AMS360 vs. SIS Partner Platform

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
AMS360
Score 6.3 out of 10
N/A
Vertafore in Denver offers their insurance agency management software. AMS360 offers production and renewal analysis, a general ledger, a client portal, and other management tools.N/A
Partner Platform
Score 7.9 out of 10
Small Businesses (1-50 employees)
The Partner Platform agency management system is designed to present an easy to use, end-to-end, and affordable solution that is not overly complex. With Partner Platform the user can easily manage the entire life-cycle of the agency’s client relationship from pre-sales to servicing to renewal in a unified system that has: sales & marketing client, policy, & financial management agency-branded mobile app integrated text messaging data…N/A
Pricing
AMS360SIS Partner Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
AMS360Partner Platform
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeOptionalRequired
Additional Details——
More Pricing Information
User Ratings
AMS360SIS Partner Platform
Likelihood to Recommend
4.7
(7 ratings)
1.0
(1 ratings)
Likelihood to Renew
9.1
(3 ratings)
-
(0 ratings)
Usability
5.0
(1 ratings)
-
(0 ratings)
Availability
10.0
(1 ratings)
-
(0 ratings)
Performance
6.0
(1 ratings)
-
(0 ratings)
Support Rating
7.7
(2 ratings)
-
(0 ratings)
Implementation Rating
8.0
(1 ratings)
-
(0 ratings)
Configurability
7.0
(1 ratings)
-
(0 ratings)
Ease of integration
5.0
(1 ratings)
-
(0 ratings)
Product Scalability
8.0
(1 ratings)
-
(0 ratings)
Vendor post-sale
8.0
(1 ratings)
-
(0 ratings)
Vendor pre-sale
6.0
(1 ratings)
-
(0 ratings)
User Testimonials
AMS360SIS Partner Platform
Likelihood to Recommend
Vertafore
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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Strategic Insurance Software
Not suited for a heavy commercial lines agency and/or one that has large, complex accounts. Too much policy detail isn't available within the system, so you end up having to either 1) go to carrier websites to pull copies of policies to determine accurate coverage, which is a hassle, especially if an active, endorsement active account or 2) go into documents to pull up copy(ies) of policy/endorsements to determine coverage or 3) keep a master copy of the policy, as issued (as a PDF) and note every endorsement change on that PDF, so you have one place to easily access how coverage stands at this point in time.
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Pros
Vertafore
  • 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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Strategic Insurance Software
  • Good search function in documents.
  • Easy to drag emails/documents into the system and attach to client profile.
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Cons
Vertafore
  • 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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Strategic Insurance Software
  • Prospect side of system lacks functionality of the client side.
  • No search function in notes/the main area to view all activity (not just documents, but any additional notes such as logs of discussions with producers/clients/prospects, logged phone calls, etc.). Should have same search functionality in Notes as in Documents.
  • "Quick Summary" profiles lack functionality of true client profile area.
  • No ability to turn off downloads..........wipes out too much underwriting detail. Too many lines of business don't download (not sure whether SIS Partner issue or carrier side issue). No Garage, Crime, Equipment Floaters, Builders Risk-Installation Floater, etc.
  • From a commercial standpoint, their policy detail really only addresses the five major lines of business, i.e., Property, GL, Auto, WC and Umbrella. Other ancillary lines, there is no where to input policy detail (other than in a General Remarks section), which doesn't show up on the "summary" detail.
  • Very apparent this system was developed for Personal Lines and not meant to handle large, sophisticated Commercial Lines accounts. When you deal with their Help Desk folks........they are totally insurance unknowledgeable, and often don't understand what is being asked of them.
  • Help Desk "pat" answer is "we'll add it to the enhancement list", but there are thing requested long ago and still not fixed/changed.
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Likelihood to Renew
Vertafore
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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Strategic Insurance Software
No answers on this topic
Usability
Vertafore
its decent but needs improvement
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Strategic Insurance Software
No answers on this topic
Reliability and Availability
Vertafore
ams360 service is excellent. They identify the issue and offer quick solutions
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Strategic Insurance Software
No answers on this topic
Performance
Vertafore
THEY COULD LOAD FASTER
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Strategic Insurance Software
No answers on this topic
Support Rating
Vertafore
Support responds quickly, and they are very knowledgeable.
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Strategic Insurance Software
No answers on this topic
In-Person Training
Vertafore
NOT ENOUGH TRAINING IN PERSON. IT SEEMS LIKE MORE IN PERSON TRAINING IS NEEDED
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Strategic Insurance Software
No answers on this topic
Online Training
Vertafore
ONLINE TRAINING IS THERE FOR WHAT IS NEEDED. THERE ARE TUTORIALS FOR EACH SECTION OF THE PROGRAM
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Strategic Insurance Software
No answers on this topic
Implementation Rating
Vertafore
be prepared for a long transition of data
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Strategic Insurance Software
No answers on this topic
Alternatives Considered
Vertafore
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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Strategic Insurance Software
Horrible! There are other systems that would have been better than this, even if management didn't want to spend the $$$ to upgrade to Epic...
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Scalability
Vertafore
There are definitely endless possibilities with ams360. Its easy scalable to add departments
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Strategic Insurance Software
No answers on this topic
Return on Investment
Vertafore
  • Organization - positive
  • Wasted time - setting up and correcting set up - negative
  • Great staff to work with - positive
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Strategic Insurance Software
  • Believe management choose the system strictly based on price and you get what you pay for.
  • That's what happens when you're owned by a bank that doesn't get/understand insurance.
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ScreenShots

Partner Platform Screenshots

Screenshot of Home screen with configurable viewsScreenshot of Quickly access client & policy detailsScreenshot of Real-time sales dashboardsScreenshot of Agency-branded mobile appScreenshot of Built-in text messaging