AMS360 Reviews & Product Details

AMS360 is very user-friendly. The layout is easy to navigate, so I can find client, policy, and accounting information quickly without a lot of clicks. New staff pick it up fast, and having everything in one system makes my day-to-day work in operations and accounting much more efficient. Review collected by and hosted on G2.com.

My biggest frustration with AMS360 is that reports can't be customized much. I often need data laid out a particular way for leadership or reconciliation, and because the standard reports can't be adjusted, I end up exporting to Excel and reformatting by hand. More flexible reporting would save a lot of time. Review collected by and hosted on G2.com.

I like the features to send LPRs, applications, forms, etc directly from the client account to DocuSign and that the signed form returns to the account. I also like the 'Dependents' feature under 'Customer Overview' so you have each family members information in one spot. Review collected by and hosted on G2.com.

I don't like that we can't edit small mistakes to activities. Example: I frequently forget to attach an activity to its specific policy. It would be helpful if I could adjust that after the activity has been created. Or the action type. Sometimes I work too quickly and select the wrong one. I'd like to be able to adjust that. Not edit the description/notes - I understand that opens the door for E&O, but policy and action edits would be nice. Review collected by and hosted on G2.com.

What I like most about AMS360 is that it keeps everything in one place, making it easy to manage accounts, track policy activity, and access client information quickly. It helps me stay organized and saves time when working on renewals, endorsements, and day to day service requests. Review collected by and hosted on G2.com.

AMS360 is a useful system overall, but some workflows can feel a bit cumbersome and take multiple clicks to complete even simple tasks. It can also be challenging to find certain information quickly, especially when working in older accounts or trying to track down specific activities and documents. Review collected by and hosted on G2.com.

The most useful thing about AMS is having any information about a insured you can possible need. From personal info as in phone number, address, email etc to policy details, to even seeing the entire policy. You can view claims anything the insured can call and ask about. And on the other side you can see all accounting, all info for companies, certificates, everything at your fingertips. Review collected by and hosted on G2.com.

Nothing I dislike, just know I have to have patience in certain instances, such as when an activity needs to be purged as a employee as made an error. I have to wait till afterhours when everyone is logged off to delete.

Just a patience thing. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

I find most of AMS360 extremely user friendly, and it helps keep our office organized. It keeps everything organized and makes it easy to find clients. I can use fillable forms, and they automatically save in the activity. I like being able to send a suspense to someone on my team to remind them to do something with a profile or account. Printing ID cards is really helpful when there’s a system outage because I can quickly get them from AMS360. I also like that account history keeps each renewal so I can see what it was like in previous times, and that it shows who made changes so I can track how things happened. Review collected by and hosted on G2.com.

Occasionally I struggle to find certain forms or features as there is so much. But the more I use it the easier it is to find things. Review collected by and hosted on G2.com.

I like AMS360's ease of use and how easily I can move between policies and customers. The pricing is good for a large organization, and I can pull the reports I need when I need them with the correct information. When I get a phone call or office visit, I can look at the customer file and have what I need at my fingertips, so I don't have to spend three times as much effort going to carrier sites for information AMS360 has downloaded. It also integrates with my Outlook. I love it. Review collected by and hosted on G2.com.

I wish AMS360 showed the customer's birthdate on a homeowners policy. Some companies redact it in the quoting system, and it's difficult to retrieve from some of them when I try to remarket the risk. Review collected by and hosted on G2.com.

I like how easy it is to access information about our clients’ insurance policies and find the forms and information we need. It keeps our data together and organizes files and documents for the insured. I also appreciate being able to pull reports on commissions or renewals to make sure we’re doing everything to the best of our ability. The initial setup was pretty easy. Review collected by and hosted on G2.com.

I find that syncing with different software integrations can be inconsistent. Sometimes files don’t go to a specific policy and instead end up under the general client. The initial setup was pretty easy, but it took a good bit of training, and I’m still learning about the different tools available in AMS360. Review collected by and hosted on G2.com.

It’s fairly easy to use for attaching documents, creating and sending submissions, and working with certificates. I especially like the home screen, where I can quickly see all of my current items as well as previously incomplete suspense items, which makes follow-up much easier. Downloads also tend to work seamlessly.

The support staff is always very helpful and can usually resolve an issue fairly quickly. We don’t really have other tools that we connect with, and we aren’t using any AI features currently, so I can’t speak to those areas. I also don’t have any knowledge of pricing, so I can’t comment on that either.

Overall, I’d say the performance is good for the most part. It works the majority of the time when I’m using it. Review collected by and hosted on G2.com.

I tend to get a lot of errors when saving activities. The activities do still save, so it’s not a huge deal, but it does feel like there are bugs or glitches happening in the background.

I also don’t like that when an update is released, it sometimes focuses on changing things that didn’t really need to be changed instead of addressing what truly matters. For example, removing the Home tab at the top of the page and making you click the AMS360 logo to get back to the homepage feels completely unnecessary. Another example is that I used to be able to right-click the Customer tab at the top to open a new customer tab. Now I have to right-click and then select “open new tab.” It’s not a big deal overall, but it’s still an extra step I didn’t have to do before.

I’d rather see improvements to workflows for submissions, how documents can be viewed, and having more filters available to filter data on the activity screen, claims, documents, etc. to make it easier to find what I need and save time. I’d also like more customization options, because what works for me might not work as well for someone else.

Finally, I wish there were more data options/fields in the customer summary at the top of the page, and that it could depend on the type of customer selected (commercial or personal). For a commercial customer, for instance, I’d like the option to show the FEIN and similar details on the summary screen, and to choose which phone number shows on that summary screen for each contact. Review collected by and hosted on G2.com.

I think AMS360 is easier to use than other similar platforms on the market, and once you learn how to use its features, it offers a lot of time-saving options. I also like that it allows integration with carrier websites. Overall, I love its functionality and the availability of many optional services, since that lets users request only what they need. Review collected by and hosted on G2.com.

It’s been a great investment for us, helping us stay at the forefront of technology and improve integration with other companies so we can optimize our processes and make the office more efficient. So far, I haven’t run into any issues or problems. Review collected by and hosted on G2.com.