AMS360

Agency management software for insurance businesses

3,6 /5 (52 reviews) Write a Review!

AMS360 Overview

What is AMS360?

AMS360 is an agency management software, which helps independent insurance agencies, brokers, and businesses of all sizes manage policies, renewals, customer retention, employee productivity, and more. The platform lets organizations create customizable workflows to assign tasks, track progress, and streamline staff activities.

AMS360 enables enterprises to generate commercial P&C proposals, communicate with customers via a built-in messenger, and securely capture and store customer information for future reference. Features include credential and certificate management, custom templates, data import/export, policy comparison, accounting management, single sign-on (SSO), acquisition tracking, and more. Administrators can also provide or restrict access to specific sections of the portal via role-based permissions, view audit logs, and ensure secure login through multi-factor authentication.

AMS360 allows staff members to view and track daily tasks using dashboards and enables managers to capture data from multiple sources, generate reports, and analyze information using sorting and filtering capabilities. It also offers an API library to facilitate integration with various in-house and third-party applications.

AMS360 Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Vertafore for pricing details.


AMS360 Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

AMS360 adding users
AMS360 customer setup
AMS360 customer/policy assignment
AMS360 invoice reports generation
AMS360 creating new target lists
AMS360 policy view
AMS360 video AMS360 screenshot: AMS360 adding users AMS360 screenshot: AMS360 customer setup AMS360 screenshot: AMS360 customer/policy assignment AMS360 screenshot: AMS360 invoice reports generation AMS360 screenshot: AMS360 creating new target lists AMS360 screenshot: AMS360 policy view

AMS360 Reviews

AMS360 Reviews

Overall rating
3,6
/
5
Excellent
17

Very good
16

Average
6

Poor
5

Terrible
8

Value for Money
3,3
Features
3,5
Ease of Use
3,2
Customer Support
3,2
63% recommended this app
Laura M.

Vertafore AMS360 is pretty great.

We are surety bond producers so while the software is made for insurance we tweak things a little bit here and there to work for our surety bond processes. It works really well for us and it has great features to document what we've done for a given client or on a given policy. I would recommend using it to others as it has some great functionality. The only thing that can get a little tricky at times (at least for what I do) is some of the reports. It often time includes excess information (that may be more useful for insurance) or we can't quite get the right information we want on it. But I don't think that necessarily takes away from the use of the product.


Joshua S.

Great Agency Management System

This product is more expensive than competitors, but at least I know it will get the job done. It doesn't break, it gives accurate data, and the customer support is amazing.


Kathryn T.

AMS360 Old DB2 Engine Developed Before the Internet

Sensitive entry in property modules throws numerous exception errors. Navigation in every aspect requires clicking through fields rather than allowing tab to preserve data integrity. Constant toggling in and out of apps is required for tedious data entry to be preserved. Import/Export feature has limited information capture. Product may be suitable for agency working with small business or personal lines. Downloads are fraught with errors in old AL3 flat files but cost is prohibitive. This product is definitely not suited to agencies working in upper middle or large market accounts.


Lauren C.

Great Software

I have no problems to report that couldn't happen with other software. In fact, anytime we think of something to add or change, it's already in the works!


Susan j. R.

Great product

Overall, the platform is the perfect way to standardize manuals and make information easy to find, read, and manage.


Laura M.
Industry: Insurance
Company size: 11-50 Employees

Vertafore AMS360 is pretty great.

Used Daily for 2+ years
Reviewed on 2016/10/05
Review Source: Capterra

We are surety bond producers so while the software is made for insurance we tweak things a little bit here and there to work for our surety bond processes. It works really well for us and it has great features to document what we've done for a given client or on a given policy. I would recommend using it to others as it has some great functionality. The only thing that can get a little tricky at times (at least for what I do) is some of the reports. It often time includes excess information (that may be more useful for insurance) or we can't quite get the right information we want on it. But I don't think that necessarily takes away from the use of the product.

Pros

The documentation that can happen and the tracking of all the policies.

Cons

When the policy renews and you have previously updated the first named insured it populates back to what the account says rather than what you put in that specific policy. For instance, we have companies that have dba's for some states, but not for others. If we use one dba in one policy it doesn't automatically keep it on the policy. This can affect us when we do certificates or other form letters.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Joshua S.
Industry: Insurance
Company size: 11-50 Employees

Great Agency Management System

Used Daily for 2+ years
Reviewed on 2019/10/01
Review Source: Capterra

This product is more expensive than competitors, but at least I know it will get the job done. It doesn't break, it gives accurate data, and the customer support is amazing.

