Our two-way integration with AMS360 enables you to sync your commercial insureds and their policies between AMS360 and Sembley and send completed ACORDs, Supplements and signature packets from Sembley to AMS360.
Limits on Data Shared
Our AMS360 integration shares the core commercial client details that Sembley needs to keep your submissions and renewals aligned with AMS360. However, this integration is not a full data migration tool.
Certain fields in AMS360 have no direct one-to-one match in Sembley—or vice versa—so we focus on bringing over the most essential data points to ensure a consistent experience in both platforms.
View our Data Sharing Documentation for a complete overview of what is and isn’t imported.
Activating Your Integration
To activate the AMS360 integration:
Set Credentials in AMS360
Inside AMS360:
Navigate to Admin > Web Service API Setup
Create a new "Custom" Web Service Application
WSAPI Login ID: create a username for Sembley
Password: create a password for Sembley
Data Security Based on: Entity Access Security Only and “Check All” under Entity Access
Activate in Sembley
Head over to Sembley’s integrations page
Locate the AMS360 card and click on the "Activate" button. 🔗
Enter your AMS360 Agency ID and the username and password that you created for Sembley in the Set Credentials in AMS360 step above
❗ Important: This is not the username and password that you use to login to AMS360. AMS360 requires that you create credentials specific to Sembley by following the steps in the section above
Click "Save"
You're all set!
Importing a Customer
Our AMS360 integration allows you to import any customer from AMS360 into Sembley by copy and pasting their AMS360 Customer ID into Sembley.
To import a customer from AMS360 into Sembley:
Navigate to https://app.sembley.com/submissions
Click “New Submission”
Click “Import from AMS360”
Copy and paste the insured’s Customer ID from AMS360 into Sembley
Importing Policies
Our AMS360 integration enables you to import your insureds’ into Sembley:
Create or navigate to any submission for the insured in Sembley
Navigate to the table that you want to import the policies into
Click on the "AMS360 Import" button. A dialog will appear, displaying all available AMS360 policies
Select the policies that you want to import and click the "Import" button. You will see the policies added into your table in Sembley
Two-way Sync
When you make an update to a customer in AMS360 or Sembley, you may want to sync those updates across both platforms. You can do this by clicking the AMS360 button next to your Insured's name in Sembley. This is in both the Insured's profile and in any Submission.
Send ACORDs and Supplements to AMS360
To send the ACORDs and Supplements in a Submission in Sembley over to AMS360:
Navigate to the Submission
Click on the three vertical dots in the top right corner for more options
Click "Send to AMS360"
Select the forms that you want to send and the policy and user that you want to associate them with in AMS360
Send Signed Documents to AMS360
Our AMS360 integration works with Sembley Sign, so you can request signatures from clients and then send the signed packet over to AMS360 without leaving Sembley.
In order to send a signed Signature Packet from Sembley to AMS360:
Navigate to your Signature Packets page
Locate the signature packet that you want to send to AMS360
Click on the three vertical dots on the far right for more options
Click on the three vertical dots for more options
Click "Send to AMS360"
