AMS Integration: Vertafore AMS360 (EMS API)

The Vertafore AMS360 (EMS API) integration connects Broker Buddha AI directly to your AMS360 system using Vertafore's EMS API. Once configured, BB AI automatically imports your insureds, contacts, addresses, policies, markets, and underwriters — and refreshes that data daily — so your AMS data stays in sync with BB AI without any manual entry.

This article walks through prerequisites, the full configuration flow, what gets imported, how the daily sync works, how to monitor sync history, and how to troubleshoot common issues.

🔐 Who can configure this integration? Only Account Owners and Billing Managers can set up or change integrations. Standard Users do not have access to the Settings → Integrations area.

✅ Before You Begin

You'll need two things from AMS360 to complete the setup:

Agency ID — your unique agency identifier in AMS360
App Access Key — generated inside AMS360 by subscribing the Broker Buddha application

You'll need access to AMS360's Admin → Application Catalog (or someone on your team who does). Full step-by-step instructions for generating these are in the Setup Instructions card on the configuration page (and reproduced below).

💡 If you're not sure who at your agency has Admin access in AMS360, check with your IT or operations team before starting.

🧭 Opening the Vertafore AMS360 EMS Configuration

Step 1: Go to Settings ⚙️ → Integrations. Step 2: Click the Available sub-tab. Step 3: Find the Vertafore AMS360 EMS card under Agency Management Systems. Step 4: Click Configure.

🖼️ [Image placeholder: screenshot of the Integrations Available tab with the Vertafore AMS360 EMS card highlighted]

You'll land on the Vertafore AMS360 EMS configuration page with an Available status badge.

🔄 How the Integration Works

Before configuring, it's helpful to understand what the integration actually does. The configuration page opens with a Periodic Update Integration info card explaining the sync model:

Initial Import

When you enable the integration, BB AI will automatically import ALL data from your Vertafore AMS360 system. This initial import includes all selected data types (insureds, contacts, locations, policies, etc.) and ensures you have a complete copy of your data in BB AI.

Daily Updates

After the initial import, BB AI will automatically import all data from Vertafore AMS360 every 24 hours. Each daily import is a full import of all selected data types, ensuring your BB AI data stays up to date with your AMS360 system.

⚠️ Note: Each import is a complete import of all data, not an incremental update. This ensures data consistency and accuracy.

🖼️ [Image placeholder: screenshot of the Periodic Update Integration info card showing Initial Import and Daily Updates sections]

⚙️ Configuring the Integration

The Configuration section is where you enter credentials and choose what data to import.

Step 1: Enter Your Credentials

Agency ID (required) — your agency identifier from the AMS360 system
App Access Key (required) — the App Access Key provided by Vertafore for API access

🖼️ [Image placeholder: screenshot of the Configuration section with the Agency ID and App Access Key fields]

Step 2: Choose What to Import

Under Import Content Types, toggle the data categories you want BB AI to bring in:

✅ Insureds — required; importing insureds is mandatory
Contacts — additional contact people associated with your insureds
Addresses — mailing and physical address records
Policies & Markets — policy data and the markets they're placed with
Underwriters — underwriter contact records

All selected data types will be imported when you enable the integration, and then daily thereafter.

🖼️ [Image placeholder: screenshot of the Import Content Types toggles showing Insureds (required), Contacts, Addresses, Policies & Markets, and Underwriters]

Step 3: (Optional) Auto-Create Renewal Placements

The Create Placements from Policies card has a single toggle:

Create renewal placement opportunities from imported policies

When enabled, renewal placements will be automatically created for all imported policies expiring at least 30 days in the future. This is useful if you want BB AI to start surfacing renewal work the moment policies sync over.

🖼️ [Image placeholder: screenshot of the Create Placements from Policies toggle]

Step 4: Test and Enable

At the bottom of the page you'll see three buttons:

Cancel — discards changes and returns to the Integrations list
Test Connection — verifies your Agency ID and App Access Key without enabling the integration
Enable Integration — saves the configuration and kicks off the initial import

💡 Always run Test Connection before clicking Enable Integration so you can confirm credentials are valid before any data starts moving.

