# Vertafore AMS360 Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Vertafore AMS360 Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more.

Source: https://www.capterra.com/p/113472/Vertafore-AMS360

---

# 

 Vertafore AMS360 Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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%

Contact vendor  
for pricing

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.

[4.8 (1,024)](https://www.capterra.com/p/179296/GetMaintainx/reviews/)

Starting Price

Contact vendor

Starting Price

$25

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.2 (58)

Ease Of Use

4.8 (1,024)

Value For Money

3.2 (46)

Value For Money

4.7 (942)

Customer Service

3.3 (53)

Customer Service

4.8 (962)

## Vertafore AMS360 alternatives

[4.5 (2,251)](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

[4.6 (5,944)](https://www.capterra.com/p/147657/monday-com/reviews/)

Starting price

$9.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (15,345)](https://www.capterra.com/p/19319/JIRA/reviews/)

Starting price

$7.91

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.5 (3,492)](https://www.capterra.com/p/79104/Smartsheet/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/113472/Vertafore-AMS360/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

Forms Management

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Store, manage and track all forms in a centralized location

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

Vertafore AMS360 19 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

Alter the layout and content of dashboards

Alter the layout and content of reports

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store, manage and track all forms in a centralized location

Access software remotely via mobile devices

Create, manage, or update project workflows.

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

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

Contact vendor  
for pricing

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/)

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Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)