AMS360 Workflow Automation

Move submissions from inbox to ready-to-review work with document AI, review queues, and controlled AMS360 handoffs.

• Document AI Structure information from submission files and forms.
• Risk Enrichment Add configured risk data with supporting provenance.
• Human Review Surface incomplete or uncertain work for review.
• AMS360 Handoffs Move approved information to the configured next step.

Map Your AMS360 Workflow Explore Submission Intake

What is AMS360 workflow automation?

AMS360 workflow automation connects insurance submission emails and documents to document AI, risk enrichment, review queues, and AMS360 handoffs. InsuranceFlow converts unstructured information into structured, ready-to-review work, surfaces exceptions for people, and supports an auditable path from intake to action without replacing the AMS.

• Automate repetitive intake and preparation steps, not insurance decisions
• Extract applicable ACORD and loss run information for configured workflows
• Keep incomplete, uncertain, and exceptional work visible to reviewers
• Send approved information to AMS360 or the next configured workflow step

See Document AI Review Human Controls

How InsuranceFlow moves work from intake to action

A controlled five-step workflow turns incoming insurance documents into structured work while keeping exceptions and approvals with people.

• Capture incoming work Collect submission emails and attached insurance documents from the configured intake channel.
  • Emails
  • Attachments
  • Submission intake
• Extract and structure data Identify configured fields from applicable documents, including ACORD forms and loss runs, subject to document quality.
  • ACORD data
  • Loss runs
  • Structured fields
• Add configured enrichment Add risk data or underwriting research where configured and retain the provenance of supporting information.
  • Risk enrichment
  • Research support
  • Source provenance
• Route exceptions for review Send incomplete, uncertain, or exceptional work to review queues with visible next steps.
  • Visible exceptions
  • Human review
  • Approval controls
• Complete the AMS360 handoff Pass approved information to AMS360 or another workflow step according to the confirmed integration scope.
  • Approved data
  • Auditable handoff
  • Configured write-back

Core capabilities and supported workflows

Start with a defined submission workflow, prove measurable value, and expand deliberately. Exact documents, fields, triggers, and handoffs depend on configuration.

• Submission intake Convert submission emails and documents into structured, ready-to-review work.
• ACORD form automation Extract configured data from applicable ACORD forms, including fields used in commercial intake.
• Loss run extraction Structure configured loss history information and route uncertain results for review.
• Renewal automation Prepare renewal intake and review work using confirmed document and workflow requirements.
• COI workflows Support certificate intake and servicing steps while preserving required review and approval.
• FNOL and servicing Route first notice of loss and servicing work according to configured responsibilities and rules.

Fit automation around AMS360, not in place of it

InsuranceFlow sits between intake, review, and configured AMS360 handoffs. Integration discovery confirms supported fields, objects, triggers, permissions, write-back behavior, and user responsibilities before implementation.

Start with submission intake, prove value, then expand

Results depend on workflow scope, document quality, exception rules, and integration requirements. Private deployment options are available and should be evaluated against each organization's needs.

• Confirm integration scope Document standard capabilities, configurable requirements, supported handoffs, and any planned functionality.
• Keep people in control Review queues surface exceptions and required next steps. People retain judgment, approval, and accountability.
• Define security precisely Record architecture, data handling, retention, permissions, and deployment controls for the implementation.
• Measure workflow outcomes Baseline cycle time, rekeying, queue age, completeness, exception rates, and review throughput.

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Review Private Deployment

AMS360 workflow automation FAQs

Practical answers about AMS360 fit, supported documents, human review, deployment, workflow coverage, and measurement.

What is AMS360 workflow automation?

Does InsuranceFlow replace AMS360?

How does InsuranceFlow connect work to AMS360?

Can InsuranceFlow process ACORD forms and loss runs?

How are exceptions handled?

Which workflows can be automated beyond new submissions?

Are private deployment options available?

How should an agency measure the results?

Map your AMS360 workflow

Review a specific intake process with InsuranceFlow. We will confirm document types, required fields, exception rules, AMS360 handoffs, deployment needs, and measurable targets during discovery.