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Michael Trouillon

Feature Highlights from the AMS360 23R2 Update

At the end of July, AMS360 users started to receive the much-anticipated 23R2 update. For those eager to explore the full scope of enhancements, the comprehensive release notes can be found here. There are several exciting and extremely valuable accounting updates included in this release, as well as some other updates that improve the user experience. In this article, we’ve highlighted a few of the feature updates that we are most excited about.

My Expiring Policies/Renewal List Tool

While still a work in progress, this update fixes a major problem. You are now able to see the Parent and Writing Company, which will allow you to have more options, including the ability to sort by carrier, making it easier to categorize renewals.

Bank Transactions API

This is an exciting addition because it now allows banks to develop an API capable of interacting with transactions within AMS360. Down the road, this will prove to be very useful and a significant time-saver. Perhaps, in the future, this will enable the automation of payroll journal entries, and we are hopeful that it will become a reality.

Bank Reconciliation Enhancements

If you’re tired of resizing columns to view all the necessary information while reconciling a bank statement, you’ll be happy to know that now you can see more with bigger grids. Additionally, there are other enhancements, such as additional transaction types and the inclusion of a bank date column to facilitate matching transactions.

Bank Transactions-Bank Reconciliation

This is a significant improvement as it now enables you to import the bank statement CSV file directly into AMS360. This functionality empowers your accounting department to perform automatic matching between accounting transactions and payments or deposits from the bank statement. We always love improvements that help the users save time. It even sparks the idea that there might be an opportunity for Robotic Process Automation (RPA) integration here! 

Acord 25 Mapping (Certificates)

Vertafore has made some behind the scenes changes that help populate the certificate form differently than before. If you have different lines of liability using the General Liability data entry section, the corresponding policy data will map into the other field for lines such as Agriculture Liability (AGLIA) or Professional Liability (PL).

Multiple Ivans Accounts for Single Database ID

If you’ve recently had an acquisition or are planning one soon, this will be very useful as the system now allows you to add multiple IVANS mailboxes in primary and non-primary databases. This means you no longer have to create new business units solely for download setup, making the process much more efficient and streamlined.

Update Certificate Holder Report to Include Additional Columns

For those who run the certificate holder classic report, you’ll be happy to know that more columns have been added to the .csv file, making it even more useful. Now, it includes indicators (Yes/No) for Additional Insureds in GL, Auto, Garage, Garage Keepers, Excess, and Other. Additionally, there are extra columns for Project End Date, Licensed, Bonded, and Changed by. This enhancement proves especially helpful for those in Commercial Lines as it provides an easier snapshot of their clients’ certificate holders’ status.


While the features we covered here are not an exhaustive list, we’ve highlighted some of the key enhancements we believe are essential for you to be aware of. If your agency hasn’t received the update yet, we encourage you to reach out to your agency administrator to inquire about the scheduled update from Vertafore. For agency administrators, if you haven’t been contacted by Vertafore yet, you can reach out to your dedicated Vertafore account manager for further assistance. Stay tuned for even more exciting developments as AMS360 continues to evolve and improve!

The KiteTech AMS360 Consulting Team is here to help!

Unlock the full potential of your AMS360 investment with Kite Technology’s AMS360 Consulting Services. We can help your agency with an optimization, employee training, workflow development, auditing, and much more! Contact us today to learn more!

Michael Trouillon

Michael Trouillon

Senior AMS360 Consultant
Kite Technology Group

Monica Trevino

Monica Trevino

AMS360 Consultant
Kite Technology Group

Highlights from the 2023 Accelerate, Powered by NetVU Conference

I have always loved attending the annual NetVU Conferences for Vertafore users, and over the years, I’ve only missed a handful. A few years ago, the conference underwent a rebranding, emerging as the new and improved Accelerate, Powered by NetVU. This revitalized event brings together industry professionals for a dynamic experience that includes cutting-edge education, exclusive insights into emerging technology, and valuable opportunities to learn from fellow Vertafore users. The conference is a fantastic way for Vertafore users to stay informed, inspired, and connected within the ever-evolving insurance landscape.

