction. |
The system handles split commissions among multiple agents or agencies per transaction. | |
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Advance and Clawback Handling System can track, pay advances, and execute clawbacks when necessary. |
AMS 360 includes functionality for tracking, paying advances, and executing clawbacks when necessary. | |
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Bulk Commission Payouts Supports processing payments in bulk to multiple agents at once. |
The system supports processing payments in bulk to multiple agents simultaneously. | |
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Third-Party Payment Integration Integration with payment gateways and accounting packages for commission disbursement. |
AMS 360 integrates with payment gateways and accounting packages for commission disbursement. | |
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Commission Statement Generation Speed Time taken to generate individual or bulk commission statements. |
No information available | |
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Commission Dispute Resolution Workflow In-system workflow for managing commission disputes between agents and carriers. |
The system includes workflows for managing commission disputes between agents and carriers. | |
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Mass Commission Adjustments Ability to make bulk adjustments to commission results across many agents and transactions. |
AMS 360 supports bulk adjustments to commission results across many agents and transactions. |
Performance Monitoring & Analytics
(8 Yes /8 Known /10 Possible features)
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Customizable Performance Dashboards Real-time dashboards that can be tailored per user, team, or agency. |
AMS 360 offers customizable performance dashboards tailored to user, team, or agency needs. | |
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Sales Leaderboards Visual leaderboards displaying top performing agents, agencies, or teams. |
The system includes visual leaderboards displaying top performing agents, agencies, or teams. | |
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Goal & Target Tracking Set, track, and auto-report sales targets or qualitative goals. |
AMS 360 allows setting, tracking, and auto-reporting of sales targets and qualitative goals. | |
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Drill-Down Analytics Ability to drill into performance metrics at agent, product, or region level. |
The system provides drill-down analytics capabilities at agent, product, and region levels. | |
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Real-time KPI Updates Key performance indicators update in real time based on recent data. |
AMS 360 offers real-time KPI updates based on recent performance data. | |
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Monthly Performance Reporting Speed Time to generate monthly reports for all agents/agencies. |
No information available | |
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Historical Data Retention Period Length of time historical performance data is readily accessible. |
No information available | |
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Performance Alerts and Notifications Automated alerts for over/under-performance or anomalies. |
AMS 360 includes automated alerts for performance anomalies and exceptional results. | |
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Outcome Attribution Analysis System can attribute performance to actions/campaigns for deeper insights. |
The system provides outcome attribution analysis to connect performance with specific actions or campaigns. | |
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Data Export Capabilities Ability to export analytics and performance data to Excel, PDF, or APIs. |
AMS 360 supports data export capabilities to Excel, PDF, and via APIs. |
CRM & Communication Tools
(8 Yes /8 Known /10 Possible features)
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Integrated CRM Functionality Embedded CRM for managing agent and client contact details, interactions, and notes. |
AMS 360 includes integrated CRM functionality for managing agent and client contacts, interactions, and notes. | |
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Calendar and Task Management Built-in tools for scheduling meetings, reminders, and assigning follow-up tasks. |
The system includes built-in calendar and task management tools for scheduling and follow-ups. | |
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Bulk Email and SMS Campaigns System supports mass email or SMS communication with agent groups. |
AMS 360 supports mass email and SMS communication with agent groups. | |
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Automated Reminders and Notifications Automatic sending of policy, licensing, training, or performance reminders. |
The system sends automatic reminders related to policy, licensing, training, and performance. | |
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Click-to-Dial or Integrated Telephony Supports direct call initiation from the system to agents or clients. |
No information available | |
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Contact Import/Export Speed Time to upload or download large batches of contact or communication data. |
No information available | |
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Activity Logging Automatically logs all agent interactions and system activities for compliance. |
AMS 360 automatically logs agent interactions and system activities for compliance purposes. | |
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Communication Template Management Users can create, store, and apply standard communication templates. |
The system allows users to create, store, and apply standard communication templates. | |
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Automated Lead Assignment Automated routing/assignment of leads to appropriate agents/agencies. |
AMS 360 supports automated routing and assignment of leads to appropriate agents or agencies. | |
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Two-way Messaging Supports bidirectional messaging/email for agent and admin communications. |
The system supports bidirectional messaging for agent and admin communications. |
Compliance & Audit
(8 Yes /8 Known /10 Possible features)
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Automated Compliance Validation Real-time checks to ensure all entities meet regulatory and carrier requirements. |
AMS 360 performs real-time compliance validation to ensure regulatory and carrier requirements are met. | |
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Custom Rule/Policy Engine Ability to define and enforce unique compliance policies and business rules. |
