AMS360 migration & sync
The deepest-built path off an incumbent system. Clients, policies and history come across as structured data, relationships intact.
← All platform
AMS360 · Microsoft 365 · Data Layer · REST
Integrations & API that are open by default, because it's your data.
Integrations in PrismAMS cover two jobs. Getting in: moving your book off whatever you're on now without losing history. And staying open: every record and every action reachable over an API you don't have to negotiate for. PrismAMS does both, and treats the API as a product, not a favor.
- REST + tRPC
- Open API, webhooks
- AMS360
- Migration & sync
- Graph
- Microsoft 365 native
- Any REST API
- Connect it from inside the app
What's included
Everything in Integrations & API, shipped today.
Migration tooling
A managed migration with staging and verification, so you check the book against the old system before cutover, while there's still time to fix things.
Microsoft 365
SharePoint, OneDrive and Outlook over Microsoft Graph, including the scoped Sites.Selected model that lets PrismArchive read one folder and nothing else.
Outlook add-in
PrismAMS Writing runs natively in desktop Outlook and Outlook on the web, deployed centrally through Microsoft 365 admin. No installing it machine by machine.
Data Layer
NewKeep your current AMS and run PrismAMS beside it. A unified data lake reads the incumbent system, keeps provenance per source, and projects clients and policies into your PrismAMS tenant nightly and on demand. Proven on a production book of more than ten thousand clients and thirty-five thousand policies from AMS360.
API integrations layer
NewConnect PrismAMS to any REST API from inside the app: define the connection, map the fields, and let the automation engine call it. You don't wait on us to build the integration you need.
CallIntel
AIPhone system integration with screen-pop on inbound calls, call intelligence and compliance review, tied to the client record.
Open REST API
Tenant-scoped, key-authenticated REST with OpenAPI. Documented response contracts, so the shape you build against today is the shape you get next month.
Webhooks
Events for state changes, so an external system can react instead of polling.
Client & member portals
A branded portal for clients or members, with e-sign, document exchange and forms, so the outside of the agency runs on the same system as the inside.
How it works
Four steps, no export in the middle.
- 01
We look at your current book first
Before anything moves, we read what you have and show you the shape of it, including the parts that won't map cleanly.
- 02
Migrate to a staging tenant
Your data comes across into a tenant you can inspect, with counts you can check against the old system.
- 03
Verify against production
You reconcile client counts, policy counts and premium before cutover, while the old system is still running.
- 04
Cut over, stay open
Once you're live, the REST API and webhooks mean anything you want to build alongside it, you can.
Why it's different
Open API is a commitment, and we mean the whole API.
- Every record and every action is reachable over the API. There is no premium tier for your own data.
- Webhooks on state changes, so integrations are event-driven instead of polling on a timer.
- The extraction API response shape is treated as a contract, because for an integrator that JSON is the product.
- No per-integration fee for reaching your own book. Worth checking against whatever you've been quoted elsewhere.
FAQ
Common questions.
+How long does migration take?
It depends on the source system and how clean the book is. Staging and verifying means your sign-off sets the timeline. We don't declare it done, you do.
+What if we're on Applied Epic and not moving?
Ask about AgencyDesk. It's built for agencies staying on Epic, and brings a workflow layer to the Epic data without asking you to replace the system.
+Is the API rate-limited or paywalled?
It's a normal part of the platform, tenant-scoped and key-authenticated. Your own data isn't an upsell.
Off-the-shelf is for cereal.
Give us 30 minutes and we'll walk through your real workflows in a tenant set up for your agency. No slides.