Vertafore AMS360 to Salesforce
Connect your agency management system to Salesforce without per-user fees. Full control over your data, your workflows, your way.
The AMS360 Connect Problem
Per-User Licensing
Vertafore's AppExchange connector charges per user. As your agency grows through acquisitions, costs balloon quickly.
Limited Data Objects
The standard connector only syncs certain fields. Need claims data? Commission details? Invoice history? Out of luck.
No Customization
Can't modify sync behavior. Can't add custom logic. Can't integrate with your other systems. Take it or leave it.
Still Double-Entering Data
Sync timing and field coverage don't match your workflows, so staff still re-type information.
Vendor Lock-In
Vertafore controls the roadmap. If they deprecate features or change pricing, you have no alternative.
No Downstream Integration
The standard connector doesn't feed data warehouses, marketing automation, or client portals.
Why Build a Custom Integration?
A purpose-built integration costs more upfront but pays for itself quickly.
Fixed Cost at Any Scale
No per-user fees. Cost remains consistent regardless of team size.
Choose Your Data
Sync policies, claims, commissions, invoices, producer payments, remarks, suspenses.
Custom Sync Logic
Real-time, scheduled, or event-driven options with automation triggers.
Feed Other Systems
Push policy data to your data warehouse, marketing automation, accounting system, or client portal. One integration, multiple destinations.
Direct Database Access
When the API doesn't expose what you need, we can query the AMS360 database directly via Vertafore's VPN option.
You Own the Code
No vendor lock-in. If Vertafore changes direction or you switch consultants, the integration keeps running.
How We Build It
Map Your Workflow
Document data flow, timing, and automation triggers.
Build the Pipeline
Use MuleSoft, Workato, or custom middleware with staging tables.
Handle Edge Cases
Address person accounts, duplicates, complex org structures.
Go Live & Monitor
Deploy with error logging, retry logic, and alerting.
AMS360 Connect vs. Custom Integration
|
Compare
| Vendor product AMS360 Connect | HipTen build Custom Integration |
|---|---|---|
| Per-user licensing | Yes | No |
| Data objects | Limited | Any data |
| Customization | No | Yes |
| Vendor control | Vertafore | You own it |
| Downstream systems | No | Yes |
| API-only access | Yes | Direct DB queries |
| Person Account support | Known issues | Full support |
Vendor product
AMS360 Connect
HipTen build
Custom Integration
Per-user licensing
Data objects
Customization
Vendor control
Downstream systems
API-only access
Person Account support
What Can You Sync?
Over 75 data objects available, including:
We Know Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, brokerages, agencies. We understand your data, your workflows, and the systems you rely on.
0
Insurance clients served
50%
Insurance-focused
2026
Founded
Ready to take control of your integration?
We'll map out your AMS360 to Salesforce data flows and show you what's possible beyond the standard connector.