Vertafore AMS360 to Salesforce Integration
Connect your agency management system to Salesforce without per-user fees. Full control over your data, your workflows, your way.
Get StartedThe AMS360 Connect Problem
Vertafore's off-the-shelf connector comes with limitations that hold agencies back.
Per-User Licensing
Vertafore's AppExchange connector charges per user. As your agency grows through acquisitions, costs balloon quickly.
Limited Data Objects
The standard connector only syncs certain fields. Need claims data? Commission details? Invoice history? Out of luck.
No Customization
Can't modify sync behavior. Can't add custom logic. Can't integrate with your other systems. Take it or leave it.
Still Double-Entering Data
Even with the connector, teams often still enter data twice because sync timing or field coverage doesn't match their workflow.
Vendor Lock-In
Vertafore controls the roadmap. If they deprecate features or change pricing, you have no alternative.
No Downstream Integration
Want policy data in your data warehouse? Marketing automation? Client portal? The connector doesn't help with that.
Why Build a Custom Integration?
A purpose-built integration costs more upfront but pays for itself quickly.
Fixed Cost at Any Scale
No per-user fees. Whether you have 50 users or 500, the integration cost stays the same. Scale through M&A without licensing surprises.
Choose Your Data
Sync exactly what you need: policies, claims, commissions, invoices, producer payments, remarks, suspenses. No artificial limits.
Custom Sync Logic
Real-time, scheduled, or event-driven. Trigger Salesforce automation when policies bind, renewals approach, or claims are filed.
Feed Other Systems
Push policy data to your data warehouse, marketing automation, accounting system, or client portal. One integration, multiple destinations.
Direct Database Access
When the API doesn't expose what you need, we can query the AMS360 database directly via Vertafore's VPN option. No data left behind.
You Own the Code
No vendor lock-in. If Vertafore changes direction or you switch consultants, the integration keeps running. Your IP, your control.
How We Build It
A proven process from discovery to production.
Map Your Workflow
We document which data needs to flow where, when it should sync, and what automation should trigger.
Build the Pipeline
Using MuleSoft, Workato, or custom middleware, we connect AMS360 to Salesforce with staging tables for validation.
Handle Edge Cases
Person accounts, duplicate records, complex org structures. We build logic to handle your specific business rules.
Go Live & Monitor
Deploy to production with full error logging, retry logic, and alerting. You see exactly what's syncing and when.
AMS360 Connect vs. Custom Integration
See how a custom build compares to the standard connector.
What Can You Sync?
With direct access to AMS360's 200+ API endpoints and database, you can sync any data your business needs.
Plus any custom fields or objects specific to your AMS360 configuration.
We Know Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, brokerages, agencies. We understand your data, your workflows, and the systems you rely on. AMS360 integrations are part of what we do.
Ready to Take Control of Your Integration?
Let's map out your AMS360 to Salesforce data flows. We'll scope the integration and show you what's possible beyond the standard connector.
Schedule a Consultation