AMS360 Integration Guide

We are an ORANGE PARTNER with Vertafore to bring you one of the most comprehensive management system integrations on the market.

Watch these videos for instructions on how to set up your AMS360 Agency and User Account Integrations

Please note that part of the Bridge integration setup must be done by your agency’s Bridge admin and part must be done at the individual level for each user. Don’t worry — your Onboarding Specialists or a member of our Support Team can assist you with the setup if you don’t want to do it yourself.

What can this integration do?

  1. Call Pop (aka Screen Pop) — A client’s file opens when that client calls in.
  2.  Save text messages, chats, and more into AMS360 as an activity.
  3.  Sync AMS360 contacts with Bridge.

Watch these videos for some insight into the AMS360 Integration

Last updated November 13, 2019