If your agency runs on AMS360, you already know the platform rewards consistency and punishes shortcuts. Clean activity logs, accurate policy records, and disciplined renewal tracking are what make AMS360 actually useful — and they’re exactly the tasks that eat hours out of every producer’s week.
Silkee provides insurance virtual assistants who are already trained inside AMS360, so your agency doesn’t lose weeks to onboarding before you see any time back.
What is AMS360 and why agencies rely on it
Vertafore AMS360 is one of the most widely used agency management systems among independent insurance agencies, particularly for agencies managing a mix of personal and commercial lines. It centralizes policy records, client communication, activity logs, and reporting — but only if the data going in is accurate and current. The system is only as good as the discipline behind it.
That’s the real question agencies have before bringing on outside help: not “can a VA do admin work,” but “does this person already know how AMS360 works, or am I about to spend a month training someone from scratch.”
What a Silkee VA can do inside AMS360
Policy data entry & cleanup
Most agencies eventually accumulate what amounts to a data graveyard inside their AMS — half-completed profiles, missing attachments, inconsistent activity logging. A trained VA keeps records current as work happens, not in a once-a-quarter cleanup sprint.
Renewal tracking & questionnaire workflows
Your VA runs the 90/60/30-day renewal report directly in AMS360, sends client questionnaires, tracks who’s responded and who hasn’t, and packages the account for your review before remarketing starts — not after.
COI issuance & holder tracking
Certificate requests get processed and logged directly against the policy record in AMS360, with holder expiration dates tracked so renewals don’t slip through.
Activity logging & E&O documentation
Every client interaction, carrier follow-up, and document sent gets logged as an activity record. This is the unglamorous work that protects your agency if a coverage dispute ever ends up in an E&O review — and it’s the work that gets skipped first when producers are overloaded.
Commission reconciliation support
Comparing carrier commission statements against what AMS360 expects is tedious, detail-heavy work that’s easy to fall behind on. A VA can own this on a consistent schedule instead of it becoming a quarterly fire drill.
Why AMS360 experience matters more than generic VA experience
A generalist virtual assistant can follow instructions. They can’t tell you why a renewal report looks off, or recognize when an activity log is missing the documentation an underwriter will ask for later. AMS360-specific experience means your VA understands the system’s logic, not just its buttons — which is the difference between a VA who needs supervision and one who catches problems before they become yours.
Onboarding into your AMS360 environment
We set your VA up with a dedicated, permissioned user seat inside your AMS360 instance — not shared credentials. That keeps a clear audit trail of who did what, and it means you can adjust access at any time. Security protocols include encrypted connections and confidentiality agreements signed before any access is granted.
Service packages for AMS360 agencies
Most agencies running AMS360 start with the Insurance Concierge package — full back-office coverage including policy data entry, renewal coordination, COI processing, and activity logging. If you mainly need sales-side support rather than deep AMS work, our Sales Assistant package may be a better starting point.
Not sure which fits? Book a free consultation and we’ll walk through your AMS360 setup and recommend a starting point.
Ready to get started?
We offer a free VA trial with $0 setup fee for new clients. Most agencies are live in AMS360 within 5–7 business days of their first call.
Book your free consultation or see how our pricing works before you reach out.
Frequently asked questions
Can a VA get full access to our AMS360 account?
We recommend a dedicated, permissioned user seat rather than full administrative access. This gives your VA what they need to do the work while keeping a clean audit trail and letting you control exactly what they can see and edit.
How long does it take a VA to learn our AMS360 setup?
Because our VAs already know AMS360 itself, onboarding is about learning your agency’s specific carriers, naming conventions, and workflow preferences — not the software. Most agencies see their VA working independently within the first one to two weeks.
Is AMS360 data secure with a remote VA?
Yes. Our VAs work through secure, encrypted connections, sign confidentiality agreements before onboarding, and operate inside permissioned access you control and can revoke at any time.
Can a VA handle both personal and commercial lines in AMS360?
Yes. AMS360 supports both, and our VAs are trained across both lines of business — though we’ll always confirm the specific mix during onboarding so your VA is set up for exactly what your book requires.