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Agency Management System
Policy Balance Hub for Vertafore AMS360
Policy Balance Hub works alongside Vertafore AMS360 so your agency can reconcile carrier statements without re-keying data. Import policy and producer information, then let the platform handle the matching.
What the integration does
- Import AMS360 policy and customer exports in CSV/XLSX format
- Map AMS360 producer codes for commission tracking
- Reconcile direct-bill and agency-bill statements separately
- Detect missing deposits and underpayments during reconciliation
- Export reconciled data for AMS360 reporting and audits
Why agencies use it
- Eliminate manual matching of AMS360 policies to carrier statements
- Track commissions across multiple carriers in one place
- Stay audit-ready with an immutable trail of every reconciliation
Frequently asked questions
- What AMS360 exports do I need?
- A policy list, producer list, and (optionally) customer list. All three are standard AMS360 reports. Our import wizard walks you through the column mapping the first time you upload each report.
- Does Policy Balance Hub write back to AMS360?
- No. The platform is reconciliation-side only — your AMS360 instance remains the source of truth for policy management. Reconciled commission data is exported as CSV/Excel for posting to your accounting system.
Ready to stop drowning in spreadsheets?
See how Policy Balance Hub can automate premium reconciliation for your agency. Start the trial in minutes — or request a personalized walkthrough.
14-day free trial (up to 100 policies, 3 users). No credit card required.