AMS360 Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Claims downloads are not compatible with all insurance companies, which is not entirely AMS's responsibility to fix. Review collected by and hosted on G2.com.

That it integrates with our CRM (AgencyZoom) Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.