--- 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 Workflow Management products and more." source_url: "https://www.capterra.com/p/113472/Vertafore-AMS360/" page_type: "product" language: "en" --- # Vertafore AMS360 Software Review 2026: Features, Integrations, Pros & Cons Last updated on January 11, 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/) Top alternative Featured Overall rating Based on 58 user reviews Reviews sentiment Positive 64% Neutral 12% Negative 24% ### 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.vertafore.com/&name=Vertafore AMS360) ## 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 3.6 (58) VS. [4.6 (6,079)](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 (58) Ease Of Use 4.5 (648) Value For Money 3.2 (46) Value For Money 4.3 (620) Customer Service 3.3 (53) Customer Service 4.4 (619) ## Vertafore AMS360 alternatives Highest Rated [4.7 (3,594)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting price $800.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.6 (5,303)](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 [4.4 (3,028)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.5 (2,258)](https://www.capterra.com/p/146136/Lucidchart/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/113472/Vertafore-AMS360/alternatives/) ## FAQs about Vertafore AMS360 Overview ### Which roles and teams benefit most from Vertafore AMS360? Vertafore AMS360 is most used by insurance agency leaders, account managers, brokers, producers, and service teams that manage client policies and daily operations. Accounting and office staff use it for billing, documentation, and administrative workflows, while executives and agency managers rely on it for oversight, reporting, and agency performance management. Answer based on 56 reviews Overview ### What company size and specific industries is Vertafore AMS360 built for? Vertafore AMS360 is designed for independent agents, brokers, and insurance businesses of all sizes. It serves organizations in the insurance sector that need a cloud-based system to manage customer accounts, risk information, and regulatory transactions. Talk to an expert ### More questions? Ask our experts Features and Usability ### What are the key features of Vertafore AMS360? Vertafore AMS360 includes core agency management features like document management, activity tracking, task management, and search/filter tools for client and policy records. Differentiating features include accounting and billing workflows, customizable forms and templates, real-time activity visibility, and integrations with Outlook, IVANS, and API-based third-party systems. Answer based on 25 reviews Limitations ### Does Vertafore AMS360 have bugs or performance issues? Vertafore AMS360 shows recurring performance and reliability issues, especially around speed, freezes, crashes, and carrier integrations. Insurance agencies describe slow cloud response times, glitches in forms and downloads, and occasional login problems, while some teams say restarts help and daily work remains manageable when issues are minor or well understood. Answer based on 16 reviews Integrations ### Which third-party tools and platforms does Vertafore AMS360 integrate with? Vertafore AMS360 integrates with AgencyZoom, Agentero, Formstack Sign, Prophix One, ePayPolicy, and Ensora Data Collection. These integrations cover agency management, digital forms and e-signatures, financial planning, payment processing, and data collection tools. Answer based on 9 reviews Getting Started and Support ### How good is Vertafore AMS360 customer support? Vertafore AMS360 provides helpful customer support for common login, activity, and day-to-day service questions. Many insurance agency teams also value the active user community and product feedback channels, though some users report slow escalations, contract rigidity, and delayed resolution when issues involve billing, integrations, or more complex technical problems. 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 support direct, guided instruction, while videos offer self-paced reference for learning features and reviewing setup steps 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, phone support, a knowledge base, and FAQ/forum resources. Users describe support as helpful for login issues and day-to-day questions, but experiences are mixed overall. Some report slow responses, delayed resolutions, and rigid contract handling, while others find service reliable and easy to access. Answer based on 26 reviews Features and Usability ### Is Vertafore AMS360 easy to use? Vertafore AMS360 feels easy to learn for many agency staff handling client lookup, activities, certificates, and daily service work. New employees and small insurance teams often find the layout understandable, but reporting, attachments, billing, and form mapping can feel clunky, dated, or confusing, especially for less technical users or complex workflows. Answer based on 18 reviews ## Features AI summary Based on 13,683 Workflow Management 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**, but it does not include **Progress Tracking** or **Business Process Automation**. Instead, it offers other highly rated capabilities, including **Mobile Access** (**49%**) and **Access Controls/Permissions** (**47%**). These features help teams stay connected while working from different locations and manage user access more effectively, helping businesses keep work organized and maintain better control over daily operations. 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 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 Document Management 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Vertafore AMS360 19 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Forms Management: Store, manage and track all forms in a centralized location - Mobile Access: Access software remotely via mobile devices - Project Workflow: Create, manage, or update project workflows. - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Configuration: Alter the default workflow to meet your organization's needs --- Get Advice We can help you find the software with the features you need. Features 3.5 (55) 3.5 Based on 55 reviews ## Pricing Value for money 3.2 (46) ### Starting price Free trial not available Value for money 3.2 (46) 3.2 Based on 46 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 (53) 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 (53) 3.3 Based on 53 reviews ## User reviews Overall rating 3.6 Based on 58 reviews Filter by rating 5(19) 4(18) 3(7) 2(5) 1(9) Mentioned topic Sorted by most recent 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. Switched from [QQ WebRater](https://www.capterra.com/p/36108/QQ-WebRater/) Unsure 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. CG Colleen G. insurance advisor Insurance ### "not a fan" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 1.0 1.0 Customer Service 4.0 4.0 Likelihood to Recommend 2/10 October 6, 2020 It's like AMS hasn't been updated in years to keep with the changing tech savy platforms. Really was not happy with it. Pros Customer support was always helpful if I had login issues or issues running any certain types of activities. Cons It is just very clunky. It has an old look to it and is not very user friendly. Even reading emails comes up in a single line "text" format which is a pain to read. 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. [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. Popular comparisons [viaSocket vs Vertafore AMS360](https://www.capterra.com/compare/113472-10020406/Vertafore-AMS360-vs-viaSocket)[monday.com AI Work Platform vs Vertafore AMS360](https://www.capterra.com/compare/113472-147657/Vertafore-AMS360-vs-monday-com) [Jira vs Vertafore AMS360](https://www.capterra.com/compare/19319-113472/JIRA-vs-Vertafore-AMS360)