Better Agency
AMS360
Transfer contacts, companies, activities, and more from Better Agency to AMS360. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Better Agency to AMS360 migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM for independent insurance agents
Better Agency is an insurance-focused CRM platform designed for independent insurance agents, brokerages, and agencies, featuring contact management, email marketing, lead tracking, automated renewal campaigns, cross-selling capabilities, and pipeline management.
Insurance-specific automation campaigns
Agency management built for growth
AMS360 is an agency management system by Vertafore designed for independent insurance agencies and brokerages to manage customer data, policies, claims, billing, and complex commercial lines. It features workflow automation, financial reporting, and bi-directional Salesforce integration.
Bi-directional Salesforce sync
"Agency management built for growth"
AMS360 is an agency management system by Vertafore designed for independent insurance agencies and brokerages to manage customer data, policies, claims, billing, and complex commercial lines. It features workflow automation, financial reporting, and bi-directional Salesforce integration.
Ideal for: Independent insurance agencies of any size seeking robust agency management with strong financial tools, policy tracking, and Salesforce integration.
Bi-directional Salesforce sync
Advanced accounting and commission tracking
Automated workflow and task management
Comprehensive policy and claims management
Learn more at
vertafore.com
See exactly which data objects transfer from Better Agency to AMS360
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Better Agency to AMS360.
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Need to go the other way? We support bidirectional migrations.
AMS360 → Better AgencyJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
