--- 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. Very User-Friendly System with Great Customer Support **Rating:** 4.0/5.0 stars **Reviewed by:** Stephanie S. | Commercial Lines Insurance Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about AMS360?** The system is very user friendly, and customer support is great. **What do you dislike about AMS360?** AMS360 and the new Microsoft integration are not compatible. I think that is more of a Microsoft dislike than an AMS 360 dislike. **What problems is AMS360 solving and how is that benefiting you?** Client management **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Stephanie! We're thrilled to hear that you find our product so easy to use. We appreciate your input and look forward to continuing our partnership! ### 2. Ease of use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2026 **What do you like best about AMS360?** simple and easy to use software is always kept up to date **What do you dislike about AMS360?** Some processes are harder to learn than others **What problems is AMS360 solving and how is that benefiting you?** we do all our accounting and the reports are detailed and current **Official Response from Nate McKissick:** > We're delighted that AMS360 has met your expectations. Your satisfaction is our top priority. We appreciate your review and look forward to continuing our partnership. ### 3. Comprehensive Platform with Reporting Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Esmeralda W. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I really like that AMS360 offers one place for everything. It helps keep things organized and streamlined for policy, retention, and accounting. **What do you dislike about AMS360?** I have problems with reports that do not give me an annualized premium because the latest update removed calculations for policies under 183 days. Also, the initial setup was very hard. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps with storage, policy renewals, and accounting, providing one place for everything. **Official Response from Nate McKissick:** > Hi, Esmerelda! Thank you for taking the time to share your experience with AMS360. We appreciate your feedback on reports and will take it into consideration for future updates. We appreciate your review and look forward to continuing our partnership. ### 4. Versatile Tool for Insurance Agency Management **Rating:** 3.5/5.0 stars **Reviewed by:** Deanna P. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about AMS360?** I like the versatility of AMS360 in managing my small independent insurance agency. It's great at bringing carriers and agents together and I appreciate its ability to bridge to other CRM platforms and raters. **What do you dislike about AMS360?** I find the ease of university look up challenging. It would help if they gave more clear instructions from start to finish on one item. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is great at bringing carriers and agents together and offers versatility. **Official Response from Nate McKissick:** > Hello, Deanna! Thanks for your feedback. We're glad to hear that AMS360 is helping you manage your insurance agency and bringing carriers and agents together. We appreciate your review and look forward to continuing our partnership. ### 5. Essential Tool for Trucking and Transportation Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Stefano T. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like how AMS360 keeps developing to become better. Managing accounting and other accounting features work very well, which helps confirm our reconciliation. **What do you dislike about AMS360?** commercial submission or rater to add onto it **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps us manage policies, clients, accounting, and permits and registration services. I like how it keeps developing to become better, and the accounting features work very well, helping confirm our reconciliation. **Official Response from Nate McKissick:** > Thanks for your review, Stefano! We're glad to hear that you find AMS360 helpful in managing your accounting and other features. Please don’t hesitate to reach out if you need anything in the future. ### 6. 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. ### 7. Easy-to-Navigate Portal, but Too Many Clicks to Save or Exit **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** The portal is easy to navigate and use on a daily basis **What do you dislike about AMS360?** I do not like that there are so many clicks when saving or exiting out of eforms or activities **What problems is AMS360 solving and how is that benefiting you?** It is not solving any problems - it's the system the company uses, no other choice **Official Response from Nate McKissick:** > Thank you for sharing your thoughts with us. Your feedback helps us improve. We appreciate your input and will take it into consideration for future updates. ### 8. AMS Is Easy to Understand and the Management System I Prefer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2026 **What do you like best about AMS360?** AMS is easy to understand and work with. I’ve used many different management systems, and AMS is the one I prefer. **What do you dislike about AMS360?