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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

(18)

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

(1-7 of 7)
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John Shadley | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • Seamless integration with PL Rating to export customers for the re-marketing of policies.
  • Easy to navigate all sections of the customer information.
  • Very useful activity section which can be utilized for your agency's needs.
  • Lacks faster, intuitive, modern User Interface.
  • Lacks option to search for data in activities.
  • Does not create logs even for closed activities (suspense).
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