AMS360: Features, Agency Counts, Pricing and Alternatives
AMS360 is Vertafore's agency management system for insurance agencies: policy lifecycle management, agency accounting with a general ledger, and business intelligence reporting in one platform. Vertafore's pages show no price for it. A 20,000-agency figure sometimes attached to AMS360 is a company-wide number from Roper Technologies' 3 September 2020 release, not an AMS360 count; the latest AMS360-specific figure in the pages read was 6,000 agencies (and over 51,000 users) in Vertafore's May 2018 release, and the product page now says only "thousands."
Last verified: 11 November 2026. Every product fact below is read from Vertafore's own pages on that date. Product lineups and AI agent labels change, so confirm them with Vertafore before you buy. This is not a ranking and not a hands-on review: QuoteSweep has not used AMS360 and makes a competing commercial quoting product, so read the "where QuoteSweep fits" section with that in mind. For the company, its other products and the ownership chain, see the Vertafore profile.
What is AMS360?
AMS360 is Vertafore's agency management system: the system of record where an agency keeps client and policy data, bills and reconciles, splits commissions and reports. It is one of three agency management systems Vertafore sells, alongside QQCatalyst and Sagitta. Vertafore's page lists the following, in its wording or close to it.
| Area | What Vertafore's AMS360 page says |
|---|---|
| Policy lifecycle | Carriers can send new policies, endorsements, claims and renewals directly into the system; advanced search, renewal prioritization, proposal sending and mass certificate distribution are listed |
| Accounting | Automated billing and invoicing, payment tracking, account reconciliation, automatic commission-split calculation on statements, and a general ledger |
| Reporting | Monthly, quarterly and annual trend reports, growth KPIs and full financial reports |
| Client communications | Vertafore Client Communications, described as an AI-powered tool for proactive messages, campaigns and reputation management |
| Client self-service | InsurLink, a portal giving clients 24/7 access to their insurance information |
| Certificates | Requests handled through AgencyOne using real-time AMS360 data |
Vertafore's March 2026 data sheet adds AMS360 Mobile, My Agency Home for guided workflows, My Agency Reports, single sign-on and Carrier Downloads, which it says reconcile policy data, status information and direct bill commission statements. For how download works across systems, see Ivans download; the category is explained in agency management system.
Who owns AMS360?
Vertafore owns AMS360. Roper Technologies announced on 3 September 2020 that it had completed its acquisition of Vertafore, funded with cash on hand, its revolving credit facility and new debt, and did not state a price. The ownership chain, headquarters and the rest of the product family are on the Vertafore profile, which this page does not repeat.
How many agencies use AMS360?
The Vertafore pages read show no current AMS360 customer count. The AMS360 page says "thousands of agencies," the latest AMS360-specific figure in those pages is 6,000 agencies and over 51,000 users from May 2018, and the 20,000-agency figure covers all of Vertafore. The figures below come from different scopes and years, so they are not interchangeable.
| Figure | What it counts | Source and date |
|---|---|---|
| "More than 20,000 agencies, over 1,000 carriers and 23 state governments" | All of Vertafore, not AMS360 | Roper Technologies release, 3 September 2020 |
| "Over 51,000 users and 6,000 agencies" | AMS360 | Vertafore press release, 15 May 2018 |
| "Trusted by thousands of agencies" | AMS360, no number | AMS360 page FAQ, read 11 November 2026 |
| "2,500" agencies "and counting" | AgencyOne, the connected platform, not AMS360 alone | AgencyOne page, read 11 November 2026 |
| 98 of the top 100 agencies | The 100 largest agencies, across Vertafore | Vertafore home page, read 11 November 2026 |
QuoteSweep inference: some summaries describe Vertafore as serving "20,000+ agencies across AMS360 and Sagitta." No Vertafore page read supports that scope. The AMS360, Sagitta and home pages do not contain the figure, and Roper's release does not mention AMS360. The 2018 release, which also gave QQCatalyst over 4,600 agencies and 24,000 users, is the only place Vertafore tied an agency count to AMS360, and it is eight years old. All of these are Vertafore's or Roper's claims with no stated method.
Who is AMS360 for?
Vertafore's AMS360 page addresses agencies, brokers, CSRs and agency principals and states no agency size; its March 2026 data sheet calls AMS360 the foundation for "independent agencies" without naming a size. Its FAQ says agency management systems in general suit small independents and large multi-location firms, which is a statement about the category. Vertafore's 2022 QQCatalyst-to-AMS360 data sheet is more specific: it pitches AMS360 as the step up for a growing agency that needs more accounting, complex commercial lines and workflow capability.
| System | Vertafore's positioning | Source |
|---|---|---|
| QQCatalyst | "The top agency management system for growing independent agencies" (Vertafore's wording) | QQCatalyst page |
| AMS360 | Agencies in general; the 2022 data sheet frames it as the upgrade from QQCatalyst | AMS360 page, data sheet |
| Sagitta | Large, complex agencies and brokerages, built with an open, API-first architecture | Sagitta page |
Treat the size split as Vertafore's positioning, not a rule, and ask which system fits your headcount and book.
