--- 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: '2026-08-06' 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. Ease of doing business, very functional software **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy M. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about AMS360?** The navigation is easy and easy for customer information **What do you dislike about AMS360?** Can be clunky at times and is not the easiest for scrolling **What problems is AMS360 solving and how is that benefiting you?** Customer Data, Submission Information. Policy Downloads **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Timothy. It's fantastic to know that you find it easy to use. We understand your concerns about the scrolling and clunkiness, and we will take it into consideration for future updates. ### 2. G2 **Rating:** 3.5/5.0 stars **Reviewed by:** Debbie S. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** The APPEND button being able to add documents **What do you dislike about AMS360?** There are too many steps for processing changes **What problems is AMS360 solving and how is that benefiting you?** Each update seems to be adding something beneficial **Official Response from Jenny Spear:** > Hi Debbie, 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.   ### 3. Such a wonderful tool for our business! **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis H. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2024 **What do you like best about AMS360?** I personally like how easy it is on the accounting side of things. It is very easy to get things like bank reconciliations and journal entries done in a timely manner within AMS360. **What do you dislike about AMS360?** I dislike how tedious it can be to get to certain reports. **What problems is AMS360 solving and how is that benefiting you?** It solves all kinds of problems every single day. It is extremely easy to look up customers, apply policies to customers, and keep track of the billing for customers. It also solves a lot of accounting problems every day. You can always see our bank balances, write in journal entries, and apply receipts to customers in a timely manner through AMS360. **Official Response from Jenny Spear:** > Hi Alexis, Thank you for being a loyal user of AMS360! It's fantastic to know that it helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 4. AMS360 **Rating:** 4.0/5.0 stars **Reviewed by:** Leonela C. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2024 **What do you like best about AMS360?** I like that you can obtain all the client's information. **What do you dislike about AMS360?** When a document is added, you cannot see it easily like QQ **What problems is AMS360 solving and how is that benefiting you?** When a policy is created and you have to enter the Total Premium, several steps must be taken because the system does not always recognize it when you enter the information. **Official Response from Jenny Spear:** > Hi Leonela, Thank you for your review of AMS360! We're happy to be a part of your business and appreciate your feedback! ### 5. Very intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Maureen L. | Client Service Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** Ease of moving through the software and accounting features **What do you dislike about AMS360?** Takes to long for Vertifor to implement changes requested on the website **What problems is AMS360 solving and how is that benefiting you?** None at this time **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Maureen. We're grateful for your input! By the way, have you heard about Vertafore Ideas? It's our tool enabling customers to submit and share product ideas and requests with our team. You can also share and vote on ideas with other users to help us prioritize what to work on. You can find it under your My Vertafore account. ### 6. Great Program - Very Useful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about AMS360?** I like all the features it has to make the easier to handle the clients file, emails out and record keeping. Their customer service is great they have always help me with our issue. **What do you dislike about AMS360?** it only uses the desktop outlook , doesnt use the new version of outlook. **What problems is AMS360 solving and how is that benefiting you?** keep records of clients communications and documents **Official Response from Jenny Spear:** > Hi there, Thank you for your review of AMS360! It's our goal to provide an exceptional customer experience, so we're glad to hear you find it easy to use. We're happy to be a part of your business and appreciate your feedback! ### 7. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** Very user friendly, lots of great options to keep workflows easy. **What do you dislike about AMS360?** Lower level employees don't have access to simple things like adding types of activities or changing color themes without admin permission. **What problems is AMS360 solving and how is that benefiting you?** Helps record all interactions with customers via activity. Easy to see all policies at once and compare them to prior terms. **Official Response from Jenny Spear:** > Hi there, Thank you for taking the time to share your experience with AMS360! It's fantastic to know that it helps you and your agency succeed. We appreciate your review and look forward to continuing our partnership. ### 8. AMS360 offers solid features but could use more user-friendly updates. