--- title: AMS360 Reviews meta_title: 'AMS360 Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 1071 reviews by the users' company size, role or industry to find out how AMS360 works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 1071 scale: '5' date_modified: '2026-09-22' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # AMS360 Reviews **Vendor:** Vertafore **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.3/5.0 **Total Reviews:** 1,071 **AI Verified:** At least 10 G2 reviewers have confirmed using this product's AI features and functionality. ## About AMS360 AMS360® is the agency management system that empowers independent insurance agencies to streamline operations, drive growth, automate workflows, and focus on what matters most—their clients. Agencies depend on AMS360 as their source of truth for client communications and servicing, financial reporting, sales operations, data analysis, and policy management. AMS360 is also the central solution for AgencyOne, Vertafore’s integrated platform for connecting an agency’s business end-to-end. AgencyOne provides one interface, so users can log into their favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across the platform. Throughout the insurance industry, independent agencies leverage AMS360 to: Manage their bottom line. Unlike many agency management systems that include basic bookkeeping features, AMS360 features full general ledger accounting capabilities. The solution manages billing and invoicing, auto-calculates commission splits, and provides comprehensive, customizable financial reports. Identify actionable business intelligence. AMS360 provides data-based insights into sales, client behavior, and other key metrics so agencies can make accurate business decisions. Drive client communications. Because AMS360 is automatically integrated with Vertafore Client Communications and InsurLink, users can easily track client communications to improve service and stay in close contact with clients. By automating client-service processes, insurance agencies stay ahead of policy renewals, communicate about cross-sell opportunities, and draw referrals from happy clients. Integrate across technology platforms. AMS360 doesn’t just integrate with other Vertafore solutions—it is also built to integrate seamlessly with many carrier and third-party applications. By leveraging its open API architecture, AMS360 users can build tech stacks that meet their agency’s individual needs. The user sets the list of possible integrations, not the software. Track leads and prospects. AMS360 improves conversion rates by tracking leads and prospects and increasing the quoting speed and policy processes to close more sales. Manage a policy’s lifecycle. Integrating with rating solutions, populating data across platforms, and automatically generating policy documents, AMS360 makes policy management seamless and efficient. Customize dashboards and workflows. AMS360 users can customize dashboards and reporting to match their needs and workflows. With endless configuration options available, no two dashboards look the same. ## AMS360 Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users find AMS360 to be **easy to use** , enabling efficient management of clients, policies, and billing. (80 reviews) - Users praise the **great customer support** of AMS360, noting its quick response and ease of use. (26 reviews) - Users value the **seamless integrations** of AMS360, enhancing productivity and streamlining communication with tools like Outlook. (24 reviews) - Users appreciate the **variety of tools and reporting features** AMS360 offers, making business management easier and more efficient. (22 reviews) - Users value the **easy access** to client data in AMS360, making information retrieval and activity logging effortless. (21 reviews) - Organization (19 reviews) - Policy Management (19 reviews) - Workflow Efficiency (19 reviews) - Users value the **efficient data management** in AMS360, enabling streamlined document entry and comprehensive reporting capabilities. (17 reviews) - Users praise the **easy navigation** and quick service of AMS360, highlighting its effective claims management feature. (17 reviews) **What users dislike:** - Users find AMS360 to be **lacking in user-friendliness** , citing clunky navigation and inefficient features. (15 reviews) - Users find the **excessive clicking** in AMS360 frustrating, as it complicates navigation and slows down workflow. (14 reviews) - Users find the **learning curve steep** , making it time-consuming to master all aspects of AMS360 effectively. (14 reviews) - Users find AMS360's **outdated design** problematic, with a non-intuitive interface and limited customization options. (13 reviews) - Users face **slow performance** with AMS360, particularly when running reports and during commission splits, hindering efficiency. (11 reviews) - Users express frustration with the **functionality limitations** of AMS360, citing excessive steps and additional applications required. (10 reviews) - Users face **poor reporting** issues in AMS360, finding it inadequate and confusing for their accounting and data needs. (10 reviews) - Certificate Management (8 reviews) - Pricing Issues (8 reviews) - Integration Issues (7 reviews) ## AMS360 Reviews ### 1. Clear, Easy-to-Navigate UI That Improves Efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** Erikka B. | Client Services Specialist, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** The UI is clear and easy to navigate. I also like that an activity can be added to more than one policy, and that there’s a CC option on suspenses, which helps improve efficiency. **What do you dislike about AMS360?** I would like the Customer Information 'Contacts' allow more than 3 as some accounts have multiple LLC owned properties to list, or to list the 3rd party contacts, or to list a trust owned property's trustees, etc. I would like automatic removal of old Acord forms and perhaps have a sub-folder for archived Acord forms. I would like more prominent sticky note pop-ups, perhaps a horizontal banner across the top of the screen when the pop-up is closed. I would like Customer tabs in different colors with matching color dec page tabs. Also include an option to set any pop-up windows from a customer's account to open as tabs in the same color for eForms/endorsements/new policy/manual policy edit, etc. Allow for an activity saved to the wrong policy/term in a customer's account to be moved/copied/reselected (w note indicating such if need be). Add field for 'post mail only' in Customer contact info **What problems is AMS360 solving and how is that benefiting you?** Appending activities helps quite a bit. PL Rating saves an enormous amount of time. ### 2. AMS360: An All-in-One Hub for Account Management and Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Emily F. | Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **Reviewed Date:** September 02, 2026 **What do you like best about AMS360?** The fact that AMS provides an all inclusive location for everything. From Account Management to accounting reports. No need to use different platforms. Priceless for the peace of mind. Especially with security issues being what they are and the sensitive information we have for our clients. **What do you dislike about AMS360?** I do not have any dislikes with AMS360. I have talked to some other agents who do not like that you are not able to get around the system but there is a reason for that. Which is just another one of the reasons I prefer AMS360. **What problems is AMS360 solving and how is that benefiting you?** It doesn't necessarily help us solve any problems as our agency has used the system since I started almost 16 years ago. We do not know any different. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Emily! It's fantastic to know that AMS360 helps you and your agency succeed. We're happy to be a part of your business and appreciate your feedback! ### 3. Indispensable Tool for Insurance Management **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany . | Enterprise (> 1000 emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 12, 2026 **What do you like best about AMS360?** I love the "E-Forms" in AMS360 because they allow me to produce Certificates of Insurance efficiently. AMS360 also makes it easy to create templates and distribute them with a single email instead of sending multiple emails, which is a big time-saver. Additionally, I really appreciate the Policy Lifecycle management from submission to renewal, as it makes accessing policy documents, certificates, and endorsements straightforward. AMS360 pairs well with Imageright and they work very well together, enhancing my workflow. I couldn't live without AMS360; it's an extremely valuable resource that I highly recommend. **What do you dislike about AMS360?