--- title: "Vertafore AMS360 Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Vertafore AMS360 Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/113472/Vertafore-AMS360/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Vertafore AMS360 Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Vertafore AMS360 ## What is Vertafore AMS360? Cloud-based insurance management solution that enables independent agents, brokers and businesses of all sizes to manage workflows, customer renewals and retention, risks, regulatory transactions and more. ## What is Vertafore AMS360 used for? [Workflow Management](https://www.capterra.com/workflow-management-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 59 user reviews Reviews sentiment Positive 63% Neutral 12% Negative 25% ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Vertafore AMS360?[Manage this product listing](https://www.g2.com/products/ams360/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Vertafore AMS360 3.5 (59) VS. [4.6 (6,123)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.2 (59) Ease Of Use 4.5 (648) Value For Money 3.2 (47) Value For Money 4.3 (620) Customer Service 3.3 (54) Customer Service 4.4 (619) ## Vertafore AMS360 alternatives [4.6 (5,319)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (3,569)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [viaSocket](https://www.capterra.com/p/10020406/viaSocket/) [4.8 (648)](https://www.capterra.com/p/10020406/viaSocket/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10020406/viaSocket/) [Asana](https://www.capterra.com/p/184581/Asana-PM/) [4.5 (13,773)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting price $10.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/184581/Asana-PM/) [View all alternatives](https://www.capterra.com/p/113472/Vertafore-AMS360/alternatives/) ## FAQs about Vertafore AMS360 Overview ### What problems does Vertafore AMS360 solve? Vertafore AMS360 solves fragmented client records, missed follow-ups, and duplicate data entry for insurance agencies. It centralizes customer notes, correspondence, documents, policy-related activities, reminders, ID cards, and certificates of insurance, while giving staff real-time visibility into account activity. Producers, customer service representatives, and agency administrators benefit most. Answer based on 25 reviews Overview ### Which roles and teams benefit most from Vertafore AMS360? Vertafore AMS360 is most used by insurance agency leaders, account managers, producers, and office operations teams managing client policies, renewals, sales activity, and daily service tasks. Accounting and finance staff use it to track billing and financial information, while IT and CRM personnel support system administration, data maintenance, and reporting. Answer based on 57 reviews Overview ### What company size and specific industries is Vertafore AMS360 built for? Vertafore AMS360 is designed for independent insurance agents, brokers, and other insurance businesses of all sizes. It fits small, mid-market, and larger firms that need to manage customer accounts, risks, and regulatory transactions within the insurance industry. Features and Usability ### What are the key features of Vertafore AMS360? Vertafore AMS360 includes core agency management features for client and policy records, accounting, billing, and invoices. Reviewers frequently discuss activity tracking, suspense reminders, document management, and search for customer details. Differentiators include configurable workflows, customizable forms and templates, real-time activity visibility, reporting, and API-based integrations. Answer based on 25 reviews Integrations ### Which third-party tools and platforms does Vertafore AMS360 integrate with? Vertafore AMS360 integrates with 5 third-party tools, including AgencyZoom and Agentero for agency workflows, Formstack Sign for e-signatures, Prophix One for financial planning, and ePayPolicy for payment processing. These catalog integrations cover sales, document signing, finance, and billing functions. Answer based on 8 reviews Getting Started and Support ### How good is Vertafore AMS360 customer support? Vertafore AMS360 provides accessible customer support for login, activity, and service questions, although complex issues can take longer to resolve. Insurance agency teams value help with day-to-day workflows and an active user community, while some customers report slow escalation paths and limited flexibility around contract concerns. Answer based on 25 reviews Getting Started and Support ### What training and onboarding options does Vertafore AMS360 offer? Vertafore AMS360 provides in person training and videos to help teams get started. In person sessions can support guided instruction and direct questions, while videos offer self-paced reference for reviewing features and processes as needed. Answer based on 6 reviews Getting Started and Support ### What customer support options does Vertafore AMS360 offer, and how do users rate the experience? Vertafore AMS360 offers email/help desk, FAQ/forum, knowledge base, and phone support. Users often describe support staff as helpful for login and activity issues, with some calling service excellent. However, others report slow responses, lengthy resolution timelines, and frustration when complex problems require escalation. Answer based on 26 reviews Features and Usability ### Is Vertafore AMS360 easy to use? Vertafore AMS360 supports common insurance agency tasks with searchable