Vertafore AMS360

3.6 (59)
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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.


Images

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

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US$7.53
month

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Reviews

Overall rating

3.6 /5
(59)
Value for Money
3.2/5
Features
3.5/5
Ease of Use
3.2/5
Customer Support
3.3/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 59
Susan J.
Susan J.
Overall rating
  • Industry: Insurance
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Great product

Reviewed on 2019/07/16

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

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.

Joshua
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.

Donna
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 10.0 /10

AMS360 is wonderful

Reviewed on 2025/02/07

It's a useful, user-friendly program to use for keeping client's information at your fingertips. I...

It's a useful, user-friendly program to use for keeping client's information at your fingertips. I would recommend it to people I know and like.

Pros

When I was an insurance agent, that program had everything I needed when speaking with my clients. I could look at previous notes and scan paperwork to their file. I loved the suspense part of the program. That helped you to not forget important tasks (future) we had to do with clients. It was similar to outlook calendar. I loved it.

Cons

I don't think there was anything I didn't like about it. It never went down; updates were handled overnight and on weekends. Nothing bad about it.

Gabriel
Gabriel
Overall rating
  • Industry: Insurance
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Archaically Functional

Reviewed on 2023/08/21

Pros

It's the heart of our business, without it we would not have much of how to work. It tracks absolutely everything and customer support is always willing to help when needed.

Cons

It's ancient to it's core and it shows. It's not very customizable and can be painfully slow at times.

Farrell
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

AMS360 is a great software platform with a horrible exit service

Reviewed on 2023/10/16

Pros

Its operation and functionality were great. New ownership caused a change and Vertafore didnt want to let us out of our contract.

Cons

My agency was purchased and I contacted Vertafore, AMS360, to let them know that the new [sensitive content hidden] wanted to use a different software package. I further explained that I wanted to stay with Vertafore (AMS360) and needed to keep them shining in a good light in order for that to happen when the contract with this new other carrier came around again. I appealed to AMS360 and its various people who are in charge and explained the situation and was repeatedly told sorry, but you signed a contract. While I do believe in a contract, I also believe that "good faith" means more about how a company operates in the real world. When you are stuck to your contracts and unwilling to provide real world work-arounds, you become mindless. As you can imagine, this has not gone over well with my new [sensitive content hidden]. It is costing our agency over $1,000 per month for the remianed of our contracted term. In short, that means in excess of $8,000 total. I was trying to save Vertafore and AMS360 and get them back int he agency and they seem more interested in their short term gains than long term potentials.Very sad....truly not a company I want to do business with if this is how they are treating their "agency partners".

Showing 5 reviews of 59 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.

Vertafore AMS360 has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Vertafore AMS360 supports the following languages:

English

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

See all software categories found for Vertafore AMS360.