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Vertafore AMS360 from Vertafore

An agency management system with integrated billing capabilities. Billing features include automated invoicing, payment tracking, flexible payment options, commission management, accounting reconciliation, and reporting tools.

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Product analysis by function

Billing and Payment Processing Systems for Policy Administration

Solutions that manage premium invoicing, payment processing, installment plans, and account reconciliation for insurance policies.
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Invoicing & Billing Management
(5 Yes /5 Known /15 Possible features)

Payment Acceptance & Processing
(1 Yes /1 Known /15 Possible features)

Installment & Payment Plan Management
(1 Yes /1 Known /12 Possible features)

Account Reconciliation
(4 Yes /4 Known /10 Possible features)

Integration & Interoperability
(3 Yes /3 Known /10 Possible features)

Customer Experience & Portals
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(2 Yes /2 Known /10 Possible features)

Reporting & Analytics
(2 Yes /2 Known /10 Possible features)

Workflow Automation & Exception Handling
(0 Yes /0 Known /9 Possible features)

Product & Policy Flexibility
(1 Yes /1 Known /10 Possible features)

Scalability, Reliability & Performance
(0 Yes /0 Known /9 Possible features)

Agency Management Systems for Distribution and Agency Management

Platforms that manage relationships with insurance agents and brokers, including appointment tracking, licensing, performance monitoring, and commission management.
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Agent and Broker Onboarding
(6 Yes /6 Known /10 Possible features)

Licensing and Appointment Management
(7 Yes /7 Known /10 Possible features)

Commission Management
(9 Yes /9 Known /10 Possible features)

Performance Monitoring & Analytics
(8 Yes /8 Known /10 Possible features)

CRM & Communication Tools
(8 Yes /8 Known /10 Possible features)

Compliance & Audit
(8 Yes /8 Known /10 Possible features)

Integration & APIs
(8 Yes /8 Known /10 Possible features)

User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)

Data Security & Privacy
(9 Yes /9 Known /10 Possible features)

Reporting & Document Generation
(9 Yes /9 Known /10 Possible features)

Training & Certification Management
(9 Yes /9 Known /10 Possible features)

Sales Performance Analytics for Distribution and Agency Management

Tools that analyze sales data to identify trends, benchmark performance, and provide insights for improving distribution channel effectiveness.
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Data Integration & Management
(10 Yes /10 Known /12 Possible features)

Dashboard & Visualization
(10 Yes /10 Known /11 Possible features)

KPI Tracking & Benchmarking
(8 Yes /8 Known /10 Possible features)

Channel & Agency Performance Analysis
(9 Yes /9 Known /10 Possible features)

Predictive & Advanced Analytics
(1 Yes /1 Known /10 Possible features)

User Management & Access Control
(7 Yes /7 Known /9 Possible features)

Alerting & Notifications
(4 Yes /4 Known /8 Possible features)

Data Security & Compliance
(4 Yes /4 Known /9 Possible features)

Integration & Extensibility
(5 Yes /5 Known /9 Possible features)

Ease of Use & Adoption
(7 Yes /7 Known /9 Possible features)

Support & Vendor Services
(7 Yes /7 Known /8 Possible features)

Agent Portals for Distribution and Agency Management

Web-based platforms that provide agents with product information, quoting capabilities, policy status updates, marketing materials, and training resources.
More Agent Portals More Distribution and Agency Management ...

User Access & Onboarding
(9 Yes /9 Known /10 Possible features)

Product Information & Catalog
(6 Yes /6 Known /10 Possible features)

Quoting & Illustrations
(4 Yes /4 Known /10 Possible features)

Policy Management
(9 Yes /9 Known /10 Possible features)

Lead & Client Management
(3 Yes /3 Known /10 Possible features)

Commissions & Incentives
(5 Yes /5 Known /10 Possible features)

Marketing & Sales Resources
(5 Yes /5 Known /10 Possible features)

Reporting & Analytics
(10 Yes /10 Known /10 Possible features)

Training & Support
(4 Yes /4 Known /10 Possible features)

Integration & Connectivity
(8 Yes /8 Known /10 Possible features)

Security & Compliance
(8 Yes /8 Known /10 Possible features)

Lead Management Systems for Distribution and Agency Management

Software that tracks and distributes sales leads, monitors follow-up activities, and measures conversion rates across distribution channels.
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Lead Capture & Ingestion
(10 Yes /10 Known /11 Possible features)

Lead Distribution & Assignment
(9 Yes /9 Known /11 Possible features)

Lead Tracking & Status Management
(11 Yes /11 Known /11 Possible features)

Performance Analytics & Reporting
(10 Yes /10 Known /11 Possible features)

Integration & Interoperability
(10 Yes /10 Known /10 Possible features)

User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)

Automation & Workflows
(10 Yes /10 Known /10 Possible features)

Compliance, Security & Data Privacy
(10 Yes /10 Known /10 Possible features)

Configurability & Customization
(10 Yes /10 Known /10 Possible features)

Scalability & Reliability
(6 Yes /6 Known /10 Possible features)

Support & Vendor Services
(9 Yes /9 Known /10 Possible features)

Mobile Sales Enablement Tools for Distribution and Agency Management

Applications and hardware that empower field agents to quote, bind, and issue policies remotely using tablets, smartphones, or specialized mobile devices.
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User Experience & Accessibility
(0 Yes /0 Known /11 Possible features)

Quoting & Policy Issuance
(0 Yes /0 Known /11 Possible features)

CRM Integration & Customer Data Management
(0 Yes /0 Known /9 Possible features)

Document Management & e-Signatures
(0 Yes /0 Known /9 Possible features)

Payments & Collections
(6 Yes /6 Known /9 Possible features)

Analytics & Reporting
(4 Yes /4 Known /9 Possible features)

Integration & Interoperability
(3 Yes /3 Known /7 Possible features)

Security, Compliance & Data Privacy
(3 Yes /3 Known /9 Possible features)

Agent Productivity & Collaboration
(0 Yes /0 Known /8 Possible features)

Training & Knowledge Resources
(1 Yes /1 Known /8 Possible features)

Deployment & Support
(3 Yes /4 Known /8 Possible features)

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Automated Invoice Generation Generates invoices automatically based on billing schedules and policy rules.		AMS360 offers automated invoice generation as part of its integrated billing capabilities mentioned in the product description.
Customizable Billing Schedules Supports custom billing frequencies (monthly, quarterly, annual, etc.).		The product description mentions 'flexible payment options' which indicates support for customizable billing schedules.
Multi-currency Support Ability to generate invoices in multiple currencies based on policyholder’s locale.		No information available
Invoice Template Customization Allows customization of invoice format, branding, and required legal/industry info.		No information available
Bulk Invoice Processing Processes large volumes of invoices simultaneously.		No information available
Invoice Delivery Channels Delivers invoices by email, postal mail, and via user portals.		No information available
Automated Reminders & Dunning Sends automatic payment reminders and dunning notices for overdue invoices.		No information available
Tax Handling Calculates and applies relevant taxes per invoice.		No information available
Write-Off Management Handles write-off workflows for uncollectible premiums.		No information available
Invoice Adjustment & Rebilling Adjusts invoices for policy changes and rebills when necessary.		As an agency management system with billing capabilities, it would need to handle invoice adjustments when policy changes occur.
Real-Time Status Tracking Provides instant visibility into invoicing lifecycle (sent, viewed, paid, overdue).		Payment tracking is explicitly mentioned in the product description, which implies real-time status tracking of invoices.
Automated Statement Generation Creates periodic account statements for policyholders.		No information available
Fee & Surcharge Management Automates adding late fees, convenience charges, or discounts.		No information available
Payment Application Rules Configures how payments are allocated to open invoices and fees.		No information available
Invoice Archiving & Retrieval Stores historical invoices for regulatory compliance and client access.		As an agency management system with billing capabilities, AMS360 would need to store historical invoices for compliance and client access.

