Overview
What is AMS360?
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.
AMS360 (Vertafore) - in my experience, doesn't play nice when you have to leave them
AMS360 is a good fit for our agency
AMS360 - An great solution among the Vertafore Product Suite
Agency Management System review
You'll always get more back from what you put into AMS360. ROI also means "Retention of Insureds"!
Pros and Cons of AMS360
AMS360, an agency's best companion
Reviewer Pros & Cons
Pricing
What is AMS360?
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.
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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- Tech Details
What is AMS360?
AMS360 Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
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Reviews and Ratings
(16)Community Insights
- Business Problems Solved
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.
Attribute Ratings
Reviews
(1-7 of 7)AMS360 (Vertafore) - in my experience, doesn't play nice when you have to leave them
- Loss of revenue
- Loss of ROI
AMS360 is a good fit for our agency
- Organization - positive
- Wasted time - setting up and correcting set up - negative
- Great staff to work with - positive
- 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.
Agency Management System review
- Allows management to track commissions and revenue, as well as top carriers
You'll always get more back from what you put into AMS360. ROI also means "Retention of Insureds"!
- 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
Pros and Cons of AMS360
- Ease of bridging info makes quoting easier
- Report difficulty is time consuming
- Multi agency platform for my group is important
AMS360, an agency's best companion
- Positive impact would be that it has been a learning curve for us.
- No negative impact, as we use this for our client who is an insurance agency. It does not affect our business.