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Vertafore AMS360 Logo

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Agency management software for insurance businesses

(1)

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Vertafore AMS360 Pricing, Features, Reviews and Alternatives

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

These products have better value for money


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

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

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Vertafore AMS360 logo

Vertafore AMS360

3.5
(58)

Starting from

ic-pricetag

No pricing info

Free plan
Free trial
Pricing range

Starting from

9.80

/user

Per month

Free plan
Free trial
Pricing range
Ease of use
Value for money
Customer support
Ease of use
Value for money
Customer support
Why am I seeing this?

Vertafore AMS360 features

Functionality

3.5

/5

58

Total features

20

1 categories

Most valued features by users

Alerts/Notifications
Activity Dashboard
Third-Party Integrations
Reporting/Analytics
API
Data Import/Export
Document Management
Customizable Reports

Functionality contenders

Vertafore AMS360 users reviews

Overall Rating

3.5

/5

58

Positive reviews

62

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.26/10
Rating distribution

5

4

3

2

1

18

18

8

5

9

Pros
Overall, I think it's a great program with the ability to process transactions in a quick and easy manner.
I love the simplicity and ease of use. Attaching files, creating suspense, ect is easy to navigate.
I like the most about this software the easy access online, great customer service. We can purchase everything in one place.
Cons
Customer info rarely downloaded as it was supposed if it uploaded at all. The API connections are the worst.
It is too expensive, support is horrible, takes forever to post something, VERY complicated system to use.
Any software that needs this much training, with strange terms to learn and weird clicks everywhere, should be throw away, or put back into 1980.

Overall rating contenders

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Andrew B.

Director of Sales

Insurance, 11-50 employees

Review source

Overall Rating

Great CRM for your Insurance Needs

Reviewed 3 years ago

Transcript

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

LM
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Laura M.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

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

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Vertafore AMS360 is pretty great.

Reviewed 8 years ago

We are surety bond producers so while the software is made for insurance we tweak things a little bit here and there to work for our surety bond processes. It works really well for us and it has great features to document what we've done for a given client or on a given policy. I would recommend using it to others as it has some great functionality. The only thing that can get a little tricky at times (at least for what I do) is some of the reports. It often time includes excess information (that may be more useful for insurance) or we can't quite get the right information we want on it. But I don't think that necessarily takes away from the use of the product.

Pros

The documentation that can happen and the tracking of all the policies.

Cons

When the policy renews and you have previously updated the first named insured it populates back to what the account says rather than what you put in that specific policy. For instance, we have companies that have dba's for some states, but not for others. If we use one dba in one policy it doesn't automatically keep it on the policy. This can affect us when we do certificates or other form letters.

JS
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Joshua S.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

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

Share this review:

Great Agency Management System

Reviewed 5 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.

KT
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Kathryn T.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

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 4 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....

FL
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Farrell L.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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AMS360 is a great software platform with a horrible exit service

Reviewed 9 months ago
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...

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Susan J. R.

Insurance, 501-1,000 employees

Used daily for 2+ years

Review source

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

Share this review:

Great product

Reviewed 5 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.

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