** Applications—I'll never understand why we can’t type directly on ACORD forms the same way we do when completing an application. If someone ever makes that possible, it would truly fulfill agents’ dreams everywhere. **What problems is AMS360 solving and how is that benefiting you?** The workflow is great, and it really does save time compared with other management systems I’ve used. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360! We value your opinion and appreciate you taking the time to share your experience. ### 9. 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. ### 10. Effortless Policy Management with AMS360 **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like how easy to use the program is. The initial setup of AMS360 was pretty easy too. **What do you dislike about AMS360?** I wish there was autocorrect for spelling in activities and suspense. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for policy storage, client communications, and accounting. It solved policy expiration, audit reviews, and accounting reconciliation issues. However, I wish there was autocorrect for spelling in activities and suspense. **Official Response from Nate McKissick:** > Thanks for taking the time to share your experience with AMS360, Cameron. We're glad to hear that you find our product easy to use and that the initial setup was smooth for you. We appreciate your review and look forward to continuing our partnership. ### 11. Effortless Setup, Enhances Agency Management **Rating:** 5.0/5.0 stars **Reviewed by:** Guadalupe J. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like how AMS360 helps with agency management by keeping customer information compliant. I appreciate the ability to attach paperwork, activities, and suspense, which keeps our files in order and safe. The initial setup was very easy. **What do you dislike about AMS360?** We sometimes have issues with downloads. **What problems is AMS360 solving and how is that benefiting you?** AMS360 keeps customer information compliant and helps organize and secure documentation like paperwork, activities, and suspense files. **Official Response from Nate McKissick:** > Hello, Guadalupe. Thank you for your review! 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! ### 12. So much better than Epic, ImageRight **Rating:** 5.0/5.0 stars **Reviewed by:** Jenna M. | Commercial Insurance Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about AMS360?** Key highlights: User-Friendly Interface: AMS360 is easy to navigate, even for new team members. The layout is clean and organized, making day-to-day tasks like policy management, renewals, and client communications efficient and straightforward. Powerful Reporting Tools: One of the biggest strengths of AMS360 is its robust reporting capabilities. Whether we’re tracking commissions, generating production reports, or analyzing client data, the system provides customizable and detailed insights that help drive strategic decisions. Automation & Workflows: The built-in automation tools have saved us countless hours. From automated reminders to streamlined workflows, we’ve significantly reduced manual entry and increased productivity across departments. Integration-Friendly: AMS360 integrates well with a range of third-party tools and services, including document management systems and marketing platforms, which helps keep our tech stack connected and efficient. Reliable Support & Training: Vertafore’s support team is responsive and knowledgeable, and their ongoing training resources make it easy to stay current with system updates and best practices. Bottom line: AMS360 is a comprehensive, scalable solution that grows with your agency. It supports everything from client relationship management to accounting and reporting, all while improving efficiency and compliance. We highly recommend it to any insurance agency looking to modernize and streamline their operations. **What do you dislike about AMS360?** Sometimes there are updates to AMS that we don't know about and things move around a bit. A quick email highlighting the updates would be awesome. **What problems is AMS360 solving and how is that benefiting you?** AMS360 Automation – A Huge Time Saver The automation tools in AMS360 have been a game changer for our agency. From task assignments and client emails to policy renewals and follow-ups, everything runs more smoothly and consistently. We’ve cut down on manual work, improved accuracy, and saved countless hours. The workflows are easy to customize, and they keep our team organized and proactive. If you want to boost efficiency and reduce errors, AMS360’s automation is a must-have. **Official Response from Nate McKissick:** > Hi, Jenna! 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! ### 13. Pretty Solid Agency Management System **Rating:** 4.0/5.0 stars **Reviewed by:** Sarah S. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about AMS360?** AMS360 is easy to use for both new users and seasoned agents. Their university is really helpful to get people acclimated to the system. Customer Support is always helpful and easy to reach. Download implementation and updating information in the system is easy compared to other systems that I've worked with. Agency Accounting is easy to manage as well. **What do you dislike about AMS360?