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Vertafore AMS360 Logo

Agency management software for insurance businesses

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Vertafore AMS360 - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

Vertafore AMS360 overview

What is 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.

Starting price

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Pros & Cons

Client Support

Customer Support

Purchasing and Sales

Reporting

Pricing

Vertafore AMS360’s user interface

Ease of use rating:

Vertafore AMS360 pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(14)
3-4(25)
5(19)

What do users say about Vertafore AMS360?

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.

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Who uses Vertafore AMS360?

Based on 58 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance

Use cases

Workflow Management

Vertafore AMS360's key features

Most critical features, based on insights from Vertafore AMS360 users:

Third-Party integrations
Document management
Forms management
Reporting/Analytics
Access controls/permissions

All Vertafore AMS360 features

Features rating:

Access controls/permissions
Activity dashboard
Activity tracking
Alerts/Notifications
API
Customizable dashboard
Customizable reports
Data import/export
Document management
Forms management
Mobile access
Project workflow
Reporting/Analytics
Rules-Based workflow
Search/Filter
Task management
Template management
Third-Party integrations
Workflow configuration

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Vertafore AMS360 integrations (5)

Integrations rated by users

We looked at 58 user reviews to identify which products are mentioned as Vertafore AMS360 integrations and how users feel about them.

Integration rating: 5.0 (1)

merged to Word. For many clients I setup what I call a 3-D merge. Where it would first merge which documents, then merge contact information into the selected documents. A really great thing.

MR

Micky R.

Operations Manager

Vertafore AMS360 support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Phone Support
Email/Help Desk
Knowledge Base

Training options

In Person
Videos

Vertafore AMS360 FAQs

Q. Who are the typical users of Vertafore AMS360?

Vertafore AMS360 has the following typical customers:
Freelancers, Small Business, Large Enterprises, Mid-size Business

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Q. Does Vertafore AMS360 support mobile devices?

Vertafore AMS360 supports the following devices:
iPhone, iPad, Android


Q. What level of support does Vertafore AMS360 offer?

Vertafore AMS360 offers the following support options:
FAQs/Forum, Phone Support, Email/Help Desk, Knowledge Base

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