AMS360 Data Migration: Move Your Agency's Data Into AMS360
Moving your agency to Vertafore AMS360? We assess, map, clean, and reconcile the data from your current system, so your team starts in AMS360 with a book it can trust.
Where You're Coming From
From any source system into AMS360
A move to AMS360 is only as good as the data that goes into it. We start from whatever the agency runs today:
Our Approach
Four steps from your current system to AMS360
1. Assess the source
We restore or extract the current data and profile what is actually there: clients, policies, history, and codes.
2. Map to AMS360
We map the source structure, codes, and history to how the agency will work in AMS360, and agree what moves and what doesn't.
3. Clean and prepare
We fix duplicates and inconsistent codes, and prepare the data in the form the AMS360 conversion needs.
4. Test and reconcile
We test the load, check the results against the source with you, and document every exception before go-live.
Where Vertafore's conversion team runs part of the process, we work alongside them, preparing and checking the agency's data, so each side does what it does best.
What Goes Wrong
The problems we look for before the move
Choosing AMS360 for your agency?
Talk to us before the conversion date is set.
We Know AMS360 Data
Experience with AMS360 from the other side
For our AMS360 to Applied Epic conversion service we mapped AMS360's data structure in depth: how it stores clients, policies, lines, carriers, and history. Moving data in the other direction uses the same understanding. For agencies consolidating after a deal, see acquisition data migration and acquisition due diligence.
FAQ
Common Questions
Which systems can you move into AMS360?
The work starts from whatever the agency runs today: another agency management system, a legacy database, or spreadsheets. We assess the source first, so the scope is based on what the data actually contains.
Does this replace Vertafore's conversion team?
No. Where Vertafore runs part of the conversion, we work alongside their team: we prepare, map, and clean the agency's data, and check the results with you. Who does what is agreed at the start of the project.
Have you converted many agencies into AMS360?
AMS360 as a destination is a newer service for us, and we're building it with our first agency project, which is under way now. We have mapped AMS360's data structure in depth for our AMS360 to Applied Epic conversion service, and we apply the same assessment, mapping, and reconciliation discipline here.
What do you need from us to start?
Access to a backup or export of the current system, a contact who knows how the agency uses it, and your AMS360 setup or plans for it. We'll tell you what else matters after the first look at the data.
How do we know nothing was lost?
Every migration ends with a reconciliation: what was in the source, what arrived in AMS360, and what was excluded or corrected and why, so your team can sign off on the result.
Planning a Move to AMS360? Start With the Data.
Tell us what system the agency runs today and when you want to be live on AMS360. We'll outline what we'd look at first and how we'd work with your team and Vertafore's.
Built for insurance agencies, brokerages, aggregators, and acquisition teams that need experienced conversion capacity without building another internal department.