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** AMS360 offers comprehensive integration and customization, boosting efficiency with robust analytics and its customer service is fast and helpful. **What do you dislike about AMS360?** AMS360 has a steep learning curve, can be costly, and occasionally experiences system glitches. **What problems is AMS360 solving and how is that benefiting you?** AMS360 addresses business challenges by streamlining operations, improving efficiency, enhancing reporting, providing customizable solutions, and supporting growth with scalable features. **Official Response from Jenny Spear:** > Hi there, Thank you for taking the time to share your experience with AMS360. We're grateful for your input! We value your business and aim to provide the best experience possible. ### 9. EASY AND QUICK TO NAVIGATE **Rating:** 5.0/5.0 stars **Reviewed by:** Kathy P. | PERSONAL LINES MANAGER ACCOUNT EXCEUCTIVE, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** IT EASY TO TRAIN OTHERS - EASY AND QUICK TO USE- **What do you dislike about AMS360?** THE CUSTOMER SYSTEM DOESNT LEAVE ENOUGH ROOM FOR CERATIN THISNGS OT BE ADDED SUHC AS OCCUPATION **What problems is AMS360 solving and how is that benefiting you?** ALL OF OUR CLIENTS FILES- TELEPHONE RECORDS - BILLING- MY ENTIRE DAY IS SPENT WITH WORKING ON LINE WITH AM360 CANT HAVE A JOB WITHOUT IT **Official Response from Jenny Spear:** > Hi Kathy, Thank you for being a loyal user of AMS360! It's fantastic to know that it helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 10. Needing assistance with Client Functionality Errors **Rating:** 3.5/5.0 stars **Reviewed by:** Hillary B. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** It allows versatility to the function of storage and management of files. **What do you dislike about AMS360?** It does not streamline tasks and document references from one internal platform to another (AMS to ImageRight) as well as other platforms, which create more structure in the team work environment. **What problems is AMS360 solving and how is that benefiting you?** The ability to maintain organization with client information in a secure setting. **Official Response from Jenny Spear:** > Hi Hillary, Thank you for taking the time to share your experience with AMS360. We value your opinion and strive to improve based on your suggestions. Customer input drives our software improvements. ### 11. AMS360 is an awesome agency management system! **Rating:** 5.0/5.0 stars **Reviewed by:** Lyndzi M. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about AMS360?** User friendly, integrated applications, eforms manager **What do you dislike about AMS360?** Farm entries don't map completely over to acord forms. no downloads for farm (industry problem, but solutions are on the way!), no easy way to list other named insureds. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is continuously improving applications and listening to customers to implement fixes for their concerns. **Official Response from Jenny Spear:** > Hi Lyndzi, 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. ### 12. Great customer service and easy to navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2024 **What do you like best about AMS360?** Easy to learn, and navigate, I like that there is myvertafore for traiing and support and the customer service line **What do you dislike about AMS360?** Doesn't fully intergrate with Agency Zoom **What problems is AMS360 solving and how is that benefiting you?** Keeping records and E & O issues in order - good file system for our sales team and CSR's **Official Response from Jenny Spear:** > Hi there, Thank you for being a loyal user of AMS360! It's fantastic to know that it helps you and your agency succeed. Your feedback is appreciated and helps us improve. ### 13. AMS360 Review **Rating:** 5.0/5.0 stars **Reviewed by:** Clark H. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** Resources detailing how to use the product and support. **What do you dislike about AMS360?** Can't import and export every schedule. Would save a ton of time to be able to have this functionality. **What problems is AMS360 solving and how is that benefiting you?** Detailed documentation helps with E&O exposurers. Downloading with carriers saves time. Helpful support staff when I can't figure something out. **Official Response from Jenny Spear:** > Hi Clark, Thank you for your review of AMS360! We're so happy to hear that you've had a great experience with our support team. We're glad to be a part of your business and appreciate your feedback! ### 14. Gets the job done **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** I like the ability to change the view settings easily. I like the ability to inactivate accounts. Endorsing, renewing, rewriting a policy is very easy. **What do you dislike about AMS360?** I dont like the limitations with Acord Apps and reporting. **What problems is AMS360 solving and how is that benefiting you?** The exporting and importing of the drivers, vehicles, equipment, Etc. **Official Response from Jenny Spear:** > Hi there, We're delighted that AMS360 has met your expectations. Your satisfaction is our top priority. Hearing from customers like you helps us grow and evolve. ### 15. User friendly and easy to navigate. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** Quick turnaround time for assistance with issues. **What do you dislike about AMS360?** When it disconnects or freezes it may take awhile for the system to restart. **What problems is AMS360 solving and how is that benefiting you?