AMS360 Reviews & Product Details

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.

Product Website

Seller

Vertafore

Discussions

AMS360 Community

Languages Supported

English

Overview by

Vertafore Marketing

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

AMS360 Media

Start your day on the AMS360 Landing Page. This is your one-stop shop for policy, client, quote, document, and task information.

AMS360 Demo - AMS360 expiring policy list

Manage expiring policies in one place. Link to customers, policy information, and service reps in this screen.

AMS360 Demo - AMS360 policy information page

The Policy Information Page delivers client and policy information in one screen. Navigate here to service an account quickly and easily.

Drill down into policy information and documents and navigate to certificates of insurance in the Policy View screen.

AMS360 Demo - AMS360 Certificate of Insurance

Easily create, manage, and distribute certificates of insurance from one screen.

AMS360 Demo - AMS360 Distribute certificates of insurance

Distribute certificates of insurance to stakeholders via print, fax, or email from the Distribute Certificates of Insurance screen.

Check out the top 5 features for AMS360!

Official Downloads

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AMS360 success story with Gillman Insurance

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Daniel D.

Mid-Market (51-1000 emp.)

4/15/2026

"Comprehensive Accounting Solution with User-Driven Enhancements"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about AMS360?

One single thing that AMS360 doesn't currently offer is "recurring EFTs" for the Accounting department. Review collected by and hosted on G2.com.

Response from Nate McKissick of AMS360

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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.

Xotchil M.

Small-Business (50 or fewer emp.)

4/15/2026

"Solid Tool for Insurance, Needs Better Key Identifier Options"

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Nate McKissick of AMS360

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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.

Michael K.

Small-Business (50 or fewer emp.)

4/15/2026

"Efficient CRM with Limited Integration"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Nate McKissick of AMS360

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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.

Chelsea V.

Mid-Market (51-1000 emp.)

4/14/2026

"Essential for Streamlined Accounting"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Nate McKissick of AMS360

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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!

monica r.

Small-Business (50 or fewer emp.)

4/15/2026

"User-Friendly System with Seamless Integrations"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Nate McKissick of AMS360

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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.

Christian M.

Small-Business (50 or fewer emp.)

4/14/2026

"Integrates Perfectly, Needs Better Training"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Nate McKissick of AMS360

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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!

Samantha O.

Small-Business (50 or fewer emp.)

3/26/2026

"Comprehensive System, Improves Agency Management"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Nate McKissick of AMS360

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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!

Nicole M.

Insurance Agent

Small-Business (50 or fewer emp.)

3/31/2026

"AMS360: User-Friendly Insurance Workflow and Recordkeeping Made Easy"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about AMS360?

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.

Response from Nate McKissick of AMS360

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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.

Jen B.

Senior Operations Manager

Small-Business (50 or fewer emp.)

2/14/2023

"AMS360 works great for storing data, but the reporting functions leave much to be desired."

4/5

What do you like best about AMS360?

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

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. Review collected by and hosted on G2.com.

Response from Hillarie Holcomb of AMS360

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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!

Kathryn T.

Commercial Account Manager

Small-Business (50 or fewer emp.)

4/7/2026

"Simple, Efficient Workflow with Streamlined Follow-Through"

4/5

What do you like best about AMS360?

Simplicity; once-and-done follow-through prevented prolonged and redundant entry. Review collected by and hosted on G2.com.

What do you dislike about AMS360?

Canned reports required running several out to EXCEL to create comparative reports that were logical and complete. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Nate McKissick of AMS360

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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.