AMS360
Connect Dialpad with Vertafore AMS360 to instantly open the right customer record the moment a call comes in. Spend less time searching for information and more time helping clients.
Media
Overview
The Dialpad + AMS360 integration links your phone conversations to your agency management system. When a call rings in or goes out, Dialpad finds the matching customer in AMS360 and opens their record on screen — so your team starts every conversation with the right context.
Key Features
Match callers to customer records automatically: Inbound and outbound calls are matched to AMS360 customer records by phone number. Your team sees who's calling before they pick up.
Open the right record on screen: When a call event fires, AMS360 opens to the matched customer's NextGen detail page in the agent's browser. If a phone number is shared across multiple customers, Dialpad surfaces the most relevant records so agents can quickly choose the right one.
Less searching, more conversation: Agents skip the manual lookup and start every call already on the right record. That means faster service, fewer mistakes, and more time spent on the relationship instead of the keyboard.
Works quietly in the background: There's nothing for agents to learn or click. Once set up, the integration runs automatically on every call — your team just keeps doing what they already do.
AMS360
Connect Dialpad with Vertafore AMS360 to instantly open the right customer record the moment a call comes in. Spend less time searching for information and more time helping clients.
Media
Overview
The Dialpad + AMS360 integration links your phone conversations to your agency management system. When a call rings in or goes out, Dialpad finds the matching customer in AMS360 and opens their record on screen — so your team starts every conversation with the right context.
Key Features
Match callers to customer records automatically: Inbound and outbound calls are matched to AMS360 customer records by phone number. Your team sees who's calling before they pick up.
Open the right record on screen: When a call event fires, AMS360 opens to the matched customer's NextGen detail page in the agent's browser. If a phone number is shared across multiple customers, Dialpad surfaces the most relevant records so agents can quickly choose the right one.
Less searching, more conversation: Agents skip the manual lookup and start every call already on the right record. That means faster service, fewer mistakes, and more time spent on the relationship instead of the keyboard.
Works quietly in the background: There's nothing for agents to learn or click. Once set up, the integration runs automatically on every call — your team just keeps doing what they already do.