CustomerIQ + AMS360
Vertafore's agency management system designed for independent insurance agencies. Connect with CustomerIQ to automate data entry, sync all communications, and unlock AI-powered revenue intelligence.
What gets synced
The problem
Every email, call, and meeting should be logged in AMS360.
Manual entry takes 1-2 hours per day.
Missed documentation creates E&O liability.
No visibility into pipeline or service activity.
Three ways we protect your agency and save you time.
*there are many more, but we thought we'd ease you into it.
E&O Defense
Complete Activity Trail
Every email, call, and meeting automatically logged to the right policy. Never miss documentation again.
Time Savings
Zero Manual Entry
Stop spending hours on AMS data entry. CustomerIQ handles it automatically in AMS360.
Pipeline Visibility
Revenue Intelligence
Real-time reporting on producer pipeline status and service ticket activity across your agency.
Powerful features for AMS360 users
Everything you need to automate your workflow and gain actionable insights.
All Communications Synced
Every email, call, and meeting automatically synced between CustomerIQ and AMS360.
Activities Auto-Logged
Stop manual data entry. CustomerIQ automatically logs all activities to the right client records.
Suspense Tracked & Cleared
Suspenses automatically created, tracked, and cleared based on email content and client interactions.
Email Attachments & Files
Email attachments and files automatically captured and linked to client records.
Revenue Intelligence
Understand your sales pipeline health and service ticket status with AI-powered insights.
Easy setup
Get started in minutes
Connect AMS360 to CustomerIQ in three simple steps.
Connect your accounts
Securely link your AMS360 instance and email accounts to CustomerIQ in minutes.
Configure sync settings
Choose which activities to sync, set up custom categories, and define automation rules.
Start automating
CustomerIQ immediately begins syncing data, logging activities, and providing insights.
Why teams love CustomerIQ + AMS360
Stop wasting time on manual data entry. Let CustomerIQ handle the busywork while you focus on what matters most - your clients.
- Save 2+ hours per day on data entry
- Never miss a follow-up or important detail
- Get AI insights on client health and risks
- Improve team response times by 40%
- Complete audit trail of all communications
- Seamless setup in minutes
Ready to connect AMS360?
See how CustomerIQ can transform your workflow with a personalized demo.