# Page 2 | Vertafore AMS360 Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Vertafore AMS360 the right Workflow Management solution for you? Explore 58 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/113472/Vertafore-AMS360/reviews --- Vertafore AMS360 3.6 (58) [View alternatives](https://www.capterra.com/p/113472/Vertafore-AMS360/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of Vertafore AMS360 ## Showing most helpful reviews Showing 26-50 of 58 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use TS Tara S. agent Insurance Used the software for: Less than 6 months ### "The training is horrible/non existent; the program itself is not user friendly in any way." July 26, 2018 2.0 None at all except the ability to search for clients in more than one way. I really cannot think of ANYTHING worthy of this software and would NEVER recommend a company changing over to it. Pros I do like that we can do receipts and invoices out of this software. I do like the fact that we can search for customers a couple of different ways and that it will hold multiple contacts and contact information instead of just the one main person and phone number. That would be about the end of the pros. I am not a fan of this system, the help, the training, almost nothing having to do with this software. Cons This is the slowest program/software I have EVER come across. Where it used to take me five minutes to do a renewal and ten to do a new application (commercial policies), it now takes me 30 to renew a policy and an hour to fill in the app and send it out for a quote on a new commercial policy. The certificates of insurance are almost impossible to figure out. You have to go in only one certain order to fill them in or it won't work at all. I was told that it would hold all certificate holders to use in the future, but after months of me and two other people trying to figure it out, we have no idea how to save a certificate holder. The activities that I set (along with the sticky notes) can just be deleted like they never happened. If I set someone an activity to (for example) requote someone, they can delete that activity and say they never got it. AMS does not leave a trail anywhere saying that there was an activity but that it was closed. There isn't much good that I can say about this system at all, but the worst is the speed of it and the training/help is nonexistent. Review Source LM Laura M. Account Executive Insurance Used the software for: 2+ years ### "Vertafore AMS360 is pretty great." October 5, 2016 5.0 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. 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. Review Source TS Tammy S. Commercial Account Manager, Insurance Insurance Used the software for: 2+ years ### "Love how much easier AMS360 has made life!" March 3, 2020 4.0 Overall, I think it's a great program with the ability to process transactions in a quick and easy manner. Pros Organization is a cinch with AMS360! Everything you need for your Data Management system, as well as everything you need to service you customers with ease and in a timely manner. This has really helped with my organization. Cons Not compatible with all Ins. Carriers. I worked with AMS360 in previous agencies for the past few years. I just relocated to a new state and the company I have joined is in the process of implementing AMS360, and there have been issues with downloads. We have also called in work orders and been told that the issue we were having was not on their priority list, therefore we shouldn't expect to hear back from them for at least 2 weeks. I don't find that appropriate. LOL Review Source VR Verified Reviewer Broker Insurance Used the software for: 2+ years ### "Worst Software I have ever used" May 14, 2019 1.0 If you have a real problem with their software, the only "help" they provide is suggesting you submit an "idea" to their website so people can vote on it. In my experience this has never gone anywhere. Honestly the software is too old to actually be improved. An obvious result of this is that there are third party companies that offer "band-aid" solutions to try and make AMS more functional. Pros The only thing to "like" is that there are somehow even worse products out there. Cons AMS 360 is built on 15 to 20 year old technology. It is extremely slow and inflexible compared to modern software. Unfortunately, AMS has no need to put any resources into upgrading their product, as the cost of switching is too high and time consuming for many agencies. Review Source rZ rick Z. owner Insurance Used the software for: 2+ years ### "Data Held hostage" February 24, 2021 1.0 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 TG TRACY G. ACCOUNTING Insurance Used the software for: 2+ years ### "TRIED AND TRUE" August 10, 2021 5.0 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 DL Dawn L. Operations Manager Insurance Used the software for: 2+ years ### "AMS360 does it all " July 25, 2019 5.0 The ease of keeping all of your business needs in one spot. One program does everything (except payroll) Pros Everything flows- no duplicate data entry The accounting side of it is easy to manage Integration is easy through API or WAPI Cons Too many clicks and no way to customize what fields are required. No payroll feature. Alternatives considered [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Reason for choosing Vertafore AMS360 Better user end interface Review Source JP Jon P. VP Insurance Used the software for: 2+ years ### "Reluctant to be held accountable" June 29, 2020 4.0 If I had it to do over again, I would not use them. Pros Wide variety of segments that compliment our management and accounting Cons Too expensive. Vertafore won't reimburse for lost "up-time". Many processes are too tedious - such as running meaningful reports. Product is too reliant on "knowing what data to enter" to provide accurate report information. Alternatives considered [EZLynx](https://www.capterra.com/p/102928/EZLynx/) Reason for choosing Vertafore AMS360 Past poor experience with EZLynx Review Source VR Verified Reviewer Jr. CRM Analyst Used the software for: 1-2 years ### "A not so easy to use insurance agency management systems" January 16, 2018 2.0 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. Review Source VR Verified Reviewer Owner Financial Services Used the software for: 2+ years ### "Great customer relationship portal" October 14, 2018 5.0 Pros Great way to compile and track customer and prospect info. Cons A lot of information that can be stored so searches sometimes are difficult if you don’t set the right parameters. Review Source VR Verified Reviewer Founder, Principal Used the software for: 2+ years ### "SOOO sick of AMS 360" February 7, 2018 1.0 Zero 