--- title: AMS360 Reviews meta_title: 'AMS360 Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 968 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: 968 scale: '5' date_modified: '2026-08-13' 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:** 968 ## 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 **What users like:** - Users value the **ease of use** of AMS360, streamlining tasks and enhancing efficiency in managing agency workflows. (80 reviews) - Users commend the **quick and effective customer support** of AMS360, making issue resolution seamless and efficient. (26 reviews) - Users appreciate the **seamless integrations** with Outlook and CRM, enhancing efficiency and organization in managing client profiles. (24 reviews) - Users value the **easy-to-use interface** of AMS360, appreciating its comprehensive client management and excellent customer support. (22 reviews) - Users value the **easy access** to features in AMS360, enhancing their ability to find and manage information effectively. (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 lack **user-friendliness** , facing challenges with searches, navigation, and information display. (15 reviews) - Users find the **excessive clicking** frustrating, as it complicates simple tasks like emailing contacts. (14 reviews) - Users find a steep **learning curve** with AMS360, making it challenging for those new to the software. (14 reviews) - Users find the **outdated design** of AMS360 cumbersome and difficult to navigate, detracting from overall usability. (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 feel that AMS360 offers **poor reporting** , lacking adequate and clear reports essential for their operational needs. (10 reviews) - Certificate Management (8 reviews) - Pricing Issues (8 reviews) - Integration Issues (7 reviews) ## AMS360 Reviews ### 1. Two thumbs up **Rating:** 5.0/5.0 stars **Reviewed by:** Kara V. | Independent Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **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. ### 2. AMS360: All-in-One Efficiency with Room for Outlook Sync Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about AMS360?** I like that AMS360 brings everything I need into one place, which saves time and boosts efficiency. The cross-platform use is a real plus for me as it helps in attaching my Outlook conversations directly to the activities created in the software. The setup process was intuitive, which made getting started with AMS360 much easier. **What do you dislike about AMS360?** Syncing with Outlook needs better optimization with the newer versions of Outlook. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for customer database management, form and file generation, saving time and boosting efficiency. It also lets me attach Outlook conversations to activities, and I like having all I need in one place. **Official Response from Nate McKissick:** > Thank you for letting us know what you think about AMS360! We value your opinion and appreciate you taking the time to share your experience. ### 3. Peace of Mind **Rating:** 5.0/5.0 stars **Reviewed by:** Gabrielle D. | Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about AMS360?** AMS360 has really made a difference for our agency. It keeps everything in one place—clients, policies, billing—so we can spend less time on paperwork and more time actually helping people. One of the biggest benefits is the peace of mind it gives us knowing everything is traceable. Every note, every conversation with a client is able to be documented, which is so important in an industry where misunderstandings can be stressful. Instead of worrying about “he said, she said,” we can focus on serving our clients with confidence. We reference AMS360 for every customer, every time to ensure we minimize mistakes and errors, refer to customers by their preferred names, and save time. There are so many resources available when it comes to navigating AMS360. Vertafore University has tons of articles, tutorials, and dedicated customer support to help walk you step-by-step through setup, workflows, and troubleshooting. Another driving force is it is widely compatible with most carriers which allows for smoother policy and commission downloads. **What do you dislike about AMS360?** AMS360 is a little more traditional than some other systems, and even with many wonderful resources can have a steep learning curve. I've been told it's also a little more costly than some of the newer versions of AMS. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps our business run smoothly and efficiently. We are able to use a single database to view all clients and policy details instead of having to rely on carrier portals alone and juggle countless spreadsheets or paper files. This minimizes human error and saves time. Most importantly, storing documents across desktops or emails can increase the risk of missing records--but with integrated document management and activity logs, we can create an audit trail for E&O protection. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Gabrielle! It's fantastic to know that AMS360 helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 4. User-Friendly and Efficient Data Management **Rating:** 5.0/5.0 stars **Reviewed by:** belle v. **Reviewed Date:** December 17, 2025 **What do you like best about AMS360?** I like that AMS360 is user-friendly, which makes it easier for me to update customer information and create customer profiles. I appreciate how it allows me to keep up with customer updates and policy info. I also find it valuable that AMS360 can pull up information from different sites, which is handy when a policy is transferred to me from a different agent, making it easy to find the data needed. The initial setup was easy, although it took some time to learn all the aspects. **What do you dislike about AMS360?** I would like to see updates of every time the customer called for policy information. I would like to see the date and time when the customer called to request things like POIs. It was easy but it did take time to learn all the aspects of AMS360. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to update customer information and create customer profiles. It helps me keep up with customer updates and policy info. It's user-friendly and allows me to easily find data needed if a policy is transferred from a different agent. **Official Response from Nate McKissick:** > Hi, Belle! We're glad to hear that you find AMS360 user-friendly and efficient for managing customer data and we appreciate your feedback about wanting to see updates on customer calls. We value your opinion and strive to improve based on your suggestions. ### 5. Robust Tool for Insurance Agency Management **Rating:** 5.0/5.0 stars **Reviewed by:** Richard M. | Director of Discovery Operations **Reviewed Date:** December 12, 2025 **What do you like best about AMS360?