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CRM · Integration

AMS360

Sourcing.sh connects AI agent data index to AMS360 to keep your property and casualty agency data up to date without manual entry. Your portfolio management becomes more reliable.

Study the connection to AMS360See AMS360 ↗

What Sourcing.sh communicates with AMS360

Send the data

sourcing.sh pushes companies, profiles and fresh offers into your tool.

Refresh the data

Your records are re-crawled and updated continuously — the data no longer dies.

The index updates the profiles of policyholders and prospects in AMS360, corrects contact details and adds signals: mobility, real estate purchase, professional change. Everything is synchronized to the plan, to target your cross-sell and renewal actions at the right time.

This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.

Your workflow

The right data. The right action.

New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.

Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.

Define my workflow

How it works

  1. 01

    Frame connection to AMS360

    Confirm compatible objects and necessary rights: OAuth, API key or export.

  2. 02

    Define exchanges

    Choose the fields to complete and the update rules in AMS360.

  3. 03

    Plan the checks

    Choose the cadences and actions to trigger when a change is detected.

Discover the API

Your next step

Turn data into action.

Find the right contacts, keep your data up to date and connect your tools.

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