What does AMS360 connect to?
Vertafore's AMS360 documents name connections to Commercial Submissions (AMS360 version 20R2 or later), PL Rating, InsurLink, WorkSmart, RiskMatch, Proposal Builder, ReferenceConnect, DocuSign and TransactNOW. Which are included in a price, and which cost extra, is not stated on any page read.
| Connected product | What Vertafore says | Source |
|---|---|---|
| Commercial Submissions | Pulls data from AMS360 version 20R2 or later (Sagitta 21R2 or later); QQCatalyst and non-Vertafore systems are listed as planned | Commercial Submissions page |
| PL Rating | A personal lines comparative rater; the AMS360 data sheet and the PL Rating page both list the integration | Data sheet, PL Rating page |
| InsurLink, WorkSmart, RiskMatch, Proposal Builder | Listed as connected tools | AMS360 page |
| ReferenceConnect | Insurance information "from over 40 trusted insurance sources" | March 2026 data sheet |
| DocuSign, AMS360 Messenger, TransactNOW | E-signature, texting and carrier eDocs and messaging | March 2026 data sheet |
| AgencyOne | Connected platform that, per its page, brings together a team, partners and Vertafore solutions; "thousands of APIs"; AMS360 supplies the real-time data for its certificates and is not listed as a component | AgencyOne page |
The March 2026 data sheet says over 40 sources, while Vertafore's ReferenceConnect AI page says 75+ publishers and over a million documents, and makes no AMS360 integration claim, so confirm which product and edition you would receive. The AMS360 page does not name any non-Vertafore commercial rater as a connected tool.
What AI features does AMS360 have?
Vertafore's AMS360 page lists five Velocity AI agents for email, carrier-statement reconciliation, policy intake, policy checking and product coaching, all labelled Live on 11 November 2026. The time-saved and accuracy percentages are Vertafore's own claims, and the page states no method for them.
| Agent | What it does | Vertafore's figures |
|---|---|---|
| Email Agent | Interprets and summarizes incoming email and triggers workflows | 80% time saved, 98% accuracy |
| Reconciliation Agent | Matches carrier statements to agency transactions across 200+ carriers | 90% time saved, 94% accuracy |
| Policy Intake Agent | Converts commercial policy documents into structured AMS360 data | 86% time saved |
| Policy Check Agent | Compares issued policies with AMS360 data and source documents | 90% time saved |
| Coach Agent | Answers product and how-to questions in AMS360 and Sagitta | 88% time saved, 94% accuracy |
Labels differ by product: Vertafore's Sagitta page marks its four agents Early Adopter.
How much does AMS360 cost?
The Vertafore pages read show no price for AMS360. The AMS360 page, the March 2026 data sheet and the AgencyOne page route to "Watch a demo" or a contact form and state no per-user, per-module or implementation figure. The AMS360 page's FAQ on cost discusses how a management system can reduce costs and lift profit through automation, not licensing fees.
Third-party listings show prices for some Vertafore products, but this page uses none of them because they are not Vertafore's figures and cannot be dated. When you ask for a quote, get these in writing: price per user, modules and add-ons, implementation and data-conversion fees, training, contract term and what you pay to leave.
How does AMS360 compare with Applied Epic, EZLynx and HawkSoft?
On the vendors' own pages, none of the four publishes a price, and only HawkSoft states contract terms (no commitment beyond 30 days). Applied Epic targets multi-line agencies of roughly 10 to 500+ staff, EZLynx startup and growth-focused agencies, and AMS360 states no size. Each cell below is read from that vendor's pages or release on 11 November 2026; this is a map of what each page states, not a verdict.
| Dimension | AMS360 | Applied Epic | EZLynx | HawkSoft |
|---|---|---|---|---|
| Who the page targets | Agencies; no size stated | "Established, growth-minded agencies running multi-line books," typically 10 to 500+ staff | "Startup and growth-focused" agencies | Independent agencies |
| Price on the page | None | None | None; Free Trial, Buy Now and special-pricing request | No dollar amounts |
| Term and exit | Not stated | Not stated | Not stated | No term commitment beyond 30 days; no early termination or data extraction fees |
| Rating and quoting | PL Rating and Commercial Submissions as Vertafore products | Epic Quotes Commercial Lines, which Applied's 10 September 2024 release describes as single-entry multi-carrier comparative rating natively within Applied Epic; Ivans download and data exchange with 700+ carrier markets, per Applied | Rating Engine, which EZLynx says connects to "over 330" carriers (a vendor claim) | Partner API connections to third-party tools |
| Ownership | Vertafore (Roper Technologies) | Applied Systems | Applied Systems (copyright notice on its site) | Private, family-owned, per HawkSoft |
See Applied Systems for Epic and EZLynx, and HawkSoft for HawkSoft. For head-to-head detail, QuoteSweep's AMS360 vs EZLynx article and its six-system AMS comparison cover it.