** I really like the ability of AMS360 to track expirations and consolidate all insurance policies, income, and brokerage commissions in one spot. This feature allows everything to flow right through our income statement and balance sheet, making it very efficient. I also appreciate the integrated accounting function which works great for us. Being able to operate our insurance agency with less employees due to the software's ability to track and capture all our insurance business is a big plus. Additionally, the transition to AMS360 was relatively easy, thanks to the support from their staff who guided us through the process over almost two months. **What do you dislike about AMS360?** There are some limitations on when you're allowed to invoice based on one expiration date, which affects our ability to do some invoicing on policies that are coming up in the future. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to track insurance policy expirations, invoicing for all clients, and integrate accounting. It helps ensure no policies are missed for renewal and tracks receivables. AMS360 allows our agency to run with fewer employees, capturing all insurance business efficiently. **Official Response from Nate McKissick:** > Hello, Richard! We're thrilled to hear that AMS360 has been able to streamline your insurance agency management and make your operations more efficient. Our team is dedicated to providing excellent support and guidance during the transition process, and we're glad to hear that it was a smooth experience for you. We value your opinion and appreciate you taking the time to share your experience. ### 6. Streamlined Client Management, Needs Better E-Forms **Rating:** 4.0/5.0 stars **Reviewed by:** Bethany A. **Reviewed Date:** December 17, 2025 **What do you like best about AMS360?** I like using AMS360 because it solves having everything in one place, so I don't have to search different applications for the same information or documents. I appreciate its ease of use, which is a big plus for me. The policy search and creating activities and suspenses are most convenient. It's also valuable from a reporting and tracking perspective, helping me stay current with my clients. Plus, the initial setup was very easy. **What do you dislike about AMS360?** E-Forms can be finnicky and not always the easiest to use when trying to issue for electronic signatures. I think if there was an easier way to understand how to issue electronically and be signed electronically would help with the information being input and issued. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to track my clients, centralizing information so I don't have to search different applications. It's valuable for reporting and tracking, staying current with my clients. **Official Response from Nate McKissick:** > Hello, Bethany. Thank you for taking the time to share your experience with AMS360! We're glad to hear that our software has been valuable for centralizing your client information and making it easier to track and report on your clients. We appreciate your review and look forward to continuing our partnership. ### 7. Streamlines Workflow with Powerful Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Shannon D. **Reviewed Date:** December 12, 2025 **What do you like best about AMS360?** I really like the drag and drop feature to enter documents, which streamlines entering documents or chats and allows the employees more time to help customers. It simplifies the commissions process, and I appreciate having everything in one place. The seemingly endless possibilities for reports that can be done based on company, vendor, employee, or company is another great feature. The primary reporting features we use for the monthly production per employee and their calculated commissions based on IVANS downloaded policy information help speed up the workflow, allowing more time for other projects. **What do you dislike about AMS360?** I don't think the location to find the many reports is apparent enough to find if you are new to using AMS360. **What problems is AMS360 solving and how is that benefiting you?** AMS360 simplifies the commissions process, consolidates information, streamlines document entry with drag and drop, and offers extensive reporting capabilities, which accelerates workflows and frees up time for customer support and other projects. **Official Response from Nate McKissick:** > Thank you for sharing your positive experience with AMS360, Shannon. We appreciate your feedback about the location of reports and look forward to continuing our partnership. ### 8. Efficient and User-Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Rosario B. **Reviewed Date:** December 05, 2025 **What do you like best about AMS360?** I find AMS360 great and much better than our previous software due to its ease of use. The easy tracking of submissions and the specificity in categorizing tasks and activities are particularly useful. I really like how easy it is to make ACORD form documents, as it can prefill portions if started from a previously used policy or submission. Additionally, the ability to CC multiple team members for group tasks ensures everyone stays up to date. **What do you dislike about AMS360?** I dislike having to manually mark timestamps in my notes. I wish it was automated. For example, when you save and close a task or move it two days later after leaving a note that you followed up with a customer, I want to see a timestamp like 'Rosario Briercheck left a note at 11:06 AM 12/5/2025'. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps with easy tracking of submissions and categorizing tasks. It simplifies ACORD form creation by pre-filling data, and allows CCing multiple team members for effective group project collaboration. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Rosario! It's our goal to provide an exceptional user experience, so we're glad to hear you find AMS360 easy to use. We're happy to be a part of your business and appreciate your feedback! ### 9. Streamlines Our Daily Operations with Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Lindsey L. **Reviewed Date:** December 16, 2025 **What do you like best about AMS360?** I use AMS360 for everything, from customer information and policies to ID cards and certificates. I really like that there are no more paper files, and everything is accessible at the tip of our fingers. It's great that it stores all our files and applications, allowing us to save and reference our file activities whenever needed. What I like most about AMS360 is the ease of access with its user-friendly layout. The PL Rater link is extremely helpful as it seamlessly bridges all the insured and coverage information directly into the PL rating system. Setting it up was also extremely easy. **What do you dislike about AMS360?** No dislikes **What problems is AMS360 solving and how is that benefiting you?** AMS360 eliminates paper files, making everything accessible instantly. It stores all files and applications, allowing us to save and reference file activities easily. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Lindsey. We're thrilled to hear that AMS360 works so well for your agency. We're happy to be a part of your business and appreciate your feedback! ### 10. Effortless Interface, Powerful Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Hridyesh G. **Reviewed Date:** February 06, 2026 **What do you like best about AMS360?