AMS360 Integration for Smarter Insurance Automation

Connect Vertafore AMS360 with Exdion AI workflows to reduce duplicate entry and accelerate insurance operations.

AMS360 Integration

Brokerages using Vertafore AMS360 often have valuable account and policy information already organized within their agency management environment. The challenge is making that information available to AI-powered workflows without creating additional manual work.

Exdion's AMS360 integration helps connect relevant AMS data with intelligent insurance processes. This enables agencies to build more efficient workflows around document processing, policy analysis, quote comparison, and other use cases while keeping their core agency system part of the process.

Data Insights & Analytics for Smart Decision-Making

Bring AI Closer to Your AMS360 Workflow

Integrated workflows can reduce the need to copy information between systems and help teams move from data entry to exception management. Exdion provides an AI layer that can process insurance information while working alongside the existing AMS environment.

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Unique Features

Provides insights into key E&O related coverages & exclusions.
Helps in writing new business and growing existing clients.
Allows producers and account managers to quickly recognize potential risks on a policy.
Eliminates potential E&O risks that can come from non-recognition of risk by the broker.
Enables the broker to deliver the highest levels of risk advice including industry-specific and special risks.

Increase Efficiency Without Replacing AMS360

AMS360 integration gives brokerages a practical path to introduce AI automation while continuing to use the systems their teams know. Connecting workflows can reduce administrative effort and support faster processing across high-volume insurance activities.

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How AMS360 Integration Works

Configured data points and workflow events connect AMS360 with Exdion. Relevant insurance information can be processed by Exdion's AI capabilities and used within the selected workflow. Results or updates can then be routed according to the integration design, helping teams maintain a connected process.

See how Exdion can extend AMS360 with intelligent insurance automation.

Client Testimonials - Decision Drivers

“We were used to manually checking policies and with our rapid growth, we were concerned that we might be limiting ourselves. Policy checking is time consuming and can impact our teammates’ ability to invest time in our customers. We were searching for a technology solution to both free up our team and reduce the potential of errors and omissions.” He explained that “After considering various options, Exdion Policy Check, was clearly the best solution due to the fast turn-around time, ease of use, time savings on the back end and the degree of accuracy that we demand. Now, our team can focus better on our clients and other custom-tailored solutions we offer to them.”

Jason Vandeberghe

Profit Center Leader at Brown & Brown of Michigan

“It was a fairly easy decision for us. Policy checking was always a heavy process that took a lot of time away from our quality control team. As an agency, we pride ourselves on our processes and place emphasis on delivering a superior customer experience. With ExdionPOD, we expect to significantly cut down the time taken to check policies and also extract costs savings and efficiency.”

Cody Mast

Commercial Operations Manager at Hummel

“We are very excited to work with the team at ExdionPOD. We have been heavily investing in technology over the last four years. One of our key areas of focus is to automate but only where it makes sense, which for us is defined by enabling our team to more efficiently, effectively, and individually service our clients and customers. ExdionPOD makes perfect sense. By using the platform, we will be able to re-allocate time away from manual document processing and into time spent enhancing our relationships with and properly advising our clients. ExdionPOD enables us to continue to raise the standard for the high-quality services we provide.”

Judson Norton

Managing Principal at Erwin

“At Iroquois, our focus is on providing value to our member agencies. ExdionPOD is a powerful platform that significantly cuts down the time required to check policies. In the current context, this allows agencies to refocus their energies on client relationships and risk advisory roles.”

Charlie Venus

VP Middle market, and Specialty at Iroquois Group

“Our operations teams were looking to improve efficiency in the policy checking process and we knew that it had to be done through technology. After reviewing multiple other technologies and solutions in the market, we chose ExdionPOD. We find that ExdionPOD is a reliable solution that can bring in tangible cost savings and efficiency improvements to our organization.”