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Vertafore AMS360 Logo

Vertafore AMS360

Agency management software for insurance businesses

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Vertafore AMS360 Pricing, Features, Reviews and Alternatives

Vertafore AMS360 product 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.

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 features

Functionality

3.5

/5

55

Total features

28

1 categories

Most valued features by users

Alerts/Notifications
Activity Dashboard
Reporting & Statistics
Reporting/Analytics
API
Third Party Integrations
Customizable Reports
Workflow Management

Functionality contenders

Vertafore AMS360 users reviews

Overall Rating

3.6

/5

55

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.44/10
Rating distribution

5

4

3

2

1

18

17

6

5

9

Pros
I think it is a great accounting system and for pulling accounting reports. It is a great system for information on insurance topics.

BG

Beverly G.

Overall, I think it's a great program with the ability to process transactions in a quick and easy manner.

TS

Tammy S.

I love the simplicity and ease of use. Attaching files, creating suspense, ect is easy to navigate.

MR

Mikayla R.

Cons
No structure in training for the accounting. The project manager was a jerk when contacted with concerns and he doesn't use this program nor work with insurance.

LM

Lori M.

Customer info rarely downloaded as it was supposed if it uploaded at all. The API connections are the worst.

AR

Anonymous Reviewer

Horrible product, so confusing and WAY too exspensive.

MA

Melanie A.

Overall rating contenders

Overall Rating

Great CRM for your Insurance Needs

Reviewed 6 months ago

Transcript

Andrew: Hello, I'm Andrew. I'm a Director of Sales. I'm reviewing Vertafore AMS360. I would give it three...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Integrations and Reports are second to none

Reviewed 2 months ago

SO EASY to train new hires. The templates really help us teach new agents the importance of discussing coverage options at the beginning of the quote.

Pros

I LOVE how we can take a new quote and move all of the info to our CRMS with just a click.

Cons

Some reports do not finalize, which is fine because that is completed in the carrier site after bridging over.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great Agency Management System

Reviewed 3 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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AMS360 Old DB2 Engine Developed Before the Internet

Reviewed 2 years ago

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....

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Good for large insurance agencies

Reviewed 2 months ago

We used Vertafore AMS360 and previous versions from 1988 to 2014. We switched to another vendor in 2014 due to valuable increased features and price.

Pros

Their users group is very active, knowlegeable and has stellar conferences. Vertafore at least partially funded the users group and took suggestions from the user group R & D committee.

Cons

They don't have text messaging, the accounting feature was not intuitive and the price was high and went up quite a bit every year. Vertafore required certain kinds of PC's and software to run the product, so that requirement added to the cost too.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Great product

Reviewed 3 years ago

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.

Vertafore AMS360 FAQs and common questions

Q. Who are the typical users of Vertafore AMS360?

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


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 other apps does Vertafore AMS360 integrate with?

Vertafore AMS360 integrates with the following applications:
Agentero, AgencyZoom, ePayPolicy, Prophix, Formstack Sign


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

Common Vertafore AMS360 comparisons

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