AMS360 (Vertafore) - in my experience, doesn't play nice when you have to leave them
Very sad....truly not a company I want to do business with if this is how they are treating their "agency partners".
- Support
- Processes
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.
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.
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Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.
Life Design Analysis is a life insurance sales enablement software. It is designed to help insurance agencies present and sell policy options to potential customers. Life Design Analysis has the capability to create reports comparing different policies and make presentations from them. It also…
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Mobile Application | No |
AMS360 is a versatile software that is widely used by insurance agencies for various purposes. It caters to the needs of different teams within the agency, including producers, CSRs, marketers, HR, and accounting departments. Producers find AMS360 incredibly valuable as it provides instant access to client information, enabling them to efficiently service and retain clients. Additionally, the platform facilitates the submission of new and existing accounts to marketing departments seamlessly.
One of the standout features of AMS360 is its ability to download policy and claim information from most standard insurance carriers, enabling users to quickly access important data. Moreover, for non-standard and E&S carrier policies, AMS360 allows for easy attachment to client accounts. The software also drives commercial lines sales in specific niche markets by providing a platform for inputting initial information and attaching carrier supplemental apps. Beyond sales and service, AMS360 doubles as an agency management system, facilitating document storage alongside insurance activities. While some users initially found its interface different from other systems, they quickly adapted to its navigation and found it easy to update information accordingly.
Integrating seamlessly with PL Rating for data exportation enhances the efficiency of AMS360 when acquiring customer data for new submissions. This scalability makes AMS360 an ideal solution for agencies of varying sizes. For daily agency management tasks such as download accuracy, commission posting, and user management, AMS360 proves to be a reliable tool that is utilized by the majority of employees. However, some users have reported negative experiences with AMS360's customer support and contract policies, leading to dissatisfaction with the company's services.