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 the insureds page
Click Import > Import from AMS360
Copy and paste the insured’s Customer ID from AMS360 into Sembley
Import options depend on whether your AMS360 account has EMS enabled.
EMS-enabled accounts: When you import a customer, select Import all policies and insured items to bring the customer’s related data into Sembley at the same time. For commercial insureds, this can include Policies, Premises, Vehicles, and Drivers. For personal insureds, this can include Policies, Vehicles, and Drivers.
Accounts without EMS: The option continues to import the customer’s available policies.
After the customer is imported, you can also click the AMS360 integration icon next to the insured’s name, select Import, review the available records in one list, and choose which records to add to Sembley.
Sembley matches imported records to their AMS360 IDs to prevent duplicate policies and insured items.
Import multiple customers
To import several customers at once, open Import from AMS360 and select the Bulk import tab. This is separate from Find insured, which imports one customer, and the Import all policies and insured items checkbox, which imports related data for one selected customer.
AMS360 does not provide Sembley with a complete list of customers, so you must specify which customers to import:
Paste one or more AMS360 Customer/Insured IDs into the Insured IDs field. Separate multiple IDs with commas, spaces, or new lines.
Click Start.
Sembley imports the customer information and available insurance policies for each ID.
The import runs in the background and may take up to 24 hours. You can continue working in Sembley while it runs.
Only one bulk import can run at a time. The modal displays the last completed import, and the account owner receives an email showing how many insureds were imported and how many failed.
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 Insureds from Sembley to AMS360
You can send Insureds from Sembley to AMS360 by clicking the AMS360 icon at the top of the Insured's Profile page, or by clicking the "..." more actions button in your list of Insureds and then clicking "Send to AMS360".
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"
Import and Export Insured Items
Import and Export Insured Items via CSV
You can export your insureds' scheduled insured items (e.g. premises, drivers, vehicles) from Sembley to AMS360 or import them from AMS360 to Sembley via compatible CSV files.
In order to export insured items from Sembley:
Navigate to the insured
Click on the AMS360 button in the insured's profile
Select the records that you want to export and click "Export". This will download an AMS360 compatible CSV file that will allow you to seamlessly import the records into AMS360
In order to import insured items from AMS360 into Sembley:
Export the file from AMS360
Navigate to the table (e.g. drivers) in your insured's profile
Click "Import" and then "Import from AMS360"
Upload the file, review the records and import
Import and Export Insured Items via AMS360's EMS API
If EMS is enabled for your AMS360 account, the insured sync modal includes Export and Import options. In addition to exporting supported insured items to AMS360, you can import related table data from AMS360 into Sembley.
If you're not sure whether you have access to the EMS API, reach out to the Vertafore support team.
If you have an EMS API Access Key, you can activate the EMS integration in Sembley by navigating to Sembley > Settings > Integrations > AMS360 and toggling on the EMS API option.
To import insured items through EMS:
Navigate to the insured in Sembley and click the AMS360 integration icon next to the insured's name.
Select Import.
Review the available records and select the records you want to add to Sembley.
For commercial insureds, you can import Policies, Premises, Vehicles, and Drivers. For personal insureds, you can import Policies, Vehicles, and Drivers. AMS360 does not provide a personal premises import endpoint.
Sembley matches imported records to their AMS360 IDs to prevent duplicates.