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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

One downside of AMS360 is that the interface can feel outdated and not very user-friendly, which can make navigation less intuitive.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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The linking features to get from customer to policy to company or broker, or bank. It's all circular, which is very helpful. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Sometimes I wish the customer's date of birth shows up in all declaration pages. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.