** Recent updates have created "more clicks" to do basic functions. They are working on a new platform and have made changes to the interface that cause users to either adjust browser settings or click to open a menu. We could right click on a center name and it would automatically open a new tab to navigate to that screen. Now you have to tell it you want to open a new tab and then manually navigate to that tab. **What problems is AMS360 solving and how is that benefiting you?** AMS360 gives us one place to maintain and manage policies along with our accounting functions. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Sarah! It's our goal to provide an exceptional user experience, so we're glad to hear you find the software easy to use. Our team is always working on enhancing our technology based on user feedback. ### 14. Seamless Transition and Reliable for Insurance Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** landon w. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** I like the easy transition to AMS360, as it was not disruptive. I find the 'transact now' and certificate management features particularly useful. **What do you dislike about AMS360?** The agency bill in accounting needs improvement. The initial setup needed improvement, but we paid Angela Adams and they helped. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for managing certificates, activity tracking, and in-house accounting in my independent insurance agency. **Official Response from Nate McKissick:** > Thanks for leaving a review for AMS360, Landon! We appreciate your feedback about the agency bill feature and will take it into consideration for future updates. Customer input drives our software improvements. ### 15. Intuitive UI, Highly Recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2026 **What do you like best about AMS360?** I love AMS360's very intuitive UI. It's absolutely my favorite software I've been on. The initial setup was relatively easy, which I appreciate. **What do you dislike about AMS360?** I feel that the speed of pop-up windows could be faster. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps me track policies and handle all accounting needs efficiently. **Official Response from Nate McKissick:** > Thank you for your review of AMS360! We're thrilled to hear you enjoy our product's UI. We genuinely care for our customers and are delighted to know that our dedication shows. ### 16. Efficient, User-Friendly Solution for Agency Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verenice v. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** I appreciate how AMS360 keeps all my file information in one place, making organization easier for me. It's easy to use, which I really like. The scheduling feature is something I value a lot, and the initial setup was easy too. **What do you dislike about AMS360?** Certificates attachments **What problems is AMS360 solving and how is that benefiting you?** AMS360 keeps all my file information in one place and is easy to use. **Official Response from Nate McKissick:** > Hello, Verenice! We're delighted that AMS360 has met your expectations and that it works so well in organizing your files. Your satisfaction is our top priority. We're happy to be a part of your business and appreciate your feedback! ### 17. Great documentation tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about AMS360?** Ability to retain Activities and PL Rating. **What do you dislike about AMS360?** There should be an easier way to store/access the DOB of spouses. **What problems is AMS360 solving and how is that benefiting you?** I enjoy the coordination with Agency Zoom. **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. Please don’t hesitate to reach out if you need anything in the future. ### 18. Efficient Integration with Vertafore, Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Cathy S. | Director of Commercial Lines, Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** I like AMS360 for its ease of use and how it ties into other Vertafore products. This integration really helps make our teams more efficient. **What do you dislike about AMS360?** None at this time **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for submissions, auto ID cards, Acord forms, and revenue recognition. It integrates with other Vertafore products and helps make our teams more efficient. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Cathy! We're thrilled that you're enjoying AMS360 for its integrations. We genuinely care for our customers and are delighted to know that our dedication shows. ### 19. Time-Saving Carrier Downloads **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about AMS360?** The downloads from the carriers into the system saves time and provides accuracy. **What do you dislike about AMS360?** Getting report when you have a lot of users can be tedious. **What problems is AMS360 solving and how is that benefiting you?** I like having the suspenses so I know what is needed every day. **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. Please don’t hesitate to reach out if you need anything in the future. ### 20. New to the site, still learning **Rating:** 4.0/5.0 stars **Reviewed by:** Gina B. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about AMS360?** I am just starting with the product. So far, so good. **What do you dislike about AMS360?