** I like using AMS360 for easy access to client data, and I find it really helpful that it's easy to find information about clients and their policies. The easy interface is something I appreciate a lot. I also like how it allows for easy logging of activities and finding them in a very good manner. The setup process was very easy, which was a big plus for me. **What do you dislike about AMS360?** I dislike AMS360 sometimes slowing down. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to easily find information about clients and their policies. The easy interface and activity logging simplify my work responsibilities. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Hridyesh! 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 your review and look forward to continuing our partnership. ### 11. User-Friendly with Customizable Features **Rating:** 4.5/5.0 stars **Reviewed by:** Jesse S. **Reviewed Date:** December 16, 2025 **What do you like best about AMS360?** I like AMS360 for its simplicity, making it easy to find what you need without getting buried in the weeds. It's also great for beginners and can be tailored to fit specific needs, which is really useful. We've tailored our system so that each user sees the same information in each account. The initial setup was very easy for me, especially compared to Applied Epic which I used before. **What do you dislike about AMS360?** AMS360 can sometimes be slow to use, but that may be my system as well. Some of the actions and e-forms could be modernized. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps with record keeping and customer tracking. It's simple to use, makes finding what you need easy, and can be tailored for consistent information across accounts. **Official Response from Nate McKissick:** > Hello, Jesse! Thank you for your review. We're glad to hear that you enjoy AMS360's simplicity and customizable features. We appreciate your review and look forward to continuing our partnership. ### 12. AMS360 in Practice: A Closer Look at Its Capabilities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about AMS360?** AMS360 is user-friendly and packed with features that support our daily agency operations. The implementation process was smooth, and integration with other tools has been seamless. We rely on it every day, and when issues arise, their customer support is responsive and helpful. Overall, it’s a robust platform that keeps our workflows efficient. **What do you dislike about AMS360?** AMS360 can feel outdated in terms of interface design, and some features require multiple steps that could be more intuitive. Reporting tools are powerful but not always easy to customize. Initial training is essential, as the system has a learning curve. Integration with certain third-party apps could also be smoother. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps us manage policies, track client interactions, and streamline accounting—all in one platform. It reduces manual data entry, minimizes errors, and improves overall efficiency. Having everything centralized allows our team to work faster and provide better service to clients. **Official Response from Nate McKissick:** > Thank you for sharing your experience with AMS360. It's fantastic to know that it helps you and your agency succeed. We understand your concerns about interface designs and feature intuitiveness and will pass your feedback along to our team. We appreciate your review and look forward to continuing our partnership. ### 13. AMS 360 is the best! **Rating:** 4.0/5.0 stars **Reviewed by:** lauren m. | Front Desk Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2025 **What do you like best about AMS360?** I like how we can view the entire account history by policy term. It is incredibly intuitive and user friendly. **What do you dislike about AMS360?** I wish that we could search our database for notes within AMS and that searching was less sensitive with hyphens and spaces. **What problems is AMS360 solving and how is that benefiting you?** AMS helps to keep track of documentation and logs for our clients. We have recently started using ImageRight as well and I strongly preferred using AMS360 on it's own. **Official Response from Nate McKissick:** > Hello, Lauren. It's our goal to provide an exceptional user experience, so we're glad to hear you find AMS360 intuitive to use. We're happy to be a part of your business and appreciate your feedback! ### 14. Centralized Insurance Management Made Easy **Rating:** 3.5/5.0 stars **Reviewed by:** Alaina L. **Reviewed Date:** December 23, 2025 **What do you like best about AMS360?** I love that AMS360 is super customizable to our business. It provides one clear platform for documentation, which means we don't have to keep track of documents across every insurance provider, emails, and billing sites. I also love that I can access expired and cancelled policies. Even though the initial setup was a large undertaking, it was overall easy to understand. **What do you dislike about AMS360?** I wish that you could delete activities that were entered in error. **What problems is AMS360 solving and how is that benefiting you?** AMS360 provides one clear platform for documentation, reducing the need to track documents across providers, emails, and billing sites. **Official Response from Nate McKissick:** > Hello, Alaina. Thank you for sharing your thoughts with us. Your feedback helps us improve. We appreciate your feedback about the ability to delete activities and will share this with our development team for future improvements. We value your business and aim to provide the best experience possible. ### 15. Effortless Client Management with AMS360 **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew-Ryan A. **Reviewed Date:** December 11, 2025 **What do you like best about AMS360?** I like AMS360 for its ease of use. It's a great platform and easy for new staff to navigate without long training sessions. We can send documents to clients to be signed via DocuSign right from the AMS360 platform, and it keeps track of who and when it was sent, so we're not doing double the work. The initial setup was very simple. **What do you dislike about AMS360?** It would be nice to see a list of ALL of our client's information. **What problems is AMS360 solving and how is that benefiting you?** AMS360 keeps client information easily accessible and integrates with DocuSign to send documents without duplication, enhancing efficiency. **Official Response from Nate McKissick:** > Thank you for your review of AMS360. We're thrilled to hear that our software works so well for your agency. Please don’t hesitate to reach out if you need anything in the future.   ### 16. Effortless Use, Excellent Confidentiality **Rating:** 5.0/5.0 stars **Reviewed by:** Teresa H. **Reviewed Date:** December 12, 2025 **What do you like best about AMS360?