Likelihood to Recommend 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.
Read full review 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.
Read full review Pros 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 Read full review 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. Read full review Cons Lacks faster, intuitive, modern User Interface. Lacks option to search for data in activities. Does not create logs even for closed activities (suspense). Read full review 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 Read full review Likelihood to Renew 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.
Read full review Usability its decent but needs improvement
Read full review 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
Read full review Reliability and Availability ams360 service is excellent. They identify the issue and offer quick solutions
Read full review Performance THEY COULD LOAD FASTER
Read full review Support Rating Support responds quickly, and they are very knowledgeable.
Read full review 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
Read full review In-Person Training NOT ENOUGH TRAINING IN PERSON. IT SEEMS LIKE MORE IN PERSON TRAINING IS NEEDED
Read full review Online Training ONLINE TRAINING IS THERE FOR WHAT IS NEEDED. THERE ARE TUTORIALS FOR EACH SECTION OF THE PROGRAM
Read full review Implementation Rating be prepared for a long transition of data
Read full review Alternatives Considered 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.
Read full review 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.
Read full review Scalability There are definitely endless possibilities with ams360. Its easy scalable to add departments
Read full review Return on Investment Organization - positive Wasted time - setting up and correcting set up - negative Great staff to work with - positive Read full review 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 Read full review ScreenShots