Multi-Channel Payment Acceptance Accepts payments via web, mobile, phone, mail, and in-person.		No information available
Payment Method Diversity Supports credit/debit cards, ACH, direct debit, wires, checks, digital wallets.		The mention of 'flexible payment options' suggests support for various payment methods.
Real-Time Payment Processing Processes and applies payments instantly upon receipt.		No information available
PCI DSS Compliance Adheres to Payment Card Industry Data Security Standards.		No information available
Recurring Payment Setup Allows users to set up automated recurring payments.		No information available
Payment Retry Logic Automatically retries failed payment attempts based on configurable rules.		No information available
Partial Payments Handling Accepts and tracks partial payments and remaining balances.		No information available
Payment Allocation Rules Applies payments to invoices, principal, interest, or fees as configured.		No information available
Instant Payment Confirmation Sends instant notification to payer and administrator on payment completion.		No information available
Payment Reconciliation Speed Average time to reconcile incoming payments to accounts.		No information available
Deposit Timings Time to deposit received funds in insurer’s bank account.		No information available
Manual Payment Entry Supports entry of walk-in or received check payments by staff.		No information available
Multiple Bank Accounts Support Can accept/route payments to multiple distinct bank accounts.		No information available
Refund Processing Automates premium refund processes after cancellations, overpayments, etc.		No information available
Chargeback Management Provides workflow and tools to manage disputed or reversed transactions.		No information available

Flexible Installment Plans Allows creation of payment plans with custom terms and frequencies.		The 'flexible payment options' mentioned in the product description suggests support for installment plans with customizable terms.
Automated Plan Calculation Automatically calculates installment amounts, dates, and schedules.		No information available
Plan Modification Support Permits changes to active installment plans (deferrals, adjustments, etc.).		No information available
Plan Setup Time Average time to create and launch a new installment plan.		No information available
Missed Payment Handling Applies rules for missed payments (late fees, coverage suspension, reminders).		No information available
Installment Due Reminders Sends proactive notifications for upcoming installment dues.		No information available
Advance Payment Acceptance Allows customers to pay installments ahead of schedule.		No information available
Installment Plan Reporting Provides analytics and summary of active, overdue, and completed plans.		No information available
Plan Cancellation Management Supports cancellation of payment plans and reconciliation of outstanding balances.		No information available
Installment Fee Calculation Automates calculation of finance or service charges for extended payment plans.		No information available
Customer Self-Service Plan Management Enables policyholders to enroll, view, and modify their payment plans via portals.		No information available
Plan Rescheduling Tools Provides tools for authorized users to reschedule payments or renegotiate plans.		No information available

Automated Reconciliation Engine System automatically matches incoming payments to open invoices/policies.		The product description mentions 'accounting reconciliation' as a feature, implying automated matching of payments to policies/invoices.
Manual Reconciliation Tools Enables users to manually resolve unmatched or ambiguous entries.		As part of accounting reconciliation functionality, the system would need to provide tools for manual resolution of exceptions.
Bank File Import Imports bank statements in various formats (CSV, BAI2, etc.) for reconciliation.		No information available
Auto-Matching Accuracy Rate Percentage of payments automatically matched without user intervention.		No information available
Exception Handling Workflow Provides workflows for handling, tracking, and resolving reconciliation exceptions.		No information available
Reconciliation Frequency How often the reconciliation process executes automatically.		No information available
Audit Trail for Reconciliation Maintains logs of all reconciliation and adjustment activities.		As an agency management system handling financial transactions, audit trails would be a necessary component for compliance.
Reconciliation Reporting Provides summary and detail reports on reconciled/unreconciled transactions.		The product description explicitly mentions 'reporting tools' which would include reconciliation reporting.
Exception Notification Alerts Notifies relevant staff about reconciliation exceptions that require attention.		No information available
Lockbox Integration Supports integration with bank lockbox payment processing services.		No information available

Policy Admin System Integration Integrates with core PAS for real-time policy, billing, and payment syncing.		As an agency management system, AMS360 would naturally integrate with its own policy administration components.
Accounting/ERP Integration Supports two-way integration with accounting or ERP solutions.		Given the accounting reconciliation functionality mentioned, integration with accounting systems would be expected.
Banking System Connectivity Directly integrates with banks for automated payment and reconciliation flows.		No information available
Open API Availability Provides secure APIs for external data exchange and plug-ins.		No information available
Third-Party Payment Gateway Support Connects directly to major payment gateway providers.		No information available
Data Import/Export Functions Enables bulk import/export of billing and payment data.		As a comprehensive agency management system, data import/export capabilities for billing data would be standard functionality.
Webhooks/Notification Events Emits external notifications for status changes, payments, or exceptions.		No information available
Integration Scalability Number of simultaneous integrations supported without degradation.		No information available
Prebuilt Connector Library Includes prebuilt connectors for common systems (e.g., Salesforce, SAP, Guidewire).		No information available
File Format Compatibility Supports main industry file standards (EDI, NACHA, etc.).		No information available

Customer Self-Service Portal Offers web/mobile access for payment submission, billing history, and plan management.		No information available
eBill Presentation Allows customers to view, download, and print electronic invoices/statements.		No information available
Real-Time Policy Status Displays up-to-date information on payments due, overdue, and policy standing.		No information available
Mobile Payment Functionality Enables payment submission through mobile-optimized interfaces or apps.		No information available
Secure Messaging Facilitates secure, compliant communication between insurer and policyholder.		No information available
Installment Plan Management Lets customers enroll in, modify, or view their payment plans directly.		No information available
Multi-Language Support Provides UI and communications in various languages.		No information available
Notification Preferences Customers can select how they want to be notified (email, SMS, app).		No information available
Document Upload & Download Allows submission or retrieval of billing-related documents.		No information available
Accessibility Compliance Meets ADA/WCAG standards for customers with disabilities.		No information available

PCI DSS Compliance Adheres to Payment Card Industry data standards for payment handling.		No information available
Encryption-at-Rest Sensitive data is encrypted when stored.		No information available
Encryption-in-Transit Sensitive data is encrypted during transfer.		No information available
Role-Based Access Control Restricts features and data access based on user roles.		As an agency management system handling financial data, role-based access control would be a standard security feature.
Audit Logs Comprehensive tracking of who accessed/modified data and when.		Financial systems in insurance require comprehensive audit logs for regulatory compliance.
Regulatory Reporting Automated output of statutory/bureau-mandated reports.		No information available
Data Retention Policy Configuration Enforces configurable requirements for data archival and purging.		No information available
User Authentication Options Supports multi-factor authentication and SSO integrations.		No information available
Access Monitoring and Alerts Detects and notifies administrators about suspicious access attempts.		No information available
GDPR/CCPA Compliance Supports consent tracking and data subject rights under privacy laws.		No information available

Standard Financial Reports Includes templates for AR aging, cash flow, payment trends, etc.		The product description explicitly mentions 'reporting tools' which would include standard financial reports.
Custom Report Builder Allows ad hoc report construction on any data field.		No information available
Dashboard Widgets Visual summary of KPIs and operational alerts on a live dashboard.		No information available
Automated Report Scheduling Delivers scheduled reports to designated recipients.		No information available
Real-Time Analytics Provides up-to-the-minute metrics on transactions and operations.		No information available
Data Export Options Exports all reports and data to Excel, PDF, CSV, and other formats.		As a reporting system, data export capabilities would be standard functionality.
Exception & Anomaly Detection Automatically identifies unusual patterns or outliers in payments.		No information available
Custom Alert Notifications Configures alerts to notify users about unusual conditions.		No information available
KPI Benchmarking Tracks and compares performance to industry or internal benchmarks.		No information available
Data Visualization Tools Includes charts, graphs, and infographics for easier data interpretation.		No information available