** I would like there to be spellcheck and grammar check on the distribution process. Currently, that is not an option. It's needed for the subject line and body of emails when creating distributions for renewals going out to hundreds or sometimes thousands of certificate holders. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps me confirm coverage, store policy information, and produce Certificates of Insurance with ease. It streamlines template distribution via a single email and simplifies policy lifecycle management, making policy documents accessible. **Official Response from Nate McKissick:** > Hello, Brittany! We're thrilled to hear that AMS360 has been an indispensable tool for your insurance management, especially with its E-Forms feature and policy lifecycle management. We appreciate your feedback on a spellcheck feature and will take it into consideration for future improvements. Please don’t hesitate to reach out if you need anything in the future.   ### 4. AMS360 Keeps Client, Policy, and Billing Details in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 01, 2026 **What do you like best about AMS360?** What I like best about AMS360 is having most of the information I need in one place. I can quickly access client and policy information, documents, activities, and billing details without having to search through multiple systems. I also like being able to document changes and correspondence, which helps keep a clear history of the account and makes it easier for our team to stay organized and provide better service to our insureds. **What do you dislike about AMS360?** It can also be difficult to find certain information quickly, and sometimes the system doesn’t always feel intuitive. There are also occasional glitches or limitations that can slow down processing, especially when making endorsements or updating policy information. Overall, I think the system could be more user-friendly and streamlined. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps by keeping client, policy, billing, and document information organized in one central system. It allows me to quickly access account history, document activity, and policy details, which helps me work more efficiently and provide better service to our insureds. It also helps with tracking requests and maintaining documentation, making it easier to follow up and see what has already been completed or is still pending. **Official Response from Nate McKissick:** > Thank you for your review of AMS360! We're glad to hear that our software is helping you access client and policy information in one place. Please don’t hesitate to reach out if you need anything in the future.   ### 5. Crucial for Insurance Management, Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Collin A. | Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 01, 2026 **What do you like best about AMS360?** AMS360 is great for data storage, creating filled applications used industry-wide, and generating forms for the insured to sign. I appreciate being able to store our own form letters for easy filling. Having one system where we can input the client's information and know it's safely stored for future use is vital. The system generates filled Acord apps after inputting information, cutting down the time spent filling out many apps. Generating forms like cancellation requests with just a few clicks instead of filling out all the information helps agency staff manage time efficiently. **What do you dislike about AMS360?** It would be nice to see AI more integrated into AMS360, like a feature to automatically send birthday texts or emails to clients. The data entry for submissions isn't the easiest, and I sometimes find it confusing where certain things should go. This could probably be improved with webinars or training. Also, I've never received any actual training from Vertafore, and I'm sure there's much more the system can do that I don't know about. **What problems is AMS360 solving and how is that benefiting you?** AMS360 organizes all our insurance policy management, cutting down manual entry by generating forms like Acord apps quickly. It ensures client information is easily accessible, greatly improving our efficiency in handling returns or renewals. ### 6. Efficient and Customizable, But Needs a Smoother Application Process **Rating:** 4.0/5.0 stars **Reviewed by:** Trey G. | Community Association Insurance Specialist, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 01, 2026 **What do you like best about AMS360?** I like that AMS360 is fully integrated with many outside programs and resources, which makes for a seamless transition between applications and different software tools. It's very customizable, and I find it pretty easy to use. It helps keep me organized by keeping renewals and new business in one place and provides a wealth of resources and documentation. AMS360 makes me much more efficient, saving time, which is my biggest resource. It increases efficiencies and does a great job with that overall. **What do you dislike about AMS360?** Completing applications can be very tedious. I still think if AMS360 has one weak point, it's completing applications. It would be much easier if there was just a form or a prompt screen where you could enter all the information instead of having to jump between tabs. I know how to use it because I've been using it for fifteen years, but for a new trainee, it's a pretty challenging task to learn. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps keep me organized, managing renewals and new business in one place. It provides resources and documentation, making me more efficient and able to do tasks quickly. Its integration with other programs streamlines operations. ### 7. Comprehensive Yet Overwhelming **Rating:** 4.0/5.0 stars **Reviewed by:** Cortney D. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 01, 2026 **What do you like best about AMS360?** I love that there is so much to do in AMS360. As a producer, it helps me keep organized with all my clients' portals, policies, and activities, ensuring I never skip a beat. I can keep a log on who I have prospected, who is my client, and who I need to prospect. It plays a significant role in staying organized for me, and even though I need to use it more, it really helps keep things organized. The initial setup was easy, and I know my CSRs use it to create accords, and for accounting, I know they enjoy it. **What do you dislike about AMS360?** I feel there is a lot to take in, so sometimes it can be overwhelming. I also think it's not very modernized and wish it could be simpler, as the platform seems like it's stuck in a time capsule. I find it overwhelming, and I know colleagues who have switched from other products feel the same way. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to keep organized with clients' portals and activities, ensuring I never skip a beat. It allows me to log prospects and clients effectively. **Official Response from Nate McKissick:** > Thank you for your review, Cortney! We're glad to hear that AMS360 helps you stay organized and keep track of your clients' portals and activities. We understand that the platform may feel overwhelming at times, and we appreciate your feedback about modernizing the system for a simpler experience. Input from customers like you helps drive our software improvements. ### 8. AMS360: A Valuable Tool for Managing Insurance Agency Operations **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** Since you work in insurance and appear to use AMS360 regularly, my favorite aspect of AMS360 is that it serves as a single source of truth for agency operations by keeping client information, policies, activities, accounting, and documents in one place. Industry descriptions also highlight its strength in connecting service, accounting, reporting, and carrier downloads within a single system. AMS360 provides strong value for the price by streamlining agency operations, improving organization, and reducing manual tasks. The benefits outweigh the cost for agencies that use its features regularly. **What do you dislike about AMS360?** If I had to pick the least helpful aspect of AMS360, based on user reviews and common agency feedback, it would be the clunky navigation and the number of clicks required to complete some tasks. Users frequently mention that certain workflows are not as intuitive as they would like, which can slow down processing. **What problems is AMS360 solving and how is that benefiting you?