How Wunderite Integrates with AMS360 and Other Core Systems

Insurance agencies work best when their tools work together. That’s why integration has been a core focus at Wunderite – from building a direct connection with AMS360 to offering flexible options like Zapier and open endpoints for custom workflows.

When your systems talk to each other, you spend less time rekeying data and more time serving clients. Here’s how Wunderite makes it happen:

1. Direct Integration with AMS360

AMS360 is one of the most widely used agency management systems in the industry, and Wunderite’s direct integration means you can sync key client and policy data seamlessly.

AMS360 is one of the most widely used agency management systems in the industry, and our direct integration keeps your client, account, and contact details aligned between AMS360 and Wunderite. This means:

  • Pulling accurate client and policy data from AMS360 into Wunderite without duplicate entry

  • Using that data to instantly populate ACORD and supplemental forms

  • Sending completed documents and key activity records back into AMS360 so nothing gets lost

It’s a two-way sync designed to keep your information consistent, your workflows faster, and your team on the same page – without juggling multiple systems.

2. Connecting Through Zapier

Every agency’s tech stack is different, and Wunderite’s Zapier integration gives you the flexibility to connect with thousands of other apps – CRMs, project management tools, marketing platforms, web forms, and more…without custom code.

With Zapier, you can set up automated workflows that pass data into or out of Wunderite, helping you cut down on repetitive tasks and move information where it needs to go.

Examples:

  • When a new customer is created in your sales CRM, automatically create that customer in Wunderite.

  • When a form is submitted on your website, automatically create a new risk profile in Wunderite and attach the relevant form data.

  • When a submission is completed in Wunderite, automatically trigger an action in another app – like creating a task in your project management system or sending a notification to your team chat.

The result? Smoother processes, less manual data entry, and a connected workflow that works the way your agency already operates.

3. Custom Integrations via Open Endpoints

We’ve recently opened our API endpoints, which means agencies and their IT teams (or integration partners) can now build custom integrations tailored to their unique needs.

From connecting with niche or proprietary systems to pushing data directly into carrier portals, the possibilities are wide open. If you have specialized requirements, Wunderite can now fit seamlessly into that environment.

4. More Direct Integrations on the Horizon

AMS360 is just the start. We’re actively building additional direct integrations with other core systems used by agencies, with the goal of eliminating redundant work, improving accuracy, and keeping your workflows connected from start to finish.

 

The Bottom Line

Every time you rekey data, you create friction, slow down workflows, and risk errors. Wunderite’s AMS360 integration, Zapier connection, and open API endpoints give you multiple ways to connect your systems—so you can work faster, smarter, and more efficiently.

Less double entry. More efficiency. Better results.

Let’s talk about integrating Wunderite into your workflows.

Katie Channer

Customer Success Manager

Killing Commercial: Top 10 Companies to Watch in the Insurance Industry in 2022

David Carothers features Wunderite in his Top 10 Companies to watch in 2022. “The next one that I want to talk about is Wunderite. Peter MacDonald at Wunderite is a beast. He’s competing with the big boys out there in the software world and does not care. He takes the headaches of filling out complex (we all hate Acord forms. Let’s call it what it is) and makes it easy. You can fill out Acord forms and supplementals and do all kinds of crazy stuff with the technology they’ve built, and it makes your job and your client experience so much better.”