** I really like AMS360. I've worked with several servers, and AMS360 is my favorite because it is very easy to use. The initial setup was 100% easy. The Certificates of Insurance (COI) are easy to issue, and the renewal billing is great. It also keeps all our client information confidential. **What do you dislike about AMS360?** I wish AMS360 had more capability to integrate with other servers like Indio. I'd like to have more access to things. **What problems is AMS360 solving and how is that benefiting you?** AMS360 keeps all our client information confidential and is very easy to use, making COI issuance and billing renewal simple. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Teresa! We're grateful for your input! We understand your desire for more integration capabilities and will take your feedback into consideration for future improvements. ### 17. User-Friendly With Effective Policy Management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about AMS360?** I find AMS360 to be user-friendly for the most part. It's really easy to endorse or bill a policy change, which is super helpful when managing our clients' insurance policies and changes. **What do you dislike about AMS360?** I dislike that the suspenses don't stay attached to the activity they were originally created in. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps us keep track of our clients' insurance policies and changes effectively. **Official Response from Nate McKissick:** > Thanks for sharing your experience. We take your feedback seriously and use it to make continuous improvements to our products and services. ### 18. AMS360 comes with both strengths and weaknesses. **Rating:** 3.5/5.0 stars **Reviewed by:** Marissa W. | Personal Risk Advisor as well as Sales / Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2025 **What do you like best about AMS360?** I like the simplicity of the platform for new hires. It is easy to train employees on the main foundation. Then, build from their as they learn more of the office workflows, etc. It is nice to we are able to set up defaults for suspense's/activities, it is helpful for entering a large batch of the same action. It is also a nice to be able to amend how the documents are labeled in the event of adjusting the name or if it was attached in error to note it. AMS does have nice reports that can be utilized, and some of the reports are very easy to customize. **What do you dislike about AMS360?** Unfortunately, there are downsides in AMS when it comes to field customization. I wish there were ways to add certain fields to the main screens. There is not a way to set defaults for our agency, each user has to update their system. I am having difficulty with carriers that download, I have tried AMS support, the carrier and IVANS, everyone points the finger someone else's direction on who needs to fix it. The connection is lost often, the good news is nothing is lost, you just have to wait a few minutes for it to reconnect. The policy view is not that customizable and not easily updated, a lot of the times there is misinformation listed (active vs cancel and vice versa). **What problems is AMS360 solving and how is that benefiting you?** Organization of client files, documents, notes, etc. Also, it is helpful for proper follow up as well as reminders to contact clients. **Official Response from Lisa Landes:** > We appreciate your positive comments about the simplicity of AMS360 and its helpful reports. We understand your frustrations with field customization and carrier downloads, and we are actively working to address these issues. Your feedback is important to us as we strive to enhance the user experience with AMS360. Thanks Marissa. ### 19. AMS 360 is a great tool but it has flaws **Rating:** 3.0/5.0 stars **Reviewed by:** Bria M. | Customer Service Rep, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about AMS360?** I feel like it is a great tool to store emails, files, contact info, correspondence, etc. Its great to keep track of my accounts. **What do you dislike about AMS360?** The Outlook Addin, the labeling and how storage of emails work. I cannot store sent emails w/ the addin, and I cannot label emails w/ it either. To save an email in order to be able to reply to it, I have to save it to my desktop first. Drag and drop without having to save it first in order to reply would be more functional/ideal **What problems is AMS360 solving and how is that benefiting you?** storage of files and emails, etc on accounts. Don't get me wrong, it is a great tool to keep track of things, and file information. **Official Response from Nate McKissick:** > Hi, Bria. Thank you for your feedback, we are continuously working to improve our software. We apologize for any inconvenience caused. Understanding your experiences ensures we meet your expectations. ### 20. Efficient but Outdated: Needs Modernization **Rating:** 2.5/5.0 stars **Reviewed by:** Katee C. | Senior Customer Success Manager **Reviewed Date:** December 16, 2025 **What do you like best about AMS360?** I like the drag and drop feature in AMS360 because it allows for quick and efficient work to be completed. Additionally, the initial setup was pretty quick and painless. **What do you dislike about AMS360?** There are too many places that house the same details in AMS360, making it feel like an outdated Microsoft email system. It needs a 2025 update. **What problems is AMS360 solving and how is that benefiting you?** AMS360 houses all client activities and updates, ensuring everyone has access. The drag and drop feature allows for quick and efficient work completion. **Official Response from Nate McKissick:** > Hello, Katee. Thank you for your feedback. We are continuously working to improve our software. We understand your concerns about the system feeling outdated. Rest assured, we take your comments seriously and our team is always working on enhancing our software based on user feedback. ### 21. Clear and Easy, Needs Simplification **Rating:** 3.0/5.0 stars **Reviewed by:** Bridget C. **Reviewed Date:** February 06, 2026 **What do you like best about AMS360?** I like AMS360 for its clarity, particularly with its policy screen, which I find clear and easy to follow. The initial setup of AMS360 was also easy. **What do you dislike about AMS360?** I think AMS360 could be simplified. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps with customer management and organization, providing clarity with features that are clear and easy to follow. **Official Response from Nate McKissick:** > Thank you for leaving a comment, Bridget. Your input is essential in shaping AMS360. We value your opinion and strive to improve based on your suggestions. Please don’t hesitate to reach out if you need anything in the future.   ### 22. Amazing Software **Rating:** 5.0/5.0 stars **Reviewed by:** Jaqueline D. | Insurance Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about AMS360?** I love the ability to keep track of all of our clients and know exactly what each one has . There is no need for paper documents to be saved any more . We can upload them so easily into AMS and attach it to the corresponding client **What do you dislike about AMS360?