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 For a small agency and start-up agencies QQCatalyst is an excellent choice. For larger agencies (10-15+ agents) I'd suggest looking at some of the bigger management systems such as
AMS360 .
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 Excellent user interface Easy-to-read information Provides good overview of the agency's active book 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 Marketing platform needs work Inability to fill multiple accords at the same time Email from QQCatalyst could use some work No invoicing feature 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 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 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 HawkSoft is good for personal lines, but it can be very tedious to enter all information for each policy. QQCatalyst is better suited for Commercial lines than
HawkSoft . As of the date of this review.
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 Efficient client management with the carrier download functions Easy to export data allowing us to drill down into our book of business & future marketing opportunities Affordable Read full review ScreenShots