** Having AMS360 more user friendly with easy navigation benefits myself as a user because I am able to streamline my workload quicker and diligent. **Official Response from Jenny Spear:** > Hi there, We're delighted that AMS360 has met your expectations. Your satisfaction is our top priority. We value your opinion and appreciate you taking the time to share your experience! ### 16. Provides ease of access to all customers and information **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** I like all the different search options and display options for each customer. **What do you dislike about AMS360?** I do not like how there is no master search feature. **What problems is AMS360 solving and how is that benefiting you?** It solves the problem of housing all information for every customer in one place and overall organization of customers **Official Response from Jenny Spear:** > Hi there, We're delighted that AMS360 has met your expectations. Your satisfaction is our top priority. We value your opinion and appreciate you taking the time to share your experience. Have you heard about Vertafore Ideas? It's our tool enabling customers to submit and share product ideas and requests with our team. You can also share and vote on ideas with other users to help us prioritize what to work on. You can find it under your My Vertafore account. ### 17. IT IS NOT SPECIALTY BASED. IT IS ALL BASED ON ACCORD APPLICATION QUESTIONS. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2022 **What do you like best about AMS360?** EASE OF USE. HOW VERTARFORE IS CONSTANTLY WORKING TO IMPROVE THE SYSTEM. **What do you dislike about AMS360?** HARD TO CUSTOMIZE FOR TRUCKING. THERE ARE MANY CUSTOM APPLICATIONS THAT WE HAVE TO COMPLETE WHEN QUOTING. I NEED AN EASY WAY TO INTEGRATE THESE IN TO THE SYSTEM **What problems is AMS360 solving and how is that benefiting you?** NONE **Official Response from Jenny Spear:** > Hi there, We're delighted that AMS360 has met your expectations. Your satisfaction is our top priority. We value your opinion and appreciate you taking the time to share your experience. We appreciate your review and look forward to continuing our partnership. ### 18. very good product, mixed feeling about tech support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about AMS360?** Product is almost always available and we don't have to do the sever work. **What do you dislike about AMS360?** Tech support is quick and responsive, until it gets difficult. I have had a case since April and I cannot get any response to my requests. **What problems is AMS360 solving and how is that benefiting you?** the ability to quickly lookup a customer and all of their coverages **Official Response from Jenny Spear:** > Hi there, Thank you for sharing your thoughts with us, we are delighter to hear that AMS360 has met your expectations. In terms of tech support, that is definitely not the experience we strive for and we understand your frustration. Please reach out to marketing@vertafore.com, so we can work to address the situation. ### 19. AMS360 User 15+ years **Rating:** 4.0/5.0 stars **Reviewed by:** Michael D. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2023 **What do you like best about AMS360?** I like the web-based platform and all the integration features available. Vertafore is consistently upgrading and provides excellent customer service when we have issues. **What do you dislike about AMS360?** you can not use it on a Mac os and I have never been able to get the IOS mobile app to work. As a manager having access to accounts on the go would greatly increase my productivity. **What problems is AMS360 solving and how is that benefiting you?** Currently, I am working on downloads. Ams has set up meetings that work around our schedule to ensure we are doing everything we need to be when utilizing this feature. **Official Response from Hillarie Holcomb:** > Hello Michael, Thank you for being a loyal user of AMS360! It's our goal to provide the best possible customer experience, so we're thrilled to hear that you appreciate the web-based platform and our continuous efforts to enhance the system with upgrades and integration features. We understand your concerns regarding compatibility with Mac OS and iOS mobile app. We're committed to improving accessibility and functionality across all devices and platforms. Your feedback is crucial in guiding our development priorities, and we'll certainly consider this as we work on future updates. Thank you! ### 20. My experience with AMS360 is mostly positive **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2024 **What do you like best about AMS360?** there are a lot of different functions that are available within the product that makes it easier to do my job **What do you dislike about AMS360?** sometimes applications and finding certain forms is not as intuitive **What problems is AMS360 solving and how is that benefiting you?** slowly but surely small things that make it harder to use AMS360 are being fixed **Official Response from Hillarie Holcomb:** > Hi there, Thank you for reviewing AMS360! We’re glad to hear the various functions are making your job easier. We appreciate your feedback on the application process and forms and are continually working to improve the platform. Thanks again for sharing—we’re happy to see AMS360 is helping you get the job done! ### 21. Organized, Reliable, Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** I like that we are not able to edit information, making it permanent. **What do you dislike about AMS360?** Also, would like some flexibility in editing information. **What problems is AMS360 solving and how is that benefiting you?