Name: AMS360
Rating: 6.2 (18 reviews)
Author: Vertafore

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Chatbot

Performance Testing

Development

School Management

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Management

Enterprise Legal Management

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Enterprise

Accounting

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employee Referral

HR Management

Payroll

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

Human Resources

3D Printers

3D Printing

Business Process Automation

Cloud Migration

Cloud Storage

Continuous Delivery

Database-as-a-Service (DBaaS)

Firewall

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Product Implementation Services

Server Virtualization

System Monitoring

Test Management

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Content Management

Contest Management

Email Marketing

Marketing Attribution

Marketing Automation

Press Release Management

Social Media Advertising

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales Enablement

Sales

Cloud Access Security Brokers

Cloud Infrastructure Entitlement Management

Security

Aviation

Construction Takeoff and Estimating

Digital Forensics

Financial Services CRM

Hospital Management

Internet of Medical Things

Medical Office EMR & EHR

Population Health Management

Veterinary

Vertical-Specific

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### Agency Management
Reviewers have varying opinions regarding AMS360's agency management capabilities. Some users appreciate the system's multi-user capability, simple policy add process, and efficient organization and storage of accounts and documents. However, others express concerns about the system's report generation complexity and limitations in interacting with third-party software. Despite mixed feedback, AMS360 remains a preferred choice for many agencies due to its adaptability to different agency sizes and integrated solutions. (Source Reviews: [1](https://www.trustradius.com/reviews/ams360-2023-10-16-12-37-59), [2](https://www.trustradius.com/reviews/ams360-2022-03-28-10-47-17), [3](https://www.trustradius.com/reviews/ams360-2022-05-19-11-32-24), [4](https://www.trustradius.com/reviews/ams360-2022-05-19-13-21-34), [5](https://www.trustradius.com/reviews/ams360-2022-05-19-10-25-31), [6](https://www.trustradius.com/reviews/ams360-2022-05-26-11-08-41))

### Producer Management
Users consistently highlight AMS360's producer management capabilities as a key strength of the platform. They appreciate the quick entry of new client information, instant access to policy and billing details, and the robust reporting features that benefit both management and producers. Additionally, the direct bill reconciliation feature is particularly favored by accounting departments. The ability to efficiently handle certificates of insurance and vehicle ID cards further enhances the overall producer management experience within AMS360. (Source Reviews: [1](https://www.trustradius.com/reviews/ams360-2022-05-19-11-32-24), [2](https://www.trustradius.com/reviews/ams360-2022-05-19-10-25-31))

### Client Management
Users consistently highlight AMS360's client management as a key strength of the platform. They appreciate the quick entry of new client information, instant access to policy and billing details, and the exceptional reports available for management and producers. Additionally, the real-time accounting features and the ease of accessing client accounts for service have been commended. AMS360's client management functionality plays a vital role in achieving high client retention rates, keeping sales and production teams informed about their progress, and providing management with up-to-date profit insights. (Source Reviews: [1](https://www.trustradius.com/reviews/ams360-2022-05-26-11-08-41), [2](https://www.trustradius.com/reviews/ams360-2022-05-19-10-25-31))

### Forms and Document Management
Opinions on AMS360's document management and forms functionality vary among users. While some appreciate the ease of storing and organizing documents within the system, others express concerns about the efficiency of producing reports and the integration with third-party software like Docusign and Google. Users find the process of filling out forms within AMS360 to be somewhat cumbersome, particularly when transferring information to external platforms like Acord forms. Additionally, there are requests for more streamlined features such as direct fill Acord forms and improved interaction with non-Microsoft software for communication purposes. The ability to customize form access based on state requirements is also highlighted as an area for potential enhancement. (Source Reviews: [1](https://www.trustradius.com/reviews/ams360-2022-05-26-11-08-41), [2](https://www.trustradius.com/reviews/ams360-2022-03-28-10-47-17), [3](https://www.trustradius.com/reviews/ams360-2022-05-19-13-21-34), [4](https://www.trustradius.com/reviews/ams360-2022-05-19-10-25-31))

### Reporting and Analytics
Some users find AMS360's reporting and analytics features to be lacking in terms of ease of use and simplicity, particularly when it comes to producing and printing reports. On the other hand, there are users who appreciate the platform's ability to generate detailed reports for management and producers efficiently. The mixed feedback suggests that while AMS360 offers robust reporting capabilities for some users, others may find room for improvement in this aspect of the software. (Source Reviews: [1](https://www.trustradius.com/reviews/ams360-2022-03-28-10-47-17), [2](https://www.trustradius.com/reviews/ams360-2022-05-19-11-32-24), [3](https://www.trustradius.com/reviews/ams360-2022-05-19-10-25-31))

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.

Efficient Data Entry: Users have praised the software for allowing quick and efficient entry of new client information. Several reviewers stated that this feature saves them time and improves their productivity.

Instant Access to Information: The system provides instant access to policy and billing information, according to multiple users. This functionality makes it easy for customers to retrieve the necessary data quickly, enhancing their overall experience with the software.

Exceptional Reports: Many users appreciated the exceptional reports generated by the software, especially for management and producers. This feature was highly valued by several reviewers as it helps in making informed decisions and tracking key metrics accurately.

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.