🖼️ [Image placeholder: screenshot of the Cancel / Test Connection / Enable Integration buttons]

📋 Setup Instructions: Generating Your Credentials in AMS360

The configuration page includes a Setup Instructions card that walks through generating the credentials inside AMS360. Reproduced here for reference:

Identify your Agency ID.
Open AMS360 and visit Admin → Application Catalog.
Click Subscribe next to Broker Buddha.
Click New. Set a user name and short name and select the Business Unit you want to use.
Click Add, then click Subscribe to generate an App Access Key.
Open Broker Buddha and click the 👁 (eye) icon to reveal your App Access Key.
Enter your Agency ID and App Access Key in the form above.

🔗 Helpful link: Vertafore Support (linked from the Setup Instructions card)

🖼️ [Image placeholder: screenshot of the Setup Instructions card showing the 7-step list and Vertafore Support link]

📥 Integration Capabilities & Data Reference

Below the Configuration section, the page shows a full Integration Capabilities matrix. This tells you exactly which data types BB AI can:

Import from AMS — pull from AMS360 into BB AI
Create in AMS — push new records into AMS360
Update in AMS — modify existing records in AMS360

Each row is marked with one of four statuses (per the Legend):

🚫 Not available from AMS
🟡 Available from AMS but not live
✅ Available and Live
⚪ n/a — Data not stored in system

You can switch between Card View and Table View depending on what's easier to read.

Data types in the matrix include: Insureds, Insured Contacts, Attachments, Markets, Underwriter Contacts, Policy Coverage, Policy Premium, ACORD Non-Scheduled Exposures, ACORD Scheduled Exposures (Locations, Premises, Hazards, Subjects of Insurance, Workers Comp, Commercial Vehicles, Drivers, Buildings), and Audit History.

💡 Use this matrix as your reference whenever a teammate asks "Can BB AI pull X from AMS360?" — the answer is right there, by data type.

🖼️ [Image placeholder: screenshot of the Integration Capabilities matrix showing the legend and a few rows of data types with colored status indicators]

✨ Vertafore AMS360 Integration Features

At a glance, the AMS360 integration enables you to:

✅ Import clients, contacts, and locations from AMS360
✅ Create activities and attach signed BOR Letters or other documents in AMS360
✅ Access files in AMS360 for Market Submissions in BB AI

📜 Import & History

Once your integration is configured, you can monitor every sync from the Vertafore AMS360 Integration History page. To open it, return to Settings → Integrations → Available, find the Vertafore AMS360 EMS card, and click Import & History.

🖼️ [Image placeholder: screenshot of the Vertafore AMS360 Integration History page header with the Active status badge]

The page shows:

How Vertafore AMS360 Integration Works

A reference card summarizing what gets imported and how:

What Gets Imported:

Customers — customer and address information
Contacts — additional contact persons and their information (optional)
Locations — just the customer record address
Policies — including markets and lines of business

Import Types:

Daily Sync — complete import of all data from Vertafore AMS360
On Demand Import — lookup and import data when you need it; refreshed nightly

If your integration isn't yet configured, you'll see an Integration Not Active warning: "Your Vertafore AMS360 integration must be configured and active before you can import data." Once active, this banner is replaced by the live sync status.

Import History Log

Below the status banner, the page lists every prior import. Until your first sync runs, you'll see an empty state: "No import history — Your import history will appear here after your first data import."

🖼️ [Image placeholder: screenshot of the Integration History "What Gets Imported" / "Import Types" reference card and the empty Import History list]

💡 Best Practices

Confirm credentials with your AMS360 admin before configuring. The most common setup issue is an invalid Agency ID or App Access Key.
Use Test Connection before enabling. A failed test is much easier to fix than a half-completed enable.
Start with the data you actually need. You can leave content types like Underwriters off if you don't use them, then enable later.
Review the Capabilities matrix before relying on a specific data point — what's Available and Live today determines what BB AI can sync.
Decide on auto-creating renewal placements thoughtfully. It's a great fit for agencies that want renewal pipelines automatically; turn it off if your team prefers to create placements manually.
Check Import & History after the first sync to confirm the initial import completed successfully.