Pros

I love that this software will do exactly what I want it to do. Most importantly running reports. If I run a report I get exactly the results I want, there's no guessing the output data, and when I run the report again the data is the same.

Cons

No One likes accord forms. I wish this product was more integrated with Accord forms, where I could search for what I wanted and it was prefilled accordingly.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Kathryn T.
Industry: Insurance
Company size: 11-50 Employees

AMS360 Old DB2 Engine Developed Before the Internet

Used Daily for 2+ years
Reviewed on 2020/10/03
Review Source: Capterra

Sensitive entry in property modules throws numerous exception errors. Navigation in every aspect requires clicking through fields rather than allowing tab to preserve data integrity. Constant toggling in and out of apps is required for tedious data entry to be preserved. Import/Export feature has limited information capture. Product may be suitable for agency working with small business or personal lines. Downloads are fraught with errors in old AL3 flat files but cost is prohibitive. This product is definitely not suited to agencies working in upper middle or large market accounts.

Pros

Easy to customize activity, attachment and suspense categories to agency's culture.

Cons

Cost- it is staggering that Vertafore charges premium user rates for a product engine developed 1989-92 (before the internet). Clunky DB2 database indexing requires massive space. No capability to set up nested folders for activity display. Grouping assignment requires multiple reports requiring export to Excel for any sort of reason. Limited integrated apps for modern coverages like cyber, EPLI, pollution. No ability to rearrange e-forms display for non-integrated certificates and applications. Claims data capture is limited and does not populate loss notices correctly. Accounting is archaic dual entry GL. Clunky certificate/ app display in e-forms do not allow display reorganization in tree forcing creation of an integrated form with a non-integrated attachment. Marketing/Submission module is limited and does not interface well with suspense. This fossil should be burried.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Lauren C.
Industry: Insurance
Company size: 11-50 Employees

Great Software

Used Daily for 2+ years
Reviewed on 2020/09/24
Review Source: Capterra

I have no problems to report that couldn't happen with other software. In fact, anytime we think of something to add or change, it's already in the works!

Pros

This has been a great software to use. However I am new to the product, but I have heard that it's pretty easy compared to others that agencies use.

Cons

Sometimes it will crash on us and sometimes it tends to slow our computers down quite a bit, but a simple restart usually does the trick.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Susan j. R.
Industry: Insurance
Company size: 501-1 000 Employees

Great product

Used Daily for 2+ years
Reviewed on 2019/07/16
Review Source: Capterra

Overall, the platform is the perfect way to standardize manuals and make information easy to find, read, and manage.

Pros

I've used Vertafore software as a platform for company manuals at several different companies. The most helpful features are the saved links that can be renamed and organized, as well as the quick links offered on the home page.

Cons

Just because of the volume of data being searched, sometimes I have trouble with the search function, if I am starting from scratch. I can usually find what I need eventually, but it sometimes takes longer than I like.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
7,4/10
Based on 52 user ratings
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AMS360 Pricing

AMS360 Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Vertafore for pricing details.

Contact Vertafore for pricing details.

Value for Money
3,3/5
Based on 52 user ratings
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AMS360 Features

AMS360 Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
3,5/5
Based on 52 user ratings
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Categories

Additional information for AMS360

Additional information for AMS360

Key features of AMS360

  • Document Management
  • Forms Management
  • Mobile Access
  • Task Management

AMS360 FAQs

AMS360 FAQs

Below are some frequently asked questions for AMS360.

Q. What type of pricing plans does AMS360 offer?

AMS360 offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact Vertafore for pricing details.

Q. What are the main features of AMS360?

AMS360 offers the following features:

  • Document Management
  • Forms Management
  • Mobile Access
  • Task Management

Q. Who are the typical users of AMS360?

AMS360 has the following typical customers:

Small Business, Large Enterprises, Freelancers, Mid Size Business

Q. What languages does AMS360 support?

AMS360 supports the following languages:

English

Q. What type of pricing plans does AMS360 offer?

AMS360 has the following pricing plans:

Subscription

Q. Does AMS360 support mobile devices?

AMS360 supports the following devices:

Android, iPhone, iPad

Q. What other apps does AMS360 integrate with?

AMS360 integrates with the following applications:

AgencyZoom, Agentero, Formstack Sign, Prophix, ePayPolicy

Q. What level of support does AMS360 offer?

AMS360 offers the following support options:

Phone Support, FAQs, Forum, Knowledge Base, Online Support, Video Tutorials