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AMS360

AMS360

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.

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Recent Reviews

TrustRadius Insights

AMS360 is a versatile software that is widely used by insurance agencies for various purposes. It caters to the needs of different teams …
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Reviewer Pros & Cons

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Pricing

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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

What is AMS360?

AMS360 Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(16)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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

(1-1 of 1)
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Dan McRitchie | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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
AMS360 is well suited for my agency as they have multi-user capability. They have a simple policy add process, and the organization and storage of accounts and documents are good. I find reports difficult to run for certain tasks. I believe the report feature can be simplified to a quick run feature.
  • 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
Both systems are similar in terms of management capabilities. We went with AMS360 as it better fit my group as a whole. I do think that reports were much more easily run in Applied than AMS360. I hadn't used Applied for accounting, but it seems the AMS360 is a little cumbersome for accounting procedures.
QuickBooks Desktop Pro, Microsoft 365 (formerly Office 365), Thryv
6
agency management, production, and accounting
1
IT guy
  • accounting
  • management
  • customer service
  • reports
  • customer retention
  • data
  • information
  • email harvest
  • accounting
has many options but sometimes difficult
Yes
applied
  • Product Features
  • Product Usability
ability to have multiple locations
more training
  • Implemented in-house
No
Change management was a minor issue with the implementation
it was a long but smooth change process
  • missing information
  • down time
  • navigation
be prepared for a long transition of data
  • no training
NOT ENOUGH TRAINING IN PERSON. IT SEEMS LIKE MORE IN PERSON TRAINING IS NEEDED
ONLINE TRAINING IS THERE FOR WHAT IS NEEDED. THERE ARE TUTORIALS FOR EACH SECTION OF THE PROGRAM.
THE PRODUCT ISNT EASY TO LEARN WITHOUT TRAINING. I WOULDNT RECOMMEND NOT TRAINING AND ATTEMPTING TO LEARN.
AMS SEEMS TO BE EASILY CONFIGURABLE
NO
Some - we have done small customizations to the interface
WE NEEDED SPECIFIC COMPANIES LISTED
No - we have not done any custom code
NO
support could be better
no i didnt think i needed it
No
i havent had
its decent but needs improvement
  • adding customers
  • endorsements
  • adding employee
  • reports
  • certificates
  • commercial bridging
There are definitely endless possibilities with ams360. Its easy scalable to add departments
ams360 service is excellent. They identify the issue and offer quick solutions
THEY COULD LOAD FASTER
  • NONE
  • NONE
  • Single Signon
AMS360 SEEMS TO BE ABLE TO INTEGRATE WHAT IS NEEDED.
I DONT HAVE ANY ADVICE
AMS360 WAS EASY WITH THE SALES PROCESS
SALES REPS ARE ALWAYS AVAILABLE TO DISCUSS PRODUCTS
WE WORKED OUT A PER USER 5 YEAR AGREEMENT
NONE
No
  • NONE
  • NONE
No
No
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