{
  "slug": "ams360",
  "url": "https://apps.sectorgrowth.com/integrations/ams360/",
  "name": "AMS360",
  "vendor": "Vertafore",
  "aliases": [
    "Vertafore AMS360",
    "AMS 360",
    "Vertafore agency management"
  ],
  "website": "https://www.vertafore.com/products/agency-management-software/ams360",
  "category": {
    "slug": "insurance-legal-and-nonprofit",
    "name": "Insurance, legal and nonprofit",
    "url": "https://apps.sectorgrowth.com/categories/insurance-legal-and-nonprofit/"
  },
  "summary": "AMS360 holds every policy, term, premium and producer for an insurance agency. Vertafore gates API access behind a contract, which shapes the build.",
  "answer": "Yes, but it is a third-party app rather than Vertafore's own. PowerSync AMS from SalesPower supports AMS360 and is listed in the HubSpot App Marketplace as of September 2026, so an agency should start there. Installing it and mapping the policy fields runs 8 to 24 hours. A custom build is the extension, and it begins with Vertafore's partner-gated developer portal.",
  "nativeApp": {
    "status": "third-party",
    "name": "PowerSync AMS",
    "developer": "SalesPower",
    "verifiedAt": "2026-09-22"
  },
  "api": {
    "style": "rest",
    "auth": "oauth2",
    "webhooks": "unknown",
    "changedSince": "unknown",
    "sandbox": "yes",
    "docsUrl": "https://help.vertafore.com/devportal/content/getstarted/gettingstarted.htm"
  },
  "objects": [
    {
      "source": "Customer",
      "hubspot": "company",
      "direction": "to_hubspot",
      "key": "AMS360 customer number in a unique property on the company"
    },
    {
      "source": "Customer contact",
      "hubspot": "contact",
      "direction": "to_hubspot",
      "key": "Contact number, with email as a tie breaker only",
      "notes": "Commercial clients share a general inbox. Email is never the key."
    },
    {
      "source": "Policy",
      "hubspot": "custom",
      "direction": "to_hubspot",
      "key": "Policy number plus the term effective date",
      "notes": "The number repeats each term, so the date is half the key."
    },
    {
      "source": "Renewal",
      "hubspot": "deal",
      "direction": "to_hubspot",
      "key": "Policy number plus the renewal term",
      "notes": "One deal per term, created ahead of expiration, not one per policy."
    },
    {
      "source": "Claim",
      "hubspot": "ticket",
      "direction": "to_hubspot",
      "key": "Claim number, associated to the customer and the policy"
    },
    {
      "source": "Activity or suspense item",
      "hubspot": "engagement",
      "direction": "to_hubspot",
      "key": "Activity identifier, associated to the customer"
    }
  ],
  "approaches": [
    {
      "kind": "native",
      "fit": "recommended",
      "why": "PowerSync AMS is listed and supports AMS360, so an agency can see what a standard mapping gives it without first signing a developer contract. For a conventional policy book that is often the whole project."
    },
    {
      "kind": "custom",
      "fit": "possible",
      "why": "A keyed service earns its cost where the packaged mapping has no field for what the agency cares about: programme business, unusual coverage structures, or routing driven by producer compensation. Budget 70 to 150 build hours for it."
    },
    {
      "kind": "ipaas",
      "fit": "avoid",
      "why": "A general automation platform still needs the same partner-gated credentials, so it removes none of the approval work and adds per-task cost on top of it."
    }
  ],
  "effort": {
    "discoveryHours": [
      4,
      8
    ],
    "buildHours": [
      8,
      24
    ],
    "buildBand": "8 to 24 hours",
    "typicalElapsed": "1 to 2 weeks"
  },
  "pattern": "polling-watermark",
  "faqs": [
    {
      "q": "Is there an official Vertafore app for AMS360 in the HubSpot App Marketplace?",
      "a": "The one listing a HubSpot Marketplace search turns up for AMS360 is PowerSync AMS from SalesPower, a third-party product rather than Vertafore's own. Vertafore publishes no app of its own for HubSpot, so every route starts with either that listing or a developer portal contract."
    },
    {
      "q": "What does the PowerSync AMS app cover?",
      "a": "It is a third-party connector from SalesPower, listed in the marketplace, that supports both AMS360 and HawkSoft. It gives an agency a packaged mapping between the agency management system and HubSpot without a build. Whether its field coverage is enough is the question an agency should answer before commissioning anything custom."
    },
    {
      "q": "How do you get access to the AMS360 API?",
      "a": "Through Vertafore's developer portal, which needs a Vertafore single sign-on account and a licensed developer portal contract. Applications are built against a sandbox environment with OAuth credentials, then promoted to live only with Vertafore's approval. The available scopes are the ones the agency has contracted for."
    },
    {
      "q": "Does AMS360 send webhooks when a policy changes?",
      "a": "Nothing in the public documentation we could open states that it does, so we treat webhook support as unknown rather than assumed. Every build we would scope today polls on a watermark and diffs against a stored hash. An agency with portal access should confirm event support against its own contracted scopes before design starts."
