AMS360 - An great solution among the Vertafore Product Suite
May 20, 2022

AMS360 - An great solution among the Vertafore Product Suite

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with AMS360

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.
  • Customization
  • Importing and exporting capabilities
  • Integrated services
  • Quicker turn around on necessary features and updates
  • Additional automation options
  • Updating forms and mapping help menus
  • Variety of integrated products and solutions - ImageRight, BenefitPoint, Salesforce
  • Access - housing the AMS online and working towards total cloud solutions, we can support our agencies when they are offline.
  • Scalability - we can use AMS360 to ensure our agencies have the proper resources from an agency management system no matter the size of the agency. This system adapts whether it’s a 2 man shop or a 150+ service team.
  • 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.
We acquire agencies with a long list of different management systems; after vetting the systems we currently utilize within our agencies, AMS360 came out on top as the most inclusive program set. Vertafore products are really rounding out their set of systems that really create this cohesive platform of solutions that we have come to trust and rely on.

Do you think AMS360 delivers good value for the price?


Are you happy with AMS360's feature set?


Did AMS360 live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of AMS360 go as expected?


Would you buy AMS360 again?


Scalability, ease of use, ease of access, integrated services.
This solution works for 2 man shops all the way up to 150+ with shared services, etc.
Vertafore is working towards a unified look/feel, which will only solidify the need to work with any/all of their products.

Using AMS360

1500 - Agency Operations, Accounting, Account Management
100 - Corporate team and admins to handle all requests and conversions onto the platform.
  • Account Management
  • Accounting Processes/Automation
  • Admin/Customization Work
  • Training
  • We maintain a full training database that runs parallel to our live database in order to round out training initiatives without muddying the live database with Dummy accounts
  • Testing more efficient processes and setups in our training sandbox
  • Successful output reporting for a full auditing process
  • Acquired agency automation / conversion process improvement
  • Customization and automation in insurance processes
  • Full training solutions and build out of consulting services
This is by far the most robust agency management system I have used that works for all sizes of agencies. Others have better options here or there, but they are highly customized for a specific type of agency. AMS360 is a one size fits all type of solution, and it works well for us.