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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

AMS360 serves as the essential management system that underpins your independent agency's operations. Integrated within Vertafore’s premier platform, this system empowers agencies to enhance their growth trajectories and increase profitability. By optimizing workflows, it facilitates better renewals and customer retention while simultaneously attracting new clients, leading to heightened employee efficiency and an exceptional customer journey. Save valuable time on financial management with tailored solutions that cater to your specific requirements. Timely notifications keep you informed about upcoming renewals and potential rate hikes, thereby supporting higher retention rates. The integration of the agency-carrier process via TransactNOW allows you to devote more attention to your clients. With a single sign-on feature, accessing all your Vertafore solutions becomes effortless, eliminating the hassle of managing multiple credentials. Furthermore, a comprehensive set of APIs enables seamless application integrations with AMS360, offering enhanced functionality for your agency's needs. This combination of features not only simplifies operations but also positions agencies for sustained success in a competitive market.

Description

Experience the industry's only comprehensive and integrated solution designed to revolutionize your quoting and renewal processes. By simplifying intricate and time-consuming tasks, you can fully harness the growth potential of your agency. The configuration, pricing, and quoting processes are vital to any insurance brokerage, yet many brokers continue to depend on outdated, manual workflows that are prone to errors and lead to subpar customer experiences. Zywave CPQ - Benefits stands out as a market leader with its cutting-edge solution that automates crucial steps in a benefits buyer's journey. With insights driven by data, you can configure a variety of benefit options, offering valuable strategic insights for your clients. Enhance the quoting process with immediate access to carrier pricing, accompanied by the ability to create professional, custom-branded proposals. In essence, adopting Zywave CPQ - Benefits empowers you to elevate your sales and service capabilities, ultimately driving significant growth for your agency. This innovative approach not only improves efficiency but also transforms the way brokers interact with their clients, fostering a more satisfying overall experience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Sonant
Dial Your Leads
FurtherAI
Pathway Insurance Software
RenewalCompass
Synatic
Vonix
WorkSmart
ZoneBilling
Zywave Sales Cloud
ePayPolicy
vBots

Integrations

Sonant
Dial Your Leads
FurtherAI
Pathway Insurance Software
RenewalCompass
Synatic
Vonix
WorkSmart
ZoneBilling
Zywave Sales Cloud
ePayPolicy
vBots

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com

Vendor Details

Company Name

Zywave

Founded

1995

Country

United States

Website

www.zywave.com/sales-cloud/zywave-cpq-eb/

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

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