Overview

Coverflow's existing integration with Vertafore's AMS360 allows users to trigger Coverflow Tasks directly from the AMS360 platform without switching applications. Once an activity is created and documents are attached, Coverflow automatically processes the request and delivers results back into AMS360 within minutes.

What the Integration Does

The integration connects Coverflow's workflows to your existing agency processes within your AMS360 account. Key capabilities include:

Trigger Coverflow workflows (comparisons, proposals, contract reviews, policy checks, and more) directly from the Activities tab.
Attach documents from AMS360—policies, quotes, binders, ACORD forms—for Coverflow to review.
Associate existing AMS360 policies with an activity so Coverflow automatically retrieves policy pages and endorsements.
Receive completed outputs (Excel files, Word documents) attached back to the originating activity within approximately 5 minutes.
Access a direct link to the Coverflow platform for deeper review and editing of any output.

No Context Switching Required

Account managers stay inside AMS360 from start to finish. Coverflow handles the processing in the background and delivers results back to the same activity where work began.

Supported Workflows

The following Coverflow workflows are available through the Vertafore AMS360 integration:

Workflow	Attach	Output in AMS360
Compare Policies	Policies, quotes, binders, ACORD forms	Excel comparison file + Coverflow link
Create Proposal	Client data, coverage info	Word document proposal + Coverflow link
Contract Review	Contract documents	Reviewed contract + Coverflow link

How to Initiate a Coverflow Activity in AMS360

The steps below use a Proposal as the example, but the same process applies to all supported workflows.

What You Will Receive Back in AMS360

After Coverflow finishes processing, your output results are automatically added back to the originating activity.

A note is added to the activity containing a direct link to the result inside Coverflow. Use this link to dive into greater detail, edit the output, or review it on the full Coverflow platform.

Questions or Support

If you have questions about the AMS360 integration or need help configuring activity codes and Coverflow users in your instance, please reach out to the Coverflow support team.