# AMS360 Reviews **Vendor:** Vertafore **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.3/5.0 **Total Reviews:** 937 ## About AMS360 AMS360® is the agency management system that empowers independent insurance agencies to streamline operations, drive growth, automate workflows, and focus on what matters most—their clients. Agencies depend on AMS360 as their source of truth for client communications and servicing, financial reporting, sales operations, data analysis, and policy management. AMS360 is also the central solution for AgencyOne, Vertafore’s integrated platform for connecting an agency’s business end-to-end. AgencyOne provides one interface, so users can log into their favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across the platform. Throughout the insurance industry, independent agencies leverage AMS360 to: Manage their bottom line. Unlike many agency management systems that include basic bookkeeping features, AMS360 features full general ledger accounting capabilities. The solution manages billing and invoicing, auto-calculates commission splits, and provides comprehensive, customizable financial reports. Identify actionable business intelligence. AMS360 provides data-based insights into sales, client behavior, and other key metrics so agencies can make accurate business decisions. Drive client communications. Because AMS360 is automatically integrated with Vertafore Client Communications and InsurLink, users can easily track client communications to improve service and stay in close contact with clients. By automating client-service processes, insurance agencies stay ahead of policy renewals, communicate about cross-sell opportunities, and draw referrals from happy clients. Integrate across technology platforms. AMS360 doesn’t just integrate with other Vertafore solutions—it is also built to integrate seamlessly with many carrier and third-party applications. By leveraging its open API architecture, AMS360 users can build tech stacks that meet their agency’s individual needs. The user sets the list of possible integrations, not the software. Track leads and prospects. AMS360 improves conversion rates by tracking leads and prospects and increasing the quoting speed and policy processes to close more sales. Manage a policy’s lifecycle. Integrating with rating solutions, populating data across platforms, and automatically generating policy documents, AMS360 makes policy management seamless and efficient. Customize dashboards and workflows. AMS360 users can customize dashboards and reporting to match their needs and workflows. With endless configuration options available, no two dashboards look the same. ## AMS360 Pros & Cons **What users like:** - Users love the **ease of use** of AMS360, which streamlines client management and enhances overall efficiency. (101 reviews) - Users value the **seamless integrations** of AMS360, enhancing productivity and organization across various tools and platforms. (30 reviews) - Users highlight the **excellent customer support** of AMS360, praising its quick and helpful service. (29 reviews) - Users love AMS360 for its **robust tools and reporting features** that enhance organization and streamline workflows. (28 reviews) - Users appreciate the **easy access** to client data in AMS360, making daily tasks much simpler and more efficient. (25 reviews) - Users value the **efficient data management** in AMS360, enabling streamlined document entry and comprehensive reporting capabilities. (24 reviews) - Users praise the **easy navigation** and quick service of AMS360, highlighting its effective claims management feature. (23 reviews) - Organization (21 reviews) - Policy Management (21 reviews) - Workflow Efficiency (21 reviews) **What users dislike:** - Users find AMS360 **not user-friendly** , describing it as clunky and lacking intuitive features for smoother navigation. (20 reviews) - Users find the **learning curve steep** , requiring significant time to navigate and understand AMS360 effectively. (19 reviews) - Users face **excessive clicking** due to multiple steps required in AMS360, which hampers user efficiency. (17 reviews) - Users find AMS360's interface **outdated and unintuitive** , complicating navigation and overall user experience. (17 reviews) - Users feel that AMS360 offers **poor reporting** , lacking adequate and clear reports essential for their operational needs. (12 reviews) - Users express frustration with the **functionality limitations** of AMS360, citing excessive steps and additional applications required. (11 reviews) - Slow Performance (11 reviews) - Certificate Management (9 reviews) - Pricing Issues (9 reviews) - Data Entry Issues (8 reviews) ## AMS360 Reviews ### 1. Streamlined Operations with AMS360, Minor Access Glitches **Rating:** 5.0/5.0 stars **Reviewed by:** Makenzie G. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** I find AMS360 really useful for sending documents to our clients easily through the Insure Link. I also like using the company tab to keep track of our trusted vendors and companies. It's great for maintaining contact information and best practices when dealing with different companies. I enjoy how AMS360 connects with other platforms like Agency Zoom and Wunderwrite, which helps ensure our clients get the best experience possible. It also aids in working quickly on quoting new business and servicing current clients. Learning the industry through AMS360 has been great, and it’s an easy-to-use tool in practice. **What do you dislike about AMS360?** The main issue I have is whenever someone else is already inside a suspense, a task, or an activity, you cannot access that tab. There are specific times where our system doesn't allow us to properly close out of the dispensers, and then we have to reach out to Vertafore help to ensure that we can properly get into the system to continue our work. **What problems is AMS360 solving and how is that benefiting you?** I find AMS360 helps by simplifying document sharing with clients via Insure Link and tracking vendors and companies effectively. **Official Response from Nate McKissick:** > Hello, Makenzie. Thank you for your review! We're glad to hear that you find AMS360 useful for sending documents and tracking vendors. It's great to hear that our platform works so well for your agency. We're happy to be a part of your business and appreciate your feedback! ### 2. Two thumbs up **Rating:** 5.0/5.0 stars **Reviewed by:** Kara V. | Independent Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** AMS360 is an essential tool that helps me stay organized. It serves as a comprehensive database for all of my clients, and it’s very easy to use. **What do you dislike about AMS360?** I can't think of anything about AMS360 that I dislike except their prices. AMS360 is pretty expensive to begin with, but then there are a lot of additional tools that can be added that are also expensive. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is a base where all my customer's info is stored. It also keeps me organized with the follow up feature. I can set a reminder for a few days out to make sure a payment was made so a policy doesn't cancel and I can set a reminder for a year out to requote a policy that has a ticket coming off. **Official Response from Jenny Spear:** > Hi Kara, Thank you so much for your kind words! We're thrilled to hear that AMS360 works so well for your agency. We genuinely care for our customers and are delighted to know that our dedication shows. ### 3. AMS360 Honest Review **Rating:** 4.0/5.0 stars **Reviewed by:** Anthony H. | Commercial Risk Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2026 **What do you like best about AMS360?** AMS360 does a great job centralizing our agency workflows in one system. The reporting tools, customer policy management, and integration capabilities help our team stay organized and efficient while improving communication and service for clients. **What do you dislike about AMS360?** Some areas of AMS360 can feel outdated and less intuitive than newer platforms, especially when navigating multiple screens or customizing reports. Performance can occasionally be slow, and certain workflows require more clicks than necessary to complete simple tasks. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps us streamline agency management by centralizing client information, policy tracking, accounting, and reporting in one platform. It reduces manual processes, improves organization across our team, and helps us respond to clients more efficiently, which saves time and supports better customer service. **Official Response from Nate McKissick:** > Thank you for taking the time to share your thoughts on AMS360, Anthony! We're glad to hear it is centralizing your agency's workflows. We understand the importance of a modern system and will take your input into consideration for future updates. We appreciate your review and look forward to continuing our partnership. ### 4. Enhances Client Management, Needs Easier Policy Transfer **Rating:** 4.5/5.0 stars **Reviewed by:** Connor . | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** I use AMS360 for processing documents for my insurance agency, and it helps keep all client information in one place, making it much easier to find and pull the needed documents. I particularly like that once I've learned how to navigate AMS360, it's generally easy to get around, from point A to point B. I appreciate the search functionality that lets me find a client's name easily, even if it's not the account's actual name but an additional insured. This feature makes things a lot easier and less intimidating, as I won't be lost when trying to find a particular account. The integration with Agency Zoom is also seamless, and they work well together. The initial setup of AMS360 was easy, which was nice. **What do you dislike about AMS360?** Moving policies can be a pain. This happens when a policy is incorrectly downloaded to an incorrect account. I have to go into the correct account and manually copy everything from the incorrectly downloaded policy into the correct one. I wish it was easier to move them from one account to another. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to process documents, which makes managing client info much neater and easier. It keeps all client data in one place and simplifies searching, even with name discrepancies. This clarity and organization enhance efficiency and service quality. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Connor! We're glad to hear that our platform has been helpful in keeping your client information organized and easily accessible. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 5. Streamlined Client Management, Needs Better Attachment Handling **Rating:** 5.0/5.0 stars **Reviewed by:** Halie G. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** I really appreciate AMS360's ability to organize all of our clients. It keeps everything streamlined for us and has a place for everything specific that I can tailor to my needs. As new requirements for our clients arise, it’s super easy to adjust within the system, which helps streamline the process for our agency. **What do you dislike about AMS360?** I find the billing system on AMS360 to be finicky sometimes, requiring a lot of precision. Sometimes downloads don't come in correctly, which is frustrating because it means we have to get them fixed. Also, when adding attachments, it often brings in unnecessary items like logos, which take up storage space. We end up having to delete these, and it's even trickier when using Agency Zoom because we can't remove attachments that way, leading to unnecessary storage usage. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to manage clients and billing, track activities, and organize our agency operations. It streamlines processes with tailored adjustments and keeps everything up to date. **Official Response from Jenny Spear:** > Hi Halie, Thank you for your review of AMS360! We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future! ### 6. Comprehensive Insurance Management with a User-Friendly Setup **Rating:** 4.5/5.0 stars **Reviewed by:** Bryan P. | AMS360 Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like that AMS360 is an insurance-specific software that really helps with document storage and policy management. It allows us to use insurance-specific forms to store data and share information between customers and internal teams efficiently. The renewal list tool is another feature I find valuable. It lets us easily access policies due 120 days out, creating a specific target list for account managers. This is very helpful as it provides a clear view of upcoming tasks. Additionally, being able to handle activities and email with attachments directly from the system is very beneficial. I also found the initial setup of AMS360 to be very easy and simple, especially with Verdu for single sign-on. **What do you dislike about AMS360?** Traditionally, the user interface has not been very appealing. I'm aware there are upcoming changes for a fresh look, and I'm excited about that. Also, I'm interested in more automation features with AI agents. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to manage users, run reports, and track expirations. It helps with document storage and policy management, allowing us to share information between customers and teams using insurance-specific forms. **Official Response from Nate McKissick:** > Thanks for you review of AMS360, Bryan! It's our goal to provide an exceptional customer experience, so we're glad to hear you find our product easy to use. We appreciate the importance of a modern user interface, and our team is constantly working to improve our software. We appreciate your feedback and look forward to continuing our partnership. ### 7. Centralized, Efficient Account Management with Powerful Reporting and Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Marleny S. | Policy Services Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about AMS360?** What I like best about AMS360 is how it centralizes policy, client, and billing information in one system. It makes it easy to manage accounts, track transactions, and access important documents without switching between platforms. The reporting features and workflow tools also help streamline daily tasks, improving efficiency and keeping everything organized. **What do you dislike about AMS360?** One downside of AMS360 is that the interface can feel outdated and not very user-friendly, which can make navigation less intuitive. Some processes require multiple steps, slowing down workflows, and reporting can be a bit rigid unless you customize it. It can also take time to learn all the features, especially for new users. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps solve the challenge of managing multiple aspects of insurance operations in one place. It brings together client information, policy details, billing, and reporting, reducing the need to work across multiple systems. This benefits me by saving time, improving accuracy, and making it easier to keep track of accounts, transactions, and important documentation in an organized way. **Official Response from Nate McKissick:** > Thank you for being a loyal user of AMS360, Marleny! We're thrilled to hear that you find our product's centralized account management and reporting features beneficial for your daily tasks and operations. We're happy to be a part of your business and we appreciate your review! ### 8. Accessible and Customizable, but Setup is Challenging **Rating:** 4.0/5.0 stars **Reviewed by:** Alejandro P. | Insurance Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** I find AMS360 user-friendly and I really like the fact that it can be accessed everywhere, which was not possible with our older system. AMS360 helps us track our customers' information and policies effectively. **What do you dislike about AMS360?** It is redundant. Way too many options to do the same thing. Even though this could be looked at as a positive, every user having the ability to customize it to their way was challenging to get used to. Very challenging. We're still working on including missing information. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to track customer information and policies. It's user-friendly and accessible from anywhere, unlike our previous system. **Official Response from Nate McKissick:** > Hello, Makenzie. Thank you for your review! We're glad to hear that you find AMS360 useful for sending documents and tracking vendors. It's great to hear that our platform works so well for your agency. We're happy to be a part of your business and appreciate your feedback! ### 9. Comprehensive Accounting Solution with User-Driven Enhancements **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel D. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** I use AMS360 because it's an all-in-one management system that solves every part of my job, from Accounts Receivable to Bank Reconciliation. I like that I don't have to click around into various websites; everything I need for my role as an Agency Accountant is in one place. It's also reassuring to know that Vertafore is always listening to their users and improving their platform to meet our needs. Attending NetVU conferences allows me to interact with the programmers and creators, which means the fixes and improvements we need can be utilized in AMS360 for the betterment of the customers. Adding new users was very easy, and granting access to different functions is straightforward, just requiring an administrator to enable rights. **What do you dislike about AMS360?