Vertafore AMS360

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.
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Reviews
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- Industry: Insurance
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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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.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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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.
- 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.

- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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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.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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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".
Vertafore AMS360 FAQs
Below are some frequently asked questions for Vertafore AMS360.Q. What type of pricing plans does Vertafore AMS360 offer?
Vertafore AMS360 offers the following pricing plans:
- Free Trial: Not Available
Contact Vertafore for pricing details.
Q. Who are the typical users of Vertafore AMS360?
Vertafore AMS360 has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Vertafore AMS360 support?
Vertafore AMS360 supports the following languages:
English
Q. Does Vertafore AMS360 support mobile devices?
Vertafore AMS360 supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Vertafore AMS360 integrate with?
Vertafore AMS360 integrates with the following applications:
AgencyZoom, Agentero, Formstack Sign, Prophix, ePayPolicy
Q. What level of support does Vertafore AMS360 offer?
Vertafore AMS360 offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
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