AMS360 Support for Independent Insurance Agencies
Optimization, integrations, training, and daily support for agencies running on Vertafore AMS360. From a team that works in the system every day.
Ready to get more out of AMS360?
If your AMS360 instance is messy, your accounting doesn't tie out, your team is working around it, or you're not getting the reporting and integrations you were told you'd have, let's talk. We can deliver the customized results you expect from AMS360.
AMS360 is one of the deepest agency management systems on the market.
Most agencies are using a fraction of it.
The platform is built for serious independent agencies. It handles accounting the way an insurance agency actually needs accounting handled. It manages complex commission structures, multiple producers, and high transaction volumes. It connects to nearly every major carrier through download.
And yet most AMS360 agencies are running on go-live configuration from years ago. Custom fields nobody remembers. Suspense items that have aged out. Producer codes that don't match the org chart. Reports that disagree with QuickBooks. The system everyone agreed was the heartbeat of the agency has become the thing nobody wants to touch.
Linchpin supports AMS360 agencies every day. Our team knows the platform, the integrations, and the configuration work that turns AMS360 into the operational engine it was sold to be.
What Linchpin's AMS360 Support covers
Built around the way independent agencies actually use AMS360, not a vendor checklist.
AMS360 Optimization and Cleanup
- We look at your AMS360 environment and find what's broken or working around the system. Data hygiene, configuration, user permissions, custom fields, document templates, code tables, and workflow setup. The cleanup most agencies have been meaning to do for two years.
New Implementations and AMS360 Migrations
- Standing up AMS360 for the first time or migrating from a legacy AMS. Data conversion, configuration, user setup, training, and go-live support. Done in a way that doesn't blow up your service team.
Accounting Configuration
- AMS360 has one of the strongest accounting engines in the industry. We configure your chart of accounts, commission setup, producer splits, trust accounting, and direct bill and agency bill workflows so the numbers tie out the first time.
Custom Workflow Design
- New business, renewals, endorsements, claims, certificates, accounting handoffs. We design AMS360 workflows around how your agency actually runs, not the generic template. So producers and CSRs spend less time clicking and more time on clients.
Carrier Downloads and Reconciliation
- Direct bill, agency bill, commission downloads, policy downloads. We configure your carrier setup, troubleshoot what isn't reconciling, and put controls in place so the numbers stay clean.
Integrations and Automation
- AMS360 talks to your rater, your CRM, your e-signature tool, your document management, and the carrier portals. We connect the systems you already pay for and remove the manual steps that eat your team's day.
Reporting and Data Visibility
- Custom reports, dashboards, producer and book-of-business reporting, and the leadership-level numbers your team has been asking for. So you can run the agency on numbers, not guesses.
Training and User Adoption
- Role-based AMS360 training for new hires, existing CSRs, producers, and accounting staff. One-time onboarding or ongoing skill development. Recorded sessions you keep.
Daily AMS360 Support and Admin
- A help desk that knows AMS360. Configuration questions, sync issues, permission problems, workflow questions, the small stuff that piles up. Resolved fast.
Strategic AMS Planning
- Quarterly check-ins with your leadership team. What's coming in upcoming AMS360 releases. What changes are worth making. What integrations or modules would actually move the needle for your agency next year.
Why agencies bring Linchpin in for AMS360 support
We work in AMS360 every day.
Our team has spent careers inside the system. We've seen how a 5-person agency uses AMS360, how a 50-person brokerage uses AMS360, and how an acquirer expects a target's AMS360 instance to look. We can bring that experience to your environment.
Active in the NetVU and Vertafore ecosystem.
We participate in NetVU, attend Accelerate, and stay current on Vertafore's product roadmap. When something changes in AMS360, we know about it before our clients have to ask.
Insurance, not just software.
We understand commission accounting, trust accounting, certificate workflows, carrier statements, and what your E&O carrier wants documented. Most AMS consultants do not.
Fast resolution.
When a producer can't post a payment at 3 PM on a Tuesday, you talk to someone who knows what they're looking at.
One partner for AMS, IT, and accounting.
