AMS360 Connect - Insurance Agency Management for Salesforce AppExchange
AMS360 Connect - Insurance Agency Management is the #208 ranked agent productivity app on Salesforce, as a paid app, as of Sep 12, 2026.
AMS360 Connect - Insurance Agency Management is a Salesforce AppExchange app by Vertafore, Inc..
AppRanks data: AMS360 Connect - Insurance Agency Management ranks #208 in Agent Productivity on Salesforce AppExchange, placing it in the top 68% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
AMS360 Connect - Insurance Agency Management is a newly-listed Salesforce app with a limited review volume. It is listed in the Agent Productivity category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. no published reviews yet means feature claims are unverified by the wider merchant base. Without a published review base, the only fit-signal available is the developer's own documentation plus the marketplace's listing-quality audit (linked below). Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +Published by Vertafore, Inc. — established developer track record
Cons
- −No public reviews yet — fit and reliability are unverified
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About AMS360 Connect - Insurance Agency Management
How AMS360 Connect - Insurance Agency Management works
HOW IT WORKS Insurance agencies can sync Salesforce data with their AMS360 agency management system
Sync Salesforce data:
Accounts Contacts Opportunities Policy Information Tasks
Sync AMS360 data: Customer Contact Submission Shell Policy Policy Transactions, Details, Commissions Invoice and Invoice Transactions Activity
After setup, the initial data sync populates customer policy data from AMS360 into SFDC.
When a producer creates a new opportunity, the connector transfers to AMS360 as a prospect.
When a CSR needs to create a quote, Salesforce prospect data populates a submission shell in AMS360.
The client prospect agrees to the policy purchase, the opportunity is closed-won in Salesforce, and the CSR is notified to create a policy.
The policy appears in Salesforce where a producer can use the information as a reference for client engagement.
Key features
- GROW SALES, BETTER CLIENT EXPERIENCE, IMPROVED DATA ACCURACY & INSIGHTS GROW SALES Relationships: informed & timely conversations with insight on client needs Proactive: informed cross-sell recommendations Capacity: process more quotes faster
- BETTER CLIENT EXPERIENCE Free-up time to build stronger client relationships and concentrate on advising Eliminate duplicate data entry, saving hours per policy Faster response time on quotes Be a better advisor with more complete client info
- CLEANER DATA - FEWER ERRORS Mitigate potential for manual entry error Eliminate potential E&O risk More holistic reporting from both systems Prepare for AI and analytics, more and cleaner data.
Category rankings
As of Sep 12, 2026- Agent Productivity#208of 308Top 68%
- Customer Service#945of 1,137Top 84%
- Sales#1423of 1,768Top 81%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Competitors & alternatives
AMS360 Connect - Insurance Agency Management doesn't have curated competitor matchups yet. Other tracked agent productivity apps on Salesforce:
Frequently asked questions
What is AMS360 Connect - Insurance Agency Management?
AMS360 Connect - Insurance Agency Management is an app for Salesforce. It is published on Salesforce AppExchange and tracked by AppRanks, and it has been listed on the marketplace since 2020. It is listed under the Agent Productivity category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Vertafore, Inc.
Is AMS360 Connect - Insurance Agency Management free?
AMS360 Connect - Insurance Agency Management does not offer a permanent free plan on Salesforce. Pricing starts at 40, and the listed tiers are Default Plan. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses AMS360 Connect - Insurance Agency Management?
AMS360 Connect - Insurance Agency Management is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Agent Productivity category on Salesforce.
Where does AMS360 Connect - Insurance Agency Management rank on Salesforce?
AMS360 Connect - Insurance Agency Management currently sits at position #208 in the Agent Productivity category on Salesforce. That places it in the top 68% of 308 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does AMS360 Connect - Insurance Agency Management integrate with?
AMS360 Connect - Insurance Agency Management lists 2 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Financial Services Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.