Automating around AMS360.
Carrier download and the agency record are different from preparing a new quote.
What AMS360 is
AMS360 is Vertafore's agency management system. It supports client and policy management, carrier downloads, agency accounting, commission calculations, and reporting. Those existing capabilities matter when evaluating an additional tool: find the preparation or service work your team still repeats outside the system.
How Relay fits
Carrier download and the agency record are different from preparing a new quote. Keep AMS360 for the book, activities, and accounting. Use Relay for a defined task built from the client documents and instructions you provide.
A useful first evaluation is a new-business application or proposal. Prepare the draft, check the facts, make an edit, and save the result through your normal AMS360 process. That makes the benefit visible without assuming a new integration.
The workflows, side by side
New-business preparation
The job today
Before a policy exists, the client information still has to become an application or quote.
What to try with Relay
Use the intake and current source documents to prepare the supported application or carrier task.
Renewal comparison
The job today
Expiring and renewal documents need to be compared before you advise the client.
What to try with Relay
Ask Relay to identify changes in the supplied documents. Check the source terms and decide which accounts need further work.
Client proposal
The job today
Reviewed quote details need to become a clear recommendation.
What to try with Relay
Prepare an editable proposal from the quotes and producer's instructions. Download the checked version for the client conversation.
Common questions
Does Relay replace carrier download?
No. Keep the download and recordkeeping processes your agency uses. Relay supports preparation tasks around client documents and configured quoting workflows.
Is there a native AMS360 connection?
This page does not promise automatic AMS360 reading, synchronization, or write-back. Confirm any required connection for the intended workflow.
Can Relay reconcile commissions or accounting?
That is outside the workflow described here. Keep accounting and reconciliation in the appropriate system and only expect additional actions when explicitly configured.
What makes a useful first test?
A familiar application or proposal with a clear source packet. Measure the time to a reviewed output, including any work needed to file it in AMS360.
Source notes
Sources checked 2026-09-05. Product details can change.
AMS360 is a product of Vertafore, Inc.. Relay is not affiliated with or endorsed by Vertafore, Inc..
Part of the works alongside directory. Updated 2026-07-11. See how we source content.
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