** I dislike that it is so plain and its not really exciting to look at. **What problems is AMS360 solving and how is that benefiting you?** client management and communication. We are retaining far more clients than before. **Official Response from Nate McKissick:** > Thank you for your review, Jacqueline! We're thrilled to hear that you find AMS360 helpful for client management and communication. We appreciate your feedback about the interface and will take it into consideration for future updates. ### 23. AMS360 is great **Rating:** 4.5/5.0 stars **Reviewed by:** Darren L. | Agent/CSR, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about AMS360?** It makes entering information easy and fast. Lots of different options to an adjust what you want to see. **What do you dislike about AMS360?** The recent change of the position of the drop down to choose to search customers is a little weird and slows things down a bit. If it ain’t broke why fix it..? **What problems is AMS360 solving and how is that benefiting you?** It solves having to look on carrier websites for dec pages, it's nice having it as a cloud based program so I can work virtually anywhere outside of the office if needed. **Official Response from Nate McKissick:** > We're delighted that AMS360 has met your expectations, Darren. Your satisfaction is our top priority. We appreciate your review and look forward to continuing our partnership. ### 24. Effortless Navigation and Seamless Platform Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 23, 2025 **What do you like best about AMS360?** I love the ease and flow between the pages of the system. Integration of multiple platforms is great. **What do you dislike about AMS360?** Sometimes things can get a little bogged down if you have to many tabs open but that is generally user error not the systems. **What problems is AMS360 solving and how is that benefiting you?** We are a new agency and this is a system we have all used in the past so it was a no-brainer for us to use. **Official Response from Nate McKissick:** > Thank you so much for your kind words! We're thrilled to hear that AMS360 works so well for your agency. We're happy to be a part of your business and appreciate your feedback! ### 25. Effortless Invoicing and Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Marleny S. **Reviewed Date:** December 16, 2025 **What do you like best about AMS360?** I use AMS360 to invoice and keep track of all our clients, and it really helps with invoicing and keeping track of cancellations. I like the suspenses feature, especially how we can prioritize them. The initial setup was super easy and simple. **What do you dislike about AMS360?** I do not dislike anything about AMS360 **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to invoice and keep track of all of our clients, solving invoicing issues and tracking cancellations. **Official Response from Nate McKissick:** > We're delighted that AMS360 has met your expectations, Marleny. Your satisfaction is our top priority. Please don’t hesitate to reach out if you need anything in the future.   ### 26. AMS 360 **Rating:** 3.5/5.0 stars **Reviewed by:** Lauren C. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2025 **What do you like best about AMS360?** Very user friendly, intuitive system thats easy to follow, plenty of areas to customize your experience, customer support is always quick and easy. **What do you dislike about AMS360?** I wish it was more integrative with image right, it would be great if the documents could link direclty to a policy etc. **What problems is AMS360 solving and how is that benefiting you?** errors and omissions, it helps us keep track of all updates and avoid any e&o issues **Official Response from Nate McKissick:** > Thank you for leaving a comment, Lauren. Your input is essential in shaping AMS360. We understand the importance of integrative features, and we'll certainly pass your suggestions along to our team. We appreciate your review and look forward to continuing our partnership. ### 27. Easy to navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Juanita B. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2025 **What do you like best about AMS360?** AMS 360 keeps all of our customer info in one place and so easy to navigate. there is still so much I am learning about the platform even after using for 2 years but I like it. If I ever get stuck, customer service is always a great help. **What do you dislike about AMS360?** It would help if we could add a photo of the client, for those better with faces vs names. **What problems is AMS360 solving and how is that benefiting you?** It helps me access any customer information easier **Official Response from Nate McKissick:** > Thank you for being a loyal user of AMS360, Juanita! It's fantastic to know that it helps you and your agency succeed. Your input drives our software improvements. We appreciate your review and look forward to continuing our partnership. ### 28. Exceptionally Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica J. | Senior Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2025 **What do you like best about AMS360?** Ease of use, it is a user-friendly interface. **What do you dislike about AMS360?** Creating Certificates or forms. Could be more straight forward. **What problems is AMS360 solving and how is that benefiting you?** Search functions and submissions **Official Response from Nate McKissick:** > Hello, Jessica. Thank you for your review of AMS360. It's our goal to provide an exceptional user experience, so we're glad to hear you find it so easy to use. We're happy to be a part of your business and appreciate your feedback! ### 29. AMS ASSISTS ME WITH MAINTAINING ORGANIZATION AND CLIENT FILE MANAGEMENT **Rating:** 5.0/5.0 stars **Reviewed by:** Chassiddy B. | Senior Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about AMS360?** I appreciate the ease of use, and the many automation features that have been recently released and announced for future use. **What do you dislike about AMS360?** The cross compatibility with "raters" is limited, which is surprising considering AMS' longevity in the market and the functionality across carriers. **What problems is AMS360 solving and how is that benefiting you?** maintaining client documentation, processing acord forms and mail merges for bulk mailings **Official Response from Nate McKissick:** > Hello, Chassiddy. Thank you for your feedback on AMS360! It's our goal to provide an exceptional user experience, so we're glad to hear you find you have found it easy to use! We're happy to be a part of your business and appreciate your input! ### 30. AMS 360 **Rating:** 4.0/5.0 stars **Reviewed by:** Alejandra R. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2025 **What do you like best about AMS360?** Overall AMS360 is an easy system to use once you get the hang of it. I use AMS360 on a daily basis and it's an efficient program to use for work. There are a lot of different features that make it easy to review client information. I have also called the ams360 customer service line for assistance, and they were great and were able to fix any issues almost immediately. **What do you dislike about AMS360?