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Wunderite <> AgencyOne Integration

Open AMS360 Accounts in Wunderite via AgencyOne

Written by Peter MacDonald
Updated over 2 weeks ago

You can seamlessly navigate from AgencyOne to Wunderite with a single click--while staying on your client's page. No manual searching or duplicate work required.

Overview

With the Wunderite <> AgencyOne integration, your team can navigate directly to an insured's Risk Profile in Wunderite from their account in AgencyOne. This creates a faster, more connected workflow for agencies using Wunderite and Vertafore's AMS360 and AgencyOne.

How It Works

Once enabled:

  • A “Wunderite” option appears in the “Navigate to” dropdown inside AgencyOne

  • Clicking this link routes you directly to the correct account in Wunderite

  • The routing is powered by Wunderite’s AMS360 router (using AMS360 UUID), ensuring you land in the exact matching account

Why This Matters

This integration is a step toward making AgencyOne the central hub for insurance workflows:

  • Faster workflows: Jump into Wunderite instantly—no searching or re-entering data

  • Better partner experience: Smooth navigation across AgencyOne’s orange partners

  • Increased adoption: Creates more natural touchpoints for agencies to use AgencyOne and Wunderite daily

Requirements

To use this feature, you must have:

  • An active Wunderite account

  • An active AMS360 integration with Wunderite

  • Access to AgencyOne

  • AgencyOne admin permissions (required to enable the feature)

How to Enable

  • Navigate to https://agencyone.vertafore.com/ and login as an admin

  • Navigate to Admin Settings > Third Party Integrations

    • Admin Settings is found in the top right menu with your name on it (the face emoji when collapsed or smaller screen)

  • From Third Party Integrations, navigate to "Wunderite"

  • Toggle the "Integrate with Wunderite" to enabled (slide to the right, blue = enabled)

How to Use

  • Navigate to a client in Agency One

  • Click the "Navigate To" dropdown in the top right hand corner

  • "Wunderite" should appear. Click Wunderite

  • Agency One will now open the client account in Wunderite

Related Article

For more details on how AMS360 account routing works in Wunderite, see:
https://support.wunderite.com/en/articles/9773158-open-ams360-accounts-in-wunderite-with-ams360-customer-id

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