AgencyBloc AMS+ vs. AMS360 vs. Vertafore ReferenceConnect

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

Incentivized

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.

Incentivized

Vertafore ReferenceConnect is well suited within an organization with many users, who are trying to turn out policy submissions and gain information quickly. It is also well suited for individuals who are trying to learn more specifically about classes of business, what types of insurance coverage is recommended, and what the policies are based on. It opened my eyes to a lot of exposures for class codes that I was not particularly aware of, due to the fact that I am a new agent, and I would recommend this be used for agents who have less than 5 years experience.

Incentivized

• 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

Incentivized

• It provides a variety of descriptions that allows for correct selection.
• It provides information not readily available like what a rate is based on.
• Gives market appetites with some carriers.

Incentivized

• 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.

Incentivized

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

Incentivized

• Sometimes the site navigation is not the most fluid.
• Sometimes I get logged into a particular carrier's section and have to log out and log back in - not sure the reasoning.
• It does not always recognize my description so finding the class code is sometimes harder than expected.

Incentivized

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.

Incentivized

it is generally easy to use and quiet effective.

its decent but needs improvement

Incentivized

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

Incentivized

THEY COULD LOAD FASTER

Incentivized

great support

Support responds quickly, and they are very knowledgeable.

Incentivized

I have not had to use the support for Vertafore ReferenceConnect.

Incentivized

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

Incentivized

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

Incentivized

Not bad for a roll out.

be prepared for a long transition of data

Incentivized

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

Incentivized

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.

Incentivized

Unfortunately, I have not used any additional software programs like Vertafore ReferenceConnect so I am unable to compare them. I do know that my insurance agency likes the capabilities that it has and is not looking for alternatives at this point - this can only speak to the benefit to the organization.

Incentivized

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

Incentivized

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

Incentivized

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

Incentivized

• Positive impact on rounding out accounts with additional lines of coverage.
• Positive impact on correctly classifying an account.
• Positive impact on learning as a new agent.

Incentivized