This year’s conference took place in Austin, Texas, which proved to be an excellent host city. Though, I wonder who I could have talked to about turning down the humidity! Nevertheless, getting there was easy, and the venue itself was conveniently located near many outstanding restaurants within walking distance.

But let’s get to the heart of the matter – the event itself was outstanding! From the informative educational sessions to the engaging exhibit hall and the memorable evening events, every aspect was well planned and flawlessly executed.

Now, let’s dive into what I thought were the highlights from this year’s Accelerate, Powered by NetVU!

Accelerate, Powered by NetVU Conference Highlights

Emergence of “AgencyOne”

In prior years, we heard about “Titan Technology” from Vertaforians; however, this year that phrase was absent. It’s seemingly been replaced by “Agency One” which refers to the overall Vertafore universe.

A conscious effort is underway to standardize the overall Vertafore user experience. One notable example of this is the recent revamping of the color scheme in AMS360. If your agency hasn’t yet seen their system upgraded, you can expect to see a fresh standard palette of vibrant orange and sleek gray (see example below). These appealing colors will gradually permeate all Vertafore systems over the next few months, ensuring a standard look across the Vertafore spectrum (PL Rater, Reference Connect, Sircom etc).

AMS360 Interface

Another integral aspect of this initiative involves an intuitive user interface, seamlessly connected workflows, and a comprehensive 360-degree view of the customer. We eagerly await further details, as it was promised that more information would be shared later this summer. This update will certainly improve the user experience while providing a holistic view of customers, paving the way for enhanced efficiency.

Goodbye WinForms

During a follow-up “What’s New in AMS360” session, the presenter revealed an ambitious drive to update every entry point within AMS360, transitioning from the current WinForm format to a sleek HTML interface, akin to the existing Customer entry/edit feature. I asked whether this transformation would take months or a few short years. The answer was within a few years—while I’d rather have a firm target, I’ll take that commitment for the moment.

When this happens, the need for the “Client” software will become obsolete, enabling AMS360 to seamlessly operate across any browser and operating system. Yes, you heard it right, Apple fans will no longer be required to run Windows parallel software.

This announcement was tremendously positive news!

The RevTech sessions

This year’s conference featured an impressive lineup of 14 sessions dedicated to cutting-edge technologies for agencies. These sessions delved into key focus areas that included:

  1. Developing Your Agency’s Technology Strategy
  2. Effectively Leveraging Microsoft 365
  3. Security and Compliance
  4. Data, Integrations, and Automation

NetVU RevTech Sessions

All of these sessions were engaging panel discussions featuring industry leaders. Notably, KiteTech team members were prominently represented in most of the sessions. The RevTech sessions were well attended with many being at or near capacity, so they are sure to be included in future conferences.

I personally had the privilege of participating in two sessions, where I shared my thoughts and insights on these topics:

  1. Maximize Your Agency’s Performance with Apps and Integrations
  2. Data Analytics and Visualization: A Better Understanding of Your Data

These sessions brought together a diverse panel of experts, primarily comprising developers of third-party integrations. As the outlier on the panel, my focus was to shed light on how these integrations can better serve agencies in visualizing their data and streamlining workflows. As well as presenting my fantasies about what they should do and the value to the agency side of the industry.

I would like to have an intuitive dashboard that provides real-time production information, rather than having to wait for hours after running a report and applying pivots or macros to get outdated financial production data. Additionally, I would like to see dashboards that proactively highlight important information, eliminating the need for us to analyze reports to find what we are looking for. This applies not only to financial reporting but also to account management. For instance, it would be beneficial to have a renewals dashboard that displays the progress of each renewal and alerts us to any delays or issues with the schedule.

We can achieve these goals (and much more) with the application of rules in our dashboarding. I have witnessed firsthand the power of such dashboards and firmly believe that this level of functionality is not only possible but essential for agencies to thrive in today’s data-driven landscape.


I attended an engaging RevTech panel session where a Vertafore representative shared exciting news.
She said that there is a drive underway to get every data point available in the API! Once this happens the gates will be open to do almost anything via an API.

