Home › What to prepare › Vertafore AMS360
Seller data guideShort answer: You need a policy history that includes cancellations, and premium and commission by carrier by month. Ask Vertafore AMS360 support for an export with the fields below — or send them the request at the bottom of this page. Customer names aren't needed.
Vertafore's public AMS360 help lists several standard reports that cover part of what's needed. A standard book-of-business report usually shows what's in force today — you'll still need history with cancellations for retention, so ask support how to include them.
Vendor help pages checked 2026-09-30. Reports, names and menus vary by version and license — if what you see is different, ask support for the fields below rather than a specific report.
Named exactly as the source names them. Versions and licenses differ, so use the names to start the conversation with support, not as a promise of what your screen shows.
The Transaction report can be filtered to cancellation transactions alongside new business and renewal, so it gives transaction history rather than just today's in-force book. Vertafore also publishes a separate "Report: Cancellation" and a "Lost Business Report" (Vertafore Reports). (help.vertafore.com)
The Transaction report has a CSV export with "columns for transaction details, policy information, customer data, premium amounts, and personnel assignments" and can be run detailed or summarized. (help.vertafore.com)
AMS360 is the AMS that Vertafore's AgencyZoom names as a direct integration ("Connects seamlessly with agency management systems like AMS360 and QQCatalyst"). It also pairs with a separate Vertafore Reports / "My Agency Reports" product that has its own Book of Business, Cancellation, Retention and Lost Business reports. (vertafore.com)
Sources checked 2026-10-05. Where a source is a consultant or user group rather than Vertafore, it says so.
Phone: 800-444-4813 (Vertafore, as listed on the AMS360 help page)
Send this to support as-is. It asks for the output, not a particular screen, so it works whatever version you run.
Hi Vertafore AMS360 support, I need two exports from our agency's data and want to make sure I get the right reports: 1) A policy / transaction history covering January 1 three years ago through the most recent date available. It must include: - A unique policy or customer ID (names are not needed — de-identified is fine) - Carrier and product / line of business - Written premium and agency commission - Effective date and expiration date - Transaction type: new business, renewal, rewrite, endorsement, cancellation - Status - Cancellations and non-renewals — not just the policies in force today If the system can only export active policies, please also run the same report as of 12 months ago. 2) Premium and commission by carrier, by month, for the last two complete years and year to date, with commission income and agency fee income shown separately. Customer names are not needed; IDs are fine. Excel or CSV works best. Can you tell me which report(s) produce this, or run it for us? We'd also like written confirmation that our full book and its history can be exported. Thank you.
Send what you have. Partial data is better than none — we'll tell you exactly what's still missing. See the full checklist or start a confidential conversation.
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