Policy Renewal Outreach for Insurance Brokers with AMS360
The Problem
Commercial P&C Insurance policy renewals sneak up — the broker misses the 60-day window to remarket and the client takes the carrier increase.
What We Build in AMS360
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.
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.
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.