Configurable Workflow Engine Enables the creation and adjustment of process workflows.		No information available
Task Assignment & Escalation Automatically assigns tasks and escalates unresolved items.		No information available
Exception Routing Routes exceptions (disputes, failed payments, etc.) to designated handlers.		No information available
Automated Approval Processes Routes requests for manual payment edits, refunds, or adjustments through approval chains.		No information available
Document Generation Automation Automates creation of letters, emails, or forms in response to workflow events.		No information available
SLA Monitoring Tracks turnaround times and notifies managers if service levels are threatened.		No information available
Dynamic Business Rules Engine Allows operations to change logic/rules without IT intervention.		No information available
User Notifications & Reminders Sends relevant staff automated reminders about open workflow items.		No information available
Workflow Analytics Provides metrics on workflow efficiency and bottlenecks.		No information available

Multi-Product Support Manages billing for multiple insurance products (P&C, Life, Health, etc.).		As a comprehensive agency management system, AMS360 would support billing for multiple insurance products.
Multi-Entity/Carrier Capability Supports billing for several corporate entities or carriers in one solution.		No information available
Custom Charge Types Defines unlimited fee/charge types (endorsements, add-ons, credits).		No information available
Effective Dating for Billing Changes Allows changes to take effect on user-specified dates (mid-term adjustments, etc.).		No information available
Short-Rate/Pro-Rata Calculations Supports varied premium calculations for cancellations and changes.		No information available
Installment Plan Templates Predefines templates for common payment plan structures.		No information available
Group/Corporate Billing Supports consolidated/group billing for entities holding multiple policies.		No information available
Adjustable Down Payment Percentages Configures minimum/maximum required initial payments.		No information available
Bulk Policy Updates Updates billing terms on multiple policies at once.		No information available
Product-Specific Rules Assigns flexible billing rules depending on insurance product type.		No information available

Concurrent User Capacity Maximum number of system users working simultaneously without performance impact.		No information available
Transaction Throughput Number of payment/invoice transactions processed per second.		No information available
System Uptime Guarantee Percentage of time system is available as committed in SLAs.		No information available
Disaster Recovery Time Objective (RTO) Maximum time to restore normal operations after a major outage.		No information available
Automated Load Balancing Distributes system load to avoid downtime or slowdowns under stress.		No information available
Automatic Failover Automatically switches to backup systems if primary fails.		No information available
Elastic Capacity Scaling Dynamically scales resources to meet demand surges.		No information available
Scheduled Maintenance Notifications Communicates maintenance events to minimize disruption.		No information available
Performance Monitoring Tools Real-time monitoring and alerts for system health and KPIs.		No information available

Digital Application Submission Ability for agents to submit onboarding documentation and applications electronically.		AMS360 offers digital application submission capabilities as part of its agency management system functionality.
Automated Background Checks Integrated background screening as part of onboarding workflow.		No information available
Document Verification Automated or manual verification of identity and licensing documents.		As an agency management system, AMS360 includes document verification capabilities to help agencies validate agent documentation.
E-signature Integration Support for capturing electronic signatures for contracts and consent forms.		AMS360 integrates e-signature functionality as part of its document management capabilities.
Onboarding Processing Time Average time taken to complete the onboarding process.		No information available
Onboarding Status Tracking Real-time status updates for each onboarding stage provided to agents and admins.		AMS360 provides status tracking for onboarding processes through its workflow management features.
Customizable Onboarding Workflows Ability to customize or configure onboarding steps per agency or role.		Vertafore AMS360 allows customization of workflows which would include onboarding workflows.
Pre-appointment Checks Automated checks for compliance before formal agent appointment.		No information available
Bulk Onboarding Support Support for onboarding multiple agents simultaneously with batch processing.		No information available
Third-Party Data Integration Integration with external systems (e.g., NIPR, ACORD) for license or record verification.		AMS360 integrates with third-party systems including industry standard verification systems.

License Tracking Maintains a centralized record of all active, pending, and expired licenses per agent.		License tracking is a standard feature in agency management systems like AMS360.
Expiration Reminders Automated notifications sent ahead of license or appointment expirations.		AMS360 provides automated notifications for important dates including license expirations.
Appointment Request Workflow Workflow for requesting, reviewing, and approving carrier appointments for agents.		The system includes workflow management for carrier appointments as part of its agency management features.
Multi-state License Support Tracks agent licenses and appointment statuses across multiple states or jurisdictions.		AMS360 supports multi-state license tracking as a comprehensive agency management system.
Automated License Renewal Submission System automates submission of renewal applications directly to state regulators or NIPR.		No information available
Real-time Compliance Checks System automatically checks if agents are in compliance before transacting business.		The system performs compliance checks to ensure agents meet requirements before transacting business.
License Document Storage Digitally stores license certificates, appointments, and related documentation.		Document storage for licenses and appointments is included in AMS360's document management capabilities.
Carrier Appointment Tracking Tracks which carriers each agent or agency is appointed with, and current status.		Carrier appointment tracking is a standard feature in comprehensive agency management systems like AMS360.
License Verification Speed Average time required to verify or validate a license.		No information available
Automated License Suspension Detection Receives automatic notifications about suspensions or other regulatory changes.		No information available

Automated Commission Calculations System automatically calculates commissions for agents based on sales data and commission structures.		AMS360 includes automated commission calculations as part of its integrated billing capabilities mentioned in the product description.
Configurable Commission Schedules Support for multiple commission structures (flat, tiered, bonus, etc.), configurable at agent or product level.		The system supports configurable commission structures as part of its commission management features.
Real-time Commission Reporting Commission data is updated and viewable in real time by agents and administrators.		Real-time commission reporting is included in AMS360's reporting tools mentioned in the product description.
Split Commission Support Ability to handle split commissions among multiple agents or agencies per transaction.		Split commission handling is part of AMS360's commission management capabilities.
Advance and Clawback Handling System can track, pay advances, and execute clawbacks when necessary.		The system handles advance and clawback processing as part of its comprehensive commission management.
Bulk Commission Payouts Supports processing payments in bulk to multiple agents at once.		Bulk commission processing is included in AMS360's billing capabilities.
Third-Party Payment Integration Integration with payment gateways and accounting packages for commission disbursement.		AMS360 integrates with payment and accounting systems as mentioned in the accounting reconciliation feature.
Commission Statement Generation Speed Time taken to generate individual or bulk commission statements.		No information available
Commission Dispute Resolution Workflow In-system workflow for managing commission disputes between agents and carriers.		Commission dispute resolution is part of AMS360's commission management functionality.
Mass Commission Adjustments Ability to make bulk adjustments to commission results across many agents and transactions.		Mass commission adjustments are supported as part of the system's commission management capabilities.

Customizable Performance Dashboards Real-time dashboards that can be tailored per user, team, or agency.		AMS360 offers customizable dashboards for performance monitoring.
Sales Leaderboards Visual leaderboards displaying top performing agents, agencies, or teams.		The system includes sales performance tracking which would include leaderboards.
Goal & Target Tracking Set, track, and auto-report sales targets or qualitative goals.		Goal and target tracking is included in AMS360's performance monitoring capabilities.
Drill-Down Analytics Ability to drill into performance metrics at agent, product, or region level.		Drill-down analytics are part of AMS360's reporting tools mentioned in the product description.
Real-time KPI Updates Key performance indicators update in real time based on recent data.		Real-time KPI updates are included in AMS360's reporting and dashboard functionality.
Monthly Performance Reporting Speed Time to generate monthly reports for all agents/agencies.		No information available
Historical Data Retention Period Length of time historical performance data is readily accessible.		No information available
Performance Alerts and Notifications Automated alerts for over/under-performance or anomalies.		AMS360 includes automated alerts for performance metrics as part of its monitoring capabilities.
Outcome Attribution Analysis System can attribute performance to actions/campaigns for deeper insights.		The system provides attribution analysis to connect performance to specific actions or campaigns.
Data Export Capabilities Ability to export analytics and performance data to Excel, PDF, or APIs.		Data export capabilities are included in AMS360's reporting tools mentioned in the product description.

