AMS360 Mobile2.5.1 - App Store

Service on-the-go with secured anytime, anywhere access. AMS360 Mobile provides an on-demand tool to access information and manage your customer’s accounts from your mobile device. This enables your agency to build customer relationships with more effective client meetings, quicker servicing, and enhanced client experiences.

Making use of an intuitive user interface, AMS360 Mobile allows you to view client and contact details, policy information including declaration page views, recent claims summaries, upcoming renewals, download documents, notes, activities and suspenses. If you have add/edit rights, you can fully service your customers and immediately update your management system when you edit existing client and contact records, create new clients and add new activities and suspenses.

Beyond accessing information on-the-go, the app includes a number of features designed to save time and provide a more seamless user experience. Quickly access ReferenceConnect to better manage insurance research from a single view, experience the “auto-create” feature which automatically adds new activities and suspenses to document specific actions done within the app or make use of the client dashboards to quickly review the health of your accounts.

The app allows you to take advantage of many tools inherent to mobile devices to manage your time even more effectively including GPS mapping, email communications, photo capturing and voice recognition for creating notes and activities verbally.

Note: AMS360 Mobile requires Vertafore Single Sign-On credentials to use. Access to ReferenceConnect requires a separate license. Contact Vertafore for additional product details.

Version History Bug fixes 2.5.1 02/04/2025 Pending cancellations bug fix. 2.3.2 04/08/2023 Bug fixes 2.3.1 11/01/2022 Bug fixes 2.3.0 06/07/2022 Bug fixes and improvements 2.2.6 06/07/2021 Bug fixes 2.2.5 04/23/2021 Support for biometrics for federated login 2.2.4 02/16/2021 Support for federated login 2.2.3 01/21/2021 Bug fixes 2.2.2 12/07/2020 Bug fixes. 2.2.1 08/06/2020 Bug fixes. 2.2.0 07/25/2020 Bug fixes 2.1.0 06/29/2020 Support for landscape mode on tablets, and dark mode for all devices. 2.0.1 05/12/2020 Update UI and other enhancements 2.0 04/22/2020 Bug fixes and other enhancements 1.21.0 06/18/2019 Bug fixes. 1.20.0 01/22/2019 Bug fix 1.19.2 08/20/2018 Updated to support multi factor authentication 1.19 03/16/2018 Bug fixes and other enhancements. 1.18 10/27/2017 Bug fixes related to Touch ID 1.16.1 09/25/2017 Bug fixes and other enhancements 1.16 09/14/2017 Added Account Service Groups

We update the app regularly to keep up with bug fixes and other improvements. Thank you for using Vertafore Mobile. 1.15 07/05/2017 Minor bug fix 1.13.1 03/24/2017 Regular maintenance release with bug fixes and technical improvements. 1.13 03/21/2017 Bug fixes and technical improvements 1.11 11/18/2016