Commercial Quote Preparation for Insurance Brokers with AMS360
Run commercial quote preparation on autopilot inside AMS360.
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
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.
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.
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.
Frequently asked
Does this commercial quote preparation automation work natively in AMS360?+
Yes — we build directly on AMS360's API or agent integration. Your data stays in AMS360, your insurance brokers keep the same login and UI, and there's no parallel system for the team to learn.
What AMS360 configuration do we need before deployment?+
We work with your existing AMS360 setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for commercial p&c insurance teams.
Can AMS360 handle commercial quote preparation on its own?+
AMS360 handles configuration; AI handles judgment. Native AMS360 workflows route deterministic tasks; our automation layer adds the AI judgment AMS360 doesn't ship out of the box — document classification, exception triage, drafting.
Is AMS360 the right tool for commercial quote preparation for insurance brokers?+
AMS360 is widely used among commercial p&c insurance teams precisely because of its data model around commercial quote preparation. We've deployed this workflow on AMS360 for similar firms and the integration is well-trodden.
What's the typical ROI of commercial quote preparation automation in AMS360?+
For commercial p&c insurance firms running AMS360, automation typically pays back inside the first quarter — measured against the loaded cost of the insurance broker hours absorbed. Higher volumes deploy faster.
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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.