** so far i have not found any downsides to the ams360 **What problems is AMS360 solving and how is that benefiting you?** New to the product, have not had the chance to use it. **Official Response from Nate McKissick:** > Thanks for your review, Gina! We're delighted that AMS360 has met your expectations. Your satisfaction is our top priority. Please don’t hesitate to reach out if you need anything in the future.   ### 21. Effective Agency Management with a Steep Learning Curve **Rating:** 4.0/5.0 stars **Reviewed by:** Jordan D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like that AMS360 works well and keeps client data organized. The downloads feature is really good. **What do you dislike about AMS360?** AMS360 is not always very intuitive, and the initial setup was really tough with too much information. I needed to do more research before starting. **What problems is AMS360 solving and how is that benefiting you?** AMS360 keeps policy, accounting, and tasks secure, while organizing client data effectively. **Official Response from Nate McKissick:** > 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. Please don’t hesitate to reach out if you need anything in the future. ### 22. Centralized Client Management, Needs Better Certificate System **Rating:** 4.0/5.0 stars **Reviewed by:** Scott S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like that AMS360 acts as my primary agency management system, containing all client information for easy, concise viewing. I appreciate having all client info right at my fingertips, which is incredibly convenient. **What do you dislike about AMS360?** Having a better system to produce certificates. **What problems is AMS360 solving and how is that benefiting you?** AMS360 contains all client information in a concise manner, making it easily accessible. **Official Response from Nate McKissick:** > Thank you for sharing your experience with AMS360, Scott. We're glad to hear that our product is helping you easily access and view client information. Your satisfaction is our top priority. Please don’t hesitate to reach out if you need anything in the future. ### 23. User-Friendly Interface, Solves Key Management Needs **Rating:** 5.0/5.0 stars **Reviewed by:** JULIE G. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2026 **What do you like best about AMS360?** I like that AMS360 has a user-friendly interface, which makes it easier to manage tasks. It just works and gets the job done efficiently. The initial setup was also easy, which is a big plus. **What do you dislike about AMS360?** I think it all works well. Although I wish I could pin more search filters. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps me keep track of policies, effective dates, premiums, and coverages. **Official Response from Nate McKissick:** > Thank you for your review, Julie! We're glad to hear that you find AMS360 user-friendly and efficient for managing tasks. We genuinely care for our customers and are delighted to know that our dedication shows. We appreciate your review and look forward to continuing our partnership! ### 24. Streamlined Renewals, But Needs More to Impress **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2025 **What do you like best about AMS360?** Streamlined renewal processes, policy integration options, clear view of policy activities and documents by policy **What do you dislike about AMS360?** User interface is dated compared to others like Applied Epic; Performance issues that require AMS360 to be closed and then re-opened; steep learning curves with some integrations; certificates and e-forms are clunky. User personalization options are limited. The ability to undo an error in something like a policy line deletion without losing the rest of the changes made while the policy is open is very frustrating. Lack of formal user manual without having to constantly go to help. **What problems is AMS360 solving and how is that benefiting you?** It looks like AMS360 is trying to better the user interface with updates, but changes are slow in coming. **Official Response from Nate McKissick:** > Thanks for taking the time to share your thoughts. At Vertafore, we aim to provide the best possible customer experience so we are sorry to hear that you may have experienced otherwise. We take your feedback seriously and use it to make continuous improvements to our products and services ### 25. Great to use and user friendly! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2026 **What do you like best about AMS360?** How easy it is to use, and how much it communicates with other systems. **What do you dislike about AMS360?** The new update where the "home" button has changed **What problems is AMS360 solving and how is that benefiting you?** It's keeping all client information together in an easy spot which makes life easier **Official Response from Nate McKissick:** > Thank you for your review! It's our goal to provide an exceptional user experience, so we're glad to hear you find AMS360 easy to use. Please don’t hesitate to reach out if you need anything in the future.   ### 26. Solid Functionality with Supportive Assistance **Rating:** 4.0/5.0 stars **Reviewed by:** Peter O. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I use AMS360 for our data management and it really helps with keeping clients organized. One of the things I like most about AMS360 is how helpful the support is. Also, the initial setup was easy. **What do you dislike about AMS360?