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Integrating UC 500 with the Vertafore AMS 360 Business Adapter


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What is this solution?
Cisco Smart Business Communication System (SBCS) integrated voice and data solution is now combined with Vertafore’s AMS 360 agency management application for independent insurance agencies. The com- bined solution enhances your productivity while enabling you to offer more responsive, personalized service to your clients.

What business issues does the solution solve?

When a client calls, the solution matches the client’s caller ID to the client’s record in AMS 360, which automatically displays critical client information and related tools that further assist your ability to address client issues. By identifying clients and their data immediately onscreen, you can provide service without delay. The combined Cisco SBCS and Vertafore AMS 360 solution unifies your agency management software and your communications network for greater automation and communication flexibility. The simple and intuitive solution requires little training, and there is no need to add IT staff. Cisco Certified Partners can design and install a turnkey solution designed to meet your business requirements.

What are the benefits?

By knowing who is calling, coupled with instant access to that client’s data, your staff is better able to address client inquiries. They have access to the information they need to provide more efficient service, for greater productivity and a better customer experience. See the attached documents below for more about the features and benefits of the combined solution, as well as the installation and integration requirements and guidelines.

The Cisco UC platform has extended its reach to include business value and integration into the Vertafore™  AMS 360 insurance office management system.  The AMS 360 business adapter is purpose built for insurance agencies.  The Vertafore™  AMS 360 product is a leading insurance agency management system that provides a complete view of the customer.  Combined with the Cisco UC System, provide a turn-key solution that enables exceptional customer interaction and employee productivity right at their fingertips.  This product is compatible with current Cisco UC systems from the Cisco UC 500 for Small Business to the Cisco Unified Communications Manager and Communications Manager Express for small, mid and larger customers.

"You've hit this one out of the ballpark" is a comment heard about the Cisco UC system as it works in the insurance field combined with the Vertafore™  AMS 360 application.

Cisco Partner Contact:


For information on AMS 360, visit
For information on Cisco Small Business Solutions for insurance, visit

IMPORTANT: Third party application support is from the application developer. Cisco support involves setup/integration with SBCS only.


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