AMS360 migration & sync
The deepest-built path off an incumbent system. Clients, policies and history brought across as data, not as a folder of exported documents.
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AMS360 · Microsoft 365 · IVANS · REST
Integrations & API open by default, because you should not have to ask permission.
Two things matter about integration. Getting in, which means moving your book off whatever you are on now without losing history. And staying open, which means every record and every action is reachable over an API you do not have to negotiate for. PrismAMS does both, and treats the API as a product rather than a favor.
- REST + tRPC
- Open API, webhooks
- AMS360
- Migration & sync
- Graph
- Microsoft 365 native
- IVANS
- Carrier download
What's included
Everything in integrations & api, shipped today.
Migration tooling
A managed migration with staging and verification, so you can check the book against the old system before cutting over rather than after.
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 rather than installed machine by machine.
IVANS
Carrier download, so policy data arrives rather than getting re-keyed.
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 rather than whatever the internal shape happens to be this week.
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 is part of the same system.
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 will not 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, not after.
- 04
Cut over, stay open
Once 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, not a checkbox.
- Every record and every action is reachable over the API. There is no premium tier for your own data.
- Webhooks over 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, which is worth checking against whatever you are quoted elsewhere.
FAQ
Common questions.
+How long does migration take?
It depends on the source system and how clean the book is. The staging-and-verify approach means the timeline is driven by your verification rather than by us declaring it done.
+What if we are on Applied Epic and not moving?
Ask about AgencyDesk. It is built for agencies staying on Epic, and brings a workflow layer to the Epic data rather than asking you to replace the system.
+Is the API rate-limited or paywalled?
It is a normal part of the platform, tenant-scoped and key-authenticated. Your own data is not an upsell.
See PrismAMS for your agency.
30 minutes. We'll walk through your real workflows in a tenant set up for you. No slideware.