** Account Detail and information - AMS makes it easy to keep up with information and updates on all business **Official Response from Jenny Spear:** > Hi there, 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 easy to use. We're happy to be a part of your business and appreciate your feedback! ### 22. It has been a good experience at first it was difficult to get used to **Rating:** 5.0/5.0 stars **Reviewed by:** Rita C. | Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about AMS360?** its being able to notate everything and create forms **What do you dislike about AMS360?** It can be more user friendly theres usually a lot of steps to a process **What problems is AMS360 solving and how is that benefiting you?** too many steps for some processes but overall i think it is a useful systems **Official Response from Jenny Spear:** > Hi Rita, 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.   ### 23. Everything You Need for Agency Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2024 **What do you like best about AMS360?** The integrity of the system, record keeping, reporting customization, intuitive system. **What do you dislike about AMS360?** Platform add-ons are costly and constant pressure to sell new products to agency. **What problems is AMS360 solving and how is that benefiting you?** Keeping insurance records organized and up to date to service customers and prevent gap in their insurance coverage. **Official Response from Nate McKissick:** > It's great to hear that AMS360 is helping you keep insurance records organized and up to date, benefiting both your agency and your customers. We're committed to providing solutions that make your work easier and more efficient. We appreciate your input and will take it into consideration for future updates. ### 24. Commercial Lines Account Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** I like that it has the ability to store a lot of data **What do you dislike about AMS360?** It's getting better, but there are still some fields that don't have enough flexibility. For example, Business Income, monthly limit of indemnity **What problems is AMS360 solving and how is that benefiting you?** AMS360 allows for privacy of information **Official Response from Nate McKissick:** > Thank you for your review of AMS360. We value your opinion and our team is always working on enhancing our software based on your suggestions. We appreciate your review and look forward to continuing our partnership. ### 25. AMS360 is usually very user friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about AMS360?** The support is very good & helpful. Ususally get problem fixed the 1st time **What do you dislike about AMS360?** The wait time to connect to support is usually quite long **What problems is AMS360 solving and how is that benefiting you?** Sometimes I can't get into activities or my suspoense **Official Response from Jenny Spear:** > Hi there, Thank you for leaving a comment. Your input is essential in shaping AMS360. We value your opinion and strive to improve based on your suggestions. ### 26. Helps run a smooth business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** It creates a wonderful work flow for our office and is much better than paper files. **What do you dislike about AMS360?** The cost is a little too high, in my opinion. **What problems is AMS360 solving and how is that benefiting you?** Streamlines everything, and helped us go digital. **Official Response from Jenny Spear:** > Hi there, Thank you for your review of AMS360! It's fantastic to know that it helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 27. positive experience for over 15 years **Rating:** 5.0/5.0 stars **Reviewed by:** Cheri P. | Commercial Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** Customer Service is always amazing. Lots of addtional help for troble shooting on their website. **What do you dislike about AMS360?** Pricing would be the biggest draw back to AMS. **What problems is AMS360 solving and how is that benefiting you?** overall it is a great customer managment service. **Official Response from Jenny Spear:** > Hi Cheri, Thank you for being a loyal user of AMS360! It's fantastic to know that it helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 28. Easy to use and always improving! **Rating:** 5.0/5.0 stars **Reviewed by:** Laura O. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about AMS360?** AMS360 allows me to organize and stream line my work flow on new business and renewal clients **What do you dislike about AMS360?** Sometimes AMS360 will put up an error message, but nothing wrong happened **What problems is AMS360 solving and how is that benefiting you?** reducing clicks **Official Response from Jenny Spear:** > Hi Laura, Thank you for being a loyal user of AMS360! It's fantastic to know that it helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 29. AMS is easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** I like the search bar options is the best. **What do you dislike about AMS360?** The only thing I dislike is the mutli-authentication especially when it is something I need. **What problems is AMS360 solving and how is that benefiting you?** All problem solving is beneficial to me. **Official Response from Jenny Spear:** > Hi there, Thank you for your review of AMS360! It's our goal to provide an exceptional experience, so we're glad to hear you find it easy to use. We're happy to be a part of your business and appreciate your feedback! ### 30. Lets get Organized! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** The multi-fuctions and it helps keep you organized **What do you dislike about AMS360?** That our agency isn't using it yet. We are working on it though. **What problems is AMS360 solving and how is that benefiting you?** Will aid our agency with ease of access to help clients and going paperless **Official Response from Nate McKissick:** > Thank you for your review of AMS360! We're thrilled to hear that you enjoy our software so much. Hearing from customers like you helps us grow and evolve. ### 31. AMS360 is easy to navigate. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about AMS360?** Easy to navigate and able to inquire if unknown. **What do you dislike about AMS360?** I am unable to find a screen that shows an overview of all acounts at once. **What problems is AMS360 solving and how is that benefiting you?** Creating difference reports. **Official Response from Jenny Spear:** > Hi there, 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. We appreciate your review and look forward to continuing our partnership. ### 32. AMS360 is a great product! **Rating:** 5.0/5.0 stars **Reviewed by:** Karen F. | Network Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2021 **What do you like best about AMS360?** Everything we need is in one place. Vertafore has so many amazing products! AMS360 is very easy to use and is available from anywhere. Great product! **What do you dislike about AMS360?** Nothing. This product meets all of our needs. **What problems is AMS360 solving and how is that benefiting you?** Because this is an online product we are able to use it from anywhere. AMS360 keeps all information in one place. **Official Response from Hillarie Holcomb:** > Hello Karen, Thank you for taking the time to leave us a review. We're happy to hear that your agency is seeing the benefits of using AMS360. It makes a huge difference when you can access the information you need to service your clients from anywhere. Now providing a fantastic client experience is easier than ever. Thanks again! ### 33. Easy to use, great features **Rating:** 5.0/5.0 stars **Reviewed by:** Erin S. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** All agency info in one place, user friendly, support team is super friendly and helpful **What do you dislike about AMS360?** Haven't had the time to learn how to import and export **What problems is AMS360 solving and how is that benefiting you?** . **Official Response from Jenny Spear:** > Hi there, We're delighted that AMS360 has met your expectations. Your satisfaction is our top priority. We value your opinion and appreciate you taking the time to share your experience. ### 34. AMS feels tailored to Commercial Lines rather than Personal Lines. **Rating:** 4.0/5.0 stars **Reviewed by:** Molly P. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2024 **What do you like best about AMS360?** AMS lays out policy information easily and straightforwardly. **What do you dislike about AMS360?** There are an abundance of buttons and clicks in the Form creation workflow. Simplification of those screens for things like ID Cards, Cancel Forms, and Change Requests would help facilitate use across different skill levels and experience levels in the agency. Not everyone is familiar with the standard Acord forms. **What problems is AMS360 solving and how is that benefiting you?** Creating certain forms in AMS can be easy and straightforward. The Compare button is also a great tool for internal carrier revisions or changes made directly by the carrier initiated by the client. **Official Response from Jenny Spear:** > Hi Molly, 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.   ### 35. AMS is great **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2024 **What do you like best about AMS360?** System is easy to use and navigate for daily tasks and tracking **What do you dislike about AMS360?** Some features could be more effecient and intuitive **What problems is AMS360 solving and how is that benefiting you?** Agency management and operations are simplied and accounts are easily serviced **Official Response from Hillarie Holcomb:** > Hi there, Thank you for your positive review of AMS360! We’re glad to hear it’s easy to use for your daily tasks and tracking. We appreciate your feedback on improving efficiency and always strive to enhance the platform. Thanks again for sharing—we’re happy AMS360 is helping simplify your agency management and operations! ### 36. limited applications **Rating:** 2.0/5.0 stars **Reviewed by:** cara B. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2024 **What do you like best about AMS360?** Data imput is User friendly for initial use **What do you dislike about AMS360?** It no longer interfaces with our main carrier to access policies. I was told it would not be updated to do this. **What problems is AMS360 solving and how is that benefiting you?** replacing paper files **Official Response from Jenny Spear:** > Hi Cara, Thank you for sharing your thoughts on AMS360. At Vertafore, we aim to provide the best possible customer experience so we are sorry to hear that you may have experienced otherwise. We understand your frustration and would like to learn more about your situation. At your earliest convenience, please email marketing@vertafore.com so we can work together on a resolution.   ### 37. Nice Workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Cristin B. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** Workflow of working with clients is smooth and user intuitive **What do you dislike about AMS360?