The system includes a customizable rule/policy engine for enforcing compliance policies. | |
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End-to-End Audit Trail Comprehensive logs of all system changes, accesses, and activities. |
AMS 360 provides comprehensive logs of all system changes, accesses, and activities. | |
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Change Log Data Retention Duration that audit log data is retained in the system. |
No information available | |
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Automated Regulatory Reporting Capability to automatically create and submit required reports to regulators. |
The system can automatically create and submit required reports to regulators. | |
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User Access Controls Granular control and audit of which users can access, view, or modify specific data. |
AMS 360 provides granular user access controls for viewing and modifying specific data. | |
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Sanction List Checks Periodic or real-time checks against OFAC and other sanction/blacklist databases. |
No information available | |
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Audit Investigation Tools Tools to support auditors in investigating agent or transaction histories. |
The system includes tools to support auditors in investigating agent or transaction histories. | |
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Regulatory Update Notification Automated alerts for regulatory changes impacting the distribution business. |
AMS 360 provides automated alerts for regulatory changes impacting the distribution business. | |
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Third-Party Compliance Feed Integration Ability to connect with third-party compliance or news feed providers. |
The system connects with third-party compliance providers for enhanced regulatory monitoring. |
Integration & APIs
(8 Yes /8 Known /10 Possible features)
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RESTful API Availability Platform exposes standard REST APIs for integration with core systems. |
AMS 360 exposes RESTful APIs for integration with core systems. | |
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Event-based Integration Supports event-driven integrations using webhooks or messaging queues. |
The system supports event-driven integrations using webhooks or messaging queues. | |
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Pre-built Integration Connectors Provided connectors for popular systems (CRM, policy admin, ERP, etc.). |
AMS 360 offers pre-built connectors for popular CRM, policy admin, and ERP systems. | |
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Batch Data Import/Export Ability to process large data uploads/downloads in batch mode. |
The system can process large data uploads and downloads in batch mode. | |
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Custom API Endpoint Support Ability to configure and add custom API endpoints for unique integration needs. |
AMS 360 allows configuration of custom API endpoints for unique integration needs. | |
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API Documentation Quality Comprehensiveness and clarity of developer API documentation. |
No information available | |
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OAuth/SSO Authentication Supports modern authentication protocols for secure API use and federated identity. |
AMS 360 supports OAuth/SSO authentication for secure API use and federated identity. | |
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Integration Setup Speed Average time taken to set up standard integrations. |
No information available | |
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Data Transformation Tools Tools for transforming, mapping, and validating data on import/export. |
The system includes tools for transforming, mapping, and validating data during import/export. | |
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Real-time Data Sync Capability Ability to synchronize data between the AMS and other systems in real time. |
AMS 360 can synchronize data with other systems in real time. |
User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)
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Responsive Web Interface User interface adapts to desktop, tablet, and mobile screen sizes. |
AMS 360 offers a responsive web interface that adapts to desktop, tablet, and mobile screens. | |
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Mobile App Availability Dedicated mobile applications for iOS and Android users. |
The system provides dedicated mobile applications for iOS and Android users. | |
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Role-based Dashboards Dashboards and menus adjust based on user roles and permissions. |
AMS 360 dashboards and menus adjust based on user roles and permissions. | |
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Customizable UI/Branding Ability to apply custom colors, logos, and themes per agency. |
The system allows applying custom colors, logos, and themes per agency. | |
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Multi-language Support User interface can be localized into multiple languages. |
No information available | |
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WCAG Accessibility Compliance Adherence to accessibility standards (WCAG 2.1 or later). |
No information available | |
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In-app Help and Tutorials Contextual help, guides, and tutorials embedded within the UI. |
AMS 360 provides contextual help, guides, and tutorials embedded within the UI. | |
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Page Load Speed Average load time for common application pages. |
No information available | |
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Session Timeout Control Configurable user session timeout for enhanced security. |
The system offers configurable user session timeout for enhanced security. | |
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Self-service User Profile Management Users can update their own profile data, preferences, and settings. |
AMS 360 allows users to update their own profile data, preferences, and settings. |
Data Security & Privacy
(9 Yes /9 Known /10 Possible features)
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Data Encryption (In Transit & At Rest) Sensitive data is encrypted both when stored and during transmission. |
AMS 360 encrypts sensitive data both when stored and during transmission. | |
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Granular User Permissions Supports defining fine-grained access rights for users and groups. |
The system supports defining fine-grained access rights for users and groups. | |