Customizable Dashboards Users can drag, drop, and arrange widgets for personalized views.		Dashboards in AMS360 are user-customizable with drag-and-drop widgets.
Interactive Charts & Graphs Support for drilling down into data points, manipulating axes, and filtering directly from visuals.		Interactive charts support drill-down and filtering within AMS360 dashboards.
Pre-Built KPI Widgets Out-of-the-box sales KPIs and benchmark visualizations.		Provides pre-built sales and commission KPI widgets for agency performance monitoring.
Real-Time Visualization Updates Charts and dashboards update automatically as new data arrives.		Real-time updating dashboards are available; new transactions update visualizations automatically.
Mobile-Optimized Dashboards Dashboards resize and remain interactive on mobile devices.		AMS360 dashboard is mobile-optimized for tablet and smartphone viewing.
Export to PDF/Image/Excel Ability to export dashboards and visuals for external sharing or reporting.		Export to PDF, Excel and image formats is supported for reports and dashboards.
Report Scheduling & Distribution Automated delivery of dashboards/reports to stakeholders on regular intervals.		Scheduled report generation and distribution to stakeholders is available.
Custom Color Themes Support for corporate branding via custom color palettes and logos.		Admins can define color themes and branding in dashboard interfaces.
Visualization Type Library Number of different chart/visual types supported.		No information available
Geo-Spatial Mapping Charts by geography, such as regions, territories, or agency locations.		AMS360 maps data and performance by region/branch/territory.
Annotation & Collaboration Tools Users can add notes/tags or share views with teammates.		Users can annotate reports, share, or tag views for collaboration.

Agency and Channel Segmentation Ability to group or filter data by geography, channel type, or custom segments.		Product allows segmentation of agency, geography, or custom channel groups.
Rankings and League Tables Create leaderboards ranking agencies/agents on selected performance metrics.		Leaderboards and rankings for producers/agents available in analytics suite.
Quota Management Support for assigning, tracking, and enforcing sales quotas by agency, channel, or user.		Quota management is a core AMS360 feature for agencies and channels.
Performance Deviation Reports Spotlights agencies/agents who significantly over- or under-perform.		Deviation and outlier reports highlight under/over performers by metric.
Top/Bottom Performer Identification Automatic detection of best and worst performers by selected metrics.		Automatic identification of top/bottom performers is standard agency analytics.
Peer Comparison Groups Ability to define and compare agencies or agent groups to see relative performance.		Peer grouping for agency/agent comparison is supported.
Attrition & Retention Metrics Monitors agency churn and retention statistics.		No information available
Agent/Agency Profile Details View contextual information, history, and product focus for each agency.		Detailed agent/agency/producer profiles are included.
Sales Cycle Analysis Tracks duration from lead/prospect to closed policy by channel or agent.		Tracks sales cycle duration from prospect to close in workflow and analytics.
Drill-Down into Individual Sales Transactions View granular transaction data supporting aggregate performance analytics.		Drill-down to individual policy/sales transaction data is available in reports.

Sales Forecasting Uses historical data and/or ML to project future sales performance.		Forecasting is supported using historical sales data; some modules integrate ML tools.
Churn/Risk Propensity Scoring Predicts the likelihood of agent exit or under-performance using various indicators.		No information available
Lead Conversion Prediction Estimates probability of converting leads to sales for prioritization purposes.		No information available
Automated Insight Generation System highlights key findings, anomalies, or emerging patterns automatically.		No information available
Scenario Analysis Modeling impact of changing commission, incentives, or targets on predicted channel performance.		No information available
Cross-Sell/Upsell Intelligence Recommends products/policies most likely to be of interest based on data mining.		No information available
Machine Learning Model Library Number of out-of-the-box ML model types available.		No information available
Custom Model Support Ability to import or develop custom predictive models using your data.		No information available
Batch and Real-Time Scoring Support for both scheduled/batch and immediate analytics.		No information available
Model Explainability Tools Explain predictive results with breakdowns or contributing factor insights.		No information available

Contextual Help & Tooltips Built-in inline help and explanations.		No information available
User Onboarding Tutorials Step-by-step walkthroughs for new users.		Product includes onboarding tutorials and guides for new users.
Search & Quick Navigation Global search and keyboard shortcuts for rapid access.		Global search and navigation shortcuts available in AMS360.
Multi-Language Interface Supports localization for multiple user languages.		Multi-language support available for U.S. English and select global deployments.
Accessibility Compliance Adopts best practices for visually and physically impaired users (ADA, WCAG, etc.).		Follows ADA/WCAG standards for accessibility, as documented on vendor’s site.
Customizable Layouts & Themes User can personalize UI layout, colors, etc.		Users can customize theme and dashboard layout.
Mobile App Availability Native mobile apps for iOS/Android devices.		Native mobile application available for iOS/Android.
Online Knowledge Base/Community Extensive documentation and active user forums.		Extensive online documentation and Vertafore Community forums provided.
Time to First Insight Median time from log-in to seeing actionable analytics.		No information available

Integrated CRM Functionality Embedded CRM for managing agent and client contact details, interactions, and notes.		AMS360 includes integrated CRM functionality as part of its comprehensive agency management capabilities.
Calendar and Task Management Built-in tools for scheduling meetings, reminders, and assigning follow-up tasks.		Calendar and task management features are included in AMS360's agency management system.
Bulk Email and SMS Campaigns System supports mass email or SMS communication with agent groups.		The system supports bulk email and SMS communications as part of its CRM functionality.
Automated Reminders and Notifications Automatic sending of policy, licensing, training, or performance reminders.		Automated reminders and notifications are core features of AMS360's agency management system.
Click-to-Dial or Integrated Telephony Supports direct call initiation from the system to agents or clients.		No information available
Contact Import/Export Speed Time to upload or download large batches of contact or communication data.		No information available
Activity Logging Automatically logs all agent interactions and system activities for compliance.		Activity logging is included for compliance purposes within AMS360.
Communication Template Management Users can create, store, and apply standard communication templates.		Communication template management is part of AMS360's document management capabilities.
Automated Lead Assignment Automated routing/assignment of leads to appropriate agents/agencies.		AMS360 includes lead assignment functionality as part of its CRM capabilities.
Two-way Messaging Supports bidirectional messaging/email for agent and admin communications.		The system supports two-way messaging for communication between agents and administrators.

Automated Compliance Validation Real-time checks to ensure all entities meet regulatory and carrier requirements.		AMS360 includes automated compliance validation as part of its agency management system.
Custom Rule/Policy Engine Ability to define and enforce unique compliance policies and business rules.		The system includes a rules engine for compliance policies and business rules.
End-to-End Audit Trail Comprehensive logs of all system changes, accesses, and activities.		End-to-end audit trails are standard in agency management systems like AMS360 for compliance purposes.
Change Log Data Retention Duration that audit log data is retained in the system.		No information available
Automated Regulatory Reporting Capability to automatically create and submit required reports to regulators.		AMS360 supports automated regulatory reporting as part of its compliance features.
User Access Controls Granular control and audit of which users can access, view, or modify specific data.		User access controls are included in AMS360 for security and compliance purposes.
Sanction List Checks Periodic or real-time checks against OFAC and other sanction/blacklist databases.		No information available
Audit Investigation Tools Tools to support auditors in investigating agent or transaction histories.		Audit investigation tools are included for compliance and audit purposes.
Regulatory Update Notification Automated alerts for regulatory changes impacting the distribution business.		AMS360 provides regulatory update notifications to keep agencies informed of changes.
Third-Party Compliance Feed Integration Ability to connect with third-party compliance or news feed providers.		The system integrates with third-party compliance providers for enhanced regulatory compliance.

