brokerageaudit.com vs AMS360: Which is Best for Independent Brokers?
AMS360 by Vertafore is one of the most widely used agency management systems among independent insurance agencies. It handles policy management, customer data, agency accounting, and daily workflows. BrokerageAudit complements AMS360 by adding an AI layer for document processing, COI tracking, and submission management that automates the manual work AMS360 was not designed to handle.
Feature Comparison
Pricing Comparison
BrokerageAudit
$499/mo
Starter plan. Professional $1,499/mo, Enterprise $4,999/mo.
- AI document extraction and processing
- Automated COI tracking and compliance
- Submission intake automation
- Works alongside AMS360
AMS360
Contact for pricing
Pricing based on agency size and modules. Vertafore does not publish pricing publicly.
- Complete agency management system
- Policy and accounting management
- Document storage and workflows
- Comparative rating integration
Who Each Is Best For
brokerageaudit.com is best for:
- AMS360 agencies wanting to eliminate manual data entry from ACORD forms and dec pages
- Teams needing automated COI compliance monitoring beyond AMS360's native capabilities
- Agencies processing high volumes of submissions that need AI-powered intake
- Shops looking to reduce E&O risk with automated compliance tracking
AMS360 is best for:
- Agencies needing a full system of record for policies and customers
- Organizations requiring integrated agency accounting and billing
- Independent agencies wanting an all-in-one management platform
- Agencies that primarily need document storage rather than AI processing
Switching from AMS360?
No switching is needed. BrokerageAudit layers on top of AMS360, adding AI document processing without disrupting your existing workflows. Connect via API and start processing documents in hours. Data extracted by AI flows back into AMS360, keeping it as your single source of truth.