** AMS360 solves the challenge of managing client, policy, and agency data in multiple places by providing a centralized system. This benefits me by improving efficiency, reducing manual data entry, and making it easier to access information needed to service clients accurately and quickly. ### 9. Streamlined Accounting with Reliable Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kerri A. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** I use AMS360 for accounting and appreciate how it helps run things smoother and is easy to use. I rely on it for a lot of reports. The help center is useful when I can't figure out issues on my own. AMS360 works well for co-workers who don't know accounting but need to access policies and enter invoices, which frees up my time for more difficult tasks. The initial setup was fairly easy with a lot of training, and even though it was slow learning at first, it has become second nature. **What do you dislike about AMS360?** Sometimes it gives error messages that require a restart. Other times it has reports that are difficult to run for what I specifically need. I think the error messages are just a glitch. It would be helpful to have a production report that shows a book of business for a specific time period on one specific employee. I may just not have been able to find it yet. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps run things smoother with easy reporting. It's user-friendly, freeing me to focus on complex tasks by letting coworkers access policies and enter invoices independently. ### 10. Simplifies Agency Needs with Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Admin . | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** I like that AMS360 is simple to use and easy to navigate. It really caters to a detail-oriented person's needs. When I need to find something, whether it's current or past, it's easy to locate. Sending emails is straightforward because we can store contacts and policy information, and everything is itemized. This organization makes my work go quicker, which keeps our clients happy. **What do you dislike about AMS360?** When we are creating or editing certificates, I don't like how you have to individually mark each radio mark. It would be easier if we could do it all at once if we wanted. For the EPI (Evidence of Property Insurance) section in certificates, it would be easier if we could connect those to the certificates so we don't have to send them separately or combine later. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for time management, organization, and accessing work history. It makes my work quicker and keeps clients happy by easily finding current or past information and sending emails with stored contacts and policy info. ### 11. AMS360 Keeps Client and Policy Info Organized for Consistent Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** AMS360 makes it easy to keep client and policy information organized in one place. I use it throughout the day for documenting client interactions, processing policy changes, reviewing renewals, handling cancellations, updating mortgage information, and keeping track of documents and correspondence. I especially like being able to go back through the activity history and see what was previously discussed or completed on an account. It helps our team stay organized and makes it easier to provide consistent service to clients. **What do you dislike about AMS360?** Some processes can take more steps than necessary, and certain parts of the system are not always intuitive until you become familiar with them. There are also times when navigating between different screens or locating a specific piece of information could be more streamlined. Overall, it works well for what we need, but improvements to the user interface and reducing unnecessary clicks would make it more efficient. **What problems is AMS360 solving and how is that benefiting you?** AMS360 gives our agency one central place to manage client information, policy details, documents, activities, and communication history. It helps prevent information from getting lost and allows anyone working on an account to see what has already been done. This is especially helpful when servicing renewals, endorsements, cancellations, mortgage changes, and other policy requests because we can document each step and maintain a clear record of the account. ### 12. Centralized, Efficient Account Management with Powerful Reporting and Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Marleny S. | Policy Services Coordinator, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** April 28, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** What I like best about AMS360 is how it centralizes policy, client, and billing information in one system. It makes it easy to manage accounts, track transactions, and access important documents without switching between platforms. The reporting features and workflow tools also help streamline daily tasks, improving efficiency and keeping everything organized. **What do you dislike about AMS360?** One downside of AMS360 is that the interface can feel outdated and not very user-friendly, which can make navigation less intuitive. Some processes require multiple steps, slowing down workflows, and reporting can be a bit rigid unless you customize it. It can also take time to learn all the features, especially for new users. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps solve the challenge of managing multiple aspects of insurance operations in one place. It brings together client information, policy details, billing, and reporting, reducing the need to work across multiple systems. This benefits me by saving time, improving accuracy, and making it easier to keep track of accounts, transactions, and important documentation in an organized way. **Official Response from Nate McKissick:** > Thank you for being a loyal user of AMS360, Marleny! We're thrilled to hear that you find our product's centralized account management and reporting features beneficial for your daily tasks and operations. We're happy to be a part of your business and we appreciate your review! ### 13. Efficiency has been increased! **Rating:** 4.5/5.0 stars **Reviewed by:** Alicia P. | Customer Service Rep, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 20, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** Two things: the broadness of the search function (being able to search by any criteria - address, number, email, or name), and capability to email from within the system. **What do you dislike about AMS360?** I would say that the pathways to get to the information you're needing can be a bit lengthy. Rather than opening new screens, it would be have a better flow to just have a drop down. Also, the term description is used frequently in various screens, so know which field will populate where is difficult to learn. **What problems is AMS360 solving and how is that benefiting you?** Document organization! Previously our agency used an outdated clunky system for storing and sharing files. The drag and drop feature is wonderful! **Official Response from Nate McKissick:** > Thanks for your review, Alicia! We're thrilled that AMS360 has helped improve document organization for your agency. Please don’t hesitate to reach out if you need anything in the future.   ### 14. Helpful Linking Across Records, But Search Feels Inconsistent **Rating:** 3.5/5.0 stars **Reviewed by:** Brooke B. | Premium Payables Accountant, Enterprise (> 1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 11, 2026 **What do you like best about AMS360?** The linking features to get from customer to policy to company or broker, or bank. It's all circular, which is very helpful. **What do you dislike about AMS360?** Search functions are not universal and they're not very intuitive. There are a lot of times when I think it would make a lot more sense to include a search parameter in one area where it is not, but then I see that parameter somewhere else that it makes less sense. **What problems is AMS360 solving and how is that benefiting you?** It's okay for a lot of different people to use, since there are so many hands in each policy that we handle as a brokerage. **Official Response from Nate McKissick:** > Hello, Brooke! Thank you for taking the time to share your experience with AMS360. We understand the importance of an intuitive search function and will take your input into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future.   ### 15. Effortless Integration, Needs Modern Interface **Rating:** 4.5/5.0 stars **Reviewed by:** Taylor G. | Personal Lines Account Manager, Insurance, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 01, 2026 **What do you like best about AMS360?