RESTful API Availability Platform exposes standard REST APIs for integration with core systems.		Vertafore AMS360 offers RESTful APIs for integration with other systems.
Event-based Integration Supports event-driven integrations using webhooks or messaging queues.		The system supports event-driven integrations for real-time data exchange.
Pre-built Integration Connectors Provided connectors for popular systems (CRM, policy admin, ERP, etc.).		AMS360 includes pre-built connectors for common insurance industry systems.
Batch Data Import/Export Ability to process large data uploads/downloads in batch mode.		Batch data import/export is supported for managing large data volumes.
Custom API Endpoint Support Ability to configure and add custom API endpoints for unique integration needs.		Custom API endpoint support is available for specific integration needs.
API Documentation Quality Comprehensiveness and clarity of developer API documentation.		No information available
OAuth/SSO Authentication Supports modern authentication protocols for secure API use and federated identity.		AMS360 supports modern authentication protocols including OAuth/SSO.
Integration Setup Speed Average time taken to set up standard integrations.		No information available
Data Transformation Tools Tools for transforming, mapping, and validating data on import/export.		Data transformation tools are included for data mapping during integration processes.
Real-time Data Sync Capability Ability to synchronize data between the AMS and other systems in real time.		Real-time data synchronization is supported for integration with other systems.

Responsive Web Interface User interface adapts to desktop, tablet, and mobile screen sizes.		AMS360 offers a responsive web interface that works across different devices.
Mobile App Availability Dedicated mobile applications for iOS and Android users.		Mobile applications are available for AMS360 users on iOS and Android.
Role-based Dashboards Dashboards and menus adjust based on user roles and permissions.		The system provides role-based dashboards customized to different user types.
Customizable UI/Branding Ability to apply custom colors, logos, and themes per agency.		AMS360 allows customization of UI and branding for agency personalization.
Multi-language Support User interface can be localized into multiple languages.		No information available
WCAG Accessibility Compliance Adherence to accessibility standards (WCAG 2.1 or later).		No information available
In-app Help and Tutorials Contextual help, guides, and tutorials embedded within the UI.		In-app help and tutorials are included in AMS360 for user assistance.
Page Load Speed Average load time for common application pages.		No information available
Session Timeout Control Configurable user session timeout for enhanced security.		Session timeout controls are included for security purposes.
Self-service User Profile Management Users can update their own profile data, preferences, and settings.		AMS360 allows users to manage their own profiles and preferences.

Data Encryption (In Transit & At Rest) Sensitive data is encrypted both when stored and during transmission.		Data encryption both in transit and at rest is a standard security feature in AMS360.
Granular User Permissions Supports defining fine-grained access rights for users and groups.		The system provides granular user permissions for access control.
Audit Logging for Data Access All accesses to sensitive data are logged with user, time, and purpose.		Audit logging for data access is included for security and compliance.
Support for Data Deletion/Erasure Requests Can process agent or customer requests for erasure under GDPR/CCPA.		AMS360 supports data deletion requests to comply with privacy regulations.
Data Masking Sensitive data fields are masked or obscured in the user interface.		Data masking is implemented for sensitive information protection.
Periodic Vulnerability Scanning Regular automated scans for security vulnerabilities.		Periodic vulnerability scanning is part of Vertafore's security practices for AMS360.
Penetration Testing Frequency How often external or internal pen testing is performed.		No information available
Data Center Security Certifications Cloud/hosting provider holds security certifications (e.g., SOC 2, ISO 27001).		Vertafore maintains data center security certifications for AMS360 hosting.
Multi-factor Authentication Support User authentication can require a second authentication factor.		Multi-factor authentication is supported for enhanced security.
Role Separation for Sensitive Actions Critical admin functions require dual-control or approval from separate accounts.		Role separation for sensitive actions is implemented as a security best practice.

Standard Report Library Collection of standard reports (compliance, performance, commissions, etc.) available out-of-box.		AMS360 includes a standard report library for common agency reporting needs.
Custom Report Builder Users can create ad hoc custom reports on any data set in the system.		The system provides a custom report builder for ad hoc reporting needs.
Automated Report Scheduling System can automatically generate and distribute reports on a set schedule.		Automated report scheduling is included in AMS360's reporting tools.
Export to Multiple Formats Reports and documents can be exported to formats like PDF, XLS, DOCX, CSV.		AMS360 supports export to multiple formats including PDF, Excel, and CSV.
Document Template Management Users can create, maintain, and use templates for contracts, appointment letters, and other recurring documents.		Document template management is included for agency document standardization.
Bulk Document Generation Ability to generate documents for groups or batches of agents at once.		Bulk document generation is supported for efficient document processing.
On-demand Statement Production Speed Time required to produce agent commission or performance statements.		No information available
E-signature Workflow Integration Generated documents can be sent for digital signature within the workflow.		E-signature workflow integration is included in AMS360's document capabilities.
Data-driven Conditional Output Document and report content can be dynamically altered based on underlying data.		The system supports data-driven conditional output in documents and reports.
Secure Document Storage All produced documents are stored in a secure, searchable repository.		Secure document storage is a core feature of AMS360's document management.

Assigned Training Module Tracking Tracks assignment, completion, and expiration dates for required training modules.		AMS360 includes training module tracking for agent development.
Online Learning Integration Integrates with Learning Management Systems (LMS) or online training providers.		The system integrates with learning management systems for training delivery.
Certification Expiry Alerts Automatic notifications for upcoming certification or training module expiries.		Certification expiry alerts are part of AMS360's notification system.
Self-service Training Portal Portal for agents to self-enroll, complete training, and download certificates.		AMS360 provides a self-service training portal for agent education.
CE Credit Tracking Tracks and reports on agents' continuing education credits per jurisdiction.		CE credit tracking is included for compliance with continuing education requirements.
Bulk Assignment of Training Admins can assign courses in bulk to agent groups by role or geography.		Bulk assignment of training is supported for efficient training management.
Training Completion Rate Calculation Tracks and reports percentage of agents completing assigned training.		No information available
Automated Training Reminders Automatically sends reminders to incomplete or overdue learners.		Automated training reminders are part of AMS360's notification system.
Audit-proof Certification Records System stores proof-of-completion for audits or regulatory requirements.		The system maintains audit-proof certification records for compliance purposes.
Integration with External Certification Bodies Supports data exchange or validation with third-party certification authorities.		AMS360 integrates with external certification bodies for validation purposes.

Multi-Source Data Import Ability to ingest data from various core systems, spreadsheets, external sources, and APIs.		AMS360 supports data import from core insurance and accounting systems, external data sources, and spreadsheets via integrations and API as described in product documentation.
Data Cleansing Tools Built-in capability to validate, standardize, and remove duplicates/errors from data sets.		AMS360 includes tools for duplicate detection, error checking, and data standardization as part of its import and reporting suite.
Real-Time Data Processing Processes and updates data with minimal delay, supporting near real-time analytics.		The system includes support for near real-time updates to policy, billing, and accounting data, as indicated in documentation on automated processes.
Data Mapping Customization Configure custom mapping to align disparate data sources under unified definitions.		AMS360 provides configurable data mapping for importing data from varying agency systems, aligning with this requirement.
Data Refresh Frequency How often the system can refresh its dataset.		No information available
Historical Data Archiving Ability to store and access historical sales data for long-term analysis.		Product supports historical data archiving for sales and policy history, per user manuals and reporting capabilities.
Data Access Auditing Ability to trace who accessed or modified specific data records.		AMS360 maintains audit trails for financial and data access records as part of its compliance features.
Automated Data Validation System automatically checks for anomalies or inconsistencies in incoming data.		Product automatically validates financial and policy data upon entry/import, ensuring consistency.
Role-Based Data Visibility Granular control over which users/agencies can view or edit specific datasets.		Role-based permissions allow customized data visibility for different user roles in AMS360.
Integration with External Benchmark Sources Ability to augment data with industry benchmarks and market data.		Integrates with industry data sources and benchmarks (e.g., rating services), as cited on product site.
On-Premise and Cloud Data Storage Support for multiple storage environments suited to IT policy.		Supports both on-premise and cloud deployment, enabling flexible data storage environments.
Bulk Upload Capacity Maximum data volume supported in one bulk upload operation.		No information available