Most agencies have an AMS consultant, an IT provider, and a bookkeeper. We do all three. Your AMS360 environment, your network, your security, and your books are managed by people who talk to each other every day.
Acquisition-ready AMS360.
Clean configuration, documented workflows, accurate data, organized files. When a buyer or PE-backed acquirer does diligence on your AMS360 instance, what they find should help your valuation, not hurt it.
What Linchpin's AMS360 Support solves
An AMS360 instance nobody fully understands.
The original implementer is gone. The agency has changed since go-live. We can document what you have, fix what's broken, and hand you a clean AMS360 environment your team can actually run.
Accounting that doesn't tie out to QuickBooks.
If your AMS360 production numbers don't match what's in your general ledger, the configuration is the problem. We can find it, fix it, and put controls in place so the books stay clean.
Workarounds that have become 'how we do it here.'
Every workaround is a sign AMS360 isn't doing something it should. We can replace them with workflows that use the system the way it was built.
Reports you don't trust.
If your producer report doesn't match your accounting report, the data is the problem. We can find it, fix it, and put controls in place so it stays clean.
Carrier downloads that don't reconcile.
Direct bill, agency bill, commission discrepancies. We can dig into the configuration, the carrier setup, and the workflow until the numbers make sense.
Suspense items that have aged out.
A clean suspense queue is the difference between a CSR team in control and a CSR team chasing problems. We can get yours back under control and put workflows in place to keep it that way.
Slow onboarding for new hires.
A new CSR shouldn't take 6 weeks to learn your AMS360 environment. Role-based training and documented workflows can shorten that significantly.
Underused modules you're already paying for.
WorkSmart, AgencyZoom, AMS360 Mobile, custom dashboards. We can help you turn on and actually use what's already in your contract.
A vendor that doesn't pick up the phone.
Our AMS360 clients have a named contact and a documented response window.
How Linchpin compares to the alternatives
|
Linchpin |
Internal AMS360 Admin (DIY) |
Generic MSP |
|
|---|---|---|---|
|
Depth of AMS360 expertise |
Full team, working in AMS360 every day across many agency configurations |
One person's knowledge, limited to what they've personally encountered |
Minimal. Most generic MSPs have never touched AMS360 |
|
Speed of resolution on AMS360 issues |
Fast. Our team knows AMS360. No ticket runaround |
Depends on the one person, their workload, and whether they're out sick |
Slow. Generic helpdesk escalates AMS360 issues to a vendor anyway |
|
Coverage when your person is out |
Full team. Always available |
Nobody is in AMS360 that day |
Generic IT only |
|
Accounting configuration (commission, trust, direct bill, agency bill) |
Yes. We've worked inside agency accounting |
Depends on the individual's accounting background |
No. Outside their scope |
|
Custom workflow design |
Yes. We build workflows around your agency, not a template |
Limited by one person's experience |
No. Outside their scope |
|
Integrations (rater, accounting, CRM, e-signature) |
Yes. We connect systems you already pay for |
Possible, but rarely a priority alongside daily admin |
Rarely. Most generic MSPs don't understand insurance integrations |
|
Carrier download configuration and reconciliation |
Yes. We troubleshoot downloads and configuration |
Possible, but slow under daily workload |
No. Outside their scope |
|
Reporting and data visibility |
Custom reports, dashboards, executive reporting |
Limited by the admin's reporting skill |
Outside their scope |
|
Insurance-specific (commission, trust accounting, E&O) |
Yes. We've worked inside agencies and brokerages |
Depends entirely on the individual's background |
No |
|
Acquisition readiness |
Clean configuration, documented workflows, defensible data |
Depends on the individual |
Not their concern |
Where do we go from here?
Step 1: A 30-minute AMS360 assessment call. Tell us about your AMS360 environment, your team, and what's not working.
Step 2: A free AMS360 Health Check. We look at your configuration, your workflows, your data, your accounting setup, and your underused modules. You get a written report with findings and a clear set of recommendations. Yours to keep, whether you hire us or not.
Step 3: A practical proposal. If we're a fit, we'll show you exactly what's included, what it costs, and what changes you can expect in the first 90 days.