Short answer
A Vertafore AMS360 integration connects an insurance agency management system with Salesforce or HubSpot, so clients, policies and renewal dates in AMS360 are visible in the CRM for cross-selling, retention and marketing.
How the Vertafore AMS360 integration works
AMS360 remains the system of record for policies, carriers and accounting. The CRM handles new business, marketing and relationship work. The integration brings client and policy data into the CRM, often as a policy object linked to accounts, and can create prospects in AMS360 when business is bound. Vertafore offers connectivity options, including a Salesforce connector.
What syncs
- Clients and contacts
- Policies, lines of business and renewal (X-) dates
- Producers and account managers
See the architecture diagram ↓
Integration options
- Vertafore connectivity and APIs through middleware
- Scheduled loads into a policy custom object
- FSC Insurance or HubSpot custom objects
What to plan for
- AMS360 stays the system of record
- Producer mapping
- Data freshness for renewal campaigns
Frequently asked questions
Can renewal dates drive CRM campaigns?
Yes. Synced X-dates can trigger renewal and cross-sell workflows.
Does it work with HubSpot?
Yes, typically with policies stored in a HubSpot custom object associated with contacts and companies.