AMS360 + InsuraMate AI
Two-way sync between InsuraMate AI and your AMS360 agency management system.
What this integration does
AMS360 is the largest US AMS by agency count. We connect to it directly so every call lands in the right client record without your team retyping anything.
When a customer calls, InsuraMate AI looks them up in AMS360 by phone number, finds the right account, and pulls policy and contact details into the call in real time.
After the call, the AI writes a structured note in the customer's AMS360 record: who called, what they wanted, what was decided, what's outstanding.
If the caller isn't on file, the AI creates a new client/lead in AMS360 with the call summary attached.
- Customer auto-match on inbound calls
- Auto-logged call notes with full transcript link
- New client/lead creation when caller not on file
- Policy and coverage lookup during the call
- Open and historical claim search
Agencies running on AMS360 who want every call captured, matched, and routed without retyping.
See AMS360 working with InsuraMate AI on a real call.
A 15-minute demo with our founder. We'll walk through your exact workflow.