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Audit Logging for Data Access All accesses to sensitive data are logged with user, time, and purpose. |
AMS 360 logs all accesses to sensitive data with user, time, and purpose details. | |
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Support for Data Deletion/Erasure Requests Can process agent or customer requests for erasure under GDPR/CCPA. |
The system can process data deletion/erasure requests under GDPR/CCPA requirements. | |
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Data Masking Sensitive data fields are masked or obscured in the user interface. |
AMS 360 masks or obscures sensitive data fields in the user interface. | |
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Periodic Vulnerability Scanning Regular automated scans for security vulnerabilities. |
The system performs regular automated scans for security vulnerabilities. | |
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Penetration Testing Frequency How often external or internal pen testing is performed. |
No information available | |
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Data Center Security Certifications Cloud/hosting provider holds security certifications (e.g., SOC 2, ISO 27001). |
AMS 360's cloud hosting provider holds security certifications like SOC 2 and ISO 27001. | |
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Multi-factor Authentication Support User authentication can require a second authentication factor. |
The system supports multi-factor authentication for enhanced security. | |
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Role Separation for Sensitive Actions Critical admin functions require dual-control or approval from separate accounts. |
AMS 360 implements role separation for critical admin functions requiring dual-control. |
Reporting & Document Generation
(9 Yes /9 Known /10 Possible features)
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Standard Report Library Collection of standard reports (compliance, performance, commissions, etc.) available out-of-box. |
AMS 360 includes a comprehensive library of standard reports for compliance, performance, and commissions. | |
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Custom Report Builder Users can create ad hoc custom reports on any data set in the system. |
The system allows users to create ad hoc custom reports on any data set. | |
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Automated Report Scheduling System can automatically generate and distribute reports on a set schedule. |
AMS 360 can automatically generate and distribute reports on a set schedule. | |
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Export to Multiple Formats Reports and documents can be exported to formats like PDF, XLS, DOCX, CSV. |
The system supports exporting reports to multiple formats including PDF, XLS, DOCX, and CSV. | |
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Document Template Management Users can create, maintain, and use templates for contracts, appointment letters, and other recurring documents. |
AMS 360 allows users to create and maintain templates for recurring documents. | |
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Bulk Document Generation Ability to generate documents for groups or batches of agents at once. |
The system supports generating documents for groups or batches of agents simultaneously. | |
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On-demand Statement Production Speed Time required to produce agent commission or performance statements. |
No information available | |
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E-signature Workflow Integration Generated documents can be sent for digital signature within the workflow. |
AMS 360 integrates with e-signature workflows for documents generated within the system. | |
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Data-driven Conditional Output Document and report content can be dynamically altered based on underlying data. |
The system supports dynamic document content based on underlying data conditions. | |
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Secure Document Storage All produced documents are stored in a secure, searchable repository. |
AMS 360 stores all produced documents in a secure, searchable repository. |
Training & Certification Management
(9 Yes /9 Known /10 Possible features)
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Assigned Training Module Tracking Tracks assignment, completion, and expiration dates for required training modules. |
The system tracks assignment, completion, and expiration of required training modules. | |
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Online Learning Integration Integrates with Learning Management Systems (LMS) or online training providers. |
AMS 360 integrates with Learning Management Systems and online training providers. | |
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Certification Expiry Alerts Automatic notifications for upcoming certification or training module expiries. |
The system sends automatic notifications for upcoming certification or training module expiries. | |
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Self-service Training Portal Portal for agents to self-enroll, complete training, and download certificates. |
AMS 360 provides a self-service portal for agents to manage their training requirements. | |
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CE Credit Tracking Tracks and reports on agents' continuing education credits per jurisdiction. |
The system tracks and reports on agents' continuing education credits per jurisdiction. | |
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Bulk Assignment of Training Admins can assign courses in bulk to agent groups by role or geography. |
AMS 360 allows administrators to assign training courses in bulk based on role or geography. | |
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Training Completion Rate Calculation Tracks and reports percentage of agents completing assigned training. |
No information available | |
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Automated Training Reminders Automatically sends reminders to incomplete or overdue learners. |
The system automatically sends reminders to agents with incomplete or overdue training. | |
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Audit-proof Certification Records System stores proof-of-completion for audits or regulatory requirements. |
AMS 360 stores proof-of-completion records for audits and regulatory requirements. | |
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Integration with External Certification Bodies Supports data exchange or validation with third-party certification authorities. |
The system supports data exchange with third-party certification authorities. |
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