Commercial Quote Preparation for Insurance Brokers with AMS360

AMS360 Insurance Broker Commercial P&C Insurance

The Problem

Quoting a new Commercial P&C Insurance account means pulling loss runs, building exposure schedules, and sending submissions to 6 carriers — and the carriers that respond fastest win.

What We Build in AMS360

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.

AMS360 Integration Approach

1

Audit your AMS360 configuration

We map the specific AMS360 objects, custom fields, and workflows the automation needs to touch for your commercial p&c insurance practice.

2

Build on the AMS360 API or agent

Integration happens inside AMS360 — no data leaves the system, no parallel tool for your team to learn, no license changes.

3

Human-in-the-loop handoff

Every automation routes exceptions back to a human in AMS360 with enough context to act — AI handles the 80%, your team owns the judgment calls.

See this running in your AMS360 instance

30-minute call. We'll look at your actual AMS360 setup and show exactly how this workflow fits.

More About This Workflow

Commercial Quote Preparation for Insurance Brokers

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.

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