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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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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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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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AMS360 Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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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.
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October 20, 2023
AMS360 (Vertafore) - in my experience, doesn't play nice when you have to leave them
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".
Very sad....truly not a company I want to do business with if this is how they are treating their "agency partners".
May 31, 2022
AMS360 is a good fit for our agency
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.
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.
May 20, 2022
Agency Management System review
Agency Management System used daily by the majority of employees. I am responsible for download accuracy, posting commissions, and adding and deleting users, among other things.
May 20, 2022
You'll always get more back from what you put into AMS360. ROI also means "Retention of Insureds"!
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 & claim information for quick access. Non-standard and E&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.
April 28, 2022
Pros and Cons of AMS360
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.
March 04, 2019
AMS360, an agency's best companion
We started using AMS360 just 6 months back when our new client was using AMS360 for their agency. I have been a HawkSoft user for 8+ years. When I started learning AMS360, it was a different experience for me, compared to HawkSoft. Learning basic things like viewing/updating information for a customer was a piece of cake due to the easy to use interface offered by the system. However, activities like attaching files to client or policy, or creating an activity (also called as suspense), took some time to figure it out. But customer support and help guides came to the rescue. Now, after more than 6 months of using the system daily, I can say I've gotten used to it. Though AMS360's interface seems like a different species compared to HawkSoft's UI, once you get used to it, it kinda grows on you. All information like policy details, activities, and documents are easy to navigate and update. One of the best things about AMS360 is its seamless integration with PL Rating. All customer data can be exported to PL Rating for new submission in a single click. AMS360 is good software, but it could be better with better, more intuitive, and faster UI.