AMS360 Back-Office Support for Insurance Agencies

Vertafore's AMS360 sits at the heart of thousands of independent insurance agencies across the United States. It manages policy data, client records, certificates, documents, and accounting — making it both indispensable and, when volume is high, a significant time sink for the licensed staff who operate it. Outsourcing AMS360 back-office work to a trained specialist is one of the fastest ways to reclaim that time.

What AMS360 Back-Office Support Covers

A trained AMS360 insurance virtual assistant works directly inside your environment — not from exported spreadsheets or emailed PDFs — and handles the full range of back-office tasks that live in the system:

• COI issuance — issuing certificates of insurance from AMS360's certificate module, managing holders and additional insured language, and handling special-form requests for lenders, contractors, and government entities.
• ACORD form entry — completing ACORD 125, 126, 130, 131, and supplemental applications using data pulled directly from AMS360 policy records.
• Policy management — policy checking against binders, endorsement entry, pending-cancellation follow-up, and keeping AMS360 records accurate and current.
• Carrier download reconciliation — reviewing and resolving mismatches between downloaded carrier transactions and AMS360 policy records.
• Document management — indexing, attaching, and filing documents to the correct policy, client, and activity records in AMS360.
• Renewal support — pulling renewal reports, ordering loss runs, preparing submissions, and updating expiring records ahead of renewal dates.
• Accounting tasks — direct-bill reconciliation, statement matching, commission tracking, and AP/AR support within AMS360's accounting module.

AMS360 Expertise Matters More Than You Think

The difference between a VA who knows AMS360 and one who does not is measured in errors and rework. AMS360 has specific workflows for certificate issuance, specific field structures for policy entry, and specific processes for endorsement handling that generic back-office staff simply do not know. Errors in AMS360 records — a wrong policy number, a misfiled document, an incorrect additional insured — can create E&O exposure and client complaints that take far longer to fix than they did to cause.

Clermont Global's team is trained in AMS360 workflows and works with the platform daily. We do not need a learning curve at your expense.

How We Work Inside Your AMS360

We are provisioned as a named user in your AMS360 environment with role-based permissions scoped to the tasks we handle. We follow your agency's SOPs, use your certificate templates, and communicate through whatever channel your team prefers — email task queue, WhatsApp, or a shared ticketing system. Your clients never know the work is being handled externally.

Every engagement starts with a scoped trial — one to two weeks on your highest-volume AMS360 workflow — so you can verify accuracy and turnaround before committing to anything. Book a discovery call to get started.