AMS360 Reviews & Product Details

The most useful thing about AMS is having any information about a insured you can possible need. From personal info as in phone number, address, email etc to policy details, to even seeing the entire policy. You can view claims anything the insured can call and ask about. And on the other side you can see all accounting, all info for companies, certificates, everything at your fingertips. Review collected by and hosted on G2.com.

Nothing I dislike, just know I have to have patience in certain instances, such as when an activity needs to be purged as a employee as made an error. I have to wait till afterhours when everyone is logged off to delete.

Just a patience thing. Review collected by and hosted on G2.com.

The UI is clear and easy to navigate. I also like that an activity can be added to more than one policy, and that there’s a CC option on suspenses, which helps improve efficiency. Review collected by and hosted on G2.com.

I would like the Customer Information 'Contacts' allow more than 3 as some accounts have multiple LLC owned properties to list, or to list the 3rd party contacts, or to list a trust owned property's trustees, etc. I would like automatic removal of old Acord forms and perhaps have a sub-folder for archived Acord forms. I would like more prominent sticky note pop-ups, perhaps a horizontal banner across the top of the screen when the pop-up is closed. I would like Customer tabs in different colors with matching color dec page tabs. Also include an option to set any pop-up windows from a customer's account to open as tabs in the same color for eForms/endorsements/new policy/manual policy edit, etc. Allow for an activity saved to the wrong policy/term in a customer's account to be moved/copied/reselected (w note indicating such if need be). Add field for 'post mail only' in Customer contact info Review collected by and hosted on G2.com.

The fact that AMS provides an all inclusive location for everything. From Account Management to accounting reports. No need to use different platforms. Priceless for the peace of mind. Especially with security issues being what they are and the sensitive information we have for our clients. Review collected by and hosted on G2.com.

I do not have any dislikes with AMS360. I have talked to some other agents who do not like that you are not able to get around the system but there is a reason for that. Which is just another one of the reasons I prefer AMS360. Review collected by and hosted on G2.com.

I love the "E-Forms" in AMS360 because they allow me to produce Certificates of Insurance efficiently. AMS360 also makes it easy to create templates and distribute them with a single email instead of sending multiple emails, which is a big time-saver. Additionally, I really appreciate the Policy Lifecycle management from submission to renewal, as it makes accessing policy documents, certificates, and endorsements straightforward. AMS360 pairs well with Imageright and they work very well together, enhancing my workflow. I couldn't live without AMS360; it's an extremely valuable resource that I highly recommend. Review collected by and hosted on G2.com.

I would like there to be spellcheck and grammar check on the distribution process. Currently, that is not an option. It's needed for the subject line and body of emails when creating distributions for renewals going out to hundreds or sometimes thousands of certificate holders. Review collected by and hosted on G2.com.

What I like best about AMS360 is having most of the information I need in one place. I can quickly access client and policy information, documents, activities, and billing details without having to search through multiple systems. I also like being able to document changes and correspondence, which helps keep a clear history of the account and makes it easier for our team to stay organized and provide better service to our insureds. Review collected by and hosted on G2.com.

It can also be difficult to find certain information quickly, and sometimes the system doesn’t always feel intuitive. There are also occasional glitches or limitations that can slow down processing, especially when making endorsements or updating policy information. Overall, I think the system could be more user-friendly and streamlined. Review collected by and hosted on G2.com.

AMS360 is great for data storage, creating filled applications used industry-wide, and generating forms for the insured to sign. I appreciate being able to store our own form letters for easy filling. Having one system where we can input the client's information and know it's safely stored for future use is vital. The system generates filled Acord apps after inputting information, cutting down the time spent filling out many apps. Generating forms like cancellation requests with just a few clicks instead of filling out all the information helps agency staff manage time efficiently. Review collected by and hosted on G2.com.

It would be nice to see AI more integrated into AMS360, like a feature to automatically send birthday texts or emails to clients. The data entry for submissions isn't the easiest, and I sometimes find it confusing where certain things should go. This could probably be improved with webinars or training. Also, I've never received any actual training from Vertafore, and I'm sure there's much more the system can do that I don't know about. Review collected by and hosted on G2.com.

I like that AMS360 is fully integrated with many outside programs and resources, which makes for a seamless transition between applications and different software tools. It's very customizable, and I find it pretty easy to use. It helps keep me organized by keeping renewals and new business in one place and provides a wealth of resources and documentation. AMS360 makes me much more efficient, saving time, which is my biggest resource. It increases efficiencies and does a great job with that overall. Review collected by and hosted on G2.com.

Completing applications can be very tedious. I still think if AMS360 has one weak point, it's completing applications. It would be much easier if there was just a form or a prompt screen where you could enter all the information instead of having to jump between tabs. I know how to use it because I've been using it for fifteen years, but for a new trainee, it's a pretty challenging task to learn. Review collected by and hosted on G2.com.

I love that there is so much to do in AMS360. As a producer, it helps me keep organized with all my clients' portals, policies, and activities, ensuring I never skip a beat. I can keep a log on who I have prospected, who is my client, and who I need to prospect. It plays a significant role in staying organized for me, and even though I need to use it more, it really helps keep things organized. The initial setup was easy, and I know my CSRs use it to create accords, and for accounting, I know they enjoy it. Review collected by and hosted on G2.com.

I feel there is a lot to take in, so sometimes it can be overwhelming. I also think it's not very modernized and wish it could be simpler, as the platform seems like it's stuck in a time capsule. I find it overwhelming, and I know colleagues who have switched from other products feel the same way. Review collected by and hosted on G2.com.

Since you work in insurance and appear to use AMS360 regularly, my favorite aspect of AMS360 is that it serves as a single source of truth for agency operations by keeping client information, policies, activities, accounting, and documents in one place. Industry descriptions also highlight its strength in connecting service, accounting, reporting, and carrier downloads within a single system. AMS360 provides strong value for the price by streamlining agency operations, improving organization, and reducing manual tasks. The benefits outweigh the cost for agencies that use its features regularly. Review collected by and hosted on G2.com.

If I had to pick the least helpful aspect of AMS360, based on user reviews and common agency feedback, it would be the clunky navigation and the number of clicks required to complete some tasks. Users frequently mention that certain workflows are not as intuitive as they would like, which can slow down processing. Review collected by and hosted on G2.com.

I use AMS360 for accounting and appreciate how it helps run things smoother and is easy to use. I rely on it for a lot of reports. The help center is useful when I can't figure out issues on my own. AMS360 works well for co-workers who don't know accounting but need to access policies and enter invoices, which frees up my time for more difficult tasks. The initial setup was fairly easy with a lot of training, and even though it was slow learning at first, it has become second nature. Review collected by and hosted on G2.com.

Sometimes it gives error messages that require a restart. Other times it has reports that are difficult to run for what I specifically need. I think the error messages are just a glitch. It would be helpful to have a production report that shows a book of business for a specific time period on one specific employee. I may just not have been able to find it yet. Review collected by and hosted on G2.com.