AI tools that work with Vertafore AMS360
2 tools whose own site or docs describe an integration with Vertafore AMS360. Check the details with the vendor before you buy; integrations can differ by plan.
CustomerIQ site ↗
AI assistant for insurance agencies: transcribes calls, writes notes and tasks into your AMS/CRM, sorts email (COIs, endorsements, renewals) and drafts replies and follow-ups.
Best for: P&C agencies that want call and email notes logged in the AMS automatically · Price: Free trial; $50–$89 per seat/mo · Works with: AgencyZoom, EZLynx, Vertafore QQCatalyst, Vertafore AMS360, Momentum (NowCerts), Salesforce, HubSpot, Redtail
Sonant site ↗
AI receptionist for insurance agencies handling inbound calls 24/7 with AMS integrations.
Best for: P&C agencies that want an AI receptionist connected to their AMS · Price: Pricing by quote only Request pricing ↗ · Works with: AgencyZoom, EZLynx, Vertafore QQCatalyst, Vertafore AMS360, HawkSoft, Applied Epic, Momentum (NowCerts)
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