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AMS360 by Vertafore is one of the leading agency management systems for mid-size insurance agencies. It offers policy management, accounting, commission tracking, and carrier connectivity. Many agencies rely on AMS360 as their central system for managing their book of business.
AMS360's commission module can import carrier statements and track commissions, but it requires manual configuration for each carrier's format. When carriers change their statement layout — which happens without notice — the mapping breaks and someone has to fix it. For carriers that send PDFs or non-standard formats, manual reconciliation in spreadsheets is still the norm.
Commission Wizard works with any agency management system (AMS) that exports to CSV or Excel — including AMS360. No API integration or special setup needed.
The entire process takes under 30 seconds.
The first time you upload an AMS360 export, you confirm the column mappings. After that, Commission Wizard remembers them permanently. You can save your AMS360 file as a reusable template — next month, just upload the new carrier statement and your AMS template is already loaded with mappings applied instantly.
After reconciliation, Commission Wizard tracks each agent's commissions by carrier and period, calculates commission splits with custom rates and agency fees, records payments to agents with balance tracking, and gives agents direct access to their own data through a self-service portal. It's the complete commission management workflow that complements AMS360's built-in capabilities.
Try Commission Wizard with your AMS360 data — 14-day free trial, no credit card required.
Commission Wizard works with any CSV or Excel export from AMS360. No API integration, plugins, or setup needed — just export your data and upload.
Yes. The AI detects column types from content patterns, not fixed configurations. After your first upload, it remembers AMS360's column names for all future reconciliations.
AMS360's module requires manual per-carrier format configuration that breaks when carriers change layouts. Commission Wizard uses AI to detect columns automatically and learns from corrections — no manual configuration needed.
Plans start at $199/month. There's a 14-day free trial with all features — no credit card required.
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