CallSprout + Vertafore AMS360
Put Sage, your AI voice agent, alongside Vertafore AMS360 so your agency phones are answered around the clock, first notice of loss details are captured the moment they happen, and every conversation is ready for your producers to act on when they arrive in the morning. Available for Vertafore AMS360.
How CallSprout works with Vertafore AMS360.
Independent insurance agencies run on AMS360. Every policyholder record, every renewal, every claim activity lives there, and the phone line is where clients reach you when something has gone wrong. A pipe bursts at midnight. A client's vehicle is totaled on a Friday evening. Those calls land in voicemail, and by the time someone listens to them Monday morning, the window for first-class service has already narrowed.
CallSprout connects Sage, our AI voice agent, to Vertafore AMS360 so your agency stays responsive after hours without adding headcount. Sage answers inbound calls, walks callers through first notice of loss capture, collects the details your adjusters need, and makes that information available for your team the moment they log in. The integration works through Vertafore's certified integration channel, giving CallSprout access to the AMS360 customer and activity data your agency already maintains.
The goal is not to replace the relationship between your producers and your clients. It is to make sure that every call, day or night, is handled with the same professionalism your clients expect from your agency. Sage works alongside the tools you already use on CallSprout's cloud phone platform, so there is no hardware to install and nothing to rip out of your current setup.
CallSprout and Vertafore AMS360, working together.
What Sage does once your call data flows into the tools you already use.
Sage answers FNOL calls around the clock, walks callers through the details of their loss, and captures the information your team needs to open a claim the next morning.
Every conversation Sage handles is transcribed and summarized automatically, so your producers have a clear record of what was reported without relying on voicemail or handwritten notes.
The AMS360 integration makes customer records accessible during the call workflow so your team has the context they need when following up on captured conversations.
Sage handles overflow and after-hours volume so clients always reach a live response instead of voicemail, and your producers start each morning with a clear picture of what came in overnight.
First notice of loss capture that does not wait until Monday
When a client calls your agency to report a loss, the clock starts immediately. The sooner the claim is documented, the sooner your adjuster can act, and the better the experience for the client at their most stressful moment. The problem is that losses do not happen on a schedule. They happen at night, on weekends, and over holidays, when your agency is closed and the call rolls to voicemail.
Sage answers those calls. It introduces itself as your agency's virtual assistant, explains that it will collect the details of the loss to pass along to the team, and then walks the caller through a structured conversation that captures the policyholder's name, policy information, the nature and location of the loss, and any immediate safety concerns. That transcript and summary are waiting for your team when they arrive, so the first call they make in the morning is an informed one rather than a callback to ask what happened.
For agencies that handle commercial lines, contractor policies, or high-value personal lines, after-hours FNOL capture is the difference between a client who feels cared for and one who starts shopping competitors. Sage makes your agency reachable when it matters most.
What the Vertafore AMS360 integration makes available
AMS360 exposes customer and policy data through Vertafore's certified integration API, and CallSprout uses that access to make the integration work. During the setup process, we work with your agency through the Vertafore integration channel to connect CallSprout to your AMS360 environment. Once the connection is established, customer records become accessible within the call workflow so the right policyholder context is in reach when your team follows up.
The integration also opens the path for captured call details to be written back to AMS360 as Activity or Suspense records against the policyholder account. That means the FNOL details Sage collects, the renewal inquiry a client left after hours, or the billing question from a commercial account can be logged directly to the record rather than sitting in a spreadsheet or a shared inbox waiting for someone to transfer the information manually.
Because all AMS360 integration access runs through Vertafore's certified integration channel, the setup process involves coordination with Vertafore as well as CallSprout. We handle that coordination on your behalf so you are not navigating it alone. Book a call and we will walk you through exactly what is involved for your agency.
AI transcription that turns every call into a searchable record
Every call Sage handles is transcribed in full and paired with an AI-generated summary of the key points: who called, why they called, what was captured, and what the caller expects to happen next. That summary is the foundation your producers use when following up, and it is far more reliable than a voicemail that got partially listened to or a sticky note from a handoff.
Transcripts also give you a searchable record of what your clients are calling about most. Renewal anxiety, coverage questions, billing confusion, FNOL calls by line of business. That pattern data helps you see where client communication gaps exist and where a proactive outreach might prevent the next call. Here is more on how AI call transcription works across the CallSprout platform.
Sage announces recording at the start of each call so you meet two-party consent requirements in the states that require them. Transcripts and summaries are stored on CallSprout's secure infrastructure and are accessible to your team through the CallSprout dashboard.
Built for independent agencies that run on relationships
The value of an independent agency is the relationship. Clients stay because they trust you, and they trust you because you are responsive, knowledgeable, and there when something goes wrong. An AI voice agent that answers calls after hours and captures the right information is an extension of that promise, not a replacement for it.