** One single thing that AMS360 doesn't currently offer is "recurring EFTs" for the Accounting department. **What problems is AMS360 solving and how is that benefiting you?** AMS360 solves every part of my accounting job, from Accounts Receivable to Bank Reconciliation, acting as an all-in-one management system. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Daniel! We're thrilled to hear that AMS360 has been such a comprehensive and user-friendly solution for your accounting needs. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 10. Solid Tool for Insurance, Needs Better Key Identifier Options **Rating:** 3.5/5.0 stars **Reviewed by:** Xotchil M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** I appreciate that AMS360 holds all of our policyholders and helps us keep track of them. We do a lot of reporting from AMS360, and it's the only application I've used in the company as an analyst for the last eight years. The support team is really awesome; I can call them whenever we need information or have questions about processing something. I love their tracking system because they send us emails, and I can log in and view any issue we are having, which has been super helpful. **What do you dislike about AMS360?** I would really love to see a secondary key identifier option because we're a credit union. This would also apply to banks. The disconnect is that the key identifier for our credit union organization is our member number, and we currently have that saved as a profile question. There's very little reporting that we can incorporate with it, so I have to pull a couple of reports and cross-reference the AMS number with our member number to tie all the information together for our credit union partners. It would be nice to have that feature. **What problems is AMS360 solving and how is that benefiting you?** AMS360 holds all of the policyholders, helps us keep track, and we do a lot of reporting from it. **Official Response from Nate McKissick:** > Thank you for leaving a comment, Xotchil. Your input is essential in shaping AMS360. We appreciate your feedback on secondary key identifier option, and we will definitely take this into consideration for future updates. We value your business and aim to provide the best experience possible. ### 11. Efficient CRM with Limited Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Michael K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** I like using AMS360 as our main agency CRM. It's a great system for accessing and tracking customer files and information. Compared to AgencyZoom, which we also use, AMS360 offers a nicer overall view of all the customer's policies. I can see all the policies in one quick summary without the need for excessive scrolling. The initial setup was easy, and I would rate my likelihood of recommending it as a 9 out of 10. **What do you dislike about AMS360?** It's too simple and doesn't have a lot of capabilities or integrations, and that's the reason why we started to adapt and use AgencyZoom. I wish it was an open API platform that could integrate in the never-ending 3rd party softwares that could further assist and specialize in all sorts of capabilities. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is great for accessing and tracking customer files and info. It gives a quick summary view of all policies, unlike AgencyZoom, which requires too much scrolling. **Official Response from Nate McKissick:** > Thank you for your review, Michael! We're thrilled to hear that AMS360 functions so well as your agency's main CRM. We understand the importance of comprehensive capabilities and integrations, and we will take your input into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future. ### 12. Essential for Streamlined Accounting **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsea V. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I really appreciate AMS360 for handling tasks like paying carriers, receiving payments, banking, and taking care of financial aspects as well as generating reports. Being able to reconcile our GL's effectively is a big advantage, as it ensures that everything balances out. This aspect is crucial for me as an accountant because it helps maintain balanced GL's. **What do you dislike about AMS360?** In the direct bill entry statement, I would like to be able to have a real book of business value. I would also like in the receipts tab to be able to go right to that specific receipt. The estimated revenue field in the customer setup screen needs to be made mandatory so I can have accurate book of business reports. I would also like the receipts tab in the customer to link to the actual posted receipt. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for paying carriers, receiving payments, handling banking needs, and reports. It helps me reconcile and balance our GLs, which is crucial for my accounting tasks. **Official Response from Nate McKissick:** > Thanks for your review of AMS360, Chelsea! We're thrilled to hear that our product is helping you streamline your accounting tasks and maintain balanced GLs. We appreciate your feedback on the direct bill entry statement and will take it into consideration for future improvements. We're happy to be a part of your business and appreciate your feedback! ### 13. User-Friendly System with Seamless Integrations **Rating:** 5.0/5.0 stars **Reviewed by:** monica r. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** I use AMS360 for customer service, and it has simplified creating forms and sending them via Docusign from one platform. The two-way integration with Agencyzoom is a plus. The system is very user-friendly, which makes it easy to navigate. I also appreciate how AMS360 integrates with Ring Central to pull customer contact details. The initial setup of AMS360 was easy, which was a relief. Overall, I would highly recommend AMS360. **What do you dislike about AMS360?** When making an activity in AMS360, it does not sync over to Agencyzoom. There are needs to update policy details and information in AMS360, and it would be nice if it created a note in Agencyzoom when an activity is made. **What problems is AMS360 solving and how is that benefiting you?** AMS360 makes it easy to create forms and send via DocuSign in one platform, has user-friendly features, and integrates with Ring Central to pull customer contact details. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Monica. We're glad to hear that AMS360 has been a user-friendly and seamless solution for you. We understand the importance of seamless integrations and will take this into consideration for future updates. We appreciate your review and look forward to continuing our partnership. ### 14. Integrates Perfectly, Needs Better Training **Rating:** 4.0/5.0 stars **Reviewed by:** Christian M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like the different integrations AMS360 offers for our agency, such as being able to drag and drop documents or emails, and log phone calls and texts. It helps us maintain a record of conversations, allowing us to see what other agents have discussed with a customer, ensuring we're all on the same page if the customer calls or comes into the agency to ask or request something. **What do you dislike about AMS360?** I find the ease of use challenging and the ways of learning about AMS360 could be improved. I think updated training or one-on-one training sessions would be beneficial. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for accounting, billing, policy service, retention, and document keeping. It solves the problem of manually sorting through files by allowing easy drag and drop of documents and emails. The integrations help us stay on the same page with customers. **Official Response from Nate McKissick:** > Hello, Christian! Thank you for your feedback. We're pleased to hear you enjoy AMS360's integration features. We're happy to be a part of your business and appreciate your input! ### 15. Comprehensive System, Improves Agency Management **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha O. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2026 **What do you like best about AMS360?** I love that now we have an actual system with AMS360. Previously, we struggled with tracking renewals because we were operating off an Excel spreadsheet and didn't receive reminders or notifications. AMS360 is really helping with the management process, making it much easier to keep track of everything. **What do you dislike about AMS360?