For those who may not be familiar with the term, API stands for “Application Programming Interface.” What it essentially does is facilitate interaction between two programs, enabling seamless communication and data exchange. API’s allow programs to pull (get) or post data. However, currently the API can’t post data to every field.

Here’s one example: Claims data – we all know that some carriers download claims into AM360. For those who don’t we would have to manually enter the status, payments, and reserve information. Doing this manually is a herculean task!

But if the data was there, we would be better able to help manage client and agency loss ratio. Just seeing the numbers and comparing those to the date of loss would allow us to perhaps get reserves reduced before renewals were run…and get better rates, via credits, for our clients.

On the Workers Comp side, we can then use this data to forecast Ex Mod changes. If we contract with a Mod forecasting provider, we can use their API to automate this process as well. No more manual checking, the exchange of information can be automated.

This would also allow us to manage our contingencies and carrier relationships!

Now there are several Robotic Process Automations (RPA’s) that can be engaged to go to carriers and capture claim information…BUT, in the current API we can’t add/edit claims data in AMS360, we can only report on that.

Being able to get this information into AMS360 would give agencies:

Giving them the ability to have true and accurate loss data in one place, AMS360, at all times.

  • Freeing up team members to more valuable tasks, rather than updating claims info.
  • Allowing them to use PBI tools to let them know, across the system, when claims hit certain dollar values or when they hit certain time milestones.

I for one, can’t wait for more (well actually all) data fields to be open to the API! It will be a game changer.

The Exhibit Hall

The exhibit hall at this year’s Accelerate conference was a bustling hub of innovation and industry expertise with a good bit of fun sprinkled in. Spanning across a vast space, it was filled with a diverse array of vendors representing cutting-edge technologies, integrations, and other solutions. It provided a unique opportunity for attendees to engage directly with the vendors, explore their offerings, and gain valuable insights into the latest advancements in the insurance landscape. The vendors’ passion and dedication were obvious as they eagerly shared their knowledge, answered questions, and fostered meaningful connections with attendees. The entire KiteTech team had a great time engaging with attendees eager to learn more about how our IT Services and AMS360 Consulting can help their agencies more effectively! Check out the KiteTech team and booth below.

KiteTech at Accelerate Conference

The Keynote Address

The keynote address this year was presented by best-selling author Blake Morgan, a customer experience futurist passionate about helping organizations grow their businesses by delivering an exceptional customer experience. Blake’s presentation provided valuable insights into the evolving world of customer experience and its significance for the insurance industry. Her engaging storytelling and thought-provoking ideas inspired attendees to reimagine their customer interactions.

Blake Morgan NetVU Keynote

Blake concluded her compelling keynote address by unveiling four indispensable strategies that empower organizations to prioritize customer experience by making it a DECISION, rather than a discipline or a division:

  • W – Walk a mile in their shoes
  • A – Ask for the truth
  • Y – Yes to accountability
  • S – Small improvements every day

Implementing these strategies can significantly enhance customer experience and foster a culture of continuous improvement and customer-centric decision-making.


Accelerate, Powered by NetVU, was a fantastic conference. With Vertafore’s focus on innovation, standardization, and expanded capabilities, the conference fueled lots of excitement for the advancements that are coming our way.

Anticipation is already building for next year’s Accelerate, Powered by NetVU conference, set to take place in the vibrant city of New Orleans. As the host city, New Orleans promises to provide a backdrop of rich culture and a dynamic atmosphere. Attendees can expect a compelling lineup of sessions, networking opportunities and unforgettable evening events. Stay tuned for more information and be sure to register early for the best rates!

If you would like to understand how to leverage some of the features we discussed in this article, like APIs and reporting, or would like to learn more about Kite Technology’s AMS360 Consulting Services, please contact us to schedule a conversation. We’d love the opportunity to learn more about your agency and help you get the most from your AMS360 investment.

Michael Trouillon

Michael Trouillon

Senior AMS360 Consultant
Kite Technology Group

Leveraging AMS360 to Deliver Exceptional Customer Service

Providing proactive and efficient customer service is essential for building strong and lasting relationships with your customers. After all, as customers ourselves, we know how frustrating it can be to receive slow or reactive responses from the organizations we do business with.