Custom KPI Definitions Ability for administrators to define or modify KPIs as business context evolves.		KPI definitions can be customized to align with agency-specific sales objectives.
Industry Benchmark Integration Ability to compare company performance against industry averages.		Supports benchmark integration for agency comparison in insurance markets.
Automated Threshold Alerts System notifies users when KPIs fall below or exceed target levels.		Threshold/alerting functionality available for KPIs.
KPI Trend Analysis Tracks and visualizes KPI progression over time.		KPI progression and trend visualizations are standard in dashboard and reporting tools.
Self-Service Benchmarking Users can select peers or reference groups for ad hoc benchmarking.		No information available
Performance Scorecards Consolidated views of multiple KPIs for agencies, channels, or managers.		Performance scorecards aggregating KPIs per channel and agency are provided.
KPI Refresh Frequency How often KPIs are recalculated with fresh data.		No information available
User-Defined Targets Option for users/managers to set their own sales goals/KPI targets.		Users and managers can set custom sales goals and targets.
Gap-to-Target Analysis Tools showing progress and variance from established targets.		Gap-to-target analytics are built into reporting modules.
Historical KPI Archive Stores past KPI values for auditing and long-term trend evaluation.		Historical KPIs are archived and can be accessed for trend and audit purposes.

Role-Based Access Control Assign and enforce feature/data permissions based on user role (e.g., admin, manager, agent).		AMS360 supports role-based access configuration for admin, producer, CSR, accounting, etc.
Active Directory/Single Sign-On Integration Supports enterprise authentication frameworks for easier user provisioning.		Active Directory and SSO integration mentioned in system architecture guides.
Multi-Factor Authentication Enhances sign-in security with additional verification steps.		Supports multi-factor authentication for access security as described in compliance documentation.
Granular Data Access Policies Restrict visibility based on organizational hierarchy, geography, or channel.		Admins can configure granular access policies by department, division, and region.
Audit Logging Comprehensive logs of all user activity, script runs, and system/data changes.		Audit logging for all major user and data actions is part of AMS360 security.
User Provisioning Automation Bulk import/update user lists, automate onboarding/offboarding.		Bulk import/user management is supported for onboarding/offboarding.
Session Timeout Settings Control the duration of user inactivity before forced logout.		No information available
Delegated Administration Admin roles can assign sub-admins for large/multilevel organizations.		No information available
Usage Analytics Monitor user logins, popular features, usage patterns.		Usage analytics for user and feature adoption is part of the admin dashboard.

Vertafore AMS360 from Vertafore

Product analysis by function

Billing and Payment Processing Systems for Policy Administration

Invoicing & Billing Management (5 Yes /5 Known /15 Possible features)

Payment Acceptance & Processing (1 Yes /1 Known /15 Possible features)

Installment & Payment Plan Management (1 Yes /1 Known /12 Possible features)

Account Reconciliation (4 Yes /4 Known /10 Possible features)

Integration & Interoperability (3 Yes /3 Known /10 Possible features)

Customer Experience & Portals (0 Yes /0 Known /10 Possible features)

Security & Compliance (2 Yes /2 Known /10 Possible features)

Reporting & Analytics (2 Yes /2 Known /10 Possible features)

Workflow Automation & Exception Handling (0 Yes /0 Known /9 Possible features)

Product & Policy Flexibility (1 Yes /1 Known /10 Possible features)

Scalability, Reliability & Performance (0 Yes /0 Known /9 Possible features)

Agency Management Systems for Distribution and Agency Management

Agent and Broker Onboarding (6 Yes /6 Known /10 Possible features)

Licensing and Appointment Management (7 Yes /7 Known /10 Possible features)

Commission Management (9 Yes /9 Known /10 Possible features)

Performance Monitoring & Analytics (8 Yes /8 Known /10 Possible features)

CRM & Communication Tools (8 Yes /8 Known /10 Possible features)

Compliance & Audit (8 Yes /8 Known /10 Possible features)

Integration & APIs (8 Yes /8 Known /10 Possible features)

User Experience & Accessibility (7 Yes /7 Known /10 Possible features)

Data Security & Privacy (9 Yes /9 Known /10 Possible features)

Reporting & Document Generation (9 Yes /9 Known /10 Possible features)

Training & Certification Management (9 Yes /9 Known /10 Possible features)

Sales Performance Analytics for Distribution and Agency Management

Data Integration & Management (10 Yes /10 Known /12 Possible features)

Dashboard & Visualization (10 Yes /10 Known /11 Possible features)

KPI Tracking & Benchmarking (8 Yes /8 Known /10 Possible features)

Channel & Agency Performance Analysis (9 Yes /9 Known /10 Possible features)

Predictive & Advanced Analytics (1 Yes /1 Known /10 Possible features)

User Management & Access Control (7 Yes /7 Known /9 Possible features)

Alerting & Notifications (4 Yes /4 Known /8 Possible features)

Data Security & Compliance (4 Yes /4 Known /9 Possible features)

Integration & Extensibility (5 Yes /5 Known /9 Possible features)

Ease of Use & Adoption (7 Yes /7 Known /9 Possible features)

Support & Vendor Services (7 Yes /7 Known /8 Possible features)

Agent Portals for Distribution and Agency Management

User Access & Onboarding (9 Yes /9 Known /10 Possible features)

Product Information & Catalog (6 Yes /6 Known /10 Possible features)

Quoting & Illustrations (4 Yes /4 Known /10 Possible features)

Policy Management (9 Yes /9 Known /10 Possible features)

Lead & Client Management (3 Yes /3 Known /10 Possible features)

Commissions & Incentives (5 Yes /5 Known /10 Possible features)

Marketing & Sales Resources (5 Yes /5 Known /10 Possible features)

Reporting & Analytics (10 Yes /10 Known /10 Possible features)

Training & Support (4 Yes /4 Known /10 Possible features)

Integration & Connectivity (8 Yes /8 Known /10 Possible features)

Security & Compliance (8 Yes /8 Known /10 Possible features)

Lead Management Systems for Distribution and Agency Management

Lead Capture & Ingestion (10 Yes /10 Known /11 Possible features)

Lead Distribution & Assignment (9 Yes /9 Known /11 Possible features)

Lead Tracking & Status Management (11 Yes /11 Known /11 Possible features)

Performance Analytics & Reporting (10 Yes /10 Known /11 Possible features)

Integration & Interoperability (10 Yes /10 Known /10 Possible features)

User Experience & Accessibility (7 Yes /7 Known /10 Possible features)

Automation & Workflows (10 Yes /10 Known /10 Possible features)

Compliance, Security & Data Privacy (10 Yes /10 Known /10 Possible features)

Configurability & Customization (10 Yes /10 Known /10 Possible features)

Scalability & Reliability (6 Yes /6 Known /10 Possible features)

Support & Vendor Services (9 Yes /9 Known /10 Possible features)

Mobile Sales Enablement Tools for Distribution and Agency Management

User Experience & Accessibility (0 Yes /0 Known /11 Possible features)

Quoting & Policy Issuance (0 Yes /0 Known /11 Possible features)

CRM Integration & Customer Data Management (0 Yes /0 Known /9 Possible features)

Document Management & e-Signatures (0 Yes /0 Known /9 Possible features)

Payments & Collections (6 Yes /6 Known /9 Possible features)

Analytics & Reporting (4 Yes /4 Known /9 Possible features)

Integration & Interoperability (3 Yes /3 Known /7 Possible features)

Security, Compliance & Data Privacy (3 Yes /3 Known /9 Possible features)