client records, activities, and forms, but usability varies by workflow. New employees often learn core navigation quickly, while less technical users may find reporting, attachments, billing, and form fields confusing. Some teams also describe an older interface and occasional slow performance. Answer based on 18 reviews ## Features AI summary Based on 13,904 Insurance reviews Capterra data shows that buyers of workflow management software rank the following features as their top priorities: - **Task Management** (**50%** of reviewers rated this feature as critical) - **Progress Tracking** (**46%**) - **Business Process Automation** (**43%**) Vertafore AMS360 supports **Task Management**, giving teams a clear way to organize work and keep daily responsibilities on track. However, it does not include **Progress Tracking** or **Business Process Automation**. Instead, it offers other features that reviewers also rate highly, including **Mobile Access** (**49%**) and **Access Controls/Permissions** (**47%**), which can help staff stay connected while working from different locations and manage user access more securely, helping businesses maintain visibility and control across their workflows. Task Management 4.2 (5) 120.00% of 5 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Mobile Access 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Access software remotely via mobile devices Access Controls/Permissions 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Activity Tracking 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Document Management 4.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Workflow Configuration 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Alter the default workflow to meet your organization's needs Vertafore AMS360 26 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Configure existing workflows to meet your organization's needs Alter the layout and content of dashboards Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Store, manage and track all forms in a centralized location Access software remotely via mobile devices Create, manage, or update project workflows. Active reporting of data and metrics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Search and filter data across systems to locate required information by entering keywords or certain criteria Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 3.5 (56) 3.5 Based on 56 reviews ## Pricing Value for money 3.2 (47) ### Starting price Free trial not available Value for money 3.2 (47) 3.2 Based on 47 reviews ## Integrations [ ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[ Formstack Sign](https://www.capterra.com/p/206505/Formstack-Sign/)[ Prophix One](https://www.capterra.com/p/139909/Budgeting-Solution/)[ AgencyZoom](https://www.capterra.com/p/158243/AgencyZoom/)[ Agentero](https://www.capterra.com/p/191440/Agentero/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.3 (54) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.3 (54) 3.3 Based on 54 reviews ## User reviews Overall rating 3.5 Based on 59 reviews Filter by rating 5(19) 4(18) 3(7) 2(6) 1(9) Mentioned topic Sorted by most recent DH DJ H. Admin Asst Insurance ### "Redundant and inconsistent interface that forces too many manual workarounds" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 2/10 September 3, 2026 Online training links are extremely difficult to navigate. When a relevant section is found, the documentation usually fails to address specific practical user questions. Pros The software contains the necessary data fields required for day-to-day agency management, but navigating them is overly complicated. Cons Inconsistent Data Entry: The user interface lacks uniform design logic. For example, some screens require clicking an on-screen delete button, while other functions force you to use the physical delete key on your keyboard. Redundant and Clunky: The system feels highly redundant and frequently glitchy and the platform is not intuitive. Daily usage requires constantly figuring out manual workarounds just to complete standard tasks. Switched from [Epic](https://www.capterra.com/p/122278/EpicCare-EMR/) Upper management made the choice to switch. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DS Donna S. Property and Casualty Agent for SC Insurance ### "AMS360 is wonderful" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 7, 2025 It's a useful, user-friendly program to use for keeping client's information at your fingertips. I would recommend it to people I know and like. Pros When I was an insurance agent, that program had everything I needed when speaking with my clients. I could look at previous notes and scan paperwork to their file. I loved the suspense part of the program. That helped you to not forget important tasks (future) we had to do with clients. It was similar to outlook calendar. I loved it. Cons I don't think there was anything I didn't like about it. It never went down; updates were handled overnight and on weekends. Nothing bad about it. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. FL Farrell L. President Insurance ### "AMS360 is a great software platform with a horrible exit service" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 October 16, 2023 Pros Its operation and functionality were great. New ownership caused a change and Vertafore didnt want to let us out of our contract. Cons My agency was purchased and I contacted Vertafore, AMS360, to let them know that the new \[sensitive content hidden\] wanted to use a different software package. I further explained that I wanted to stay with Vertafore (AMS360) and needed to keep them shining in a good light in order for that to happen when the contract with this new other carrier came around again. I appealed to AMS360 and its various people who are in charge and explained the situation and was repeatedly told sorry, but you signed a contract. While I do believe in a contract, I also believe that "good faith" means more about how a company operates in the real world. When you are stuck to your contracts and unwilling to provide real world work-arounds, you become mindless. As you can imagine, this has not gone over well with my new \[sensitive content hidden\]. It is costing our agency over $1,000 per month for the remianed of our contracted term. In short, that means in excess of $8,000 total. I was trying to save Vertafore and AMS360 and get them back int he agency and they seem more interested in their short term gains than long term potentials.Very sad....truly not a company I want to do business with if this is how they are treating their "agency partners". Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) Money Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Gabriel B. Executive Assistant Insurance ### "Archaically Functional" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 4/10 August 21, 2023 Pros It's the heart of our business, without it we would not have much of how to work. It tracks absolutely everything and customer support is always willing to help when needed. Cons It's ancient to it's core and it shows. It's not very customizable and can be painfully slow at times. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MS Matt S. Principle Insurance ### "Not user friendly" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 September 14, 2022 The product was probably pretty good, but we needed more training and it was going to cost more than what we were using it for at the time. Pros I loved how it was integrated with IVANs and had a quoter with it. Cons Wasn't easy to work through. If you didn't have extensive training it was going to take you a while to pick it up. Reasons for choosing Vertafore AMS360 A colleague suggested it. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SH Susan H. Office Manager Insurance ### "Good for large insurance agencies" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 May 19, 2022 We used Vertafore AMS360 and previous versions from 1988 to 2014. We switched to another vendor in 2014 due to valuable increased features and price. Pros Their users group is very active, knowlegeable and has stellar conferences. Vertafore at least partially funded the users group and took suggestions from the user group R & D committee. Cons They don't have text messaging, the accounting feature was not intuitive and the price was high and went up quite a bit every year. Vertafore required certain kinds of PC's and software to run the product, so that requirement added to the cost too. Reasons for choosing Vertafore AMS360 Vertafore was in the top two biggest/best vendors back in 1988. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LN Lacey N. Agent Insurance ### "Integrations and Reports are second to none" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 2, 2022 SO EASY to train new hires. The templates really help us teach new agents the importance of discussing coverage options at the beginning of the quote. Pros I LOVE how we can take a new quote and move all of the info to our CRMS with just a click. Cons Some reports do not finalize, which is fine because that is completed in the carrier site after bridging over. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TG TRACY G. ACCOUNTING Insurance ### "TRIED AND TRUE" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 10, 2021 Pros THIS SOFTWARE IS EASY TO USE AND UPDATE IN REAL TIME. Cons ACCOUNTING. WE FEEL THE ACCOUNTING COULD BE LESS CONFUSING FOR THOSE WHO ARE NOT FAMILAR WITH ACCOUNTING. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RZ rick Z. owner Insurance ### "Data Held hostage" 1.0 Overall Rating 1.0 1.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 24, 2021 Passwords have to be changed often. Long hold times for a very expensive product. Little to no support. 45 minutes to get a password reset. Their system just decided my password was wrong even though I did not change it and the system log did not show a change. Pros ease of use. Product capabilities. Online Cons WAY TOO EXPENSIVE. \[SENSITIVE CONTENT HIDDEN\] lives in an 8,000 sq ft Mansion worth $3 million dollars. Price increase every year. This company is making a fortune and they provide horrible service. Switched from [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) ease of use Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KC Kimberly C. Personal Lines Exec Insurance ### "TRASH" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 October 12, 2020 DO NOT BUY THIS PRODUCT. It is a glitch, overpriced product; and when it comes time to get help with their glitchy, overpriced product, no one answers. Again, today, I have been on hold for more than 2 hours. The sales line picks up right away!! But, oh no, they can't offer any assistance. Cons Do not buy. Glitchy, overpriced product. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/113472/Vertafore-AMS360/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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