AMS360 vs. Applied TAM

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

A new thing we love about TAM is the opportunity section. You can create an opportunity for your producer when you get a prospect -and it really keeps track of the progress and also his book of business. This is one area that works well for my department. I love the search/filter as well. This program is SO user-friendly. It's a great tool all around no matter which department you are in.

Incentivized

• 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

• TAM saves my work by letting me attach documents directly to policies or activities so I can have it for documentation or to review at a later time.
• I also love the expiration report. It lets you know which accounts are coming up for renewal so you can be prepared to talk with your clients.
• Creating activities is another another plus. It keeps my work organized and also is a great reminder when something is coming due or needs attention.

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

• After I attach something there is always a pop up telling me that "doc" has been attached. It pops up at the bottom of my screen and I constantly have to "x" out of it. It's not too big of a deal-just an inconvenience.

Incentivized

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

its decent but needs improvement

Incentivized

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

Incentivized

THEY COULD LOAD FASTER

Incentivized

Support responds quickly, and they are very knowledgeable.

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

be prepared for a long transition of data

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

I've used applied tam and EPIC. I believe EPIC is the NEW TAM? I love both products. I think Epic is a little bit more user-friendly and less clicking. TAM wanted to make an "activity" for everything-where Epic I feel like the choice is yours, which really frees up some clutter/space on my home screen. I love both products though.

Incentivized

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

Incentivized

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

Incentivized