Vertafore AMS360 to HubSpot
Agency management system for independent insurance agencies. It holds clients, policies, accounting and activities, and stays the system of record.
Vertafore AMS360 data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (Customers/Clients (individual) and Customers (commercial)/Accounts); 4 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-14 weeks for a large one.
Migration checklist for Vertafore AMS360
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
Under 5k customers
CSV export, contacts and companies only.
Mid migration
5k-30k customers
Policy custom object and a scheduled sync.
Large migration
30k+ customers
Two-way API sync, multi-office, activity history.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Vertafore AMS360: what you need to get in, what lands in HubSpot, and what will not.
AMS360 Web Service API (SOAP/XML) plus a gated OData/Data Lake API for reporting
Signed WSAPI SDK agreement and WSAPI login ID, or an OData subscription with Vertafore-issued client credentials.
AMS360 admin to set up Web Service API access; per-tenant enablement by Vertafore.
Choose your route
How will you move the data?
No native connector was found.
- You need: Signed WSAPI SDK agreement and WSAPI login ID, or an OData subscription with Vertafore-issued client credentials.
- Permission: AMS360 admin to set up Web Service API access; per-tenant enablement by Vertafore.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Reports/lists exported to CSV or Excel
- Data Schedule Import/Export (CSV templates for policy and line-of-business data)
- Single Transaction Export in AL3 format
- TransactNOW Book Roll XML export
- WSAPI or OData/Data Lake extraction via a Vertafore agreement
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-14 weeks, usually phased.
Talk to a partnerWhere each object lands
In Vertafore AMS360
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Customers/Clients (individual) | Contacts | yes | Via CSV export or API. Keep the AMS customer number as a unique ID property. |
| Customers (commercial)/Accounts | Companies | yes | Integrators map accounts to Companies; households need a custom design. |
| Policies and lines of business | Custom objects | partial | Usually a read-only policy custom object for renewal marketing. The policy record itself stays in AMS360. |
| Submissions/Pipeline Manager leads | Deals | partial | Integrators map submissions to Deals. Pipeline Manager is a separate Vertafore product. |
| Activities and notes | Notes | partial | The API exposes activities and suspense items. Tasks may map from suspense items. |
| Producers/personnel | Contacts | manual | Map to HubSpot users and owners. The API exposes personnel. |
| Commissions, accounting, carrier statements | Custom objects | no | These stay in AMS360. Reference data may be synced. |
What to expect
AMS360 remains the system of record, so these are synced for reference only.
No documented bulk export to HubSpot Files was found.
AMS360 has no documented household or referral object, so these need custom properties or associations.
API access is gated by a Vertafore agreement.
The export log lists policies with data errors that must be corrected in AMS360.
AMS360 personnel do not map automatically to HubSpot owners.
Start the Vertafore agreement early, and use CSV or Book Roll exports as a fallback.
Design bidirectional sync with a field-level system of record.
Use composite keys such as customer number plus policy number.
Batch requests and confirm limits with Vertafore.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Export paths (AL3, schedule CSV, Book Roll XML) are backed by Vertafore help pages. The WSAPI and OData details, and the lack of a native HubSpot connector, rest on vendor or integrator pages, not HubSpot docs. Object mapping is category-level and based on integrator pages.
Sources
Related migrations
Frequently asked questions
How do I migrate Vertafore AMS360 to HubSpot?
1. Confirm whether your contract includes WSAPI or OData access, and request the SDK agreement. 2. Decide which objects stay in AMS360 (policies, accounting) and which move to HubSpot. 3. Run AMS360 reports for customers, contacts and producers, and note the customer number as the key. 4. Clean flagged data in AMS360 and review the Book Roll log if you use that route.
What data can move from Vertafore AMS360 to HubSpot?
These objects move directly: Customers/Clients (individual) and Customers (commercial)/Accounts. Check the mapping table for partial and manual items.
What does not move from Vertafore AMS360 to HubSpot?
Policy administration, carrier downloads and accounting/commission ledgers and Attached documents and images. Plan to rebuild or retire these.
How long does a Vertafore AMS360 to HubSpot migration take?
Small (Under 5k customers): 2-4 weeks. Mid (5k-30k customers): 4-8 weeks. Large (30k+ customers): 8-14 weeks. These are planning estimates, not a quote.
What access do I need to export from Vertafore AMS360?
Signed WSAPI SDK agreement and WSAPI login ID, or an OData subscription with Vertafore-issued client credentials. AMS360 admin to set up Web Service API access; per-tenant enablement by Vertafore.
Is there a native HubSpot connector for Vertafore AMS360?
No native connector was found. Plan a CSV, API or third-party tool route.
What compliance issues apply when moving Vertafore AMS360 data?
Check: Insurance policy data, Possible health or benefits data (BenefitPoint), Financial and payment data and Minors and dependents on policies. Agree consent, retention and access rules before exporting.
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