** Sometimes the system will freeze or the suspense screen is slightly blurry but aside from that it works well. **What problems is AMS360 solving and how is that benefiting you?** reviewing and logging everyday duties for clients. **Official Response from Lisa Landes:** > It's fantastic to know that AMS360 helps you and your agency succeed. Thank you for the review! ### 31. All Policy Info in One Place, Easy Access **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2025 **What do you like best about AMS360?** How it has all the policy information organized and in one place and ease to access. **What do you dislike about AMS360?** There needs to have a undo or back button added. **What problems is AMS360 solving and how is that benefiting you?** I like how it creates COIs and pulls the required forms based off the policy. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360. We're grateful for your input! Hearing from customers like you helps us grow and evolve. ### 32. Efficient Document Management, Needs Fewer Reboot Prompts **Rating:** 4.0/5.0 stars **Reviewed by:** Zeltzin T. **Reviewed Date:** December 12, 2025 **What do you like best about AMS360?** I like that documents are saved and easily accessible with AMS360. The initial setup was really simple and fast. **What do you dislike about AMS360?** I often receive a pop-up about rebooting. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to assist customers, save documents, and keep them easily accessible. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Zeltzin. 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.   ### 33. AMS360 for the Insurance Industry **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2024 **What do you like best about AMS360?** more endorsements available to add to home quotes **What do you dislike about AMS360?** availability to quote recreational vehicles such as motor homes, travel trailers, 5th wheels. Availability to quote dwelling fire policies for homes rented out to others. **What problems is AMS360 solving and how is that benefiting you?** ease of use **Official Response from Hillarie Holcomb:** > Thank you for your positive review of AMS360! We’re glad to hear it’s been a great platform for your agency, especially with the integration to PL Rating. Regarding your suggestion to streamline customer views and add a chat feature, we recommend submitting this idea to Vertafore Ideas on My Vertafore. It helps our product team prioritize updates based on customer feedback. Thanks again for sharing—we appreciate your input! ### 34. Great but has its quirks **Rating:** 4.0/5.0 stars **Reviewed by:** Karlee S. | Account Manager/Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2025 **What do you like best about AMS360?** I like how easy it is to find things. The tabs on the side bars really help you when you need to get somewhere faster than clicking around to get what you need to. The proposal/schedules option is really nice as well. **What do you dislike about AMS360?** I don't like that it keeps pages open and doesn't close them out. **What problems is AMS360 solving and how is that benefiting you?** AMS helps us with our policies for our insured and keeps and logs all vital information at the touch of our fingertips **Official Response from Lisa Landes:** > We’re so glad to hear that AMS360 makes it easy for you to navigate and quickly find what you need, especially with the sidebar tabs and proposal/schedule features. We appreciate the feedback about pages staying open—we’re always looking for ways to improve the user experience. Thanks for sharing! ### 35. Great software and support, but training and billing lack key content and responsiveness. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2025 **What do you like best about AMS360?** The software itself is thoughtfully designed, user-friendly, and functions as expected. It’s intuitive to navigate and supports our agency’s operations effectively. The real standout is the call center support team—they are among the best in the business. The staff is incredibly knowledgeable, responsive, and always willing to help. If they don’t have an immediate answer, they go the extra mile to find a solution and follow up promptly. The program’s features are well-coordinated and clearly developed with the sales process in mind. These tools work together to help streamline workflows, making it easier to manage leads, clients, and follow-ups efficiently. Overall, the functionality and support structure (outside of billing and training) are excellent. **What do you dislike about AMS360?** While the software itself is well-designed, the training experience was disappointing. Outside of one excellent trainer, the training team generally lacks the depth of experience needed to guide users effectively—especially on critical topics like accounting and policy downloads, which are barely covered in the core onboarding process. Unfortunately, asking for a different trainer resulted in lost training time rather than improved support. These missed opportunities created long-term confusion around processes that should have been foundational and are still lacking. The sales team made several promises that were not followed through, and communication during onboarding was inconsistent at best—calls and emails often went unanswered. The commercial submission doesn't work for coastal properties nor in high risk counties. The most serious issue, however, has been with the billing department. Reaching someone for support is nearly impossible. Invoices are frequently delayed or incorrect, and account charges are processed without advance notice or documentation. There is a clear lack of responsiveness, accountability, and oversight in this area. This part of the experience has caused unnecessary stress and undermined what could otherwise be a positive relationship with the software. **What problems is AMS360 solving and how is that benefiting you?** The system allows us to quote personal lines across multiple carriers, which has significantly improved our efficiency. We also appreciate being able to view more detailed policy information on a single page. Logins are seamless through VSSO, and downloads function properly—once they’re correctly set up. However, we’re still unclear on some of the day-to-day workflows, including which reports need to be run regularly. Additionally, we’re no longer receiving renewal emails as expected, which creates a gap in our follow-up process. **Official Response from Lisa Landes:** > It's our goal to provide exceptional customer support and we are so glad to hear you find AMS360 user-friendly! We’re sorry to hear about the challenges you’ve faced with training, billing, and onboarding. We take this feedback seriously, will share with the team, and appreciate the time it took to leave this review. ### 36. Intuitive and Easy to Use—A Pleasure to Work With **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about AMS360?