Your Ops Team Is Asking for “Custom Dashboards” or “Automated Triggers”
AMS360 doesn’t offer native task automation or custom dashboards. Your ops team may ask for:
- Triggered reminders for renewals
- SLA reports by workflow
- Bind-to-quote ratios or quote conversion logs
Upgrade Signal: If you’re exporting to Excel just to track performance, it’s time to upgrade.
Test Case
Client: Wholesaler writing $80M across 5 carriers
Before:
- Using AMS360 for policy recordkeeping
- Quoting in spreadsheets + separate rate engine
- Endorsements tracked in Google Sheets
After Switch to Expert Insured:
- Quotes, issues, endorsements managed in one interface
- Renewal tasks generated automatically
- Full commission + billing logic embedded
- COIs handled in under 2 hours with audit logs
FAQs
Is Expert Insured a replacement for AMS360?
Yes. It supports quoting, policy issuance, endorsements, billing, renewals, and reporting – all in one platform.
Can I run both systems side-by-side?
Many clients do. Start with a new LOB or program in Expert Insured while phasing out AMS360.
What’s the typical onboarding time?
Most clients go live in 2-3 weeks, starting with one workflow.
What about legacy data?
Selectsys offers assisted migrations or can leave older books in AMS360 for archive access.
Outgrowing AMS360? Expert Insured Is Built for Your Next Chapter.
Let’s pilot one workflow and show how much simpler life can be.
