AMS360 Reviews & Product Details

I like the simplicity of the platform for new hires. It is easy to train employees on the main foundation. Then, build from their as they learn more of the office workflows, etc. It is nice to we are able to set up defaults for suspense's/activities, it is helpful for entering a large batch of the same action. It is also a nice to be able to amend how the documents are labeled in the event of adjusting the name or if it was attached in error to note it. AMS does have nice reports that can be utilized, and some of the reports are very easy to customize. Review collected by and hosted on G2.com.

Unfortunately, there are downsides in AMS when it comes to field customization. I wish there were ways to add certain fields to the main screens. There is not a way to set defaults for our agency, each user has to update their system. I am having difficulty with carriers that download, I have tried AMS support, the carrier and IVANS, everyone points the finger someone else's direction on who needs to fix it. The connection is lost often, the good news is nothing is lost, you just have to wait a few minutes for it to reconnect. The policy view is not that customizable and not easily updated, a lot of the times there is misinformation listed (active vs cancel and vice versa). Review collected by and hosted on G2.com.

We've been using AMS360 for a while now, and it’s become an integral part of our daily operations. From managing client policies to streamlining renewals and billing, the platform offers a robust set of tools that help us stay organized and efficient. The integration with other systems, like email and eDocs, is particularly helpful, saving us a lot of time.

What stands out most is how customizable and scalable the system is—whether you’re a small agency or a growing team, AMS360 adapts to your workflow. The reporting features are also top-notch, allowing us to track performance and compliance with ease.

There’s a learning curve at first, especially for team members new to the system, but the training resources and customer support have been incredibly helpful.

Overall, AMS360 has significantly improved our agency's productivity and client service. I’d definitely recommend it to other insurance professionals looking for a comprehensive agency management solution. Review collected by and hosted on G2.com.

No complaints so far—everything works smoothly for our needs Review collected by and hosted on G2.com.

AMS360 is helpful because there are many tasks available right from the customers file such as printing, emailing, or signing documents through docusign. You have access to reports and can create proposals. Download is great because the information is automatically in our system from the company. I love reference connect too. There is a lot of information that is used when reviewing our accounts/exposures. Review collected by and hosted on G2.com.

For our larger commercial clients, it can be very tedious to find documents attached to the file. We often refer to documents even several years down the road. Review collected by and hosted on G2.com.

AMS360 is a great insurance agency tool, it's an essential tool for our office to organize all client documents and activities. I also like it because it's user friendly, a customer service necessity, easy to use and works well with outlook emails. Review collected by and hosted on G2.com.

Would like the option to edit or make changes an activity note, it currently does have that feature. Review collected by and hosted on G2.com.

I can view all policies without going in and out of different pages.I can open a page on a new tab and work on both without the program freezing. I can pull reports on the program itself and don't need a seperate system. I can attach to multiple policies. I can remove policies or notes made in error. It is user friendly and they provide so many resources for training and understanding. They have excellent customer service. It has both company and employee details Review collected by and hosted on G2.com.

There is only one emergency contact under employees and only one numberfor them as well Review collected by and hosted on G2.com.

Wonderful to have everything in one place, I use it everyday and it is my main platform. Almost everything I need downloads and it makes things a lot easier to be able to just log on to one website and see everything I need. Once you get used to the system, it is very easy to use. Use it as a personal lines account manager, every day I check my alerts to see what policies have expired and I use it to check my suspense to see what policies I need to follow up on. It is so helpful to have that all in one place and I know every morning I just need to login and I can see what my workload is for the day. Review collected by and hosted on G2.com.

I don't like how dated it looks and feels. Review collected by and hosted on G2.com.

accounting ability, integration, cloud based Review collected by and hosted on G2.com.

product updates have made each step more difficult, requiring more clicks and touches to accomplish the most basic of tasks. Vertafore has moved their focus to the aesthetic look and away from the functionality for end user. I've been a Vertafore user for 18 years and I'm unbelievably disappointed in the changes and the direction they are headed. Review collected by and hosted on G2.com.

BEING ABLE TO KEEP RECORD IN ONE PLACE AND MAKEING THEM SEARCHABLE.

AND THE TO INTERGRATE OTHER PLATFORMS AND CUSTOMER SERIVE IS THE BEST HELPFUL CUSTOMER SERVICE I HAVE USED. Review collected by and hosted on G2.com.

DOUBLE POLICY DOWNLOADS AND INTGRATION ISSUE WITH RINGCENTRAL AND GAIL BY LULA

THE WAY TO LEARNA ND SEARCH THE SYSTEM IS TIME CONSUMING. Review collected by and hosted on G2.com.

AMS 360 is a popular agency management system (AMS) and is by the brokerage that I work for. The key features that we use is policy management. I use it daily for billing, creating certificates and other various acord forms. I always keep a record of all email communications and store policy documents. It has a built in ledger to keep track of all financial transaction. I learned the system very fast on my own without any training and I highly recommend it to anyone in the insurance business. The customer service is quick and efficient and friendly. Review collected by and hosted on G2.com.

I would like to see an integration with a calling system in which I can track all outgoing and incoming calls relating to the policy.

I would like step by step instructional tutorials on how to use the system to its full advanatge. Review collected by and hosted on G2.com.

I have used other management systems that are user friendly, but less efficient. I like the accessibility of AMS360, the integration with a variety of other applications, and how easy it is to train new associates on the platform. Review collected by and hosted on G2.com.

Please fix the customer search feature. One click. Just a right click on the word customer to open a new tab and find your client... just the way it was before. :)

Also, I would like to be able to attach a document to multiple policies when you APPEND an activity. If my initial activity was attached to multiple policies, and later I have another email or document to attach to that same activity, I would like to attach it once and have it APPEND to all the policy activities that were initially created. Review collected by and hosted on G2.com.