    },
    {
      "q": "Should an AMS360 policy be a HubSpot deal or a custom object?",
      "a": "A custom object. A policy is something held for a term, not an opportunity, and an agency with thousands of in-force policies would ruin its pipeline reporting by turning each one into a deal. The deal belongs to the renewal instead, created per term ahead of the expiration date so a producer has something to work."
    },
    {
      "q": "How do you stop duplicate contacts when syncing AMS360 to HubSpot?",
      "a": "By keying on the AMS360 contact number rather than the email address. An agency routinely holds the same person as a personal lines client and as a named contact on a commercial account. Keying on the identifier keeps one HubSpot contact with two associations, which is the truth. Keying on email either splits the person or loses an association."
    },
    {
      "q": "Can HubSpot write back into AMS360?",
      "a": "Only where the agency's contracted scopes allow it, which is a commercial question before it is a technical one. We design AMS360 as the system of record for anything a carrier would recognize, and keep HubSpot as the place renewals and cross-sell activity are worked. Write-back, where used at all, is usually limited to activity notes."
    },
    {
      "q": "How many hours does an AMS360 and HubSpot integration take?",
      "a": "Installing PowerSync AMS and mapping the policy fields runs 4 to 8 hours of discovery and 8 to 24 hours of setup. A custom build is the extension, at 10 to 20 hours of discovery and 70 to 150 hours of build across customers, contacts, policies, renewals and claims. Portal approval, not the code, sets that timeline."
    }
  ],
  "sections": [
    {
      "depth": 2,
      "text": "Why teams connect AMS360 to HubSpot",
      "anchor": "#why-teams-connect-ams360-to-hubspot",
      "url": "https://apps.sectorgrowth.com/integrations/ams360/#why-teams-connect-ams360-to-hubspot"
    },
    {
      "depth": 2,
      "text": "What syncs",
      "anchor": "#what-syncs",
      "url": "https://apps.sectorgrowth.com/integrations/ams360/#what-syncs"
    },
    {
      "depth": 2,
      "text": "Architecture",
      "anchor": "#architecture",
      "url": "https://apps.sectorgrowth.com/integrations/ams360/#architecture"
    },
    {
      "depth": 2,
      "text": "Three ways to connect",
      "anchor": "#three-ways-to-connect",
      "url": "https://apps.sectorgrowth.com/integrations/ams360/#three-ways-to-connect"
    },
    {
      "depth": 2,
      "text": "What breaks and how we prevent it",
      "anchor": "#what-breaks-and-how-we-prevent-it",
      "url": "https://apps.sectorgrowth.com/integrations/ams360/#what-breaks-and-how-we-prevent-it"
    },
    {
      "depth": 3,
      "text": "Waiting on Vertafore’s approval",
      "anchor": "#waiting-on-vertafores-approval",
      "url": "https://apps.sectorgrowth.com/integrations/ams360/#waiting-on-vertafores-approval"
    },
    {
      "depth": 3,
      "text": "Policy numbers reused each term",
      "anchor": "#policy-numbers-reused-each-term",
      "url": "https://apps.sectorgrowth.com/integrations/ams360/#policy-numbers-reused-each-term"
    },
    {
      "depth": 3,
      "text": "Personal lines clients on commercial accounts",
      "anchor": "#personal-lines-clients-on-commercial-accounts",
      "url": "https://apps.sectorgrowth.com/integrations/ams360/#personal-lines-clients-on-commercial-accounts"
    },
    {
      "depth": 3,
      "text": "Scanning without a change feed",
      "anchor": "#scanning-without-a-change-feed",
      "url": "https://apps.sectorgrowth.com/integrations/ams360/#scanning-without-a-change-feed"
    },
    {
      "depth": 2,
      "text": "Our approach",
      "anchor": "#our-approach",
      "url": "https://apps.sectorgrowth.com/integrations/ams360/#our-approach"
    }
  ],
  "caseStudies": [],
  "guides": [
    "https://apps.sectorgrowth.com/guides/choose-a-hubspot-integration-approach/"
  ],
  "builtBySectorGrowth": false,
  "status": "published",
  "verifiedAt": "2026-09-22",
  "updatedAt": "2026-09-25",
  "authors": [
    {
      "name": "Prash",
      "role": "Lead of Technical Integrations and AI Solutions"
    }
  ],
  "sources": [
    {
      "title": "Getting Started with Vertafore API Developer Portal",
      "url": "https://help.vertafore.com/devportal/content/getstarted/gettingstarted.htm"
    },
    {
      "title": "Web Service API Setup",
      "url": "https://help.vertafore.com/ams360/content/contextsensitive/download-integration/cswebserviceapisetup.htm"
    },
    {
      "title": "Insurance Agency Management Software | AMS360",
      "url": "https://www.vertafore.com/products/agency-management-software/ams360"
    },
    {
      "title": "Orange Partner Program | Vertafore",
      "url": "https://www.vertafore.com/why-vertafore/orange-partner-program"
    }
  ]
}