** eDocs can error out occasionally **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for our data management, keeping clients organized. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Peter! We're thrilled to hear of your positive experience with our product's functionality and supportive assistance. Please don’t hesitate to reach out if you need anything in the future. ### 27. Effortless to Use, Highly Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Bobby S. | forklift operator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I really like AMS360 because it's easy to work with. The ease of use is a standout feature for me. The initial setup was very easy, making it easy to use from the start. **What do you dislike about AMS360?** Nothing everything is good **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps with managing the customer database and is easy to work with. **Official Response from Nate McKissick:** > Thanks for your feedback on AMS360, Bobby! We're glad to hear that you find AMS360 easy to use. We genuinely care for our customers and are delighted to know that our dedication shows. Please don’t hesitate to reach out if you need anything in the future. ### 28. Great Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** drag and drop feature saves time each day **What do you dislike about AMS360?** Understanding where to generate certain reports from **What problems is AMS360 solving and how is that benefiting you?** Checks and balances - verifying all monies due carriers, customers etc are correct. Activities let us document important details when needed. **Official Response from Nate McKissick:** > Thank you for your review of AMS360! We appreciate your review and look forward to continuing our partnership. ### 29. Streamlined Quoting with Ease **Rating:** 4.5/5.0 stars **Reviewed by:** Darla b. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 13, 2026 **What do you like best about AMS360?** I like AMS360 for its Dec Pages and PL Rater features because they make quoting easier. I also found the initial setup to be very easy. **What do you dislike about AMS360?** Importing from multiple E&S carriers. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps me access information on policies easily and makes quoting easier with its Dec Pages and PL Rater features. **Official Response from Nate McKissick:** > Hello, Darla! Thank you for your review of AMS360.It's our goal to provide an exceptional user experience, so we're glad to hear you found the initial setup easy. Please don’t hesitate to reach out if you need anything in the future. ### 30. 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. ### 31. Cumbersome to Operate with Difficult Setup **Rating:** 1.0/5.0 stars **Reviewed by:** Benjamin K. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** I mentioned enjoying the MAR feature and integrations in AMS360. I also like the reporting flexibility it offers. **What do you dislike about AMS360?** It's cumbersome to operate. It's clunky and it needs an UNDO button. There are lots of clicks to do something, some of this could auto fill. Very difficult initial setup. **What problems is AMS360 solving and how is that benefiting you?** n/a **Official Response from Nate McKissick:** > Thanks for taking the time to share your thoughts, Benjamin. At Vertafore, we aim to provide the best possible customer experience so we are sorry to hear that you may have experienced otherwise. Rest assured, we take your feedback seriously and use it to make continuous improvements to our products and services. Should you ever need immediate assistance, please reach out to our support team at 1.800.444.4813, and we'll work to address the situation. ### 32. Excellent Account Organization and Strong Security **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about AMS360?** The organization for our accounts and the security **What do you dislike about AMS360?** Once a customer has been created, they cannot be deleted **What problems is AMS360 solving and how is that benefiting you?** It's solving the organization of our customers and companies, and that benefits our office **Official Response from Nate McKissick:** > 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. ### 33. Easy to Navigate with Flexible Ways to Get Things Done **Rating:** 4.5/5.0 stars **Reviewed by:** Jennifer D. | Customer Service Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** The ease of moving around within the system. Several different ways of doing the same thing so you don't have to leave what you're working on to do something else. **What do you dislike about AMS360?** It's a bit clunky with the data and viewing everything. **What problems is AMS360 solving and how is that benefiting you?** Strong database for back ground navigation and reporting abilities. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Jennifer! We understand the importance of a smooth user experience and are continuously working to improve the system's performance. We're grateful for your input and look forward to continuing our partnership. ### 34. Effortless Setup, Enhances Organizing with Efficient Certificates **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2026 **What do you like best about AMS360?