** I really like the integration with carriers in AMS360, as it provides almost real-time information and downloads, which makes it much easier to keep track of what's going on with our clients and their coverages, especially if there's a claim or an issue. Also, my initial setup and training with AMS360 was smooth. **What do you dislike about AMS360?** I think AMS360 is visually and functionally outdated, like a web form still built on DOS. Also, customer information and overview and contacts are all over the place and hard to change; working in pop-up windows is hard to manage and easy to lose on multiple screens. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps me with daily task management, client management, and carrier communications. The integration with carriers provides almost real-time information, which makes it easier to know what's going on with clients and their coverages if there's a claim or issue. **Official Response from Nate McKissick:** > Hello, Taylor, and thank you for your review! We're glad to hear that you find the integration with carriers and real-time information in AMS360 beneficial for managing client coverages and tasks. We appreciate your feedback and look forward to continuing our partnership. ### 16. Versatile Platform with Room for Modernization **Rating:** 4.5/5.0 stars **Reviewed by:** Anthony H. | Commercial Risk Advisor, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 18, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** My favorite thing about AMS360 is the ease of use, especially transitioning from another platform. Although it was a bit confusing at first, AMS360 offers multiple training platforms that helped me integrate into the system fairly quickly. The training resources were able to answer questions quickly without needing to make a call. If you dedicate time to them, you can become an expert on AMS360. It helps me keep track of everything and create tasks so nothing slips by. The platform includes excellent reminders, making it an overall great tool. **What do you dislike about AMS360?** It could use a little bit of a facelift. It looks older and outdated. I think a more modern feel would make it that much easier to use. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps me keep track of everything and create tasks, ensuring nothing slips by with excellent reminders. It's just an overall great platform. **Official Response from Nate McKissick:** > Thank you for taking the time to share your thoughts on AMS360, Anthony! We're glad to hear it is centralizing your agency's workflows. We understand the importance of a modern system and will take your input into consideration for future updates. We appreciate your review and look forward to continuing our partnership. ### 17. Empowers Insurance Agents with Ease **Rating:** 5.0/5.0 stars **Reviewed by:** John C. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** I find AMS360 to be user-friendly, which is great for someone like me who had no prior experience with it. I appreciate being able to keep track of customer information and effectively communicate with them. The ability to follow up on conversations that I wasn't directly part of is really helpful. I also love that I can view policy information without having to visit the carrier's website. This feature, especially being able to view a variation of a customer's declaration page, is invaluable during coverage conversations. **What do you dislike about AMS360?** Sometimes I wish the customer's date of birth shows up in all declaration pages. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to keep track of customer information and foster effective communication. It helps me follow up on previous client interactions, and I like that it's user-friendly. Having policy details without visiting the carrier site aids in coverage conversations. ### 18. Feature-Rich with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Michael H. | Commercial Insurance Agent, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 01, 2026 **What do you like best about AMS360?** I like the abundance of features and the robust functionality of AMS360. Certificate issuance is a key feature I appreciate. I also value the ability to quickly update policies on renewal and download policies directly from certain carriers. The initial setup was very easy with the help of an onboarding affiliate who provided a tutorial and training seminar. **What do you dislike about AMS360?** I find the process of editing documents a bit convoluted. There are a series of steps that seem unnecessary in order to create a submission and the applications that need to be sent out to the carriers or MGAs. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for tracking customer policies, issuing certificates, and managing renewals and client correspondence, which helps with compliance. Its key features like certificate issuance, quick policy updates, and downloading policies from carriers solve daily issues in my agency. **Official Response from Nate McKissick:** > Hello, Michael! Thank you for taking the time to share your experience! We're pleased to hear that AMS360 is helping you track customer policies, issue certificates, manage renewals, and handle client correspondence. We appreciate your review and look forward to continuing our partnership. ### 19. Streamlined Operations with AMS360, Minor Access Glitches **Rating:** 5.0/5.0 stars **Reviewed by:** Makenzie G. | Agent, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** I find AMS360 really useful for sending documents to our clients easily through the Insure Link. I also like using the company tab to keep track of our trusted vendors and companies. It's great for maintaining contact information and best practices when dealing with different companies. I enjoy how AMS360 connects with other platforms like Agency Zoom and Wunderwrite, which helps ensure our clients get the best experience possible. It also aids in working quickly on quoting new business and servicing current clients. Learning the industry through AMS360 has been great, and it’s an easy-to-use tool in practice. **What do you dislike about AMS360?** The main issue I have is whenever someone else is already inside a suspense, a task, or an activity, you cannot access that tab. There are specific times where our system doesn't allow us to properly close out of the dispensers, and then we have to reach out to Vertafore help to ensure that we can properly get into the system to continue our work. **What problems is AMS360 solving and how is that benefiting you?** I find AMS360 helps by simplifying document sharing with clients via Insure Link and tracking vendors and companies effectively. **Official Response from Nate McKissick:** > Hello, Makenzie. Thank you for your review! We're glad to hear that you find AMS360 useful for sending documents and tracking vendors. It's great to hear that our platform works so well for your agency. We're happy to be a part of your business and appreciate your feedback! ### 20. Boosts Operational Efficiency with Deep Carrier Connectivity and Integrated Communications **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 11, 2026 **What do you like best about AMS360?** operational efficiency, deep carrier connectivity, strong accounting, and integrated communications **What do you dislike about AMS360?** Steep learning curve for new staff. Training takes longer because workflows aren’t always intuitive. **What problems is AMS360 solving and how is that benefiting you?** AMS360 solves the core operational problems that slow agencies down by centralizing policy management, accounting, communication, and reporting into one system. Instead of relying on manual data entry, scattered emails, separate accounting tools, and inconsistent workflows, AMS360 automates carrier downloads, standardizes servicing processes, and ties financials directly to policy data. This reduces errors, speeds up client service, strengthens compliance, and gives you clear visibility into production, retention, and agency performance. The result is cleaner records, faster responses, more accurate financials, and a more efficient workflow that lets you spend less time on administrative tasks and more time advising clients and strengthening relationships. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360! We value your opinion and strive to improve based on your suggestions. ### 21. Great for Retention Tracking, but a Janky Prospect Application Experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 01, 2026 **What do you like best about AMS360?** AMS360 eForms has given us the ability to track down clients before their policies are cancelled, and to reach out to recently lapsed policies so we can reinstate them. I do feel as if we are getting our money's worth when it comes to AMS360, although I still think there is room for the product to improve. **What do you dislike about AMS360?