Tracking and reporting various financials This feature was mentioned in 432 AMS360 reviews.
Contact Management
Based on 461 AMS360 reviews. Storing and organizing client contact information
Commissions
Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal This feature was mentioned in 435 AMS360 reviews.
Sales Tools
Based on 408 AMS360 reviews. Organizing sales representatives' pipelines and tracking the sales process
Reporting & Dashboards
Compiling visual representations of various types of data 446 reviewers of AMS360 have provided feedback on this feature.
Payment Processing
Processing credit card and bank payments 389 reviewers of AMS360 have provided feedback on this feature.
Email Integration
As reported in 433 AMS360 reviews. Accessing and sending emails via the platform
Task Management
As reported in 445 AMS360 reviews. Assigning tasks to employees in order to organize and track productivity
Insurance Documentation (4)
Claims Management
Organizing and processing customers' insurance claims 428 reviewers of AMS360 have provided feedback on this feature.
Policy Management
As reported in 468 AMS360 reviews. Maintaining policy and customer information
Invoicing & Receipts
Based on 438 AMS360 reviews. Creating and organizing insurance invoices and payment receipts
Electronic Signatures
Based on 405 AMS360 reviews. Sending electronic documents to clients to sign and return electronically
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