Sage is designed to handle the intake, not the advice. It collects what your producers need to follow up intelligently, then gets out of the way so your team can do what they do best. For agencies managing commercial lines alongside personal lines, Sage can handle different call flows for different lines of business, so the intake experience matches what your clients expect from each side of your book.
If you work with other agency management systems, the same approach is available for Applied Epic, EZLynx, and NowCerts. You can also see the full integration catalog for everything Sage connects to across verticals. For a deeper look at how CallSprout serves independent insurance agencies, visit our insurance industry page.
What this looks like day to day.
A homeowner's pipe bursts at 11 p.m. and they call your agency in a panic. Sage answers, introduces itself, and walks the client through a structured intake that captures the property address, the nature of the damage, whether the home is safe, and the client's contact information. The transcript and summary are in your team's queue when they arrive in the morning, so the first call is an informed one.
A client's vehicle is totaled in an accident on Saturday afternoon. Sage captures the accident details, the other party's information if the client has it, and the client's current location and needs. Your producers arrive Monday with a complete intake record and can open the claim immediately rather than spending the first part of the call gathering basic facts.
A commercial client calls Friday evening with questions about their renewal. Sage captures the client's name, account, and specific questions and lets them know a producer will follow up first thing Monday. Your producer starts the week with a warm, specific callback rather than a vague voicemail.
Getting connected to Vertafore AMS360.
- 1
Book a 15 minute call and walk us through how your agency uses AMS360 today, including your lines of business and how after-hours calls currently reach your team.
- 2
We coordinate with Vertafore through their integration channel to connect CallSprout to your AMS360 environment and configure Sage to match your agency's call flows and intake requirements.
- 3
Sage starts answering calls around the clock, capturing FNOL details and other after-hours inquiries, with transcripts and summaries ready for your team each morning. Book your call to get started.
Have Sage call you.
The fastest way to see how Sage handles your calls is to hear it. Leave your number and Sage, our AI voice agent, calls you in about 10 seconds.
Vertafore AMS360, answered.
- Does CallSprout integrate with Vertafore AMS360?
- Yes. CallSprout connects to Vertafore AMS360 through Vertafore's certified integration channel, giving Sage access to customer data and opening the path for call details to be written back to AMS360 as Activity or Suspense records. Book a call and we will walk you through the setup process for your agency.
- Does Sage capture first notice of loss calls?
- Yes. Sage answers FNOL calls after hours and on weekends, guides callers through a structured intake to collect the key details of their loss, and produces a transcript and AI summary your team can act on the next morning. The intake is designed to capture what your adjusters need without requiring a licensed producer on the line.
- How does Vertafore's integration access affect setup?
- All AMS360 integration access runs through Vertafore's certified integration channel, which means the setup involves coordination with Vertafore as well as CallSprout. We handle that coordination on your behalf as part of the implementation process. Book a call and we will scope exactly what is involved for your agency and your AMS360 environment.
- Can call details be written back to AMS360 records?
- Through Vertafore's certified integration channel, captured call details can be written back to AMS360 as Activity or Suspense records against the policyholder account. The specifics of how that write-back is configured depend on your agency's AMS360 setup, which we work through during implementation.
- Will Sage replace our licensed producers on the phones?
- No. Sage handles intake: collecting the caller's information, the nature of their inquiry or loss, and what they need from your agency. Licensed producers remain responsible for coverage advice, claims guidance, and the relationship work that requires their expertise. Sage makes sure your producers start every follow-up with complete information rather than a blank slate.
- Does Sage record calls, and what about consent?
- Sage can record and transcribe calls, and it announces recording at the start of each call so you meet two-party consent requirements in the states that require them. Transcripts and summaries are stored on CallSprout's secure infrastructure and are accessible to your team through the CallSprout dashboard.
- Do we need to replace AMS360 or buy phone hardware?
- No. Sage works alongside AMS360, not instead of it, and CallSprout runs on the cloud so there is no new phone hardware to buy or install. Your producers continue using AMS360 the way they always have, and Sage handles the intake that used to go to voicemail.
The call and policy data your agency accumulates over time is also a signal worth examining. Our sister company Ereos builds custom AI for insurance agencies and financial services firms that reads across the systems you already run to surface patterns your team can act on.
When the insight your agency needs is already in your data
CallSprout keeps your phone line answered and your FNOL and after-hours intake captured. When you want AI that reads across your AMS360 data, your renewal pipeline, and your client communication history to surface the book segments losing retention or the commercial accounts overdue for a coverage review, that is what our sister company Ereos builds. Its Watchtower platform connects to the agency management systems and data sources your team already runs and turns that data into signals your producers can act on.
Schedule a discovery call with EreosMore on how Sage works.
How Sage answers, qualifies, and captures details on every call.
Searchable transcripts and AI summaries for every conversation.
How independent agencies use CallSprout to stay responsive.
Everything Sage connects to across verticals.
Connect CallSprout to Vertafore AMS360
Book a 15 minute call and we will get you set up.