** I don’t like AMS360’s approach when it comes to using it for prospects. The application process feels janky and isn’t very user-friendly. I’d really like the option to choose the specific ACORD forms I want to fill out, rather than having to create policies first just to access them. **What problems is AMS360 solving and how is that benefiting you?** AMS360 has helped us solve a lot of issues, including client tracking, retention, and reporting—not only for our clients, but also for our producers. ### 22. I Love AMS360 **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly E. | Operations Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** February 11, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** One of the best parts of AMS360 is it's very user-friendly even if you haven't had any formal training on the system, you will be able to use it from day one. However, the support team is there to help you if you run into any issues. **What do you dislike about AMS360?** One of the things that I don't care for in AMS360 is the inability to do spell check. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is our management system where we store all of our clients' information and create all of our ACORD forms. We do not use it for accounting. **Official Response from Hillarie Holcomb:** > Hi Kimberly, We love that you love AMS360! We appreciate your kind words and are so glad to hear that your experience with AMS360 has exceeded your expectations. We genuinely care for our customers and are delighted that our dedication shows. Thank you again for sharing your feedback!  ### 23. AMS360's Strong Support Resources are Top Notch. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** What I find most helpful about AMS360 is how many places there are to get answers. Between VU, the NetVu communities, and the help screens, it’s easy to find support when I need it. The ideas portal is also a great way to connect with other users and share what they need. **What do you dislike about AMS360?** Reporting is somewhat limited right now, but I’m excited to see what’s in the works. Agency One also feels limited in the accounting area, and I’d like to see improvements there as well. If those areas were strengthened, Agency One could be my home page instead of having to rely on another page. **What problems is AMS360 solving and how is that benefiting you?** Vertafore listens to its users and is constantly improving the platform. In the short time Agency One has been online, it has grown by leaps and bounds. ### 24. AMS360 is Simple, Easy-to-Navigate Accounting **Rating:** 4.0/5.0 stars **Reviewed by:** Jackie C. | Bookkeeper, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 02, 2026 **What do you like best about AMS360?** The accounting functions are simple and easy to navigate through and they are making updates such as including notes area when entering receipts. **What do you dislike about AMS360?** When voiding receipts, the reason for the void is super short, the amounts of characters you can enter in the space is not long enough to put a detailed reason. And I have heard from others, some issues but I'm not familiar with what they do to comment about it. **What problems is AMS360 solving and how is that benefiting you?** Unfortunately, I was not in accounting or bookkeeping prior to working here so I cannot share a difference. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Jackie! We're happy to hear that you find our accounting functions simple and easy to navigate. Please don’t hesitate to reach out if you need anything in the future.   ### 25. Streamlined ACORD Generation, High Recommendation **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn Z. | Insurance Agency, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 11, 2026 **What do you like best about AMS360?** I really like the ACORD generate tool in AMS360. It makes issuing ACORD forms much easier because we used to have to manually download them, but now we can do it directly in AMS360 as easily as possible. **What do you dislike about AMS360?** I think maybe importing some AI functions could improve AMS360. Particularly, using AI to summarize the actions we are going to log would be helpful. **What problems is AMS360 solving and how is that benefiting you?** AMS360 logs activities for the team to review and manage easily, and the ACORD generate tool simplifies issuing forms, saving time and effort. **Official Response from Nate McKissick:** > Thanks for your review, Shawn! We're glad to hear that you find the ACORD generate tool in AMS360 helpful for issuing forms more easily. We appreciate your review and look forward to continuing our partnership. ### 26. I have used other management systems popular with insurance companies, and I prefer AMS 360 **Rating:** 4.5/5.0 stars **Reviewed by:** Laine T. | Agency Brand Marketing Director, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** October 17, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** No updates to this section. No additions that I believe improve the system. **What do you dislike about AMS360?** The latest update has several accessibility issues. If your screen is zoomed more than 100%, you are not able to use all features and creates several issues. Several processes now have several additional clicks to accomplish. **What problems is AMS360 solving and how is that benefiting you?** AMS 360 helps solve documentation issues, allows multiple people to be able to see all documentation on an account regardless of their location or familiarity with the account. It holds everything in one place for future reference. **Official Response from Hillarie Holcomb:** > Hello Laine, Thank you for your great review of AMS360! We’re thrilled to hear that you find it user-friendly and helpful for documentation. Regarding the separate windows, we recommend checking out Vertafore Ideas on My Vertafore. It allows you to submit product ideas, and other users can vote, helping our team prioritize what matters most for future updates. Thanks again for sharing—we’re glad AMS360 is making things easier for you! ### 27. Efficient Data Management with Minor Hiccups **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 14, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** I use AMS360 for downloading through IVANS and updating customer accounts regularly. I appreciate that it solves the problem of keeping everything in one place, ensuring that information is attached to the specific client's account and making tracking documents easier. I like its ease of use, as it's pretty straightforward with the basics and fast to load. My account was set up fast when I first started, which was a plus. **What do you dislike about AMS360?** Sometimes it will crash or give me errors randomly. Sometimes it's also a pain to manually enter the policies. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for downloading through IVANS and updating customer accounts. It keeps everything in one place so information isn't scattered and is attached to the client’s account. It also makes tracking documents easier. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Connor! We're glad to hear that our platform has been helpful in keeping your client information organized and easily accessible. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 28. Fast and Efficient. Great for our agency **Rating:** 4.0/5.0 stars **Reviewed by:** KRISLEE C. | Agent, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** User friendly and the drag and drop feature on activity is quick and efficient **What do you dislike about AMS360?** Some features are buried under multiple clicks, such as DOB, FEIN. Also when looking for list of equipment in Inland Marine policies you have to go into the policy within AMS instead of pulling a dec like BOP's or WC. **What problems is AMS360 solving and how is that benefiting you?** We struggled with communication within our office and the activity feature has helped us all stay on top of what the other is working on and where our insureds are in the renewal/endorsement processes. ### 29. Organized Client Management, Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Seller invite:** Invitation from a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** September 15, 2026 **What do you like best about AMS360?