AMS360 Reviews & Product Details

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.

Key highlights:

User-Friendly Interface: AMS360 is easy to navigate, even for new team members. The layout is clean and organized, making day-to-day tasks like policy management, renewals, and client communications efficient and straightforward.

Powerful Reporting Tools: One of the biggest strengths of AMS360 is its robust reporting capabilities. Whether we’re tracking commissions, generating production reports, or analyzing client data, the system provides customizable and detailed insights that help drive strategic decisions.

Automation & Workflows: The built-in automation tools have saved us countless hours. From automated reminders to streamlined workflows, we’ve significantly reduced manual entry and increased productivity across departments.

Integration-Friendly: AMS360 integrates well with a range of third-party tools and services, including document management systems and marketing platforms, which helps keep our tech stack connected and efficient.

Reliable Support & Training: Vertafore’s support team is responsive and knowledgeable, and their ongoing training resources make it easy to stay current with system updates and best practices.

Bottom line: AMS360 is a comprehensive, scalable solution that grows with your agency. It supports everything from client relationship management to accounting and reporting, all while improving efficiency and compliance. We highly recommend it to any insurance agency looking to modernize and streamline their operations. Review collected by and hosted on G2.com.

Sometimes there are updates to AMS that we don't know about and things move around a bit. A quick email highlighting the updates would be awesome. Review collected by and hosted on G2.com.

AMS360 is easy to use for both new users and seasoned agents. Their university is really helpful to get people acclimated to the system. Customer Support is always helpful and easy to reach. Download implementation and updating information in the system is easy compared to other systems that I've worked with. Agency Accounting is easy to manage as well. Review collected by and hosted on G2.com.

Recent updates have created "more clicks" to do basic functions. They are working on a new platform and have made changes to the interface that cause users to either adjust browser settings or click to open a menu. We could right click on a center name and it would automatically open a new tab to navigate to that screen. Now you have to tell it you want to open a new tab and then manually navigate to that tab. Review collected by and hosted on G2.com.

AMS360 is user-friendly and packed with features that support our daily agency operations. The implementation process was smooth, and integration with other tools has been seamless. We rely on it every day, and when issues arise, their customer support is responsive and helpful. Overall, it’s a robust platform that keeps our workflows efficient. Review collected by and hosted on G2.com.

AMS360 can feel outdated in terms of interface design, and some features require multiple steps that could be more intuitive. Reporting tools are powerful but not always easy to customize. Initial training is essential, as the system has a learning curve. Integration with certain third-party apps could also be smoother. Review collected by and hosted on G2.com.

I genuinely appreciate many aspects of the system. One of the standout features is that it’s live, allowing for real-time updates and interactions. The level of detail provided for each client is very comprehensive yet remains highly user-friendly, making it easy to navigate and understand the information. Additionally, the system is seamlessly integrated, which helps streamline workflows and reduces the need for switching between different tools. Customer support is also a significant positive for me; it’s easy to reach, responsive, and staffed with knowledgeable representatives who can assist promptly and effectively whenever needed. Overall, these features combine to create a smooth and efficient user experience. Review collected by and hosted on G2.com.

It's really difficult to identify anything I dislike about the system because it has made my life so much easier and more efficient. The overall experience has been incredibly positive, and I genuinely can't think of a single aspect that has caused any frustration. Review collected by and hosted on G2.com.

AMS360 has completely transformed the way we manage our agency operations!

From the moment we implemented AMS360, we noticed a dramatic improvement in efficiency, accuracy, and team collaboration. The platform is intuitive, feature-rich, and built with the insurance professional in mind. Whether it’s managing client policies, streamlining renewals, or tracking commissions, every task is simplified and centralized.

One of the biggest game-changers for us has been the seamless integration capabilities. AMS360 works effortlessly with other tools we use, saving us countless hours and reducing duplicate data entry. The reporting features are top-notch — we can finally get actionable insights into our business with just a few clicks. Review collected by and hosted on G2.com.

Built-in reporting is robust but hard to use without technical knowledge. We often resort to exporting data to Excel for better formatting and usability.

AMS360 is pricey, especially for us smaller agencies. Review collected by and hosted on G2.com.

I like the simplicity of the platform for new hires. It is easy to train employees on the main foundation. Then, build from their as they learn more of the office workflows, etc. It is nice to we are able to set up defaults for suspense's/activities, it is helpful for entering a large batch of the same action. It is also a nice to be able to amend how the documents are labeled in the event of adjusting the name or if it was attached in error to note it. AMS does have nice reports that can be utilized, and some of the reports are very easy to customize. Review collected by and hosted on G2.com.

Unfortunately, there are downsides in AMS when it comes to field customization. I wish there were ways to add certain fields to the main screens. There is not a way to set defaults for our agency, each user has to update their system. I am having difficulty with carriers that download, I have tried AMS support, the carrier and IVANS, everyone points the finger someone else's direction on who needs to fix it. The connection is lost often, the good news is nothing is lost, you just have to wait a few minutes for it to reconnect. The policy view is not that customizable and not easily updated, a lot of the times there is misinformation listed (active vs cancel and vice versa). Review collected by and hosted on G2.com.

We've been using AMS360 for a while now, and it’s become an integral part of our daily operations. From managing client policies to streamlining renewals and billing, the platform offers a robust set of tools that help us stay organized and efficient. The integration with other systems, like email and eDocs, is particularly helpful, saving us a lot of time.

What stands out most is how customizable and scalable the system is—whether you’re a small agency or a growing team, AMS360 adapts to your workflow. The reporting features are also top-notch, allowing us to track performance and compliance with ease.

There’s a learning curve at first, especially for team members new to the system, but the training resources and customer support have been incredibly helpful.

Overall, AMS360 has significantly improved our agency's productivity and client service. I’d definitely recommend it to other insurance professionals looking for a comprehensive agency management solution. Review collected by and hosted on G2.com.

No complaints so far—everything works smoothly for our needs Review collected by and hosted on G2.com.

I had an issue once that I had to call IT for. He stayed on the phone with me for hours until we found a solution to the problem. Review collected by and hosted on G2.com.

There aren't enough slots to put information for 2 named insureds. There isn't an easy way to see coverages in a policy at a glance. Most of my emails in a log note don't open. The sticky note function is not hideable, when they are open they disorient the entire browser window, and if you accidentally hover over the area they go to it also covers what you are trying to do. Review collected by and hosted on G2.com.

"Effortless Workflow and Smarter Data Management with AMS360"

AMS360 has definitely made my day-to-day work smoother and more efficient. One of the things I appreciate most is the single sign-on feature—it lets me juggle between AMS360, AgencyZoom, and other Vertafore tools without constantly logging in and out. It’s a small thing that makes a big difference when you're multitasking throughout the day.

Another standout is how AMS360 centralizes all our client and policy data, which helps eliminate duplicate records and ensures everything is up to date and in one place. It saves us time and headaches when cross-referencing or pulling reports.

Lastly, tracking policies and managing client information is simple and intuitive. Everything is easy to find, and the system is structured in a way that supports our workflow rather than complicating it.

If you’re looking for an agency management system that makes data management and integrations seamless, AMS360 is definitely worth considering. Review collected by and hosted on G2.com.

"One area that could use improvement is the user interface—it can feel a bit outdated and unintuitive at times, especially for new users. While the system is powerful, there's definitely a learning curve, and some tasks take more clicks than you'd expect. A more modern, streamlined interface would make the user experience much smoother." Review collected by and hosted on G2.com.