A case study in replacing AMS360 with a modern agency management system.
Key Metrics:
This independent P&C agency operates across commercial and personal lines with a focus on small business accounts.
The agency works with:
Growth over five years resulted in increasing policy volume and expanding market relationships. As the team added producers and service staff, workflow coordination became more complex.
Renewals were technically tracked in AMS360 but required reports and manual review cycles to maintain visibility. Ownership and prioritization were not continuously visible.
Commercial accounts often involved multiple markets. Managing policies across carriers and MGAs required navigating separate modules and attachments.
The team relied on spreadsheets to monitor renewal status and upcoming expirations, particularly during high volume periods.
Commission reconciliation required manual review against policy records and external reports.
Routine servicing tasks required multiple screens and structured navigation. As policy volume increased, friction became more visible.
Growth exposed strain within the existing system.
Leadership began evaluating whether their agency management system was absorbing growth or exposing it.
They explored what defines a modern agency management system
The agency structured its evaluation around workflow clarity rather than feature count.
They:
The evaluation focused on renewal visibility multi market workflow and lifecycle clarity.
The agency completed transition in eight weeks.
Core policy and client data were migrated into the new system with validation checks.
Because workflows were simplified and renewal visibility improved, adoption occurred quickly. Concerns around transition risk were addressed through staged implementation and workflow testing.
Producers and service staff were onboarded in phased sessions to minimize disruption.
Timeline:
Renewals became continuously visible without spreadsheets. Ownership and status were tracked directly inside the system.
Routine servicing required fewer navigation steps. Policies renewals documents and actions remained connected.
Policies across carriers wholesalers and MGAs lived together with consistent lifecycle tracking.
Commission visibility remained tied to policy lifecycle stages reducing reconciliation effort.
Service staff reported clearer prioritization during renewal cycles. Producers gained better visibility into account status.
Operational complexity decreased even as policy volume continued to grow.
If your agency is experiencing renewal friction or multi market coordination strain, evaluate how a modern agency management system supports full lifecycle clarity.
Explore renewal management | Explore multi market policy management | Compare agency management systems