Average Ratings

15 Reviews
  • 3 / 5
    Overall
  • 2.5 / 5
    Ease of Use
  • 2.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native

Vendor Details

  • Vertafore
  • www.vertafore.com/
  • Founded 1969
  • United States

About Vertafore AMS360

Vertafore AMS360 is the most advanced and cost-effective insurance agency management system software for independent insurance agencies of all sizes.


Vertafore AMS360 Features

  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Task Management
  • Workflow Configuration

Vertafore AMS360 Reviews Recently Reviewed!


Capterra-loader

Overall a negative experience as a long-time user.

Apr 19, 2018
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
Likely
Extremely
Likely

Pros: Accounting functionality and tracking, reporting, activity logging, ability to post suspense items and reminders tp others in the company.

Cons: Very limited integration options with other software companies, expensive, very slow at times, behind the times as it relates to ease of use and functionality, lack of important updates, lacks sales and marketing uses.

Overall: As our agency management software, we benefit from keeping excellent files on all of our customers. We are able to service and perform accounting on all of our policies.

A system for insurance agencies

Mar 28, 2018
5/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It is great to keep all items in one area to be easily found and to better service the client and their policies.

Cons: There could be some glitches in the system, sometimes they could even be without knowing besides that it is a good system to use.

For medium sized agencies, the system works great with a lot of functionality to it.

Mar 07, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The different templates and functions for creating a historical workflow for each client is great. The numerous built in forms and templates for both personal and commercial lines makes it easier to complete a task.

Cons: Some of the functions aren't as obvious on how it ties into other functions in the client account .

Overall: When at a medium agency it helped me be more service effective for my clients.

Capterra-loader

I love AMS 360- if I ever have issues which are rare the customer support is top notch

Feb 22, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The ability to open more than one tabs and search other customers while not losing the customer I am on.

Cons: I don't like not being able to text out of it, whenever we do any other activity it documents it but for texting we have to use another carrier

Overall: Everything we do with our customers is documented and we are able to set reminders for ourselves to follow up on anything and other users can see what we are doing/ have done

SOOO sick of AMS 360

Feb 07, 2018
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Cons: Too expensive, major issues almost weekly, all of a sudden stops loading too often, cannot get your own data when you decide to leave them, I could go on and on and on.

Overall: Zero

Capterra-loader

Solid customer management system.

Feb 06, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: I love that activity tracking is real time to all users. It helps to know all the information about a customer immediately since we have multiple people answering the phone.

Cons: The reports. I feel like there may be everything I need in them, but figuring out which one to run is not intuitive.

Overall: AMS 360 connects our entire office even though we don't always work in the same room.

A not so easy to use insurance agency management systems

Jan 16, 2018
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money

Pros: AMS360 was a simple solution to implement. We had it up and running in about 3-5 days, but then came the time to upload all our client info......

Cons: AMS360 does not play well with with others. By "others" I mean the multiple companies independent agencies represent. Customer info rarely downloaded as it was supposed if it uploaded at all. The API connections are the worst.

Horrible product, so confusing and WAY too exspensive

Dec 28, 2017
1/5
Overall
1 / 5
Ease of Use
5 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: All the reports are great, but pointless if you can't navigate the system. The rports give detailed info but navigating to create them is absurd.

Cons: Everything!! It is too expensive, support is horrible, takes forever to post something, VERY complicated system to use,

Overall: none

We have used AMS 360 since 2013.

Nov 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It is very easy to use. It is very easy for new employees to learn to use. It is easy to get to the areas you need to service clients.

Cons: I am not a fan of My Agency Reports. I loved Vertafore Reporting, but the new reporting system is very cumbersome. I liked being able to tell it what I wanted, rather than getting everything and having to narrow it down. I just use Classic Reports now.

Overall: We are able to be more efficient which leads to higher profitability.

Product does only enough for needs, it does not satisfy growth or what people are wanting out of it.

Jul 18, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
4 / 5
Value for Money

Pros: It keeps the accounting, policy information, and billing information all in one program and it does good at most of its functions.

Cons: Zero to no customer service, auto-ID cards are not set up correctly so they don't print like clients would like.

Lousy training for the accounting side

Nov 03, 2016
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: Very little help for question that were more detailed than the average question. The on line classes were time limited and instructors did not have time to answer if it wasn't a simple question. No structure in training for the accounting. The project manager was a jerk when contacted with concerns and he doesn't use this program nor work with insurance. I would not recommend this to anyone.

Vertafore AMS360 is pretty great.

Oct 05, 2016
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The documentation that can happen and the tracking of all the policies.

Cons: When the policy renews and you have previously updated the first named insured it populates back to what the account says rather than what you put in that specific policy. For instance, we have companies that have dba's for some states, but not for others. If we use one dba in one policy it doesn't automatically keep it on the policy. This can affect us when we do certificates or other form letters.

Overall: We are surety bond producers so while the software is made for insurance we tweak things a little bit here and there to work for our surety bond processes. It works really well for us and it has great features to document what we've done for a given client or on a given policy. I would recommend using it to others as it has some great functionality. The only thing that can get a little tricky at times (at least for what I do) is some of the reports. It often time includes excess information (that may be more useful for insurance) or we can't quite get the right information we want on it. But I don't think that necessarily takes away from the use of the product.

Don't give up your inhouse version

Oct 02, 2015
2/5
Overall
1 / 5
Ease of Use
1 / 5
Customer Support

Comments: The online ("cloud") version is very, very slow. We use three monitors because the response time is so slow that, without other work to do while waiting for AMS360 screens to fill with data, we wouldn't get much done. We had been running AMS for Windows (AfW) v. 5.4 for years on an in-house server and were persuaded after hurricane Sandy to migrate to the hosted cloud version. Big mistake.

The programing, screen layout and overall functionality are a big step backwards, too. Several ACORD certificate fields simply don't pull data from the system and you have to fill in fields manually. Many functions from our in-house version simply don't work and when we complained that AMS360 provided less functionality than the system we already owned, we were told to put in a suggestion to have improvements made!

Nothing but Problems

Feb 18, 2015
1/5
Overall
1 / 5
Ease of Use
1 / 5
Customer Support

Comments: This program is terrible for accountants. After 25 years experience, it's the worst one I've ever worked with. If super expensive and very slow is what you need then, this AMS360 is for you. Any software that needs this much training, with strange terms to learn and weird clicks everywhere, should be throw away, or put back into 1980.

Terrible Management System

Jan 19, 2015
1/5
Overall
1 / 5
Ease of Use
1 / 5
Customer Support

Comments: Warning - Vertafore will delete functions of AMS without any warning and certainly no foresight. We've been using AMS for 10 years and it's clear that they have no one on their development team with any insurance knowledge. This last change has forced our hand to switch.

Despite it's many shortfalls, we were actually content with AMS360 until the team a Vertafore decided to make an update change that, in short, took away the ability for our clients to generate their own certificates online in their 24/7 program. As a commercial agency that generates thousands of certificates a year, this change has crippled us. We now have to issue each certificate in house individually. Vertafore has been completely unresponsive in answering whether or not they will actually fix this. Our sales rep won't answer our phone calls or emails.