Vertafore AMS360

Agency management software for insurance businesses

About Vertafore 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.

Devices

Business size

S M L

Images

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

Features

Total features of Vertafore AMS360: 52

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Audit Trail
  • Authentication
  • Built-In Database
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Configurable Workflow
  • Credential Management
  • Customer Database
  • Customizable Dashboard
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Forms Management
  • Mobile Access
  • Mobile Alerts
  • Multi-Campaign
  • Productivity Analysis
  • Progress Reports
  • Project Templates
  • Project Workflow
  • Proposal Generation
  • Real Time Comparisons
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • SMS Marketing Managment
  • SMS Messaging
  • Search/Filter
  • Single Sign On
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Third Party Integrations
  • Workflow Configuration
  • Workflow Management

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Reviews

Overall rating

3,5 /5
(53)
Value for Money
3,2/5
Features
3,5/5
Ease of Use
3,2/5
Customer Support
3,1/5

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Showing 5 reviews of 53
Laura M.
Overall rating
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Vertafore AMS360 is pretty great.

Reviewed on 2016/10/05

We are surety bond producers so while the software is made for insurance we tweak things a little...

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.

Joshua S.
Overall rating
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great Agency Management System

Reviewed on 2019/10/01

This product is more expensive than competitors, but at least I know it will get the job done. It...

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.

Kathryn T.
Overall rating
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

AMS360 Old DB2 Engine Developed Before the Internet

Reviewed on 2020/10/03

Sensitive entry in property modules throws numerous exception errors. Navigation in every aspect...

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.

Jon P.
Overall rating
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Reluctant to be held accountable

Reviewed on 2020/06/29

If I had it to do over again, I would not use them.

If I had it to do over again, I would not use them.

Pros

Wide variety of segments that compliment our management and accounting

Cons

Too expensive. Vertafore won't reimburse for lost "up-time". Many processes are too tedious - such as running meaningful reports. Product is too reliant on "knowing what data to enter" to provide accurate report information.

Verified Reviewer
Overall rating
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

AMS360 is a complete agency management system for most insurance

Reviewed on 2019/09/26

I was satisfied when using the software except when we had new users or non-savvy tech users.

I was satisfied when using the software except when we had new users or non-savvy tech users.

Pros

This might be the gold standard for agency management systems. It is very competent for several insurance products.

Cons

The software is pricey. It is very complex and can be a challenge for users that aren't the most proficient with technology. It can be buggy and glitchy for novice users.

Showing 5 reviews of 53 Read all reviews

Vertafore AMS360 FAQs

Below are some frequently asked questions for Vertafore AMS360.

Vertafore AMS360 offers the following pricing plans:

  • Free Trial: Not Available

Contact Vertafore for pricing details.

We do not have any information about Vertafore AMS360 features

Vertafore AMS360 has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

We do not have any information about what languages Vertafore AMS360 supports

Vertafore AMS360 supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Vertafore AMS360 integrates with the following applications:

AgencyZoom, Agentero, Formstack Sign, Prophix, ePayPolicy

Vertafore AMS360 offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

Related categories

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