easy to use and if you need assistance they help immediately the value of ams is outstanding - helps keep us organized and in tact Review collected by and hosted on G2.com.

that when you make a cancellation form it doesnt save if you need to edit it Review collected by and hosted on G2.com.

I like the notes in AMS360 because we can turn them into activities. This is very useful, as if a client calls about the same issue discussed days ago, we just have to follow up with the previous note. Also, I found the initial system setup easy. Review collected by and hosted on G2.com.

I think what could be improved is that I can't delete activities and if I mistakenly upload a document where it doesn't belong, it won't let me delete it. Review collected by and hosted on G2.com.

I appreciate the organisation each profile shows once the data has been input. The flow for making accords is great for the quantity being produced daily. Review collected by and hosted on G2.com.

I wish the accord 27 wasn't stuck behind the epi tab, please include in regular certificate section Review collected by and hosted on G2.com.

I love that all users can see exactly where we are in the renewal process. I use the suspenses nonstop, and they really help me plan my day. Review collected by and hosted on G2.com.

The least helpful part is that I’d really like the program to include more AI features as part of it. Review collected by and hosted on G2.com.

The ease of creating activities and submissions. Review collected by and hosted on G2.com.

Some processes could be smoother - less steps to achieve the same result. (i.e., creating an activity to save a document results in having to explanations for one item. Just drag, drop, name, and be done with it.) Review collected by and hosted on G2.com.

Customer support is helpful. They are prompt and usually can help very quickly The product is good and an industry standard. It needs to be refined. Review collected by and hosted on G2.com.

The UI feels clunky and outdated, and overall it isn’t very intuitive. It’s also not clear exactly which integrations are available for an agency of our size and type, and there's no AI tools. I’m not sure what other platforms it integrates with easily. On top of that, it can be a bit slow at times. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like AMS360 for its PL Rater connection and how client information is easily accessible. It transfers client information into the PL Rater, which saves me time when doing quotes because I do not have to input client information or policy information manually. The setup process was pretty easy, and I am very likely to recommend AMS360 to others with a solid 10 out of 10. Review collected by and hosted on G2.com.

I like everything Review collected by and hosted on G2.com.

I like that I can pick which carriers I want to use instead of having to do all of them every time. I also appreciate that I can go back to an old quote. Sometimes clients have preferences for certain companies or you may know certain companies will not qualify for coverage, and AMS360 helps by allowing me to weed out extra information, making it easier for the client to read by having only the relevant information. Review collected by and hosted on G2.com.

I can't stand that I constantly have to reinput my credentials to get the quotes. I was new and couldn't get my own credentials right away. I wasn't able to get all the quotes for the carriers I chose because I didn't have my own credentials. There needs to be like a one-time adding process when adding the carrier on the admin side. There should be a separate credential for each company that is used for everyone. Then you could go in and make your own account as well. But, the carrier credentials needed wouldn't be specific for each person. If that makes sense. Review collected by and hosted on G2.com.