** I like that AMS360 is easy to use and it really helps us stay organized. I appreciate being able to view clients' previous records, contact information, and policy details, which gives me a better understanding before interacting with insured clients. The fact that some carriers are directly linked with AMS360 is a huge plus because it syncs their policies automatically, reducing the need for manual updates and saving tremendous time. This feature, in particular, cuts my work in half and greatly aids my time management. Also, the initial setup of AMS360 was very easy, which is always a bonus. **What do you dislike about AMS360?** I would say that something that doesn't really work is the fact that our company shares AMS360 amongst several colleagues. So when one of the colleagues switches the viewpoint from customer name to other, it changes it for all users. That creates a little bit of a problem until we figure out that the search engine was changed to other instead of name, which delays us a little bit. That would probably be my only downside of AMS360. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps me stay organized, access client information easily, and efficiently manage renewals with connected carriers, reducing manual updates and improving time management. ### 30. Friendly Help Desk, But Too Many Pop-Ups and Tricky Scrolling **Rating:** 3.5/5.0 stars **Reviewed by:** Samantha L. | Commercial Lines Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 17, 2026 **What do you like best about AMS360?** I like having somewhere to enter data. Help desk is friendly and helpful. **What do you dislike about AMS360?** I don't like how many boxes pop up for menial tasks such as attaching an email. This makes it time consuming to attach emails or documents or enter notes. I also don't like that I cannot scroll properly when in the application view otherwise the scrolling can change options set in the app already that I dont want to change. **What problems is AMS360 solving and how is that benefiting you?** I like that some emails attach automatically so that saves time. But it does look messy when they are uploaded like that and I need to go in an change it. **Official Response from Nate McKissick:** > Hello, Samantha. Thank you for taking the time to share your experience with AMS360. We appreciate your feedback on pop-up windows and will take your input into consideration for future updates. Input from customers like you helps drive our software improvements. ### 31. Two thumbs up **Rating:** 5.0/5.0 stars **Reviewed by:** Kara V. | Independent Insurance Agent, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 12, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** AMS360 is an essential tool that helps me stay organized. It serves as a comprehensive database for all of my clients, and it’s very easy to use. **What do you dislike about AMS360?** I can't think of anything about AMS360 that I dislike except their prices. AMS360 is pretty expensive to begin with, but then there are a lot of additional tools that can be added that are also expensive. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is a base where all my customer's info is stored. It also keeps me organized with the follow up feature. I can set a reminder for a few days out to make sure a payment was made so a policy doesn't cancel and I can set a reminder for a year out to requote a policy that has a ticket coming off. **Official Response from Jenny Spear:** > Hi Kara, Thank you so much for your kind words! We're thrilled to hear that AMS360 works so well for your agency. We genuinely care for our customers and are delighted to know that our dedication shows. ### 32. AMS is a Well-Organized, Self-Explanatory Layout That Keeps Info Where You Need It at all times **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** Activities are organized by date, and the information is right where it needs to be. It’s pretty self-explanatory, so it’s clear where everything needs to go. I am not sure of the price but we are learning more and more of what AMS has to offer and it is a great deal of things that can make us more efficient and get things done at a quicker pace. Everything has a spot **What do you dislike about AMS360?** I don't like that some of the coverages aren't in the coverage tabs **What problems is AMS360 solving and how is that benefiting you?** It’s solving our note-taking needs and makes it accessible for everyone to view updates from other offices, so we can all stay on the same page for a single client. There's ### 33. AMS360 Keeps Insurance Information Organized, Accessible, and Easy to Manage **Rating:** 5.0/5.0 stars **Reviewed by:** Bailey A. | CSR, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** I really enjoy how clear everything is to find in AMS360. The integrations really help finding information much easier **What do you dislike about AMS360?** The interface can feel outdated and is not always intuitive. Finding certain information or completing simple tasks often takes more clicks than expected. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps centralize customer, policy, billing, and claims information in one system, and that makes it easier to access client information, manage policies, and keep records organized without having to search through multiple carriers. ### 34. Comprehensive but Needs UX Improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 03, 2026 **What do you like best about AMS360?** I like how thorough AMS360 is for an agency management system. Everything — policy, billing, and activity — lives under one client record. This means I don't have to hunt across different tools to get the full picture on an account before calling a client. I appreciate that it keeps everything in one system of record, like policy data, activities, and attachments, so nothing falls through the cracks on renewals or endorsement requests. The activity notes and correspondence being logged all in one place helps with documentation for E&O purposes. The certificate issuance and attachment features save a lot of time. I can pull up a client's file and get a cert out the door fast, which clients notice. **What do you dislike about AMS360?** The interface feels dated, and there's a real learning curve for anyone new to the system — it's not intuitive out of the box. It can also lag when pulling up larger client files, and running custom reports takes more clicks than it should. **What problems is AMS360 solving and how is that benefiting you?** AMS360 keeps everything in one system of record which prevents errors during renewals or endorsement requests. It also aids in E&O documentation with all activity notes and correspondence logged centrally. I appreciate the certificate issuance and attachment features for their time-saving benefits. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360. We understand the importance of a user-friendly interface and will take your input into consideration for future improvements. We value your business and aim to provide the best experience possible. ### 35. Advanced Search and Automation That Keeps Us Ahead of Deadlines **Rating:** 5.0/5.0 stars **Reviewed by:** Rechelle C. | Commercial CSR, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through Google One Tap using a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** May 14, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** Advanced search and fast information retrieval, Automated tasks, renewals, notifications, and document generation reduce manual effort and help us agencies stay ahead of deadlines. **What do you dislike about AMS360?** New users often struggle to get up to speed, which impacts productivity **What problems is AMS360 solving and how is that benefiting you?** AMS360 primarily solves data chaos, manual work, and workflow inefficiency inside insurance agencies — and the benefits show up in speed, accuracy, and better client service. Based on verified user feedback and industry reviews, these are the clearest, most consistent problem‑solution pairs. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Rachelle! It's great to hear that our platform is helping you stay ahead of deadlines with its advanced search and automation features. We appreciate your review and look forward to continuing our partnership. ### 36. Game changer for team collaboration! **Rating:** 5.0/5.0 stars **Reviewed by:** Carmen B. | Customer Service Rep/Producer, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 25, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** I like that policies are automatically downloaded from many insurance carrier sites, which makes it easier to keep everything up to date without extra manual work. **What do you dislike about AMS360?** I don’t like that some carriers don’t download automatically and instead have to be entered manually. **What problems is AMS360 solving and how is that benefiting you?