List of Vertafore AMS360 Customers
Denver, 80202, CO,
United States
Since 2010, our global team of researchers has been studying Vertafore AMS360 customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Vertafore AMS360 for Agency Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Vertafore AMS360 for Agency Management include: Howard Hanna Real Estate Services, a United States based Construction and Real Estate organisation with 15000 employees and revenues of $37.10 billion, Marsh McLennan Agency, a United States based Insurance organisation with 8000 employees and revenues of $5.00 billion, Brown & Brown Insurance, a United States based Insurance organisation with 16152 employees and revenues of $4.30 billion, Acrisure, a United States based Insurance organisation with 17000 employees and revenues of $4.30 billion, Pinnacle Financial Partners, a United States based Banking and Financial Services organisation with 3309 employees and revenues of $1.40 billion and many others.
Contact us if you need a completed and verified list of companies using Vertafore AMS360, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the ERP Services and Operations software purchases.
The Vertafore AMS360 customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of ERP Services and Operations software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Abbate Insurance Associates | Insurance | 12 | $1M | United States | Vertafore | Vertafore AMS360 | Agency Management | 2021 | n/a |
In 2021, Abbate Insurance Associates implemented Vertafore AMS360 as its primary Agency Management platform. The deployment is positioned for agency-wide use by the 12-person firm and is surfaced on the company website, establishing Vertafore AMS360 as the front-line system for client interaction and internal record access.
Configuration emphasized core Agency Management capabilities typical for the category, including policy administration, client and contact records, document and certificate handling, billing and agency workflows, and standard reporting and reconciliation. The implementation ties the customer-facing website to Vertafore AMS360 to expose agency services and records online, and governance was oriented around centralized recordkeeping and standardized service workflows to match small agency operational patterns.
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Acrisure | Insurance | 17000 | $4.3B | United States | Vertafore | Vertafore AMS360 | Agency Management | 2023 | n/a |
In 2023, Acrisure deployed Vertafore AMS360 as its Agency Management application on its website. The deployment positions Vertafore AMS360 as a web based access point for agency operations and customer interaction tied to the corporate site.
Vertafore AMS360 is configured to support core agency management capabilities including policy lifecycle management, account and client management, document management, commission processing, and workflow automation. The implementation uses AMS360 functional modules to standardize producer workflows, policy issuance tracking, and agency reporting.
The implementation is web hosted and accessible through the company website, enabling producers and agency staff to reach AMS360 functions via web channels. Operational coverage is centered on agency operations and brokerage functions, aligning policy administration, client servicing, and back office agency workflows under a common system.
Governance emphasizes a centralized agency data model and role based access control to standardize processes for producers and operations teams, with configuration of user roles and workflow templates to enforce underwriting and servicing rules. Vertafore AMS360 is integrated into the website to centralize agency data and interaction points, with no additional named system integrations specified.
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Adcock-Adcock Insurance Agency | Insurance | 31 | $3M | United States | Vertafore | Vertafore AMS360 | Agency Management | 2008 | n/a |
In 2008, Adcock-Adcock Insurance Agency implemented Vertafore AMS360 to manage client files and centralize agency recordkeeping. Vertafore AMS360 is used as the Agency Management application to consolidate client records, contact management, policy tracking, and producer task workflows for the 31-employee insurance operation.
The implementation emphasized client file management and document organization, with configuration tailored to policy lifecycle tracking, renewal workflows, certificate issuance, and producer assignments consistent with Agency Management functional patterns. Operational coverage included client services, account management, and policy servicing teams, with governance focused on centralized data stewardship, standardized file structures, and process rules to maintain consistent client records and producer responsibilities.
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Advantage Insurance Solutions | Insurance | 10 | $2M | United States | Vertafore | Vertafore AMS360 | Agency Management | 2020 | n/a |
In 2020 Advantage Insurance Solutions implemented Vertafore AMS360 to support Agency Management functions. Advantage Insurance Solutions uses Vertafore AMS360 on their website to centralize client and policy records and to provide a customer-facing access point for basic account and contact interactions.
Deployment is configured for a compact agency footprint, with Vertafore AMS360 providing core modules aligned to policy lifecycle management, client and contact management, document storage, billing and commission tracking, and renewal workflow automation. Administration and configuration are handled internally, and operational coverage focuses on front-office client servicing and back-office policy administration with the application surfaced through the agency website for customer interactions.
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Ais Insurance Group | Insurance | 23 | $3M | United States | Vertafore | Vertafore AMS360 | Agency Management | 2021 | n/a |
In 2021, Ais Insurance Group implemented Vertafore AMS360, deploying the Agency Management application as the agency's core platform for policy and client records. Vertafore AMS360 is surfaced on their public website, indicating a web-facing deployment to support client interactions, contact capture, and agent access alongside internal operations.
The implementation centers on standard Agency Management capabilities, including policy lifecycle management, contact and account management, document imaging and storage, workflow automation for renewals and endorsements, and reporting and commission tracking. Operational coverage spans agency operations, sales and service functions within the 23-person organization, with configuration work to centralize customer records, enforce role-based access, and align quoting and policy administration workflows to AMS360 as the single source of truth.
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Insurance | 10 | $1M | United States | Vertafore | Vertafore AMS360 | Agency Management | 2019 | n/a |
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Insurance | 2000 | $400M | United States | Vertafore | Vertafore AMS360 | Agency Management | 2020 | n/a |
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Insurance | 10 | $1M | United States | Vertafore | Vertafore AMS360 | Agency Management | 2023 | n/a |
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Banking and Financial Services | 10 | $1M | United States | Vertafore | Vertafore AMS360 | Agency Management | 2023 | n/a |
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Insurance | 10 | $1M | United States | Vertafore | Vertafore AMS360 | Agency Management | 2019 | n/a |
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Buyer Intent: Companies Evaluating Vertafore AMS360
- Damco Solutions, a United States based Professional Services organization with 1117 Employees
- CloudKaptan, a India based Professional Services company with 110 Employees
- Unified, a United States based Insurance organization with 1025 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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