** Some duplicate work needed, suspense doesnt automatically connect to an activity **What problems is AMS360 solving and how is that benefiting you?** Track client interactions **Official Response from Jenny Spear:** > Hi Cristin, 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.   ### 38. AMS360 Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2022 **What do you like best about AMS360?** all in one software to manage insurance agency clients **What do you dislike about AMS360?** many layers to the program - takes a while to learn **What problems is AMS360 solving and how is that benefiting you?** tracking open suspenses **Official Response from Jenny Spear:** > Hi there, 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.   ### 39. Negative Review from a Vertafore customer **Rating:** 1.0/5.0 stars **Reviewed by:** Jeff M. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2023 **What do you like best about AMS360?** AMS360 is big system and could be a valuable asset for a large agency that has more than 50% of commercial business. However, you will need to invest in 1-2 full time employees dedicated to AMS360. Those employees need to be self motivated and willing to learn the system on their own. **What do you dislike about AMS360?** Sales, Training, Service, Accounting and Leadership all work in seperate silos. Because of all the acquistions that Vertafore has done, no one person (or two) can actually answer your questions on how to best leverage the systems they sell you. The onboarding process is setting up the system vs. actually onboarding the staff and providing them with a playbook on how to best use the system on day by day basis. Nobody understands the system from the agents / agency's perspective. The user experience is cumbersome. **What problems is AMS360 solving and how is that benefiting you?** The biggest problem that it solves is the downloading of insurance policy data from the insurance carriers. The second benefit is providing a portal that all staff can document interactions with your clients. ### 40. Not all Acord fields are accessible **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** reference connect availability for information seaching. **What do you dislike about AMS360?** The downloads can wipe out important information that was on the Acord. **What problems is AMS360 solving and how is that benefiting you?** unsure of what problems are being solved **Official Response from Nate McKissick:** > Thank you for letting us know what you think about AMS360. We appreciate your input and will take it into consideration for future updates to our software. ### 41. AMS is very user friendly, makes my work life so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** Ease of integration,Ease of Use,Ease of Implementation **What do you dislike about AMS360?** Technical issues,Not always able to find claim info **What problems is AMS360 solving and how is that benefiting you?** Time management **Official Response from Jenny Spear:** > Hi there, 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 easy to use. We're happy to be a part of your business and appreciate your feedback! ### 42. Best Agency Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2024 **What do you like best about AMS360?** The different tools AMS360 offers to any employee. It is very user friendly and provides a useful way of organizing an agency's information. **What do you dislike about AMS360?** It could have minimal buttons so users do not have to continue to click open so many tabs. **What problems is AMS360 solving and how is that benefiting you?** Keeping records of our information and stored properly in an organized format. Benefits each user and helps one another work together and keep track of the work. If someone needs to pick up where you left off, they can! **Official Response from Jenny Spear:** > Hi Danielle, Thank you for being a loyal user of AMS360! It's fantastic to know that it helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 43. Easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Debra A. | Principal, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about AMS360?** Ease of Use,Customer Support,Number of Features **What do you dislike about AMS360?** Initial Integration and Ease of Implementation. **What problems is AMS360 solving and how is that benefiting you?** Keeping up with client information. Invoicing and accounting. **Official Response from Jenny Spear:** > Hi Debra, 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 easy to use. We're happy to be a part of your business and appreciate your feedback! ### 44. Ease right at your fingertips **Rating:** 5.0/5.0 stars **Reviewed by:** Jacquelyn M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2024 **What do you like best about AMS360?** I love all of the information and help topics within AMS. Basically everthing you need information on is easy to find. System is easy to use. Integration is seamless. Customer support is very prompt and efficient. **What do you dislike about AMS360?** There are no downsides that quickly come to mind. **What problems is AMS360 solving and how is that benefiting you?** Efficiency and documentation as well as security. **Official Response from Jenny Spear:** > Hi Jacquelyn, 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. ### 45. AMS360 is a highly evolved system for handling your agency's policy servicing needs **Rating:** 4.5/5.0 stars **Reviewed by:** Jason S. | Enterprise Applications Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2024 **What do you like best about AMS360?