** I would like everything to be housed in one place and not three different places. What I mean by that is it would be very nice to from a lead bridge into the quoting issue. It have everything updated and then it bridge into AMS360 right now we have to do everything separately. Very confusing and unorganized compared to how we wanted it handled. It was very cookie cutter and not specific to our needs. **What problems is AMS360 solving and how is that benefiting you?** AMS360 resolves tracking issues for renewals, policies, and finances, while providing a system for reminders and notifications, improving the management process. **Official Response from Nate McKissick:** > Hello, Samantha! Thank you for your review of AMS360. We're thrilled to hear that our product works so well for your agency. Please don’t hesitate to reach out if you need anything in the future! ### 16. AMS360: User-Friendly Insurance Workflow and Recordkeeping Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole M. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about AMS360?** AMS360 helps organize all things related to insurance. It is user friendly and allows great options to keep workflow accurate. Easy to add new clients and update information. Easy to create target lists to filter clients. AMS is very dialed in on maintaining records with activities and suspense creation. Overall, the ability to easily access information and work from various levels makes this program user friendly for all levels. **What do you dislike about AMS360?** Claims downloads are not compatible with all insurance companies, which is not entirely AMS's responsibility to fix. **What problems is AMS360 solving and how is that benefiting you?** Currently, I'm going to attend the conference in Las Vegas in April to learn more about using AMS. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Nicole! It's fantastic to know that AMS360 helps you and your agency succeed. We genuinely care for our customers and are delighted to know that our dedication shows. Please don’t hesitate to reach out if you need anything in the future. ### 17. AMS360 works great for storing data, but the reporting functions leave much to be desired. **Rating:** 4.0/5.0 stars **Reviewed by:** Jen B. | Senior Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2023 **What do you like best about AMS360?** That it integrates with our CRM (AgencyZoom) **What do you dislike about AMS360?** It's hard to pull data via reports. I often have to run several different types of reports with various filters and then combine data to get what I need. Example, some reports I run contain contact info for our customers but don't have the premium info I need while others that I run to get the premium info I need don't have other information I need. It would be nice to be able to specify which fields of data are returned on each report. **What problems is AMS360 solving and how is that benefiting you?** Now that Vertafore has aquired AgencyZoom, it seems as though they are working on more 2 way integrations between the 2 platforms that is beneficial to our agency. **Official Response from Hillarie Holcomb:** > Hi Jen, Thank you for taking the time to leave us a review. Our team works diligently to make each customer experience a positive one, but there is always room for improvement. We take your feedback seriously and greatly appreciate it. If you want to discuss anything further, don't hesitate to get in touch with us at marketing@vertafore.com. Thanks again! ### 18. Smooth Operations with Minor Setup Hiccups **Rating:** 3.5/5.0 stars **Reviewed by:** Kelly E. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about AMS360?** I find AMS360 easy to use. The platform is simple and helps keep track of appointments and documents. The suspenses feature is really useful as it helps me not forget what I need to get done day to day. It's also easy to find our carriers and phone numbers using the contact tab. **What do you dislike about AMS360?** It was a bit complicated to set up but once you get into the system it is easy to use **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps me keep up with appointments and documents, solve the problem of finding clients, and utilize the suspenses feature to remember what I need to get done. It also simplifies finding carriers and phone numbers through the contact tab. **Official Response from Nate McKissick:** > Thank you for your review, Kelly! It's our goal to provide an exceptional user experience, so we're glad to hear you find AMS360 easy to use. Please don’t hesitate to reach out if you need anything in the future. ### 19. Advanced Search and Automation That Keeps Us Ahead of Deadlines **Rating:** 5.0/5.0 stars **Reviewed by:** Rechelle C. | Commercial CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** Advanced search and fast information retrieval, Automated tasks, renewals, notifications, and document generation reduce manual effort and help us agencies stay ahead of deadlines. **What do you dislike about AMS360?** New users often struggle to get up to speed, which impacts productivity **What problems is AMS360 solving and how is that benefiting you?** AMS360 primarily solves data chaos, manual work, and workflow inefficiency inside insurance agencies — and the benefits show up in speed, accuracy, and better client service. Based on verified user feedback and industry reviews, these are the clearest, most consistent problem‑solution pairs. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Rachelle! It's great to hear that our platform is helping you stay ahead of deadlines with its advanced search and automation features. We appreciate your review and look forward to continuing our partnership. ### 20. Simple, Efficient Workflow with Streamlined Follow-Through **Rating:** 4.0/5.0 stars **Reviewed by:** Kathryn T. | Commercial Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about AMS360?** Simplicity; once-and-done follow-through prevented prolonged and redundant entry. **What do you dislike about AMS360?** Canned reports required running several out to EXCEL to create comparative reports that were logical and complete. **What problems is AMS360 solving and how is that benefiting you?** I am no longer working on AMS360. Our agency, after 13 years on AMS360, opted for EPIC, assuming they'd receive the tremendous cost savings as promised. I tried, but the agency did not comprehend the additional time required to complete the simplest of tasks in EPIC. Time is money. As a super user +10 years on both systems, I've served on requirement study, migration, and implementation teams. I've conducted national and regional testing for enhancements. As the agency has learned, EPIC's mammoth indices require significant time from service staff to maintain. Critical crash errors running back to the early 90's on TAM, EPIC's predecessor, are still not fixed. **Official Response from Nate McKissick:** > Hello, Kathryn! Thank you for your review of AMS360. We understand your concerns about canned reports and will take this into consideration for future updates. We appreciate your review and look forward to continuing our partnership. ### 21. Comprehensive and User-Friendly Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** bintou C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** I find AMS360 easy and very comprehensive. It helps me manage my client management issues, accounting, and banking all in one place. I appreciate that I can analyze my staff performance and see my company status in one place, which allows me to drill down into specific details on performance issues. It provides me with the financial status of the company by pulling specific reports on productions by agents, CSRs, and balances on customers that have not been paid or billed. The initial setup was fairly easy. **What do you dislike about AMS360?** report are complex to pull **What problems is AMS360 solving and how is that benefiting you?** AMS360 solves my client management, accounting, and banking issues in one place. I can analyze staff performance and see my company's status, drill down to performance details, and get financial reports on production and unpaid balances. **Official Response from Nate McKissick:** > Thanks for your feedback, Bintou! We're glad to hear that AMS360 has been comprehensive and user-friendly for you. We appreciate your review and look forward to continuing our partnership. ### 22. Effortless Document Management, A Notable Asset **Rating:** 5.0/5.0 stars **Reviewed by:** Harpreet K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about AMS360?** I really like AMS360 because it's a good platform with a lot of stuff built into it. It helps our office keep up with notes made by other agents and customer contact information. I like that I can upload all documents to the insured's account and write notes under activity. It simplifies keeping all documentation in one place which is really helpful. **What do you dislike about AMS360?