A Spring Reset for Your AMS360 System

February 20, 2026

Spring is right around the corner, offering a timely opportunity to reset by evaluating what is working and addressing what is not.

The same principle applies to your AMS360 system.

Even if you have been using AMS360 for years, you may find that certain workflows feel clunky, reports are not delivering the insights you need, or backlogs continue to build despite your team’s best efforts.

The good news is that improvement does not require a major overhaul. In most cases, it simply requires refining what already exists. Clearer setup, stronger processes, and consistent reporting can significantly improve performance, visibility, and overall efficiency.

That is why we developed the S.P.R.I.N.G. framework. It provides a practical way to review and strengthen how your agency uses AMS360 today.

Let’s begin with the foundation.

S – Setup

Strenthen your AMS360 Foundation

Setup is the foundation of everything in AMS360. When setup is misaligned or incomplete, reporting suffers, workflows break down, and inefficiencies multiply. A strong foundation in AMS360 ensures stability, accuracy, and consistency across the agency.

Start with a comprehensive review at four critical levels:

Agency Administration Level

Ensure your settings still align with your agency’s current operations. Review of your Security Groups and Business Unit configurations are top priorities in this area.

Policy Level

Check your Lines of Business options. Are applications assigned to all LOBs appropriately? Are policy configurations and required fields optimized? Is download functionality enabled for all possible carriers?

Carrier Level

Confirm companies are assigned to the correct Type, NAIC codes are accurate, and commission defaults are set at both Parent and Writing Company levels. Verify downloads have been implemented and set up where applicable.

Employee Level

Review commission agreements for accuracy and completeness. Confirm that Business Units and Security Groups are correctly assigned based on roles and responsibilities.

A strong setup supports accurate data, reliable reporting, and confident decision making.

P – Processes and Procedures

Drive Consistency Within Your AMS360 Workflows

Processes and procedures are key to accurate and timely data. They are the means by which your agency tracks information effectively and delivers consistent service. They also play a critical role in preventing E&O claims through proper and consistent documentation.

Take time to:

Review existing foundational processes and procedures
Identify gaps where documentation does not exist
Gather feedback from teams about pain points and bottlenecks
Implement retraining or refresher training where needed

Consistency across teams strengthens data integrity and improves client service.

R – Reports

Improve Visibility Through Accurate AMS360 Data

Your reports in AMS360 are key to tracking data and supporting audit processes. They also play an important role in daily operations across all departments. Reports provide visibility into your data and the overall workings of your agency. As the saying goes, “Garbage in, garbage out.” Well-designed reports help you identify bottlenecks, uncover pain points, and highlight areas of success.

Ask yourself:

Are scheduled reports being used consistently?
Have templates been created for frequently run reports?
Is key financial and operational data being monitored and audited regularly?
Have you clearly identified the reports needed by leadership?

If reporting feels unreliable, it often points back to setup or process inconsistencies. Reviewing reports during your system reset helps ensure your agency is making decisions based on dependable data.

I – Integrations

Maximize the Value of Your AMS360 Ecosystem

Vertafore offers many products that integrate with AMS360 to add value and strengthen your agency’s ability to serve clients more effectively and efficiently. Vertafore also partners with select outside vendors, known as Orange Partners, to further expand functionality and streamline operations.

Evaluate your current integrations and explore opportunities for improvement:

Vertafore Products
InsurLink, ImageRight, PL Rating, AgencyOne, AgencyZoom, TransactNow, Proposal Builder, and others can enhance efficiency and client service.

IVANS and Download Programs
Carrier download functionality is a major time saver and critical for maintaining accurate policy data.

Orange Partners
Solutions such as ePay, ResourcePro, Imperial Premium Finance, DocuSign, RecordLinker, and others can streamline operations and reduce manual work.

Strategic integrations eliminate duplicate entry and strengthen operational flow.

N – Navigation

Align Teams Around Clear AMS360 Workflows

Without clear navigation, agencies experience traffic jams, bottlenecks, and frustration, and individuals begin doing things their own way instead of the agency’s way. It is important to identify where operational navigation challenges exist and create clear roadmaps to address them.

Evaluate operational alignment by asking:

Are you fully utilizing AMS360 and related product capabilities?
Are workflows aligned with your agency’s core principles and values?
Are teams consistently following documented processes?
Is additional training or redirection needed in specific areas?

Clear navigation ensures everyone is moving in the same direction.

G – Goals

Connect AMS360 Performance to Agency Strategy

Without clear goals, no one knows where they are going, or worse, everyone is moving in different directions. Set meaningful goals for the year to ensure alignment and focus across the agency.

Consider:

What are the overall goals of the agency?
Do leadership goals support agency-wide objectives?
Do department goals align with leadership priorities?
Do individual employee goals support department outcomes?

Clear alignment on goals drives productivity, improves data accuracy, and strengthens long-term performance.

If goal alignment is a challenge in your agency, the book “What the Heck Is EOS?“ offers a practical framework for creating clarity and accountability.

Moving Forward

Sometimes improvement begins with perspective. A fresh set of eyes can uncover opportunities to strengthen setup, streamline workflows, and improve reporting accuracy.

If your agency is ready to refine how AMS360 supports your operations and long-term strategy, Kite Technology Group would welcome the opportunity to partner with you. Together, we can ensure your system is aligned, efficient, and positioned to support continued growth.

Our experts can help with an array of services, including assessing your AMS360 environment, employee training, auditing services, and AMS360 optimizations.

Reach out to KiteTech today to start your conversation about your agency’s needs!