Vertafore AMS360 Reviews - Pros & Cons, Ratings & more

Jira

Wrike

Smartsheet

EZLynx

Applied Epic

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.

Vertafore AMS360

Android

Web-based

Windows

iPad

iPhone

Commercial Account Manager, Insurance

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

Commercial Lines Agent

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

Accounting

I like the most about this software the easy access online, great customer service. We can purchase everything in one place.

Account Manager

I love that this software will do exactly what I want it to do.

Office Manager

I like the features that lets you key in different types of info into the one system. It's a great one-stop for us, and a huge time saver.

Jr. CRM Analyst

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

Agency manager,former Agent Owner

It is too expensive, support is horrible, takes forever to post something, VERY complicated system to  use.

Account Executive

This might be the gold standard for agency management systems. It is very competent for several insurance products.

Gerald Jackob

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.

Commercial Lines Underwriter

Just because of the volume of data being searched, sometimes I have trouble with the search function, if I am starting from scratch.

ACCOUNTING

WE FEEL THE ACCOUNTING COULD BE LESS CONFUSING FOR THOSE WHO ARE NOT FAMILAR WITH ACCOUNTING.

president

The lack of training to use the system, as well as the additional costs associated are the biggest cons.

Commercial Account Manager

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.

Our overall experience has been extremely positive.

Support Technician

AMS360 has a fairly straight forward setup on logon it prompts to install the client to allow more functionality and integration with outlook.

Principle

The product was probably pretty good, but we needed more training and it was going to cost more than what we were using it for at the time.

Agent/Producer

No automation, not user friendly, poor functioning CRM.

insurance advisor

Customer support was always helpful if I had login issues or issues running any certain types of activities.

Applied TAM

Overall, the platform is the perfect way to standardize manuals and make information easy to find, read, and manage.

Great product

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.

Great Agency Management System

It's a useful, user-friendly program to use for keeping client's information at your fingertips. I would recommend it to people I know and like.

AMS360 is wonderful

Archaically Functional

AMS360 is a great software platform with a horrible exit service

As our agency management software, we benefit from keeping excellent files on all of our customers.  We are able to service and perform accounting on all of our policies.

Overall a negative experience as a long-time user.

I have not had a good experience with AMS 360. It doesn't seem like they listened to the agent when building the software.

Not What I Expected

AMS 360 connects our entire office even though we don't always work in the same room. 

Solid customer management system. 

Everything we do with our customers is documented and we are able to set reminders for ourselves to follow up on anything and other users can see what we are doing/ have done 

I love AMS 360- if I ever have issues which are rare the customer support is top notch

Great for P&C and individual life; not for group benefits

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.  

AMS360 Old DB2 Engine Developed Before the Internet

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.

Good for large insurance agencies

You get used to it because you have to use it every day. I have found ways around the clunky interface which makes it more tolerable but MUCH improvement can be made. We’ve used it for at least 7 years. 

A Necessary Evil

I am able to complete my day-to-day activities and, for what features are there, they work enough to complete my job. This may just be the "Hyundai" of databases for insurance while Applied EPIC is the "Ferrari".  

Customer service is slow also.

A Love - Hate Story

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.

Integrations and Reports are second to none

AMS360 Works but has a lot of problems

I was satisfied when using the software except when we had new users or non-savvy tech users.  

AMS360 is a complete agency management system for most insurance

Overall AMS360 fills a unique niche for us and overall does a good job. They are also trying to ramp up there online platform with more features. 

AMS360: Tech Perspective

None at all except the ability to search for clients in more than one way.  I really cannot think of ANYTHING worthy of this software and would NEVER recommend a company changing over to it.

The training is horrible/non existent; the program itself is not user friendly in any way.

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.

Vertafore AMS360 is pretty great.

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

Love how much easier AMS360 has made life!

If you have a real problem with their software, the only "help" they provide is suggesting you submit an "idea" to their website so people can vote on it.  In my experience this has never gone anywhere.  Honestly the software is too old to actually be improved.  An obvious result of this is that there are third party companies that offer "band-aid" solutions to try and make AMS more functional.

Worst Software I have ever used

Passwords have to be changed often.  Long hold times for a very expensive product.  Little to no support.  45 minutes to get a password reset.  Their system just decided my password was wrong even though I did not change it and the system log did not show a change.

Data Held hostage

TRIED AND TRUE

The ease of keeping all of your business needs in one spot. One program does everything (except payroll) 

AMS360 does it all 

VP, Group Benefits

Great CRM for your Insurance Needs

Andrew:                                                Hello, I'm Andrew. I'm a Director of Sales. I'm reviewing Vertafore AMS360. I would give it three out of five stars. And for more reviews like this, click below.
                                                       Before using Vertafore, we were using a combination of Salesforce and a internal data tracking tool. Vertafore has made it much simpler on us to be able to condense all our data into one central platform and be able to reach out to customers easier.
                                                       In terms of choosing Vertafore, it was pretty easy for us. It's one of the most well-known products on the market. We were able to get a price for the product in terms of what our budget was able to allow. And the onboarding process was very easy for us, so it was a no-brainer to sign up with them.
                                                       In terms of getting started with Vertafore, the onboarding process was very simple. We were able to condense all of our contacts between Salesforce and our internal CRM into one central location and get everything set up within one to two days. The support staff on the backside was great as well.
                                                       When it comes to recommendations for Vertafore, I would suggest just making sure you look at all the other alternative CRMs and competitors on the market. Vertafore is, as I mentioned, one of the more popular options out there. It does tend to be a little bit pricier, so just make sure that you will get the value out of Vertafore that you're putting in, from a cost perspective.

Vertafore AMS360 Reviews (2025)

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