AgencyBloc AMS+ vs. AMS360 vs. BindHQ

It is web based so you can access the system from anywhere. It is easy to customize

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Scalability, ease of use, ease of access, integrated services. This solution works for 2 man shops all the way up to 150+ with shared services, etc. Vertafore is working towards a unified look/feel, which will only solidify the need to work with any/all of their products.

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BindHQ is great for the insurance industry. Scenarios in which it is used in accounting:
1. Looking up policies and seeing if they have been paid.
2. Sending out statements and allowing for review of those statements in an organized function. It provides Agency Bill/Direct Bill, Receivables/Payables, Open/Closed.
3. It allows for us to post/offset and make decisions based on producer, carriers, finance companies and agents directions.
Scenarios where it is less appropriate.
1. Outside of the insurance field. But just saying that as for right now. It does not mean that this kind of platform is not usable for other industries, but it would need to be modeled to fit each industry. It has all the core structures needed to help organize and run a business.

• CRM
• SALES
• Customer Service
• data repository

• Quick entry of new client information
• Instant access to most policy and billing information
• Exceptional reports for management and producers
• Accounting Departments love the direct bill reconciliation
• Certificates of Insurance
• Vehicle ID cards

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• The option for us to CC the BindHQ email to file our correspondence with agents, carriers etc. is my first point for convenience. It is important for us to document just about every piece of every conversation we have and that option makes it seamless to operate efficiently and diligently.
• It is easy to navigate. Simple as that. The layout is aesthetic and well spaced. The pertinent information pertaining to individual accounts is accessible and placed right across the top of the page.
• The ability to move from the current account to an expired account or the other way toward the renewal is very helpful. Often we need to access the previous years information and being able to do that just with a simple drop down at the top of the page makes it quick.

• Outlook Plug-in. currently it is a two step process. Ideally, drag and move emails to each activity or client would be a real time saver.

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• Lacks faster, intuitive, modern User Interface.
• Lacks option to search for data in activities.
• Does not create logs even for closed activities (suspense).

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• Rating option directly from account input - I would like to see this feature launched so that we could have a single entry feature that can obtain rates from multiple carriers
• Bdx Reporting - This would help with binding authority business, especially when a monthly report must be sent to a carrier partner

It works well.

This is by far the most robust agency management system I have used that works for all sizes of agencies. Others have better options here or there, but they are highly customized for a specific type of agency. AMS360 is a one size fits all type of solution, and it works well for us.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

it is generally easy to use and quiet effective.

its decent but needs improvement

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BHQ is a user friendly, lightweight program that runs anywhere you have internet access! I use it at home, the office, or even at a nearby coffeeshop. It's hard to beat that kind of mobile work lifestyle particularly in the current world climate

ams360 service is excellent. They identify the issue and offer quick solutions

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THEY COULD LOAD FASTER

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great support

Support responds quickly, and they are very knowledgeable.

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It was hit-or-miss in the past but they seem to have taken steps to improve this. As of the past 6 months, they've been pretty quick to patch bugs and fix issues when we report them

NOT ENOUGH TRAINING IN PERSON. IT SEEMS LIKE MORE IN PERSON TRAINING IS NEEDED

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ONLINE TRAINING IS THERE FOR WHAT IS NEEDED. THERE ARE TUTORIALS FOR EACH SECTION OF THE PROGRAM

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Not bad for a roll out.

be prepared for a long transition of data

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

AgencyBloc is so easy to use. User Friendly. Easy navigation between tabs. Information is readily available and not buried under deep information tree. It is probably the best system for small agency

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

AMS360 is a solid platform to run an insurance agency. Their support during issues is stellar. Our issues came only after we said we needed to pivot a different direction, then everything went to pot.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

When comparing these to BindHQ, without a doubt, it is MUCH easier to navigate through AR and AP modules, applying cash, issuing checks, viewing policies, working remotely (no remote desktop), Gmail features with attaching emails to policies. But the main takeaway with what outshines than any other agency management system out there is the smooth transition from moving from AR to AP modules. You just can’t find that anywhere.

There are definitely endless possibilities with ams360. Its easy scalable to add departments

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Most Agency Management systems are expensive. AgencyBloc is really affordable.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Organization - positive
• Wasted time - setting up and correcting set up - negative
• Great staff to work with - positive

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Positive - By streamlining our workflow processes it has allowed our production teams to focus more on production and generating more business and not on backend data entry and time wasting functions that we had with previous systems.
• Positive - Production teams are now able to work together seamlessly on a single account regardless of employee location allowing for remote working to function without any time restraints