Deal Sourcing & Screening for Insurance Agency Managers with AMS360
The Problem
Independent P&C Agency associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.
What We Build in AMS360
AI pre-screens deals against the fund's thesis in AMS360, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running AMS360 — uses the native API or agent integration so nothing leaves the system of record.
AMS360 Integration Approach
Audit your AMS360 configuration
We map the specific AMS360 objects, custom fields, and workflows the automation needs to touch for your independent p&c agency practice.
Build on the AMS360 API or agent
Integration happens inside AMS360 — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in AMS360 with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your AMS360 instance
30-minute call. We'll look at your actual AMS360 setup and show exactly how this workflow fits.