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Vertafore AMS360 vs viaSocket Comparison (2026)

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Vertafore AMS360 logo

Vertafore AMS360

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Overview

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. Users can create custom workflows to assign tasks, track progress, and streamline staff activities.

viaSocket is a cloud-based and AI-enabled workflow automation tool that enables users to create workflows with prompts. Key features include conditional logic, webhooks, custom APIs, and security.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

30

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

3.5

59

5

4

3

2

1

19

18

7

6

9

  • Value for money
  • Ease of use
  • Features
  • Customer support
47%
would recommend this app

4.8

648

5

4

3

2

1

542

101

4

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
81%
would recommend this app

Pros

“When I was an insurance agent, that program had everything I needed when speaking with my clients.”
DS

Donna S.

Property and Casualty Agent for SC

“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. ”
FL

Farrell L.

President

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

Lacey N.

Agent

Pros

“I also love that all the advanced features like custom JavaScript and API access are available on every plan. And Mushrooms is honestly a standout, being able to connect your AI tools to 2,200+ apps with just one URL is something I didn't know I needed until I tried it.”
AT

Alexa T.

Social Media Manager

“Being able to set up automations just by typing out what I want makes it so much faster than other tools. Plus, it’s much more affordable than alternatives like Zapier, and their customer support team is incredibly hands-on and quick to help whenever I get stuck.”
VG

Vibhor G.

Proprietor

“The AI builder removes the usual friction of wiring up triggers and actions manually, and the depth is there when you need it with conditional logic, webhooks, and custom JavaScript transforms available for more advanced use cases.”
MD

Michael D.

Director, Product

Cons

“Inconsistent Data Entry: The user interface lacks uniform design logic.”
DH

DJ H.

Admin Asst

“It is costing our agency over $1,000 per month for the remianed of our contracted term. ”
FL

Farrell L.

President

“Very sad....truly not a company I want to do business with if this is how they are treating their "agency partners".”
FL

Farrell L.

President

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features26
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Business Process Automation
  • CRM
  • Configurable Workflow
  • Customizable Dashboard
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • ERP integration
  • Forms Management
  • Mobile Access
  • Monitoring
  • No-Code
  • Pre-built Connectors
  • Project Management
  • Project Workflow
  • Real-Time Data
  • Real-Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • Scalability
  • Search/Filter
  • Task Management
  • Template Management
  • Templates
  • Third-Party Integrations
  • Workflow Configuration
  • Workflow Management
  • Total features14
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Business Process Automation
  • CRM
  • Configurable Workflow
  • Customizable Dashboard
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Storage
  • ERP integration
  • Forms Management
  • Mobile Access
  • Monitoring
  • No-Code
  • Pre-built Connectors
  • Project Management
  • Project Workflow
  • Real-Time Data
  • Real-Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • Scalability
  • Search/Filter
  • Task Management
  • Template Management
  • Templates
  • Third-Party Integrations
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations5
  • ActiveCampaign
  • AgencyZoom
  • Agentero
  • Bitbucket
  • Ecwid
  • Formstack Sign
  • Freshdesk Omni
  • Gmail
  • Google Sheets
  • HubSpot Content Hub
  • HubSpot Marketing Hub
  • HubSpot Sales Hub
  • HubSpot Service Hub
  • JustCall
  • Prophix One
  • SIGNL4
  • ePayPolicy
  • Total integrations12
  • ActiveCampaign
  • AgencyZoom
  • Agentero
  • Bitbucket
  • Ecwid
  • Formstack Sign
  • Freshdesk Omni
  • Gmail
  • Google Sheets
  • HubSpot Content Hub
  • HubSpot Marketing Hub
  • HubSpot Sales Hub
  • HubSpot Service Hub
  • JustCall
  • Prophix One
  • SIGNL4
  • ePayPolicy