** AMS360 provides everything we need to ensure that our customers are taken care of. **What do you dislike about AMS360?** The user interface is dated and needs revised. The requirement of having to use a Windows-based PC and having to install additional components is cumbersome and prone to issues. **What problems is AMS360 solving and how is that benefiting you?** Keeping track of our current book of business. **Official Response from Jenny Spear:** > Hi Jason, 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.   ### 46. 3602024 **Rating:** 4.0/5.0 stars **Reviewed by:** Bryan D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2024 **What do you like best about AMS360?** Integrated system that is continuously evolving. Good user group and network of vendors **What do you dislike about AMS360?** Proposal is an Important part of our sales operation that is very deficient. Previously on Applied, we were able to generate good proposals relatively easy. Very disappointed in this failed feature. **What problems is AMS360 solving and how is that benefiting you?** Agency management, accounting, and out of storage. Also, it is allowing us to integrate some sales and marketing. **Official Response from Jenny Spear:** > Hi Bryan, Thank you for leaving a comment. Your input is essential in shaping AMS360. We value your opinion and strive to improve based on your suggestions. We appreciate your business and aim to provide the best experience possible. ### 47. LOVE AMS360! **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan P. | Systems Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2024 **What do you like best about AMS360?** I love the ease of use and navigation of the system. It makes workflows very smooth and straightforward **What do you dislike about AMS360?** Sometimes i feel AMS would do well with a modern asthetic upgrade for visual pleasure. looks a little boring now **What problems is AMS360 solving and how is that benefiting you?** helping to manage users in the system and being able to track how those user interact with customers and system processes have been super helpful **Official Response from Jenny Spear:** > Hi Bryan, 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 easy to use. We're glad to be a part of your business and appreciate your feedback! ### 48. User friendly and efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Drew H. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2023 **What do you like best about AMS360?** AMS360 is significantly more user friendly than the prior agency management system we were utilizing. And, the efficiency of the system has been very much appreciated, as well as the many extra features such as mobile app, texting from the system, PL rating, and much more. **What do you dislike about AMS360?** The only concern I have come across thus far is the lack of being able to tag a person's gender in the system (which is important for health insurance agents) and the lack of being able to view customer demographic info (DOB, SSN, gender, etc) on a quick-to-view customer profile. **What problems is AMS360 solving and how is that benefiting you?** Our team members were experiencing overload on work and AMS360 is helping us to become more efficient which is allowing us to reduce some workload requirements on our team members. ### 49. I like ams 360. It is easy to navigate. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** Easy to use. The customer service is great and helpful **What do you dislike about AMS360?** Have errors in the past when creating certificates but the updates have fixed this. **What problems is AMS360 solving and how is that benefiting you?** Create certificates and policy changes in a timely manner. **Official Response from Jenny Spear:** > Hi there, 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 easy to use. We're happy to be a part of your business and appreciate your feedback! ### 50. Great System that continues to Evolve! **Rating:** 4.0/5.0 stars **Reviewed by:** Alyssa G. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 12, 2023 **What do you like best about AMS360?** I like that AMS360 continues to evolve based of the need of its consumers. It is an easy to use and adapt to system with Multiple functions that helps its users achieve what they need out of it. **What do you dislike about AMS360?** The only downside to AMS360 is the systems requirements to intergrate with Mircrosoft outlook. The system requires a specific bit in outlook and elimanates the azbility for its users to continue to use Outlooks updates as the updated systems are not compatible. **What problems is AMS360 solving and how is that benefiting you?** AMS360 and its use in our office eliminates the concern of specific work or communication with out insureds being lost. It poses an ability to essentially cover our tracks and allows us to provide specific proof in the event of an E&O concern. ## 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?page=76&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+16%3A38%3A33+-0500&secure%5Bsession_id%5D=19f43176-e2d2-44f4-898d-abc566252d48&secure%5Btoken%5D=0fb970a27367a1bd474a9c655b956a2c4b4db53564a36ebf65141ac7258bd7ed&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 & Dashboards - 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 **Insurance Documentation** - Claims Management - 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 (1,774 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)