Agent Productivity & Collaboration (0 Yes /0 Known /8 Possible features)

Training & Knowledge Resources (1 Yes /1 Known /8 Possible features)

Deployment & Support (3 Yes /4 Known /8 Possible features)

Invoicing & Billing Management
(5 Yes /5 Known /15 Possible features)

Payment Acceptance & Processing
(1 Yes /1 Known /15 Possible features)

Installment & Payment Plan Management
(1 Yes /1 Known /12 Possible features)

Account Reconciliation
(4 Yes /4 Known /10 Possible features)

Integration & Interoperability
(3 Yes /3 Known /10 Possible features)

Customer Experience & Portals
(0 Yes /0 Known /10 Possible features)

Security & Compliance
(2 Yes /2 Known /10 Possible features)

Reporting & Analytics
(2 Yes /2 Known /10 Possible features)

Workflow Automation & Exception Handling
(0 Yes /0 Known /9 Possible features)

Product & Policy Flexibility
(1 Yes /1 Known /10 Possible features)

Scalability, Reliability & Performance
(0 Yes /0 Known /9 Possible features)

Agent and Broker Onboarding
(6 Yes /6 Known /10 Possible features)

Licensing and Appointment Management
(7 Yes /7 Known /10 Possible features)

Commission Management
(9 Yes /9 Known /10 Possible features)

Performance Monitoring & Analytics
(8 Yes /8 Known /10 Possible features)

CRM & Communication Tools
(8 Yes /8 Known /10 Possible features)

Compliance & Audit
(8 Yes /8 Known /10 Possible features)

Integration & APIs
(8 Yes /8 Known /10 Possible features)

User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)

Data Security & Privacy
(9 Yes /9 Known /10 Possible features)

Reporting & Document Generation
(9 Yes /9 Known /10 Possible features)

Training & Certification Management
(9 Yes /9 Known /10 Possible features)

Data Integration & Management
(10 Yes /10 Known /12 Possible features)

Dashboard & Visualization
(10 Yes /10 Known /11 Possible features)

KPI Tracking & Benchmarking
(8 Yes /8 Known /10 Possible features)

Channel & Agency Performance Analysis
(9 Yes /9 Known /10 Possible features)

Predictive & Advanced Analytics
(1 Yes /1 Known /10 Possible features)

User Management & Access Control
(7 Yes /7 Known /9 Possible features)

Alerting & Notifications
(4 Yes /4 Known /8 Possible features)

Data Security & Compliance
(4 Yes /4 Known /9 Possible features)

Integration & Extensibility
(5 Yes /5 Known /9 Possible features)

Ease of Use & Adoption
(7 Yes /7 Known /9 Possible features)

Support & Vendor Services
(7 Yes /7 Known /8 Possible features)

User Access & Onboarding
(9 Yes /9 Known /10 Possible features)

Product Information & Catalog
(6 Yes /6 Known /10 Possible features)

Quoting & Illustrations
(4 Yes /4 Known /10 Possible features)

Policy Management
(9 Yes /9 Known /10 Possible features)

Lead & Client Management
(3 Yes /3 Known /10 Possible features)

Commissions & Incentives
(5 Yes /5 Known /10 Possible features)

Marketing & Sales Resources
(5 Yes /5 Known /10 Possible features)

Reporting & Analytics
(10 Yes /10 Known /10 Possible features)

Training & Support
(4 Yes /4 Known /10 Possible features)

Integration & Connectivity
(8 Yes /8 Known /10 Possible features)

Security & Compliance
(8 Yes /8 Known /10 Possible features)

Lead Capture & Ingestion
(10 Yes /10 Known /11 Possible features)

Lead Distribution & Assignment
(9 Yes /9 Known /11 Possible features)

Lead Tracking & Status Management
(11 Yes /11 Known /11 Possible features)

Performance Analytics & Reporting
(10 Yes /10 Known /11 Possible features)

Integration & Interoperability
(10 Yes /10 Known /10 Possible features)

User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)

Automation & Workflows
(10 Yes /10 Known /10 Possible features)

Compliance, Security & Data Privacy
(10 Yes /10 Known /10 Possible features)

Configurability & Customization
(10 Yes /10 Known /10 Possible features)

Scalability & Reliability
(6 Yes /6 Known /10 Possible features)

Support & Vendor Services
(9 Yes /9 Known /10 Possible features)

User Experience & Accessibility
(0 Yes /0 Known /11 Possible features)

Quoting & Policy Issuance
(0 Yes /0 Known /11 Possible features)

CRM Integration & Customer Data Management
(0 Yes /0 Known /9 Possible features)

Document Management & e-Signatures
(0 Yes /0 Known /9 Possible features)

Payments & Collections
(6 Yes /6 Known /9 Possible features)

Analytics & Reporting
(4 Yes /4 Known /9 Possible features)

Integration & Interoperability
(3 Yes /3 Known /7 Possible features)

Security, Compliance & Data Privacy
(3 Yes /3 Known /9 Possible features)

Agent Productivity & Collaboration
(0 Yes /0 Known /8 Possible features)

Training & Knowledge Resources
(1 Yes /1 Known /8 Possible features)

Deployment & Support
(3 Yes /4 Known /8 Possible features)

Configurable Alerts & Triggers Users can set up custom notifications based on KPI thresholds or business events.		No information available
Email & SMS Notification Integration Choose preferred channels (SMS, email, push) for system alerts.		Supports notifications by email and SMS via integration with main platform and select third-party tools.
In-App Alert Center Central notification hub within the product UI.		Central alert center in-system for notifications.
Summary Digest Delivery Scheduled summary reports/alerts for key users (daily, weekly, etc.).		No information available
Escalation Management Route critical alerts to managers/leadership when urgent thresholds are crossed.		Critical alerts can be routed to appropriate admins or managers per documentation.
Alert Customization per Role/Group Customizable rules based on user group, territory, or agency.		No information available
Alert Latency Time between trigger condition and notification delivery.		No information available
Alert History & Tracking Ability to review historical alerts and actions taken.		Alert and notification history can be reviewed by users/admins.

Data Encryption at Rest and in Transit All sensitive data is encrypted on disk and during network transfer.		Encrypts data in transit and at rest, ensuring security/compliance.
Compliance Certification Support Supports regulatory needs (GDPR, SOC 2, etc.) with documentation and technical controls.		Certification for SOC 2 and support for GDPR, as per compliance site.
Field-Level Security Restrict access to sensitive fields (e.g., commissions, commissions statements).		No information available
Data Masking Option to obscure personally identifiable or confidential data fields.		No information available
Automated Data Retention Policies Rules for auto-deletion or archival of data according to regulation.		No information available
Data Backup Frequency How often system runs full or incremental backups.		No information available
Secure API Access All APIs secured with token/authentication protocols.		API endpoints require authentication tokens and use secure protocols.
Incident Response Capabilities Built-in mechanisms for investigation and reporting of data incidents.		Incident response and compliance with breach notification built into enterprise support.
Audit Trail Immutability Stored logs cannot be altered, supporting forensic audits.		No information available

Open API Documentation Well-documented APIs for data retrieval, update, and system control.		API documentation is public and supports data retrieval/updating.
Integration with External Tools (e.g., CRM, ERP) Pre-built connectors to common enterprise systems.		Pre-built integration with major CRMs/accounting systems documented on site.
Webhooks/Push Data Support Real-time event notifications for integrating with third-party platforms.		No information available
Custom Scripting or Workflow Automation System supports user-defined scripts/logic for custom processes.		No information available
Plugin/App Marketplace Availability of additional modules/extensions from third parties.		No information available
Integration Test Sandbox Safe environment for testing integrations without impacting production.		Test environments provided for integration validation as per developer resources.
Concurrent API Call Limit Maximum number of simultaneous API calls supported.		No information available
Bulk Data Import/Export Support for large data transfers in/out via flat files or ETL processes.		Bulk data import/export via CSV/Excel/ETL available.
Custom Field/Entity Definition Administrators can add new fields or entity types relevant to evolving needs.		Custom fields/entities can be added by the admin to fit agency needs.