** It offers a single, centralized database that keeps all client information in one place, including policy details, communication logs, documents, and notes. This makes it easier to service a client quickly. **Official Response from Nate McKissick:** > Thank you for your review of AMS360! We're happy to be a part of your business and appreciate your feedback! ### 37. AMS360 Streamlines Account Management with a User-Friendly Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Kelsey H. | Customer Support Representative, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** AMS360 is very user friendly and has capabilities that improve and streamline Account Management **What do you dislike about AMS360?** I do not like that AMS360 needs to be restarted frequently and that its cache data fills up quickly. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is used in our agency as a centralized platform for us to be able to see where every account is at that time. As long as there is no user error we are able to find things quickly and efficiently ### 38. Easy Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 08, 2026 **What do you like best about AMS360?** Ease of use, quick performance in regards to uploading. I love the feature that allows me to see past policies I work on same day, AI being able to pre-fill client names. **What do you dislike about AMS360?** I wish we were able to change policy numbers or add policy numbers to activities, just appending them does not allow us to correct if we attached a note to the wrong policy. Also, I wish policy notes that were appended would show in the summary screen. **What problems is AMS360 solving and how is that benefiting you?** It is helping with our space; we have a lot of clients and past programs were not able to keep up with the space needed. **Official Response from Nate McKissick:** > Thank you for your review of AMS360! We understand your concerns about policy numbers and notes, and we will take this into consideration for future updates. We feedback your feedback and look forward to continuing our partnership. ### 39. AMS360 Keeps Our Agency Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Brianna G. | insurance agent, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** The most helpful thing is how it is super user friendly; it also sends you reminders on tasks needed to be done. **What do you dislike about AMS360?** There is nothing I dislike about AMS360, the only thing I would say is probably that I don't know AMS360 to its full potential. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps us keep client and policy information organized in one place. It makes it easier to keep track of policies, changes, documents, and daily tasks. ### 40. Organize Effectively, But with Limitations **Rating:** 4.5/5.0 stars **Reviewed by:** Claudia R. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **AI Translated:** This review has been translated from Spanish; Castilian using AI. **Reviewed Date:** September 01, 2026 **What do you like best about AMS360?** I like the notes in AMS360 because we can turn them into activities. This is very useful, as if a client calls about the same issue discussed days ago, we just have to follow up with the previous note. Also, I found the initial system setup easy. **What do you dislike about AMS360?** I think what could be improved is that I can't delete activities and if I mistakenly upload a document where it doesn't belong, it won't let me delete it. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to file client documents better organized by dates and policy types, and I like how notes turn into activities, which makes it easier to follow up on previous interactions. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Claudia! It's great to hear that our product is helping you file client documents more efficiently and follow up on interactions. We appreciate your review and look forward to continuing our partnership. ### 41. Efficient Profile Organization and Smooth Accord Creation **Rating:** 4.5/5.0 stars **Reviewed by:** Chey C. | Licensed Account Executive, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 16, 2025 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** I appreciate the organisation each profile shows once the data has been input. The flow for making accords is great for the quantity being produced daily. **What do you dislike about AMS360?** I wish the accord 27 wasn't stuck behind the epi tab, please include in regular certificate section **What problems is AMS360 solving and how is that benefiting you?** The invoicing all in one place has been great and being able to run reports easily is a benefit to our agency. **Official Response from Nate McKissick:** > Hello, Chey. Thank you for your review of AMS360! We appreciate your feedback on the placement of ACORD 27. Our team is always working on enhancing our software based on user feedback. ### 42. Clear Renewal Visibility and Suspenses That Keep My Day on Track **Rating:** 4.5/5.0 stars **Reviewed by:** Christina M. | Senior Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** I love that all users can see exactly where we are in the renewal process. I use the suspenses nonstop, and they really help me plan my day. **What do you dislike about AMS360?** The least helpful part is that I’d really like the program to include more AI features as part of it. **What problems is AMS360 solving and how is that benefiting you?** AMS360 solves the problem of having everything for my insured all in one place. ### 43. Great Submission Process, But Too Many Steps for Simple Documenting **Rating:** 3.5/5.0 stars **Reviewed by:** A Q. | Commercial Lines Account Manager, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** The ease of creating activities and submissions. **What do you dislike about AMS360?** Some processes could be smoother - less steps to achieve the same result. (i.e., creating an activity to save a document results in having to explanations for one item. Just drag, drop, name, and be done with it.) **What problems is AMS360 solving and how is that benefiting you?** Having all of the submission/marketing documents & info organized in one place is my favorite feature. ### 44. Prompt Customer Support; Platform needs improvements. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account added to their profile **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 01, 2026 **What do you like best about AMS360?** Customer support is helpful. They are prompt and usually can help very quickly The product is good and an industry standard. It needs to be refined. **What do you dislike about AMS360?** The UI feels clunky and outdated, and overall it isn’t very intuitive. It’s also not clear exactly which integrations are available for an agency of our size and type, and there's no AI tools. I’m not sure what other platforms it integrates with easily. On top of that, it can be a bit slow at times. **What problems is AMS360 solving and how is that benefiting you?** A good AMS, but needs better training and ability to navigate all the offerings. **Official Response from Nate McKissick:** > Thank you for leaving a comment. Your input is essential in shaping AMS360. We appreciate the importance of a user-friendly UI and will take your feedback into consideration for future improvements. We appreciate your review and look forward to continuing our partnership. ### 45. Streamlined Client Management, Needs Better Attachment Handling **Rating:** 5.0/5.0 stars **Reviewed by:** Halie G. | Agent, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 12, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** I really appreciate AMS360's ability to organize all of our clients. It keeps everything streamlined for us and has a place for everything specific that I can tailor to my needs. As new requirements for our clients arise, it’s super easy to adjust within the system, which helps streamline the process for our agency. **What do you dislike about AMS360?** I find the billing system on AMS360 to be finicky sometimes, requiring a lot of precision. Sometimes downloads don't come in correctly, which is frustrating because it means we have to get them fixed. Also, when adding attachments, it often brings in unnecessary items like logos, which take up storage space. We end up having to delete these, and it's even trickier when using Agency Zoom because we can't remove attachments that way, leading to unnecessary storage usage. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to manage clients and billing, track activities, and organize our agency operations. It streamlines processes with tailored adjustments and keeps everything up to date. **Official Response from Jenny Spear:** > Hi Halie, Thank you for your review of AMS360! We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future! ### 46. Comprehensive Insurance Management with a User-Friendly Setup **Rating:** 4.5/5.0 stars **Reviewed by:** Bryan P. | AMS360 Administrator, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** April 14, 2026 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about AMS360?** I like that AMS360 is an insurance-specific software that really helps with document storage and policy management. It allows us to use insurance-specific forms to store data and share information between customers and internal teams efficiently. The renewal list tool is another feature I find valuable. It lets us easily access policies due 120 days out, creating a specific target list for account managers. This is very helpful as it provides a clear view of upcoming tasks. Additionally, being able to handle activities and email with attachments directly from the system is very beneficial. I also found the initial setup of AMS360 to be very easy and simple, especially with Verdu for single sign-on. **What do you dislike about AMS360?** Traditionally, the user interface has not been very appealing. I'm aware there are upcoming changes for a fresh look, and I'm excited about that. Also, I'm interested in more automation features with AI agents. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to manage users, run reports, and track expirations. It helps with document storage and policy management, allowing us to share information between customers and teams using insurance-specific forms. **Official Response from Nate McKissick:** > Thanks for you review of AMS360, Bryan! It's our goal to provide an exceptional customer experience, so we're glad to hear you find our product easy to use. We appreciate the importance of a modern user interface, and our team is constantly working to improve our software. We appreciate your feedback and look forward to continuing our partnership. ### 47. Time-Saving Solution for Insurance Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Marnika R. | Small-Business (50 or fewer emp.) **Validated Reviewer:** This review contains authentic analysis and has been reviewed by our team **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** August 27, 2026 **What do you like best about AMS360?** I like AMS360 for its PL Rater connection and how client information is easily accessible. It transfers client information into the PL Rater, which saves me time when doing quotes because I do not have to input client information or policy information manually. The setup process was pretty easy, and I am very likely to recommend AMS360 to others with a solid 10 out of 10. **What do you dislike about AMS360?** I like everything **What problems is AMS360 solving and how is that benefiting you?** I find AMS360 makes client information easily accessible and transfers it to the PL Rater, saving me time on quotes since I don't have to input the data manually. ### 48. Efficient but Credential Management Needs Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through a business email account added to their profile **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** July 28, 2026 **What do you like best about AMS360?** I like that I can pick which carriers I want to use instead of having to do all of them every time. I also appreciate that I can go back to an old quote. Sometimes clients have preferences for certain companies or you may know certain companies will not qualify for coverage, and AMS360 helps by allowing me to weed out extra information, making it easier for the client to read by having only the relevant information. **What do you dislike about AMS360?** I can't stand that I constantly have to reinput my credentials to get the quotes. I was new and couldn't get my own credentials right away. I wasn't able to get all the quotes for the carriers I chose because I didn't have my own credentials. There needs to be like a one-time adding process when adding the carrier on the admin side. There should be a separate credential for each company that is used for everyone. Then you could go in and make your own account as well. But, the carrier credentials needed wouldn't be specific for each person. If that makes sense. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to quote insurance efficiently, bypassing the need to input data on multiple carrier websites. It lets me select which carriers to quote, saves past quotes, and simplifies reports for clients by filtering irrelevant details. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360. We understand your frustration with credential management and will take your input into consideration for future updates. We value your business and aim to provide the best experience possible. ### 49. AMS360: Easy to Use and Agent-Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 08, 2026 **What do you like best about AMS360?** For me, the most valuable part of AMS360 is how easy it is to use. A software program can have all the bells and whistles, but if it isn’t user-friendly, agents simply won’t use it. **What do you dislike about AMS360?** The feature I dislike about AMS360 is the reporting. The reports I’m looking for aren’t always available, or, if they are, I haven’t been able to access them correctly. **What problems is AMS360 solving and how is that benefiting you?** I like being able to keep all client files in one easy-to-access location. Since it’s web-based, it’s ideal for working remotely, and clients never know the difference. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360! It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. Input from customers like you helps drive our software improvements. ### 50. Extremely Helpful for Centralizing Policy and Customer Information **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was not provided any incentive by G2 for completing this review. **Reviewed Date:** September 01, 2026 **What do you like best about AMS360?** Storing all the policy and customer information is extremely helpful. I can put their limits, documents, contact info, etc. all in one place. **What do you dislike about AMS360?** The search feature if quite difficult to use. We usually put the customer's first and last name, the company name, and DBA. The search requires exact matches. If someone else wants to search for my clients, they must know exactly how I worded the client. **What problems is AMS360 solving and how is that benefiting you?** We can integrate it with our contact lists so that we can quickly see if we have quoted them, contacted, them, etc. in the past. **Official Response from Nate McKissick:** > Thank you for your review of AMS360! We're glad to hear that AMS360 has been helpful in centralizing policy and customer information for you. Please don’t hesitate to reach out if you need anything in the future.   ## AMS360 Discussions - [Are there classes on reports?](https://www.g2.com/discussions/37123-are-there-classes-on-reports) - 3 comments, 2 upvotes - [View AMS360 pricing details and edition comparison](https://www.g2.com/products/ams360/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-22+21%3A37%3A36+-0500&secure%5Bsession_id%5D=47a745cb-8432-45a0-91fe-a4a01bd8bb6f&secure%5Btoken%5D=4204dd04fb7060ccf9051369d0cd37e520eba70c599082d2dee36d1a54191f22&format=llm_user) ## AMS360 Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Statistics - Payment Processing - Email Integration - Task Management - Third-Party Integrations - Accounting Integration - Alerts/Notifications - Calendar Management - Pipeline Management - Commission Management - Email Management - User Management - Forms Management - Invoice Management - Workflow Management - Document Management - Contact Database **Insurance Documentation** - Claims Management - Insurance Policy Management - Invoicing & Receipts - Electronic Signatures - Client Management - Lead Management **Additional Functionality** - Client Portal - Access Controls/Permissions - AI Copilot - Audit Trail - Search/Filter - Commission Calculations - Insurance Rating - Activity Tracking - API - Customizable Templates - Customizable Branding - Document Storage - Property & Casualty - Configurable Workflow - Life & Health - Monitoring - Status Tracking - Customizable Forms - Generative AI - Document Templates - Self Service Portal - Reminders - Customizable Reports - SSL Security - Customizable Fields - Referral Tracking - Quotes/Estimates - Risk Assessment - Email Marketing ## Top AMS360 Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,788 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (708 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) - 4.7/5.0 (154 reviews)