14 workflow automations purpose-built on top of AMS360 — no data leaves your system, no parallel tool for your team to learn.
AI tracks every renewal date in Applied Epic, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI builds the submission from the broker's intake, routes to carrier APIs via Applied Epic, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from Applied Epic, AMS360, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI drafts firm-level commentary and personalizes per-client paragraphs from Applied Epic data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI ingests each document into Applied Epic, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every renewal date in AMS360, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI builds the submission from the broker's intake, routes to carrier APIs via AMS360, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in AMS360, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from AMS360, Applied Epic, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI drafts firm-level commentary and personalizes per-client paragraphs from AMS360 data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of AMS360 for any repetitive process. Tell us what you'd automate.
