AI tools that work with AMS360
Ascend
Accounting & reconciliationAccounting automation for invoicing, payments and reconciliation, using AI to parse documents and reduce manual entry.
Applied Epic · confirmedHawkSoft · confirmedAMS360 · confirmedApplied Systems · listedMomentum (NowCerts) · listedVertafore · listedCara
CSR assistantTriages inbound calls and emails, automates coverage comparisons, quote proposals and certificate issuance, syncing with the AMS.
Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedApplied Systems · listedMomentum (NowCerts) · listedCooper AI
CSR assistantAI coworker that fills raters, completes applications and handles pre- and post-bind servicing.
Applied Epic · writes backAMS360 · writes backHawkSoft · writes backEZLynx · confirmedApplied Systems · listedCustomerIQ
Email & inboxCategorizes email, logs calls and meetings to the AMS, and drafts replies in your voice.
AMS360 · writes backGaya
QuotingBrowser extension that autofills client data into carrier portals, AMS, ACORD forms and PDFs.
Applied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backHawkSoft · writes backInsuredMine
MarketingInsurance CRM with pipeline management, drip campaigns, call logging, cross-sell predictions and an after-hours voice agent.
Momentum (NowCerts) · writes backHawkSoft · writes backAMS360 · confirmedApplied Epic · confirmedQQCatalyst · confirmedSagitta · confirmedZywave · listedLevitate
MarketingPersonalized client emails and texts from the agent's own inbox, renewal and coverage-gap outreach, review replies.
HawkSoft · writes backAMS360 · confirmedNASA · listedVertafore · listedLightspeed
AI receptionist & phoneCloud phone system with AI transcripts, summaries, sentiment and automatic AMS call logging.
HawkSoft · writes backApplied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backAgencyZoom · listedApplied Systems · listedVertafore · listedLoss Run Pro
Intake & formsAutomates requesting and retrieving commercial loss runs from 5,000+ carriers and MGAs, with AMS integration and claims dashboards.
Applied Epic · confirmedAMS360 · confirmedHawkSoft · confirmedOutmarket
Policy checkingAutomates policy analysis, quoting, coverage gap detection and proposals.
Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedApplied Systems · listedReFocus AI
Retention & cross-sellPredictive retention analytics that flag policies likely to cancel and deliver a prioritized renewal list.
AMS360 · confirmedHawkSoft · confirmedApplied Epic · confirmedEZLynx · confirmedQQCatalyst · confirmedAgencyZoom · confirmedSembley
Intake & formsCompletes ACORDs and supplements with an intake that auto-populates data from prior documents and third parties.
QQCatalyst · confirmedAMS360 · confirmedEZLynx · confirmedHawkSoft · confirmedMomentum (NowCerts) · listedSonant
AI receptionist & phoneAI receptionist for inbound calls: routine service, quote intake, routing, and notes written back to agency systems.
Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedQQCatalyst · confirmedEZLynx · confirmedMomentum (NowCerts) · confirmedApplied Systems · listedThreadwise
Email & inboxMoves email and documents into reviewable workflows: submission intake, quote comparison, coverage review, renewals and COIs.
AMS360 · confirmedXILO
QuotingAI agents for intake, quoting and proposal generation.
Applied Epic · writes backAMS360 · writes backEZLynx · writes backHawkSoft · writes backApplied Systems · listed