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Vertafore Expands AMS360 to Mobile Solution

Staff Writer | July 08, 2016

Vertafore announces the expansion of their management system, AMS360, to the company’s widely adopted mobile application. The move expands the company’s commitment to providing agencies of all sizes with the tools they need to meet changing market demands.

A recent survey by LinkedIn influencer Steve Anderson indicated that AMS360 is the most widely used management system in the industry. The announcement takes elements of that system and extends productivity to any location at any time that insurance professionals need to work.

With Vertafore Mobile, insurance producers in the field have the power of the agency management system in the palm of their hand, providing vital access to accounts anywhere at any time. Since Vertafore Mobile launched on iOS and Android operating systems in late November 2015, thousands of users have downloaded the app. Vertafore Mobile was previously available to users of Vertafore Agency Platform.

With expanded availability on mobile devices, agents have even more ways to access pertinent customer documents and data on the go. Vertafore Mobile gives agents the flexibility to interact and share information with customers in real time, in addition to creating new contacts and accounts users can also generate auto ID’s and certificates. For example, with Vertafore Mobile, an agent in the field is able to download and email a PDF of an insurance card or proof of insurance certificate to any customer who needs the document immediately, at any time of day.

The release also extends touch ID capabilities to users on Apple’s iOS operating system.

"When a customer calls after hours, they really do have an urgent need,” says Scott Burton, president of Benchmark Insurance Agency. “Vertafore Mobile is the best solution I've seen to solve their problem and deliver the quick service that customers expect."

Mobile is an integral part of everyday life for consumers, and agents are just beginning to realize the ROI of creating a more personalized, mobile experience for their customers. A recent Accenture survey found 64 percent of customers either currently use their insurer’s mobile app or plan to in the future to manage policies and connect with agents.

Similarly, consumer demand for near real-time engagement is equally strong with research showing that more than half of consumers prefer to obtain customer support via email, chat, text or social.


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