Implementing time-saving best practices and leveraging the powerful tools within your AMS360 management system can help you take your customer service to the next level, giving you a significant competitive advantage in the industry.

Here are two key strategies that you can utilize with AMS360 to deliver exceptional customer service:

1. Ditch the notepad and take notes directly in AMS360

When you answer a phone call, chances are you’re reaching for a pen and notepad to jot down information. But then what do you do with those notes? If you’re not shredding them, you could be risking sensitive information. Plus, manually entering notes into AMS360 after the call is time-consuming and inefficient. Also, very often we are moving from one call to another with no “break” in between. This often results in not having time to do the activity after the call has ended.

Why not streamline the process by opening a new activity to capture notes directly in AMS360? Just use that quick access at the top of most screens. This way, you can avoid the double work of creating paper notes and then transferring them to AMS360 later. And if you’re working remotely, it’s even more important to avoid paper notes that could be misplaced or seen by unauthorized individuals.

AMS260 Quick Access

Remember that you can enter the customer name later by using the “Search” button in the activity.

AMS360 Activity

In today’s busy world, efficiency is key to not only providing exceptional customer service but also enabling you to experience higher productivity at work. By streamlining your processes and optimizing how you use AMS360, you can ensure that your clients receive responsive, timely, and efficient service.

2. The AMS360 Proactive Triangle View – An innovative approach to delivering outstanding customer service.

The Proactive Triangle View is a simple but effective way of keeping track of important details for each customer interaction. By focusing on three key areas – Balance, Activity, and Suspense – we can ensure that we are fully prepared for each conversation and able to deliver the best possible service.

  • Balance – Check to see if there are any open invoices or outstanding bills that you can bring up in the conversation to address any questions or concerns the customer may have. This helps to build trust and ensure that all financial matters are being properly handled. For example, ““I notice that the invoice for the recent new truck is open. Do you have any questions regarding that?”
  • Activity – Checking recent activity on the account can help you understand the context of the call and any issues that the customer may be experiencing. By staying up to date on recent activity, we can better anticipate the customer’s needs and provide proactive solutions. See my story below about how doing this completely changed (for the positive) a situation.
  • Suspense – Review Suspense items to see what else may be pending. This could include items like underwriting requests, signed applications, or other important documents. By addressing these items while on the phone, we can save yourself and the customer time and hassle by ensuring that everything is being properly handled.

Proactive customer service means anticipating your clients’ needs and taking action before issues arise. By being proactive, you can deliver exceptional service by helping your clients save time, reduce costs, and avoid potential problems.

The Proactive Triangle View in Action

Let me share a story with you that perfectly illustrates the value of the Proactive Triangle View.

When I was VP of Operations at an agency, I was transferred to a call from Tony at ABC Co, who I was told was “very upset”. Tony and I had spoken before, but the representative on his account was on vacation. Before I picked up the phone, I quickly reviewed the account details using the Proactive Triangle View.

Thanks to the information I gathered, I knew exactly why Tony was calling – he needed his Texas Cert. So, when I answered the phone, I confidently greeted him and said, “Good morning, Tony, I bet you’re calling about your Texas Cert.” The relief in his voice was palpable – I heard a moment of silence and then an exhale (of the energy he had) and in a very friendly voice he replied, “Yes I am, what is happening?”  I was then able to communicate to Tony that we were on top of the situation and that we had his best interests at heart.

By taking these extra few steps, I was able to turn a potentially difficult situation into a positive experience for both the customer and the agency. By implementing the Proactive Triangle View in your own agency, you can do the same. So why not take a few extra minutes before each call to gather all the relevant details and be fully prepared? The benefits in terms of improved customer relationships and time saved are well worth it.

If you would like to learn more about Kite Technology’s AMS360 Consulting Services, please contact us to schedule a conversation. We’d love the opportunity to learn more about your agency and how we can help you get the most from your AMS360 investment.

Michael Trouillon

Michael Trouillon

Senior AMS360 Consultant
Kite Technology Group

adam atwell

Adam Atwell

Cloud solutions architect

Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.