Unified Platform DemoStep 1 of 9
Platform Abstraction (Vision)
Agency Owner
CRMAMS360AICarrierPayments
CRM
Platform
AMS360
Carriers
Payments
AI
System-Agnostic Platform
Works across EPIC, EZLynx, and AMS360 — unifying fragmented ecosystems
System-Agnostic Platform Layer
Input Layer
Salesforce
EPIC
EZLynx
AMS360
Carrier APIs
Data Translation
Canonical Model
AI Engine
Output Layer
Producer Portal
Client Portal
Payments
Analytics
Why This Matters
Agencies operate multiple systems
Fragmentation slows growth
Platform eliminates friction
40%
Faster Workflows
25%
Revenue/Client
35%
Better Retention
50%
Less Manual Work
This platform sits on top of multiple AMS systems—including EPIC, EZLynx, and AMS360—and unifies workflows into a single experience. Currently viewing Vertafore AMS360 context.
Impact: System-agnostic orchestration
~3-4 min total