** I thought it was fairly intuitive and easy to use for folks who have seen insurance applications before. **What do you dislike about AMS360?** None that I can think of any - I thought it was a fairly good complete package. **What problems is AMS360 solving and how is that benefiting you?** This is a start up operation, so it allows us to generate some productivity tools and system controls. **Official Response from Nate McKissick:** > Thank you for your review of AMS360. We value your opinion and appreciate you taking the time to share your experience. ### 37. Wonderful to have everything in one place **Rating:** 3.5/5.0 stars **Reviewed by:** Kelsey F. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about AMS360?** Wonderful to have everything in one place, I use it everyday and it is my main platform. Almost everything I need downloads and it makes things a lot easier to be able to just log on to one website and see everything I need. Once you get used to the system, it is very easy to use. Use it as a personal lines account manager, every day I check my alerts to see what policies have expired and I use it to check my suspense to see what policies I need to follow up on. It is so helpful to have that all in one place and I know every morning I just need to login and I can see what my workload is for the day. **What do you dislike about AMS360?** I don't like how dated it looks and feels. **What problems is AMS360 solving and how is that benefiting you?** Keeping everything organized. **Official Response from Nate McKissick:** > Thank you for letting us know what you think about AMS360, Kelsey. It's fantastic to know that it helps you and your agency succeed. We understand the importance of a modern appearance, and your input will be provided to our team. ### 38. Been using AMS for 0ver 20 years **Rating:** 5.0/5.0 stars **Reviewed by:** Terri M. | Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2025 **What do you like best about AMS360?** Ease of work flow. Everything for your day to day functionality is in one place. Data is easy to capture and training for employees is great. Great customer support. **What do you dislike about AMS360?** There are a few functions that still need some tweaking. Still awaiting the new certificate module. **What problems is AMS360 solving and how is that benefiting you?** data retention is our biggest issue. This solves the problem. Getting everyone to save documentation in the system secures our "CYA" philosophy. **Official Response from Lisa Landes:** > Thank you for the wonderful feedback! We're so glad to hear that AMS360 is helping simplify your daily workflow and that both training and customer support have been a positive experience for your team. ### 39. The Ease of using AMS360 **Rating:** 4.5/5.0 stars **Reviewed by:** Laurie R. | commercial lines customer service, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about AMS360?** billing is extremely easy everything is just a click away **What do you dislike about AMS360?** I dont dislike anything and look forward to learning more shortcuts **What problems is AMS360 solving and how is that benefiting you?** Ease of endorsements has been a big improvement ### 40. AMS **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about AMS360?** I like that it's integrated with many other sites that I need to make my day run smoothly, it's easy to use and learn. **What do you dislike about AMS360?** That the attachments are to linked to the notes **What problems is AMS360 solving and how is that benefiting you?** It solves the problem of having to use multiple sites or systems **Official Response from Nate McKissick:** > Thank you for your review of AMS360. We're grateful for your input! ### 41. AMS Training **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer G. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2025 **What do you like best about AMS360?** The system is very easy to use and the support team is outstanding. When we were implementing out system the process was very smooth. AMS support team helped us every step of the way. **What do you dislike about AMS360?** Sometimes logging is diffcult and switching to single user mode **What problems is AMS360 solving and how is that benefiting you?** It is stream lining our binding of insurance and commissino pay outs **Official Response from Nate McKissick:** > Hi, Jennifer. Thank you for your review of AMS360. We're grateful for your input! Please don’t hesitate to reach out if you need anything in the future.   ### 42. AMS360, I love it! So easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Judy S. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2025 **What do you like best about AMS360?** AMS360 puts everything right at your fingertips! Apps & customers are so easy to create! Downloads our company information right into the customer's files. Customer support is A #1! We use AMS360 all day long! **What do you dislike about AMS360?** I dont like how I have to do the extra clicks to open a blank customer field **What problems is AMS360 solving and how is that benefiting you?** Ease of use **Official Response from Lisa Landes:** > Thanks so much for sharing your experience! We’re thrilled to hear that AMS360 makes it easy to manage customer information and that our support team has been top-notch. We hear you on the extra clicks to open a blank customer field—feedback like this helps us keep improving the experience. ### 43. AMS360 is a great system for our agency and is easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Amber H. | Agency Services Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2025 **What do you like best about AMS360?** AMS360 keeps our agency organized and document's maintained for an organized client agency system that's easy to use. **What do you dislike about AMS360?** The downloads can be confusing, but Vertafore is always available to assist when we have any questions on this. **What problems is AMS360 solving and how is that benefiting you?** AMS is tackling insurance related problems with the ever-changing industry levels. **Official Response from Lisa Landes:** > We're thrilled to hear that AMS360 works so well for your agency. Reviews like this make us excited to come to work each day! ### 44. Excellent System **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew O. | Personal Lines Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about AMS360?** AMS360 is a very user friendly system with plenty of features to efficiently manage your clients policy information and is the go-to hub for all things client management/service. **What do you dislike about AMS360?** I wish the suspense feature allowed you to upload files and was a little more involved/modernized that you could use for all service work/to-do lists. I also wish suspenses didn't have to be manually entered and that you could drag and drop emails to begin to create a new suspense or forward an email to create a suspense for a particular client. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is a very useful hub of information to receive up-to-date client and policy information. It also serves as our central location to input client activities/communication. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Andrew! It's our goal to provide an exceptional customer experience, so we're thrilled to hear you find the technology easy to use. We appreciate your input and will take it into consideration for future updates. ### 45. That's good for business lines but not personal lines **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about AMS360?** - It's user friendly for some features, you can adjust the layout according your preferrence. - It features with more integration after the policies are bound so you can work on the same platform. - I like it is more organized to manage client profiles and policies, I use suspense frequently for follow-up. - Intergration with PL Rating has a feature to change the coverage it makes ease of implementation and customer can decide which is the best coverage they need. **What do you dislike about AMS360?** - The fields are not specific when creating client account. For example: Gender, Multi-address , Driver License State, these fields should be included in the client account - Contacts and Dependents should be combined , because it is not showing "Dependents" in the summary option - When set up suspense alerts, it's not sync to suspense when you complete alerts. - It's not automatically showing "Expired" in the status when the policies are expired which cause more time to manager policy status, though there's an option to view "Active" policies in the view option but it's not the way I am looking for, I don't want to change the view option back and forth. - Suspense should be able to attach files as suspense is one-time task only, it doesn't need to creat an Activity to keep the file and recipient will need to see the doc. separately **What problems is AMS360 solving and how is that benefiting you?** Creating proposal and eForms are making things easier and quicker. **Official Response from Nate McKissick:** > Thank you for your review of AMS360. Your input is essential in shaping our software and we will take it into consideration for future updates. Hearing from customers like you helps us grow and evolve. ### 46. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Mike H. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2025 **What do you like best about AMS360?** Its easy to use and keeps track of all of my documents and invoices **What do you dislike about AMS360?** I would like some of the options to be in a more obvious place **What problems is AMS360 solving and how is that benefiting you?** It helps me with organizing **Official Response from Lisa Landes:** > Thank you for your review of AMS360! We value your opinion and strive to improve based on your suggestions. ### 47. AMS360 **Rating:** 3.0/5.0 stars **Reviewed by:** Michelle C. | Customer Service/ Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2025 **What do you like best about AMS360?** Very window friendly, easy to learn the system. Customer Support is great! **What do you dislike about AMS360?** Reports are very confusing- Certificates do not pull all information onto the 2nd page **What problems is AMS360 solving and how is that benefiting you?** No problems currently **Official Response from Lisa Landes:** > Thanks for taking the time to review AMS360 Michelle! If you want some more help, we have a ton of videos on the "Did You Know" channel on our website. https://www.vertafore.com/did-you-know-ams360-library ### 48. Great system **Rating:** 5.0/5.0 stars **Reviewed by:** Dominique R. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about AMS360?** The accounting and the ease for completing submissions **What do you dislike about AMS360?** Need for customizing mandatory fields and certificates of insurance wish we could have all certificates saved and titled individually **What problems is AMS360 solving and how is that benefiting you?** Mandatory field such as signatures and others - better certificate of insurance program **Official Response from Lisa Landes:** > We're happy to be a part of your business and appreciate your feedback! Thanks Dominique. ### 49. AMS360-Agency Management Solution for All **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberley G. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** I like the easy functionality of AMS360. It is easy to customize for most uses. I also like the customer portal, Insurlink, for sharing documents with the client. **What do you dislike about AMS360?** I don't particularly like the reporting features. It is not easily customizable and doesn't pull in all of the informaiton I need always on one report. **What problems is AMS360 solving and how is that benefiting you?** It is a one stop shopping for our agency to store client data and vital information for our accounts. We also use it for certificates, claims management, proposals, client letters and more. **Official Response from Jenny Spear:** > Hi Kimberley, Thank you for taking the time to share your experience with AMS360. We're grateful for your input! Please don’t hesitate to reach out if you need anything in the future.   ### 50. Easy to integrate with Salesforce and good customer support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2025 **What do you like best about AMS360?** There is a good amount of documentation that makes learning the tool easier. **What do you dislike about AMS360?** The AMS360 User Interface feels outdated. **What problems is AMS360 solving and how is that benefiting you?** They are helping get our data synced into Salesforce easily which helps our producers daily work much easier. **Official Response from Nate McKissick:** > Thank you for your feedback on AMS360! We understand your concerns about an up-to-date interface and are continuously working on enhancing the user experience. We appreciate your input. ## 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?filters%5Bsentiment_snippet%5D=1614611&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+22%3A36%3A58+-0500&secure%5Bsession_id%5D=0ab11c4d-d6e8-4a07-bd49-bae0bb767b48&secure%5Btoken%5D=2c1d3dd6dc8cf5af518326b1703c18a500f074a2b0a1ee0aa6134508468c201a&format=llm_user) ## AMS360 Integrations - [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - [Applied TAM](https://www.g2.com/products/applied-tam/reviews) - [AppZilo](https://www.g2.com/products/appzilo/reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [ImageRight](https://www.g2.com/products/imageright/reviews) - [Indio](https://www.g2.com/products/indio/reviews) - [Levitate](https://www.g2.com/products/levitate/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [Prime 360](https://www.g2.com/products/prime-360/reviews) - [WorkSmart](https://www.g2.com/products/worksmart/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## 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 (1,778 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (709 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) - 4.7/5.0 (154 reviews)