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. Review Source VR Verified Reviewer Administrative Assistant Insurance Used the software for: 2+ years ### "Miss AMS" November 7, 2019 4.0 Pros It is very user friendly. simple to navigate thru. makes sense. Cons the fat that when we went paperless AMS wasn't quite there yet... Review Source Joshua M. Personal Lines Sales Executive Insurance Used the software for: 6-12 months ### "Highly recommend for your insurance agency " September 24, 2019 5.0 Overall I have only been using the program for 9 months and come from a captive agency. The learning curve was very fast and was user friendly! Pros I like how the system is laid out and how many options I have to manage my clients daily. It’s a great crm Cons I don’t have any complaints at this time I use the program daily for my work. Sometimes it takes a second to load or freezes. Review Source LC Lauren C. Commercial CSR Insurance Used the software for: 2+ years ### "Great Software" September 24, 2020 5.0 I have no problems to report that couldn't happen with other software. In fact, anytime we think of something to add or change, it's already in the works! Pros This has been a great software to use. However I am new to the product, but I have heard that it's pretty easy compared to others that agencies use. Cons Sometimes it will crash on us and sometimes it tends to slow our computers down quite a bit, but a simple restart usually does the trick. Review Source VR Verified Reviewer Customer Service Representative Insurance Used the software for: 6-12 months ### "I used this to look up clients to see what company we insured them with. " July 26, 2018 5.0 Pros I like how easy it is to look up a client and all of the abilities I can do when I find them. I like being able to make ID cards for the insured with the software and COI's. Cons There isn't really anything that I do not like about the software. It's a great program that I think a lot of people should use. Review Source LH LINDA H. Office Manager Insurance Used the software for: 2+ years ### "Our Office Choice" September 22, 2020 5.0 Our overall experience has been extremely positive. Pros I like the features that lets you key in different types of info into the one system. It's a great one-stop for us, and a huge time saver. Cons It took us a bit to get the hang of it. Our admins were fantastic about walking us through, but it was pretty overwhelming when we first started. Review Source VR Verified Reviewer IT Coordinator Insurance Used the software for: 2+ years ### "Responsive customer support" May 29, 2019 4.0 Pros The vibrant user community and Vertafore's commitment to listen to the user is what gives AMS360 the edge over other management systems. There is an active enhancement request system that is actually reviewed by developers. Cons It is expensive, but the vast feature set and available customization are worth it. Review Source NS Natalie S. Agency Manager Insurance Used the software for: 2+ years ### "We have used AMS 360 since 2013. " November 7, 2017 5.0 We are able to be more efficient which leads to higher profitability. 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. Review Source RR Robert R. Agent/Producer Financial Services Used the software for: 2+ years ### "No Automation, Poor CRM" October 22, 2019 3.0 I don't have a choice, I have to use this system because of the franchise that I work through. If it wasn't for that requirement, I would not use this software. Pros Accounting, reconciling policy invoices and payments Cons No automation, not user friendly, poor functioning CRM Review Source Andrew B. Director of Sales Insurance Used the software for: 2+ years ### "Great CRM for your Insurance Needs" September 24, 2019 4.0 Have used it the last few years with our insurance agency, and don't plan on switching anytime soon! Pros Superb product for anyone involved in insurance. Easy to use once you get the hang of it, great value for the money, and allows you to complete daily activities in much less time than other competitors. Cons Takes some time to get the hang of it with a lot of tabs and menu's, but once set up, it functions really well! Review Source RHH Reuben Hakeem H. Client Service Administrator Insurance Used the software for: 1-2 years ### "AMS360" August 17, 2018 5.0 Pros I really like how user friendly the software is. It is easy to attach information as an "activity" in that you can place all correspondence that's relative to that particular subject into one activity that all other users of the system can see. Cons At times you can mistakenly have too many windows open based on what you click on in the system. This can cause you to put something in the wrong client file. Review Source MT Mike T. Finance Manager Used the software for: 2+ years ### "Product does only enough for needs, it does not satisfy growth or what people are wanting out of it." July 18, 2017 3.0 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. Review Source RT Rolando T. Account Manager Insurance Used the software for: Less than 6 months ### "Worst program ever" August 3, 2018 1.0 Nothing, this program wastes my entire day trying to create a stupid form. I just started using Adobe PDF editor to simply write over the EPI. Stupid garbage AMS360 is. Pros It does nothing easy, it makes you key in stuff multiple times and maybe it will decide to pass it over to your form. I am so frustrated with this garbage. My agency went with this against my advice and now we all are going bald pulling our hair out. I consider my computer skills to be highly advanced. Cons Worst program ever. I feel like I'm in 1980 and using DOS. This program is pure garbage. You can never locate the correct field to enter data to create forms. The Acord form calls a field one thing and AMS decided that they should call it something completely different so that you can't find it. They would prefer you waste your day fumbling with this. Review Source Meghan Elise G. Vice President Employee Benefits Insurance Used the software for: 1-2 years ### "Great for P&C and individual life; not for group benefits" January 22, 2019 4.0 Pros I can search for client details pretty easily and my co-workers in other departments are huge fans and can't live without the system. Cons I am pretty lost when it comes to doing anything except for searching for client info. The system doesn't seem very user friendly to me. Review Source AG ANITA G. Broker Insurance Used the software for: 2+ years ### "For medium sized agencies, the system works great with a lot of functionality to it." March 7, 2018 5.0 When at a medium agency it helped me be more service effective for my clients. 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 . Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.