** I wish adding a manual policy in the system was a little bit more easier. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps our office keep up with notes, customer contact information, and documentation in one place. I like uploading documents and writing notes under activity, making it easier to keep signed applications on file. **Official Response from Nate McKissick:** > Thank you for your review, Harpreet! We're glad to hear that AMS360 is helping you keep all your documentation in one place and simplifying your workflow. We're happy to be a part of your business and appreciate your feedback! ### 23. Convenient Policy Storage, But is Pricey and Add-Ons Raise Costs **Rating:** 3.5/5.0 stars **Reviewed by:** Stefanie R. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2026 **What do you like best about AMS360?** I like that I can download most policies, and that it keeps all of our paperwork stored online in the customer’s account. There is great support when you have a problem or question. **What do you dislike about AMS360?** It is very expensive. It doesn't have good reporting built in. In order to get other opportunities, you must pay for add ons. It isn't customizable. **What problems is AMS360 solving and how is that benefiting you?** It helps in documenting interactions with our customers and storing our paperwork. **Official Response from Nate McKissick:** > Thank you for sharing your thoughts on AMS360, Stefanie. We understand the importance of a customizable AMS and will take your input into consideration for future updates. We value your business and aim to provide the best experience possible. ### 24. Streamlined Insurance Brokerage with AMS360 **Rating:** 5.0/5.0 stars **Reviewed by:** Mayra M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** I find AMS360 incredibly easy to use, which I really appreciate. Its storing capabilities are great, and I like how it lets me visualize clients effectively. The download capabilities and connectivity with carriers are valuable, making the work easier for our account managers. The initial setup of AMS360 was great, and overall, I am very happy with how it helps us manage clients and streamline workflows while ensuring compliance. **What do you dislike about AMS360?** Things that can be improved are policy links. They could be easier to access and view. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps us manage clients, streamline workflows, and ensure compliance. It simplifies work for our account managers with its ease of use, storing capabilities, and visualization of clients. The download capabilities and connectivity with carriers enhance efficiency. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Mayra! We're thrilled to hear that you find AMS360 easy to use and that it helps streamline your workflows and ensure compliance. We appreciate your feedback about policy links and will take your input into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future. ### 25. Flexible Solution with Room for Improvement in Master/Sub Relationships **Rating:** 4.0/5.0 stars **Reviewed by:** Jeff G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like AMS360 for its flexibility which allows us to track business needs in various ways as they arise. The large user base is also a plus, as it facilitates the sharing of ideas, procedures, and processes. **What do you dislike about AMS360?** I find the master/sub customer relationships challenging in AMS360. It would be great if the relationships were included in reporting and could show the monetary value of the master customer over all of their sub-customers. Also, the initial setup wasn't very easy due to the master/sub relationship nature of our entire database. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for tracking customers, referrals, quotes, and sales. Its flexibility helps us adapt to our business needs, and with a large user base, we share ideas, procedures, and processes. **Official Response from Nate McKissick:** > Thanks for your review of AMS360, Jeff! We're thrilled to hear that our product works so well for your agency. We genuinely care for our customers and are delighted to know that our dedication shows. ### 26. Seamless Integration, User-Friendly Client Management **Rating:** 4.0/5.0 stars **Reviewed by:** Halie K. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2026 **What do you like best about AMS360?** I find AMS360 easy to use and appreciate its integration capabilities, which are really beneficial as we work to modernize our agency. The client management features stand out, and I value the ease of integration which allows seamless addition of other tools like AgencyZoom and PL Rating. We have been working closely with reps from Vertafore to learn more about these features. **What do you dislike about AMS360?** I just feel like the available capabilities aren't widely available on how to utilize. Maybe continued education videos, as you already have a good base training system set up, just feel like the capabilities could be better utilized if ease of access was available. **What problems is AMS360 solving and how is that benefiting you?** AMS360 holds client info and makes finding pivot options for customer retention easier, with easy-to-use integration capabilities for modernizing and expanding our agency. **Official Response from Nate McKissick:** > Thanks for your review, Halie. We're delighted that AMS360 has met your expectations. We appreciate your feedback on educational resources and will take it into consideration for future updates. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future! ### 27. AMS360: All-in-One Efficiency with Room for Outlook Sync Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about AMS360?** I like that AMS360 brings everything I need into one place, which saves time and boosts efficiency. The cross-platform use is a real plus for me as it helps in attaching my Outlook conversations directly to the activities created in the software. The setup process was intuitive, which made getting started with AMS360 much easier. **What do you dislike about AMS360?** Syncing with Outlook needs better optimization with the newer versions of Outlook. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for customer database management, form and file generation, saving time and boosting efficiency. It also lets me attach Outlook conversations to activities, and I like having all I need in one place. **Official Response from Nate McKissick:** > Thank you for letting us know what you think about AMS360! We value your opinion and appreciate you taking the time to share your experience. ### 28. New User - Finds Helpful **Rating:** 5.0/5.0 stars **Reviewed by:** K. M. | Personal Lines Agent & CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** February 06, 2026 **What do you like best about AMS360?** I’d prefer it if my quick-actions menu were listed on the top bar instead of along the right edge, though that’s just my personal preference. As it is now, I don’t like how many extra clicks it takes to get to what I need. **What do you dislike about AMS360?** I don't like how my coworkers have the option to switch from the main page to customer lookup, etc, from the top toolbar, while I have to open the hamburger menu to get to that screen. Other than that, love this program. **What problems is AMS360 solving and how is that benefiting you?** I use it to keep track of customer billing, as well as any changes, updates, or notes related to each customer. **Official Response from Nate McKissick:** > Thank you for your review of AMS360! We appreciate your feedback on the quick-actions menu placement and will take it into consideration for future updates. We appreciate your input and look forward to continuing our partnership. ### 29. Solid Tool for Storing Client Information with Integration Gaps **Rating:** 3.5/5.0 stars **Reviewed by:** Elizabeth S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2026 **What do you like best about AMS360?** I like using AMS360 because it allows me to store all of our client information efficiently. I also appreciate that all of the policies can be downloaded into each client's profile and are easily accessible. Plus, it integrates with our carriers, which is really convenient. **What do you dislike about AMS360?** The client information is very choppy, and I have to go into different screens to enter all of the client data. All of it doesn't always get entered by the agents because they don't go to the other screens to do so. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to store all client information, making policies easily accessible. It integrates with carriers, streamlining operations. **Official Response from Nate McKissick:** > Thank you for sharing your thoughts with us, Elizabeth. We're glad to hear that you find AMS360 efficient for storing client information and appreciate the convenience of policy accessibility and carrier integration. We appreciate your input and will take it into consideration for future updates. We value your business and aim to provide the best experience possible. ### 30. Effortless Client Management with Seamless Salesforce Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Stephen B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** I like the ease of use of AMS360, which makes it easy to manage client information effectively. The integration and communication with Salesforce are valuable, allowing me to track client accounts, notes, and renewals seamlessly. The initial setup of AMS360 was very easy, which was a nice bonus. **What do you dislike about AMS360?** The eforms could be improved. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to keep clients in check, making them easy to find with filters. Its ease of use and Salesforce integration help in creating client accounts, tracking notes, and renewals. **Official Response from Nate McKissick:** > Thank you for your review, Stephen! It's our goal to provide an exceptional user experience, so we're glad to hear you find AMS360 easy to use. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 31. They are continually listening and improving **Rating:** 5.0/5.0 stars **Reviewed by:** Mallory W. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2025 **What do you like best about AMS360?** It’s very user friendly and easy to navigate. The support is extremely helpful. **What do you dislike about AMS360?** I wish reports were easier to figure out. The data can be different between Classic and MAR. More classes are needed to help guide us through reports! **What problems is AMS360 solving and how is that benefiting you?** I'm really excited about the information they shared at the conference. It’s exciting that it isn’t “coming soon” but “ready now” **Official Response from Nate McKissick:** > Thank you for sharing your review of AMS360 with us, Mallory. We are grateful for your thoughts. Your input drives our software improvements. ### 32. Comprehensive All-in-One with Seamless Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Nancy N. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like AMS360 for its all-in-one functionality which makes it easier to handle various tasks within the system rather than switching to another system. The ease of use is great, particularly when dealing with accounting, commission reconciliation, and payment. I find the integration with ePay to be awesome and it enhances the utility of the software significantly. **What do you dislike about AMS360?** views are sometimes small; inability to click in certain areas in invoicing **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for accounting and commission tasks within our management system. Its all-in-one functionality, ease of use, and great integration with ePay improve bill reconciliation and vendor management. **Official Response from Nate McKissick:** > Hello, Nancy! Thank you for your review of AMS360! We're glad to hear that you enjoy AMS360's all-in-one functionality and ease of use! We genuinely care for our customers and are delighted to know that our dedication shows. Please don’t hesitate to reach out if you need anything in the future. ### 33. Easy Customization, Needs Larger Text **Rating:** 5.0/5.0 stars **Reviewed by:** Miriam S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** I find AMS360 easy to manage and figure out, even if you've never used it before. I like how everything is time and date stamped, and we can customize it to our own liking. **What do you dislike about AMS360?** I wish the lettering to be bigger where we have to note for our notes and set up clients. The lettering is so small. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is easy to manage and figure out, making it user-friendly. I like the time and date stamping features and the ability to customize settings. **Official Response from Nate McKissick:** > Hello, Miriam! Thank you for your review. We're glad to hear that you find AMS360 easy to manage and customizable. We're happy to be a part of your business and appreciate your feedback! ### 34. Rocking the Insurance World **Rating:** 5.0/5.0 stars **Reviewed by:** Angela P. | Company Relations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2022 **What do you like best about AMS360?** AMS360 is one of the most user-friendly systems. After using two other systems over the past thirty years, this one is by far the best. It gives us the most integration. **What do you dislike about AMS360?** The Outlook Add-In needs to get better. We need to be able to pick who we want something to attach to in case it's from a company. We need to be able to choose the client. I don’t like that new AI features might have charges. **What problems is AMS360 solving and how is that benefiting you?** We have been able to streamline workflows with AMS360. Streamlining allows us to better serve our clients. **Official Response from Hillarie Holcomb:** > Hi Angela, Thank you for taking the time to leave us a review! We're glad to hear that you're finding AMS360 easy to use at that you've been able to streamline your processes to improve customer experience. That's what it's all about, right? Thank you also for the feedback on the Outlook integrations. If you haven't already, please take a moment to submit a product idea through My Vertafore. This helps us collect user feedback and allows other customers to vote on the ideas to be implemented. Thanks again! ### 35. Comprehensive Solution with Seamless Outlook Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Andrea W. | Commercial Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2025 **What do you like best about AMS360?** I do like that you can track prospects to clients with policy changes from start to end. I love that it integrates with Outlook and I can email directly and also add items to my calendar. The downloads, activities, suspenses, forms, e-signature integration give us all we need. Commissions, Certificates, Accounting is all here! We use this program everyday. **What do you dislike about AMS360?** The program is so large, we probably don't use half of it. I would not recommend it for smaller agencies due to cost. The cost to get our own data is a downside for sure. Reporting could be easier to use and more updated looking with graphs or different formats. Interface still looks dated. The program does take a while to learn. **What problems is AMS360 solving and how is that benefiting you?** It is a central location for client and policy data that allows for downloads, endorsements, and renewals reducing double entry if used properly. It generates reminders, tasks, and follow ups so nothing slips through the cracks. **Official Response from Nate McKissick:** > Thank you for your review of AMS360. We understand that the program's extensive features may not be fully utilized by all users, and we appreciate your feedback on the cost and learning curve. We are committed to providing a valuable solution for agencies of all sizes and will take your input into consideration for future improvements. Please don’t hesitate to reach out if you need anything in the future.   ### 36. Ease of Use With Room for Reporting Improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Melissa K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** I like the ease of doing business with AMS360. It's very easy to navigate the system to help our clients. The downloads feature is great and makes it easier to process transactions. **What do you dislike about AMS360?** I feel that a more streamlined reporting system that we could better manipulate would be great. Also, the initial setup was a little clunky, and we had issues that took a long time to resolve. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for managing clients, reporting, and employee tracking. It makes doing business easier with its easy navigation and downloads that simplify transaction processing. **Official Response from Nate McKissick:** > Thanks for your feedback, Melissa! We're glad to hear that you find AMS360 easy to use and that it has been beneficial for managing clients and processing transactions. We're happy to be a part of your business and appreciate your feedback! ### 37. Peace of Mind **Rating:** 5.0/5.0 stars **Reviewed by:** Gabrielle D. | Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about AMS360?