24/7 Technical Support Access to live support via phone, chat, or email round the clock.		Round-the-clock tech support via Vertafore.
Dedicated Account Manager Named resources assigned for customer success.		Account manager assigned to each agency/client per services guide.
Onboarding & Training Services Formal programs for system configuration and end-user training.		Onboarding/training provided as part of implementation and support.
Regular Feature Updates Product is regularly enhanced with new features and improvements.		Quarterly and on-demand feature releases noted on support site.
User Feedback Channels Methods for users to suggest improvements or report issues.		User feedback accepted via forums, account manager, and in-product links.
Service Level Agreement (SLA) Uptime Guaranteed minimum system uptime.		No information available
Escalation Paths for Critical Issues Well-defined process for urgent support concerns.		Escalation paths for critical issues documented as part of customer success.
Data Migration Assistance Help with transferring legacy data to the new system.		Data migration/conversion services available during onboarding.

Self-Service Registration Allows agents to register and create their accounts without administrator intervention.		Vertafore AMS360 supports agent self-registration and onboarding processes per documentation and portal login flows.
Role-Based Access Control Supports multiple permission levels and roles for agents, managers, and administrators.		Supports role-based access control, with permissions and roles configurable for agents, managers, and admins (see AMS360 documentation).
Multi-factor Authentication Enhances security by requiring more than one method of authentication.		Multi-factor authentication is supported as an enhanced security option (per Vertafore’s security documentation).
Bulk User Import Ability to onboard multiple agents simultaneously via file upload or integration.		Bulk user import is available via integration and CSV upload, per agency setup guides.
Password Reset Function Self-service password reset capability for agents.		Self-service password reset option available for agents in the login portal.
Single Sign-On (SSO) Integration Allows agents to access the portal using centralized authentication providers.		Single Sign-On (SSO) is supported through SAML/Okta integration.
Agent Profile Management Agents can update their personal information and preferences.		Users can update their profile and contact info as part of standard agent management features.
Onboarding Tutorials Guided walkthroughs and instructional content for new portal users.		No information available
User Activity Logging Tracks and logs agent actions within the portal for audit and compliance.		User activity logging for compliance/audit is part of AMS360, per compliance feature descriptions.
Automated Welcome Communications Sends automated emails or messages for new agent onboarding.		Welcome emails and automated onboarding communications are supported.

Product Search Enables agents to quickly search for products within the catalog.		Product search is a core function in AMS360's agency portal for policy/product management.
Filter & Sort Options Allows agents to filter and sort products by various criteria (e.g., type, price, coverage).		Product lists can be filtered/sorted by families, coverage, and more.
Side-by-Side Comparison Displays product features for direct comparison between multiple products.		No information available
Detailed Product Pages Provides comprehensive product details including features, exclusions, and target customer.		Product details, including coverage, pricing, customer eligibility, are available.
Document Downloads Allows agents to download product brochures, policy documents, and forms.		Document downloads (policies, forms, brochures) are supported.
Real-time Updates Instantly reflects changes or updates to product information.		Product and policy changes reflect instantly in the portal.
Product Video Demos Includes video explanations or guides for products.		No information available
Frequently Asked Questions (FAQs) Provides common questions and answers regarding products.		No information available
Mobile-Friendly Product Pages Ensures product information is easily accessible from mobile devices.		The AMS360 portal is mobile-optimized per vendor guidance.
Localization/Translation Support Product information available in multiple languages as needed.		No information available

Instant Quoting Engine Calculates premiums and coverage instantly based on entered data.		Instant quoting tools are part of AMS360 functionality.
Multi-Carrier Quoting Aggregates quotes from multiple insurers within a single workflow.		AMS360 integrates with comparative raters to aggregate multi-carrier quotes.
Customizable Quote Templates Enables agents to personalize quote presentations for clients.		No information available
Quote Saving and Retrieval Allows agents to save quote drafts and retrieve previous quotes.		Agents can save and access prior quote data.
Real-Time Underwriting Feedback Provides an immediate indication of underwriting acceptability or further requirements.		No information available
Needs Analysis Tools Guides agents in assessing client needs for tailored product recommendations.		No information available
Pre-Filled Client Data Auto-populates client information to streamline quoting.		Client data auto-prefill is supported via data sync and integration.
Rate Comparison Charts Visualizes rate differences between products and carriers.		No information available
Calculation Speed Time taken to return quote results once data is submitted.		No information available
Automated Compliance Checks Identifies if quote/proposal meets underwriting and regulatory requirements.		No information available

Policy Lookup Search and retrieve policy details for agents' clients.		Policy lookup and client policy management are standard in the AMS360 portal.
Endorsement Processing Submit and track endorsements or changes to existing policies.		AMS360 supports endorsement/change processing to in-force policies.
Renewal Notifications Automatically alerts agents to upcoming policy renewals.		Agents receive renewal notifications for managed policies.
Lapse/Expiration Alerts Notifies agents about policies at risk of lapse or expiration.		Policy lapse/expiration alerts are part of renewal management workflow.
Document Uploads Allows digital upload of documents to client or policy files.		Agents can upload documents linked to client or policy records.
Policy Servicing Requests Agents can submit service requests (e.g., beneficiary change, address updates) through the portal.		Service request submission for address, beneficiary, etc. is standard.
Policy Download Downloadable policy schedules and certificates.		Policy and certificate downloads are available in the AMS360 client portal.
Claims Status View Agents can check claims status associated with their clients.		Agents can access claims status for client policies.
Policy Search Speed Average time to display searched policy information.		No information available
Mass Policy Communication Tools Send policy-related communications to multiple clients at once.		AMS360 includes broadcasting tools for mass policy communication (e.g., bulk renewal notices).

Lead Import/Export Import or export lead information via CSV or integrations.		Lead import/export available via CSV or direct integrations.
Lead Assignment Automation Auto-assigns leads based on geography, expertise, or workload.		No information available
Integrated CRM Features Provides built-in CRM tools or integrates with third-party CRM platforms.		Integrated CRM tools and Salesforce integration available.
Client Communication Log Tracks and logs emails, calls, and interactions with clients.		No information available
Contact Categorization Allows tagging or grouping of contacts/leads for marketing or service purposes.		No information available
Task & Reminder System Built-in task manager to help agents follow up with leads.		Task system and reminders are included in agency and producer workflow management.
Lead Conversion Analytics Tracks conversion rates from lead to sale.		No information available
Bulk Email/SMS Campaigns Send marketing communications to multiple leads or clients simultaneously.		No information available
Data Enrichment Tools Automatically enhances lead records with additional data (e.g., demographics, financials).		No information available
Follow-Up Automation System sends automated reminders or messages for follow-ups.		No information available

Commission Statements Download Agents can view and download their commission statements.		Agents can access/download their commission statements from the portal.
Real-Time Commission Tracking Monitors commission accrual and posting in real time.		Real-time commission tracking is included with payment feeds and dashboards.
Incentive Program Dashboards Visual dashboards for incentive targets, bonuses, and tiers.		No information available
Payment History Displays history of commission payments made to agent.		Commission payment history is viewable in agent compensation module.
Commission Calculator Tool to estimate commission for various products and scenarios.		AMS360 supports commission calculators as part of plan configuration.
Performance Ranking Shows agent performance compared to peers for motivational purposes.		No information available
Commission Dispute Submission Agents can raise queries or disputes regarding their compensation.		Commission disputes/queries can be submitted by agents through service workflows.
Incentive Alerts/Notifications Automated notifications about incentive opportunities or achievement milestones.		No information available
Customizable Payment Frequencies Allows choice of how often commissions are processed and paid.		No information available
Number of Commission Plans Supported How many different plans can be configured in the platform.		No information available