What are the alternatives to AMS360?
QuoteSweep inference, based on the vendors' pages above: Applied Epic or Vertafore's own Sagitta for larger multi-line agencies, and EZLynx, HawkSoft or Vertafore's QQCatalyst for smaller or newer ones. The right alternative depends on what you would replace, how big the agency is and which carriers you download from.
| If you are weighing | Look at | Check |
|---|---|---|
| A larger multi-line agency, or a move to a bigger system | Applied Epic, or Vertafore's own Sagitta | Carrier download coverage for your carriers, and implementation cost |
| A smaller or newer agency | EZLynx, HawkSoft, or Vertafore's QQCatalyst | Whether you outgrow it, and what migrating later costs |
| An agency that wants clear exit terms | HawkSoft publishes a 30-day term and no early termination or data extraction fees | Whether the same terms hold at your size |
| Commercial quoting that does not depend on the management system | A quoting tool that works with any management system | How a risk gets from the management system to the tool |
Not covered here: alternatives to Vertafore's benefits, workflow, client portal and licensing products, which this page did not research.
How does a commercial risk get from an AMS360 agency to a quote?
QuoteSweep workflow knowledge, not a Vertafore claim and not a test result. An agency on AMS360 has three routes: Vertafore's Commercial Submissions, which pulls data from AMS360 20R2 or later; a rater from another vendor; or a tool such as QuoteSweep that takes the risk from an ACORD XML or CSV file.
| Route | How the risk goes in | Check |
|---|---|---|
| Commercial Submissions | The agent works in AMS360; Vertafore's page says the tool pulls data from AMS360 20R2 or later | Which of your appointed carriers are on the product's list (over 25, some marked in progress) |
| A rater from another vendor | Depends on that vendor and what it integrates with | Whether it lists AMS360 and which of your carriers it reaches; the AMS360 page names none |
| QuoteSweep | The agent fills one ACORD-style form or imports ACORD XML (forms 125, 126, 127, 130) or a CSV | Direct AMS integrations are in development and not live, so quote data is not written back to AMS360 automatically |
Vertafore's pages read do not describe how to export a risk from AMS360 as ACORD XML or CSV, so ask Vertafore which export your version supports.
What should you ask Vertafore before you buy?
QuoteSweep inference, not a Vertafore claim: these six questions close the gaps the pages leave open, starting with price per user and module, a dated AMS360 customer count, and contract and exit terms. Get the answers in writing.
- What is the price per user and per module, and which items are add-ons?
- What are the implementation, data-conversion and training fees, and the contract term?
- How many agencies use AMS360 today, as of what date and measured how?
- Which of my carriers have Carrier Downloads for AMS360, and for which lines?
- Is each Velocity agent Live or Early Adopter in my version, and what accuracy has Vertafore measured for agencies like mine?
- How do I export my data if I leave, and what does it cost?
Where does QuoteSweep fit next to AMS360?
QuoteSweep is not an agency management system and does not replace AMS360. It compares commercial quotes before a policy exists: an agent enters a risk once, QuoteSweep's AI web agents enter it into carrier portals, and quotes come back for comparison. QuoteSweep tracks appetite and product data for 553 commercial carriers (carrier data exported 1 April 2026) and has quoting automation built and testable today for 25. API availability varies significantly by carrier, product and distribution channel.
QuoteSweep works alongside any AMS, AMS360 included, by importing client data from ACORD XML or CSV files. Direct AMS integrations are in development and not live, which is a real difference from Commercial Submissions, whose AMS360 integration Vertafore describes as live.
What could not be confirmed?
Not confirmed on Vertafore's pages as of 11 November 2026: a price for AMS360; a current AMS360 agency or user count; how AMS360 is deployed (the page does not say, and the cloud statement on the AgencyOne page covers AgencyOne); a founding or launch year for AMS360; AMS360's market share; any contract term or exit terms; and a non-Vertafore commercial rater that connects to AMS360. The AMS360 page footer shows a SOC 2 seal, but the page does not describe its scope, so this profile makes no security claim.
Sources, read 11 November 2026
- Vertafore: AMS360, AMS360 Core Data Sheet (March 2026), QQCatalyst to AMS360 data sheet (April 2022), 15 May 2018 release, home page, Sagitta, QQCatalyst, AgencyOne, Commercial Submissions, PL Rating
- Ownership and the 20,000 figure: Roper release of 3 September 2020 (SEC Form 8-K Exhibit 99.1)
- Competitors: Applied Epic, Applied release, 10 September 2024 (Epic Quotes Commercial Lines), EZLynx, HawkSoft
- QuoteSweep figures: QuoteSweep product fact definitions; tracked-carrier count from the carrier export dated 1 April 2026; automated-carrier count from QuoteSweep's list of carriers with quoting automation built