** I find that AMS360 makes organization convenient. I also find the certificates feature appealing and very useful. The initial setup was very easy, which I really appreciated. **What do you dislike about AMS360?** Perhaps the user experience can improve by making it appear modern. **What problems is AMS360 solving and how is that benefiting you?** AMS360 makes organization convenient for me. **Official Response from Nate McKissick:** > Thank you for your review of AMS360. We're pleased to hear that the setup was effortless and that the certificates feature is beneficial to you. We're happy to be a part of your business and appreciate your feedback! ### 35. 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! ### 36. Centralized, Easy-to-Use Solution for Extensive Tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Tiffany S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like that AMS360 is easy to use, and having all of our information in one place is particularly beneficial. **What do you dislike about AMS360?** Farm downloads **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to manage renewals, reviews, customer information, and activities. It keeps all of our information in one place and is easy to use. **Official Response from Nate McKissick:** > Hello, Tiffany! Thank you for your review of AMS360! We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 37. Efficient Data Management Made Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Anthony R. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I really appreciate how AMS360 keeps everything organized and makes data management easy. It's easy to use, and the initial setup was very easy too. **What do you dislike about AMS360?** Accounting system is tricky **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for data management, keeping track of everything. It's easy to use and enhances organization. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Anthony! We value your opinion and appreciate you taking the time to share your experience. We're happy to be a part of your business and appreciate your feedback! ### 38. Excited About the New Tech and Emerging Features **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsea G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** The new tech that is starting to come out **What do you dislike about AMS360?** The siloing that is happening with the new features like AgencyOne. We have team members that help service accounts but are not in the account rep or exec field. **What problems is AMS360 solving and how is that benefiting you?** Renewal management, COIs and invoicing. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Chelsea! We value your opinion and appreciate you taking the time to share your experience. We're happy to be a part of your business and appreciate your feedback! ### 39. Easy Integrations, Client Name Search Needs Better Flexibility **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** The direct integration additions: easy to use **What do you dislike about AMS360?** The clients names are harder to find if the spelling isn't 100% accurate **What problems is AMS360 solving and how is that benefiting you?** All client info in one place, streamlining processes **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 40. good experience with reminders and running reports. **Rating:** 4.0/5.0 stars **Reviewed by:** Annmarie W. | personal lines agency support, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about AMS360?** reports for daily downloads and summary of insurance. **What do you dislike about AMS360?** changing passwords, and still unable to see more than 100 suspenses. **What problems is AMS360 solving and how is that benefiting you?** I really do not have any problems with AMS360 ### 41. Customized Reports and Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about AMS360?** Customized reports/data for our office and available support. **What do you dislike about AMS360?** Limits to what we can do and integration. **What problems is AMS360 solving and how is that benefiting you?** Helps with database management and policy information downloads. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360. We value your opinion and appreciate you taking the time to share your experience. Input from customers like you helps drive our software improvements. ### 42. AMS360 Makes Managing Our Agency Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Gregory H. | Infrastructure Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** April 30, 2026 **What do you like best about AMS360?** AMS360 allows me to manage everything about my agency from clients to financials **What do you dislike about AMS360?** Sometimes clients information gets overlapped **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps keep me better organized and allows for communication to clients to flow better **Official Response from Nate McKissick:** > Thanks for providing your feedback, Gregory! We're delighted that AMS360 has met your expectations. Your satisfaction is our top priority. We appreciate your review and look forward to continuing our partnership. ### 43. Efficient Management, Easy to Use **Rating:** 4.0/5.0 stars **Reviewed by:** maria d. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like the ease of use of AMS360. Having policy information and finance in one location is a big plus for me. **What do you dislike about AMS360?** direct bill reconciliation **What problems is AMS360 solving and how is that benefiting you?** AMS360 keeps policy information and finance in one location, making it easy to manage. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Maria! We're glad to hear that you find our product easy to use and efficient for managing policy information and finance in one location. We're happy to be a part of your business and appreciate your feedback! ### 44. A Single Place to Store and Manage Data **Rating:** 4.0/5.0 stars **Reviewed by:** Amy L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** One place to hold and manage data. Personal lines downloads are great. **What do you dislike about AMS360?** Frustration is that steps in processes, such as issuing COI, aren’t intuitive. **What problems is AMS360 solving and how is that benefiting you?** Ams360 gives us a place to securely store our client data, with a date/time stamp. **Official Response from Nate McKissick:** > Hello, Amy! Thanks for your review. We're thrilled to hear that you find AMS360 convenient for storing and managing your data. We understand the importance of intuitive processes and will take your feedback into consideration for future updates. We value your business and aim to provide the best experience possible. ### 45. Easy Filing and Organization with AMS360 **Rating:** 4.0/5.0 stars **Reviewed by:** Danielle S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like how easy it is to file with AMS360. Setting it up was great with assistance. **What do you dislike about AMS360?** nothing at this time **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for filing and organizing information, and I like how easy it is to file. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Danielle! We're glad to hear that you found our product easy to set up. We appreciate your review and look forward to continuing our partnership. ### 46. Efficient Profile Organization and Smooth Accord Creation **Rating:** 4.0/5.0 stars **Reviewed by:** Chey C. | Licensed Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about AMS360?** I appreciate the organisation each profile shows once the data has been input. The flow for making acords is great for the quantity being produced daily. **What do you dislike about AMS360?** I wish the acord 27 wasn't stuck behind the epi tab **What problems is AMS360 solving and how is that benefiting you?** The invoicing all in one place has been great and being able to run reports easily is a benefit to our agency. **Official Response from Nate McKissick:** > Hello, Chey. Thank you for your review of AMS360! We appreciate your feedback on the placement of ACORD 27. Our team is always working on enhancing our software based on user feedback. ### 47. Easy Client Info Access with Handy Multi-Tab Workflow **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about AMS360?** easy access to clients info and allows you to have many tabs open. **What do you dislike about AMS360?** Lots of information in one website. Lots of tools that can be lost or forgotten about **What problems is AMS360 solving and how is that benefiting you?** Keeping everything in one place, I never have to go anywhere else for client info **Official Response from Nate McKissick:** > 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. ### 48. Simple, User-Friendly, and Integrates Well **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about AMS360?** Simple and user friendly. Integrates well with our CRM and has API capability to integrate across other internal applications. **What do you dislike about AMS360?** Can appear somewhat dated at times. De-duplicating data can be quite the effort in a few scenarios. **What problems is AMS360 solving and how is that benefiting you?** Allows agent multi-tasking and speedy quotes/policy handling. **Official Response from Nate McKissick:** > Thanks for your review! 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! ### 49. Reliable Note-Taking and Effortless Reference **Rating:** 5.0/5.0 stars **Reviewed by:** Yvonne V. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about AMS360?** The best thing I like is when entering notes, they do not delete, and I am able to reference back to them. **What do you dislike about AMS360?** When I enter certain information for the accords I feel like I have to reenter certain information already entered on another tab. **What problems is AMS360 solving and how is that benefiting you?** No problems, I just send an email, and I get a quick response. **Official Response from Nate McKissick:** > Hello, Yvonne! Thank you for sharing your feedback on AMS360. We're delighted that it has met your expectations. Your satisfaction is our top priority. Please don’t hesitate to reach out if you need anything in the future.   ### 50. 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. ## 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=3&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+16%3A36%3A35+-0500&secure%5Bsession_id%5D=d320b2bf-4714-440c-b9a8-1bccfbc92f1e&secure%5Btoken%5D=7e78b39b81e422f200915fa4a01e275a0bc216ebbf016735881c66ea9d5ab8e2&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)