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Pros and Cons of AMS360
Updated April 28, 2022

Pros and Cons of AMS360

Dan McRitchie | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with 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.
  • 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
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.

Do you think AMS360 delivers good value for the price?

No

Are you happy with AMS360's feature set?

No

Did AMS360 live up to sales and marketing promises?

No

Did implementation of AMS360 go as expected?

No

Would you buy AMS360 again?

Yes

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

Using AMS360

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

Evaluating AMS360 and Competitors

Yes - applied
  • Product Features
  • Product Usability
ability to have multiple locations
more training

AMS360 Implementation

be prepared for a long transition of data
  • Implemented in-house
Change management was a minor issue with the implementation - it was a long but smooth change process
  • missing information
  • down time
  • navigation

AMS360 Training

  • 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.

Configuring AMS360

AMS SEEMS TO BE EASILY CONFIGURABLE
Some - we have done small customizations to the interface - WE NEEDED SPECIFIC COMPANIES LISTED
No - we have not done any custom code

AMS360 Support

support could be better
ProsCons
Knowledgeable team
Slow Resolution
Need to explain problems multiple times
no i didnt think i needed it
i havent had

Using AMS360

its decent but needs improvement
ProsCons
Easy to use
Quick to learn
Unnecessarily complex
Cumbersome
Lots to learn
  • adding customers
  • endorsements
  • adding employee
  • reports
  • certificates
  • commercial bridging

AMS360 Reliability

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

Integrating AMS360

AMS360 SEEMS TO BE ABLE TO INTEGRATE WHAT IS NEEDED.
  • NONE
  • NONE
  • Single Signon
I DONT HAVE ANY ADVICE

Relationship with Vertafore

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

Upgrading AMS360