By Vertafore
Starting at $40 USD per user per month Please reach out to your Vertafore account manager for pricing information.
Latest Release
3/21/2023
CATEGORIES
IntegrationIndustry
Financial ServicesSeamless bi-directional integration of Salesforce and AMS360 helps you drive growth and client experience, save time and improve data accuracy. Producers have better renewal and cross-sell conversations; CSRs are more productive with less data entry.
We show Salesforce accounts that are linked to a Trailblazer account and have the Manage Billing permission. If an account is missing, check that it's connected to to your Trailblazer account profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.