** AMS360 has really made a difference for our agency. It keeps everything in one place—clients, policies, billing—so we can spend less time on paperwork and more time actually helping people. One of the biggest benefits is the peace of mind it gives us knowing everything is traceable. Every note, every conversation with a client is able to be documented, which is so important in an industry where misunderstandings can be stressful. Instead of worrying about “he said, she said,” we can focus on serving our clients with confidence. We reference AMS360 for every customer, every time to ensure we minimize mistakes and errors, refer to customers by their preferred names, and save time. There are so many resources available when it comes to navigating AMS360. Vertafore University has tons of articles, tutorials, and dedicated customer support to help walk you step-by-step through setup, workflows, and troubleshooting. Another driving force is it is widely compatible with most carriers which allows for smoother policy and commission downloads. **What do you dislike about AMS360?** AMS360 is a little more traditional than some other systems, and even with many wonderful resources can have a steep learning curve. I've been told it's also a little more costly than some of the newer versions of AMS. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps our business run smoothly and efficiently. We are able to use a single database to view all clients and policy details instead of having to rely on carrier portals alone and juggle countless spreadsheets or paper files. This minimizes human error and saves time. Most importantly, storing documents across desktops or emails can increase the risk of missing records--but with integrated document management and activity logs, we can create an audit trail for E&O protection. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Gabrielle! It's fantastic to know that AMS360 helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 38. Easy to Use with Flexible Client Lookup Options **Rating:** 4.5/5.0 stars **Reviewed by:** Lori S. | csr, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** I really appreciate the different ways to look up clients ( address, phone, email) I Love the ease of use **What do you dislike about AMS360?** i do not like how you can not delete mistakes like policy changes or binders **What problems is AMS360 solving and how is that benefiting you?** ease of use less confusion **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Lori! It's our goal to provide an exceptional customer experience, so we're glad to hear you find our platform easy to use. We appreciate your review and look forward to continuing our partnership. ### 39. User-Friendly and Efficient Data Management **Rating:** 5.0/5.0 stars **Reviewed by:** belle v. **Reviewed Date:** December 17, 2025 **What do you like best about AMS360?** I like that AMS360 is user-friendly, which makes it easier for me to update customer information and create customer profiles. I appreciate how it allows me to keep up with customer updates and policy info. I also find it valuable that AMS360 can pull up information from different sites, which is handy when a policy is transferred to me from a different agent, making it easy to find the data needed. The initial setup was easy, although it took some time to learn all the aspects. **What do you dislike about AMS360?** I would like to see updates of every time the customer called for policy information. I would like to see the date and time when the customer called to request things like POIs. It was easy but it did take time to learn all the aspects of AMS360. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to update customer information and create customer profiles. It helps me keep up with customer updates and policy info. It's user-friendly and allows me to easily find data needed if a policy is transferred from a different agent. **Official Response from Nate McKissick:** > Hi, Belle! We're glad to hear that you find AMS360 user-friendly and efficient for managing customer data and we appreciate your feedback about wanting to see updates on customer calls. We value your opinion and strive to improve based on your suggestions. ### 40. Comprehensive Insurance Solution with Learning Curve **Rating:** 3.5/5.0 stars **Reviewed by:** Melanie C. **Reviewed Date:** December 14, 2025 **What do you like best about AMS360?** I like that with AMS360 I have access to information and it links to many other sites like PLrater for quoting and DocuSign for processing forms. I also appreciate the suspense and activities features, which help me make sure to follow up on problems and ensure things are paid. **What do you dislike about AMS360?** There needs to be a summary of the account without having to click into everything. For example, when I want to email a husband and wife, I have to go through 8 clicks to achieve this. I want to see one screen that shows all contacts, all phone numbers, all emails, and notes that go with those numbers—cell, home, office, fax, etc. Additionally, I feel like there is a lot more to learn with AMS360 than with Epic, and it will be another year before I feel comfortable. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps me keep track of policies and activities, ensuring follow-ups and payment confirmation. I like having access to information, integration with tools like PLRater and DocuSign, and the suspense feature for activity management. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Melanie. We understand your concerns about the learning curve and the need for a more streamlined summary of account information. We value your opinion and strive to improve based on your suggestions. ### 41. Robust Tool for Insurance Agency Management **Rating:** 5.0/5.0 stars **Reviewed by:** Richard M. | Director of Discovery Operations **Reviewed Date:** December 12, 2025 **What do you like best about AMS360?** I really like the ability of AMS360 to track expirations and consolidate all insurance policies, income, and brokerage commissions in one spot. This feature allows everything to flow right through our income statement and balance sheet, making it very efficient. I also appreciate the integrated accounting function which works great for us. Being able to operate our insurance agency with less employees due to the software's ability to track and capture all our insurance business is a big plus. Additionally, the transition to AMS360 was relatively easy, thanks to the support from their staff who guided us through the process over almost two months. **What do you dislike about AMS360?** There are some limitations on when you're allowed to invoice based on one expiration date, which affects our ability to do some invoicing on policies that are coming up in the future. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to track insurance policy expirations, invoicing for all clients, and integrate accounting. It helps ensure no policies are missed for renewal and tracks receivables. AMS360 allows our agency to run with fewer employees, capturing all insurance business efficiently. **Official Response from Nate McKissick:** > Hello, Richard! We're thrilled to hear that AMS360 has been able to streamline your insurance agency management and make your operations more efficient. Our team is dedicated to providing excellent support and guidance during the transition process, and we're glad to hear that it was a smooth experience for you. We value your opinion and appreciate you taking the time to share your experience. ### 42. Clear, Policy-Like View That’s Easy to Read **Rating:** 4.0/5.0 stars **Reviewed by:** MARY B. | Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** I like the policy view it reads like a policy **What do you dislike about AMS360?** Everytime you open a policy the system wants to enter an activity **What problems is AMS360 solving and how is that benefiting you?** It is very effective in tracking clients and their policies in an organized way **Official Response from Nate McKissick:** > We're delighted that AMS360 has met your expectations, Mary. Your satisfaction is our top priority. We're grateful for your input and look forward to continuing our partnership. ### 43. Streamlined Client Management, Needs Better E-Forms **Rating:** 4.0/5.0 stars **Reviewed by:** Bethany A. **Reviewed Date:** December 17, 2025 **What do you like best about AMS360?** I like using AMS360 because it solves having everything in one place, so I don't have to search different applications for the same information or documents. I appreciate its ease of use, which is a big plus for me. The policy search and creating activities and suspenses are most convenient. It's also valuable from a reporting and tracking perspective, helping me stay current with my clients. Plus, the initial setup was very easy. **What do you dislike about AMS360?** E-Forms can be finnicky and not always the easiest to use when trying to issue for electronic signatures. I think if there was an easier way to understand how to issue electronically and be signed electronically would help with the information being input and issued. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to track my clients, centralizing information so I don't have to search different applications. It's valuable for reporting and tracking, staying current with my clients. **Official Response from Nate McKissick:** > Hello, Bethany. Thank you for taking the time to share your experience with AMS360! We're glad to hear that our software has been valuable for centralizing your client information and making it easier to track and report on your clients. We appreciate your review and look forward to continuing our partnership. ### 44. Easy Changes and Great Customer Service. **Rating:** 5.0/5.0 stars **Reviewed by:** Jim (JB) B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2026 **What do you like best about AMS360?** Easy to make changes and great customer service. **What do you dislike about AMS360?** It doesn't play nice with Google updates. **What problems is AMS360 solving and how is that benefiting you?** Easy to create COI for the customer when they need it. ### 45. AMS360 provides seamless integration **Rating:** 4.0/5.0 stars **Reviewed by:** Stacy F. | Agent and Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about AMS360?** The ease of transferring information from Bridge to AMS360 is a timesaver. The "Orange Squiggle" is a one click way to save info. **What do you dislike about AMS360?** The integration does not always work and sometimes either AMS360 or Bridge need to be refreshed. **What problems is AMS360 solving and how is that benefiting you?** Information management made easy. **Official Response from Lisa Landes:** > Thank you for your input, Stacy! Customer input drives our software improvements. ### 46. Makes Writing Suspense Easy and Enjoyable **Rating:** 5.0/5.0 stars **Reviewed by:** Autumn H. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2026 **What do you like best about AMS360?** Being able to write suspense's and cross them off. Helps me make sure I have recieved thing back from the carrier. **What do you dislike about AMS360?** I dislike not being able to use new outlook. Have to login to old outlook everyday to be able to use AMS360. **What problems is AMS360 solving and how is that benefiting you?** Easy to renew policies and issue COI's. Hopefully soon it will be efficient with new outlook. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Autumn! We appreciate your feedback on Outlook and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future! ### 47. Streamlines Workflow with Powerful Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Shannon D. **Reviewed Date:** December 12, 2025 **What do you like best about AMS360?** I really like the drag and drop feature to enter documents, which streamlines entering documents or chats and allows the employees more time to help customers. It simplifies the commissions process, and I appreciate having everything in one place. The seemingly endless possibilities for reports that can be done based on company, vendor, employee, or company is another great feature. The primary reporting features we use for the monthly production per employee and their calculated commissions based on IVANS downloaded policy information help speed up the workflow, allowing more time for other projects. **What do you dislike about AMS360?** I don't think the location to find the many reports is apparent enough to find if you are new to using AMS360. **What problems is AMS360 solving and how is that benefiting you?** AMS360 simplifies the commissions process, consolidates information, streamlines document entry with drag and drop, and offers extensive reporting capabilities, which accelerates workflows and frees up time for customer support and other projects. **Official Response from Nate McKissick:** > Thank you for sharing your positive experience with AMS360, Shannon. We appreciate your feedback about the location of reports and look forward to continuing our partnership. ### 48. Efficient and User-Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Rosario B. **Reviewed Date:** December 05, 2025 **What do you like best about AMS360?** I find AMS360 great and much better than our previous software due to its ease of use. The easy tracking of submissions and the specificity in categorizing tasks and activities are particularly useful. I really like how easy it is to make ACORD form documents, as it can prefill portions if started from a previously used policy or submission. Additionally, the ability to CC multiple team members for group tasks ensures everyone stays up to date. **What do you dislike about AMS360?** I dislike having to manually mark timestamps in my notes. I wish it was automated. For example, when you save and close a task or move it two days later after leaving a note that you followed up with a customer, I want to see a timestamp like 'Rosario Briercheck left a note at 11:06 AM 12/5/2025'. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps with easy tracking of submissions and categorizing tasks. It simplifies ACORD form creation by pre-filling data, and allows CCing multiple team members for effective group project collaboration. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Rosario! It's our goal to provide an exceptional user experience, so we're glad to hear you find AMS360 easy to use. We're happy to be a part of your business and appreciate your feedback! ### 49. Good Organization, Needs Speed and Feature Improvements **Rating:** 4.0/5.0 stars **Reviewed by:** Christopher B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about AMS360?** I appreciate AMS360 for accountability, as it always keeps us informed on who last spoke with a client and the details of the conversation. This feature is essential in managing our agency database and ensures that our team stays organized with detailed and easy-to-process information. **What do you dislike about AMS360?** It was a little slow. Email use, speed, and export features would be nice. Initial setup was not easy. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for agency database management, improving organization with its detailed and easy-to-process features. It keeps us informed on client interactions, enhancing accountability. **Official Response from Nate McKissick:** > Thanks for your feedback, Christopher. We're glad to hear that you appreciate AMS360's accountability and organization features. We understand the importance of speed and efficiency, and our team is continuously working on improving these aspects. We appreciate your review and look forward to continuing our partnership. ### 50. Most convenient Mobile Access on the Go **Rating:** 5.0/5.0 stars **Reviewed by:** Marquisia R. | Insurance producer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2026 **What do you like best about AMS360?** The ability to use the app on my cell phone also **What do you dislike about AMS360?** It glitches often, some calls don't show **What problems is AMS360 solving and how is that benefiting you?** It makes it easier to do business on the go **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Marquisia. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future! ## AMS360 Discussions - [Are there classes on reports?](https://www.g2.com/discussions/37123-are-there-classes-on-reports) - 3 comments, 2 upvotes - [View AMS360 pricing details and edition comparison](https://www.g2.com/products/ams360/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-05+20%3A04%3A05+-0500&secure%5Bsession_id%5D=297fefa9-66bb-4549-89b4-4cf4fabf2321&secure%5Btoken%5D=d8c3e542015660f12bb8bb4396392361456e20fa11f80fef012d05591d256d41&format=llm_user) ## AMS360 Integrations - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - [Applied TAM](https://www.g2.com/products/applied-tam/reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) - [ClientCircle](https://www.g2.com/products/clientcircle/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [EPAY HCM](https://www.g2.com/products/epay-hcm/reviews) - [FMG Suite](https://www.g2.com/products/fmg-suite/reviews) - [ImageRight](https://www.g2.com/products/imageright/reviews) - [Ivans Download](https://www.g2.com/products/ivans-download/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [RingEX](https://www.g2.com/products/ringex/reviews) - [RoboForm Password Manager](https://www.g2.com/products/roboform-password-manager/reviews) - [WorkSmart](https://www.g2.com/products/worksmart/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## AMS360 Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top AMS360 Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,553 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (687 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - 4.8/5.0 (84 reviews)