How does Sonant integrate with AMS360?

Sonant connects to AMS360 through API-based data exchange. You connect your Sonant account to your AMS360 environment, enabling Sonant to pull client records and policy data during calls and push structured notes, tasks, and interaction logs back into AMS360 after every conversation.

AMS360 is Vertafore’s agency management system trusted by thousands of insurance agencies. It consolidates policy management, accounting, renewals, and business intelligence in one platform. Agencies using AMS360 have reported up to 26% revenue growth without adding employees.

What data flows between Sonant and AMS360?

Sonant pulls client records, policy details, renewal information, and account data from AMS360 during calls. After calls, it pushes call notes, task records, and interaction logs back into AMS360. Tasks are structured by call outcome—quote requests, service tasks, claims routing.

Does Sonant replace AMS360?

No. AMS360 remains your system of record for policies, clients, and accounting. Sonant adds an AI phone layer that connects to AMS360 via API—handling calls and writing outcomes back into your management system. No workflow changes required.

Does Sonant work with other Vertafore products?

Sonant integrates with AMS360 as the primary AMS connection. Agencies using the broader Vertafore ecosystem (AgencyZoom, QQCatalyst, PL Rating) benefit from Sonant handling phone interactions and routing structured outcomes into AMS360 where they connect to your other tools.

Is the Sonant + AMS360 integration secure?

Yes. Sonant is SOC 2 Type II certified with GDPR compliance. All API-based data exchange with AMS360 is encrypted and secure. Full conversational records are maintained for E&O compliance documentation.

Sonant + AMS360 Integration: AI Call Handling for Vertafore Agencies

What Is AMS360?

AMS360 is Vertafore’s agency management system designed for independent insurance agencies. Trusted by thousands of agencies, AMS360 consolidates policy management, accounting, workflow automation, and business intelligence into one platform—with agencies reporting up to 26% revenue growth without adding employees.

Key AMS360 capabilities include:

Policy Management — Carrier downloads for new policies, endorsements, claims, and renewals eliminate manual policy entry
Renewal Acceleration — Prioritize clients, distribute certificates at scale, and manage the renewal pipeline proactively
Accounting and Financials — Automated billing, invoicing, payment tracking, and commission split calculations with a built-in general ledger
Business Intelligence — Customizable dashboards, KPI analysis, and financial reporting across monthly, quarterly, and annual timeframes
AI-Powered Communications — Vertafore Client Communications built into AMS360 for email marketing and campaign management
Advanced Search — Quickly obtain actionable insights across your entire book of business

AMS360 serves agents, brokers, CSRs, and agency principals—anyone handling policies, commissions, communications, or financial reporting.

How Sonant Connects to AMS360

Sonant integrates with AMS360 through API connectivity, allowing your Sonant account to exchange data with your AMS360 environment. During calls, Sonant pulls client and policy information to provide personalized service. After calls, Sonant pushes structured outcomes back into AMS360.

The data exchange works in both directions:

Pull: Sonant reads client records, policy details, renewal information, and account data from AMS360 during live calls
Push: Sonant writes call notes, interaction logs, and task records back into AMS360 after conversations
Task Creation: Call outcomes translate into structured tasks in AMS360—quote requests, service tasks, claims routing, follow-up reminders

What This Means for Your Agency

Connecting Sonant with AMS360 gives your agency measurable advantages across daily operations.

24/7 AI Call Handling

Sonant answers every call immediately with AI trained on P&C terminology. Quote requests, policy inquiries, claims routing, and appointment scheduling—handled around the clock with multilingual support.

Caller Identification via AMS360 Data

During calls, Sonant accesses your AMS360 data to identify callers and pull relevant policy context. Callers get personalized service based on their actual account information.

Structured Outcomes Back in AMS360

Every call generates structured notes and tasks pushed back into AMS360. Your team opens the system and sees documented calls, created tasks, and queued follow-ups without manual data entry.

Warm Transfers with Context

When a caller needs a human, Sonant transfers with full conversation context. Your staff picks up where the AI left off—no repeated questions.

Works Alongside Vertafore Ecosystem

AMS360 agencies often use other Vertafore products like AgencyZoom, PL Rating, and QQCatalyst. Sonant’s AI phone layer complements this ecosystem by handling the calls and routing outcomes into your AMS.

Security and Compliance

Sonant operates on a SOC 2 Type II certified foundation. All API-based data exchange with AMS360 is encrypted. Full conversational records are maintained for E&O compliance documentation. GDPR compliant.

Ready to Connect Sonant to AMS360?

If your agency runs on AMS360, Sonant adds an AI phone layer that exchanges data with your management system. See how 24/7 call handling works for Vertafore agencies.

Book a Demo for AMS360 Agencies →

Sonant continuously expands and improves its integrations. While we do our best to keep this page current, some details may not reflect the latest updates as integrations are an ongoing effort. For the most up-to-date integration specifics, contact our team.

Sonant + AMS360: AI Call Handling Connected to Your Vertafore AMS