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.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

Beginner

Advanced

BlueMind

AMS360

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management

Likelihood to Recommend

Likelihood to Renew

Availability

Performance

Usability

Support Rating

Implementation Rating

Configurability

Product Scalability

Ease of integration

Vendor pre-sale

Vendor post-sale

QuickBooks Desktop Pro

Microsoft 365

Thryv

President

AMS360 2022-03-28 10:47:17

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

3rd party software

Not editable

Automation options

Difficult to navigate

Document management

User friendly

User interface

3rd party

Cloud based

Importing and exporting

Cloud based storage

Integrated services

Multi user

Customer service

New client

Seamless integration

Client information

Easy to navigate

Home

Insurance Agency Management Systems

My agency was purchased and I contacted Vertafore, AMS360, to let them know that the new owner wanted to use a different software package. I further explained that I wanted to stay with AMS360 (Vertafore) and needed to keep them shining in a good light in order for that to happen when the contract with this new other carrier came around again. I appealed to AMS360 and its various people who are in charge and explained the situation and was repeatedly told sorry, but you signed a contract. While I do believe in a contract, I also believe that "good faith" means more about how a company operates in the real world. When you are stuck to your contracts and unwilling to provide real world work-arounds, in my opinion, you become mindless. As you can imagine, this has not gone over well with my new owner. It is costing our agency over $1,000 per month for the remainder of our contracted term. In short, that means in excess of $8,000 total. I was trying to save Vertafore and AMS360 and get them back int he agency and, in my experience, they seem more interested in their short term gains than long term potentials. 

 Very sad....truly not a company I want to do business with if this is how they are treating their "agency partners".

Cancellation processes
Desire to regain customer faith

Ease of use
Support from day one of operation until termination

EZLynx Agency Management, Applied TAM and Applied Epic

AMS360 is used by all people (producers, CSRs, marketers, HR, and Accounting ) inside and outside of our main office. AMS360 allows producers to have instant access to their clients and related information to service and retain them. Submitting new and existing accounts from within the platform to personal and commercial marketing departments (and setting suspense) is relatively simple and smooth. Most standard insurance carriers download policy information &amp; claim information for quick access. Non-standard and E&amp;S carrier policies are easily attached to the client's account for access. I personally am commercial lines sales specific to certain niche markets, which requires me to not only input initial information to pre-fill the in-system Acord forms but also attach the array of carrier supplemental apps also needed for quoting and issuance.

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

Direct fill Acord forms would be preferred in lieu of AMS360 field fills that don't always transfer to the Acord
Ability to interact with other 3rd party software other than Microsoft for emails, letters, etc. (i.e., Google)
The ability of turning off forms to States the agency does not operate in

Realtime accounting
Client account access for service
Remarketing submission speed of new apps

AMS360 is easily responsible for our 90+% client retention
AMS360 lets sales/production know exactly where they are month after month
AMS360 keeps management and owners up to date on profit

Executive Producer , Broker/ Owner-Partner

I use AMS360 as my agency management system. Insurance sales, service, and document storage are all done using this system. I have also begun to use AMS360 as my accounting and reconciliation software for my agency. I will be transitioning from QuickBooks to AMS360 completely within 2 to 3 years.

Cloud based storage
Multi user capability
Bridging of information to quote

Ease of producing and printing reports
Accounting procedures
Document retrieval

Multi user
Cloud based storage
Storage size

Ease of bridging info makes quoting easier
Report difficulty is time consuming
Multi agency platform for my group is important

QuickBooks Desktop Pro, Microsoft 365 (formerly Office 365), Thryv

Change management was a minor issue with the implementation

THE PRODUCT ISNT EASY TO LEARN WITHOUT TRAINING. I WOULDNT RECOMMEND NOT TRAINING AND ATTEMPTING TO LEARN.

Some - we have done small customizations to the interface

adding customers
endorsements
adding employee

WE WORKED OUT A PER USER 5 YEAR AGREEMENT

Keeping track of our clients and policies. we also use it for following up and tracking any activities we do or need to do with each client.

Integration with carriers websites
Advanced technology
Options

Client information
Docusign integration
Bridge integration

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

Owner/agent

We currently acquire smaller agencies and convert all agencies to AMS360, ImageRight, and BenefitPoint. I train agencies that come through the conversion process to transfer workflows and procedures from all other management systems into AMS360. It's a great platform, my favorite among other management systems, and I have worked on Epic, TAM, Hawksoft, Sagitta, etc. It is a great solution for account management, and it's a scalable solution that manages to meet the needs of agencies, both big and small.

Customization
Importing and exporting capabilities
Integrated services

Quicker turn around on necessary features and updates
Additional automation options
Updating forms and mapping help menus

Variety of integrated products and solutions - ImageRight, BenefitPoint, SalesForce
Access - housing the AMS online and working towards total cloud solutions, we can support our agencies when they are offline.
Scalability - we can use AMS360 to ensure our agencies have the proper resources from an agency management system no matter the size of the agency. This system adapts whether it’s a 2 man shop or a 150+ service team.

Conversion support from Vertafore has been a key factor of our success.
Great investment to ensure all our agencies are on the same platform, and we trust that it will come through when we have insurance needs.
A little pricier than some other options but more inclusive of additional services that make it worth the price.

Vertafore Sagitta, Applied Epic, Applied TAM, HawkSoft and Zywave PlanAdvisor

Account Management
Accounting Processes/Automation
Admin/Customization Work
Training

We maintain a full training database that runs parallel to our live database in order to round out training initiatives without muddying the live database with Dummy accounts
Testing more efficient processes and setups in our training sandbox
Successful output reporting for a full auditing process

Acquired agency automation / conversion process improvement
Customization and automation in insurance processes
Full training solutions and build out of consulting services

AMS360

Overview

What is AMS360?