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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: October 2025

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

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
Financial Services
Education Management
Hospitality

Use cases

Workflow Management

Vertafore AMS360's key features

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

Task management
Workflow configuration
Activity tracking
Third-Party integrations
Task progress tracking
Document management

All Vertafore AMS360 features

Features rating:

Access controls/permissions
Customizable dashboard
Forms management
Mobile access
Reporting/Analytics
Activity dashboard
Alerts/Notifications
API
Customizable reports
Data import/export
Project workflow
Rules-Based workflow
Search/Filter
Template management

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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, Large Enterprises, Mid Size Business, Small Business

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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, iPad, iPhone


Q. Does Vertafore AMS360 offer an API?

Yes, Vertafore AMS360 has an API available for use.


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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