--- 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: '2026-08-04' 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. AMS 360 Friend or Foe **Rating:** 3.5/5.0 stars **Reviewed by:** Stephanie M. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** It has the capability of being a mail file system as well as an operating system. **What do you dislike about AMS360?** It is difficult to review accounting items. There are alot of tabs with alot of information. Mabye too many. **What problems is AMS360 solving and how is that benefiting you?** It is an easy one stop shop to all things agency management. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Stephanie. Your input is essential in shaping our technology. Your input will be given to our software team to take into consideration for future updates. ### 2. I find it to be very cumbersome to work with **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** January 14, 2025 **What do you like best about AMS360?** Blling is very straight forward as long as everythingi s input before hand that is... **What do you dislike about AMS360?** I find it to be very cumbersome to work with. Everything take a long time to process **What problems is AMS360 solving and how is that benefiting you?** It is our primary Agency MAnagement system **Official Response from Nate McKissick:** > Thank you for leaving a comment. Your input is essential in shaping AMS360. We are constantly working to improve the user experience and streamline processes within AMS360. Your feedback is valuable to us and will be shared with our development team. ### 3. Great **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?** seamlessly attaching emails and documents **What do you dislike about AMS360?** some activities don't always need suspenses created **What problems is AMS360 solving and how is that benefiting you?** servicing new and existing clients **Official Response from Nate McKissick:** > Thank you for your review of AMS360. We're grateful for your input! ### 4. AMS360 **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about AMS360?** Ease of Use and ease of running reports. **What do you dislike about AMS360?** Slowness running production reports. Limitations with commission splits **What problems is AMS360 solving and how is that benefiting you?** agency revenue reporting **Official Response from Nate McKissick:** > Thank you for your review of AMS360! We're pleased to hear that our software has been beneficial for your agency revenue reporting. We apologize for any inconvenience caused by slowness in running production reports and limitations with commission splits. Hearing from customers like you helps us grow and evolve. ### 5. Steel **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony A. | Technology Implementation Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** I enjoy the features that allow me to be organized while using AMS. **What do you dislike about AMS360?** Sometimes I encounter errors when saving activities or form letters. Occasionally, this results in me having to reboot my system. **What problems is AMS360 solving and how is that benefiting you?** AMS360 enables me to accelerate processes, saving time. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Anthony. We're thrilled to hear that our software works so well for your agency. Please don’t hesitate to reach out if you need anything in the future.   ### 6. AMS360 **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about AMS360?** Is easy to use and navigate when in a hurry. **What do you dislike about AMS360?** New tab opening system used to open new client. **What problems is AMS360 solving and how is that benefiting you?** No problems. **Official Response from Nate McKissick:** > We're glad to hear that you find AMS360 easy to use and navigate. We appreciate your feedback about the new tab opening system and will take it into consideration for future improvements. Thank you for choosing AMS360! ### 7. Comprehensive product **Rating:** 5.0/5.0 stars **Reviewed by:** EMILY F. | COMMERCIAL LINES ACCOUNT MANAGER, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** One stop program for all things insurance. **What do you dislike about AMS360?** System updates usually cause a stir the first time back up and going. **What problems is AMS360 solving and how is that benefiting you?** We utilize AMS360 for all aspects of our agency. Monthy financial reports. PL rating bridge. Customer information. Everything in one convenient spot. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Emily! 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.   ### 8. account manager **Rating:** 5.0/5.0 stars **Reviewed by:** Steve M. | account manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** Most everything can be done in one location. **What do you dislike about AMS360?** Learning best practices. Like anything you only get as much out of it as you are willing to put into it. **What problems is AMS360 solving and how is that benefiting you?** One location to do most of what is needed for our agency. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Steve. We're glad to hear that you find our technology convenient for managing your agency's needs in one location. We're happy to be a part of your business and appreciate your feedback! ### 9. Great system but..... **Rating:** 3.5/5.0 stars **Reviewed by:** Brittney B. | Operations manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** Ease of certificates and policy changes. **What do you dislike about AMS360?** number of clicks to get around inside policies. its like an easter egg hunt. the transacting end is abismal. don't like how you can't transact if the accounting dept is in a commission statement so you have to stop get out and wait on them to get out and then you log back into it. voided transactions clog up the register and confusion. **What problems is AMS360 solving and how is that benefiting you?** none currently **Official Response from Jenny Spear:** > Hi Brittney, 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. ### 10. VERTAFORE REVIEW **Rating:** 5.0/5.0 stars **Reviewed by:** ALEXANDRA B. | Insurance Agent/Downloads Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** I REALLY ENJOY HOW EASY IT IS TO USE FOR ANYONE WHO ISNT I.T INCLINED. AND IF AN ISSUE DOES COME UP HOW FAST IS IT TO GET IN TOUCH WITH CUSTOMER SERVICE AND TO GET THE ISSUE RESOLVED **What do you dislike about AMS360?** I have not had a bad experience at all with vertafore and cannot think of a dislike **What problems is AMS360 solving and how is that benefiting you?** Anytime I have had any issue with the downloads I am able to contact customer service and get it resolved ASAP **Official Response from Nate McKissick:** > Thank you so much for your kind words, Alexandra! It is our goal to provide an exceptional user experience, so we're thrilled to hear that our dedication to our customers shows. We're happy to be a part of your business and appreciate your feedback! ### 11. AMS360 Review **Rating:** 3.5/5.0 stars **Reviewed by:** Christopher A. | Manager, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** Several tools bring value to my day to day. Also, the amount of data that can be stored **What do you dislike about AMS360?** The interface is my biggest complaint about the program. It can be hard to deal with sometimes, seems a little outdated. **What problems is AMS360 solving and how is that benefiting you?** It allows us to stay on top of our client communication and policy changes. This is major due to the amount of volume we have in policy changes and contact daily. **Official Response from Jenny Spear:** > Hi Christopher, 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. ### 12. Great management system **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa R. | Personal Lines Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2024 **What do you like best about AMS360?** Ease of use. Now that we are online, the ability to work all over is endless. The updates being available and released without us having to push them through. Just having a databse of all of our clients and easy accessibility is fantastic. **What do you dislike about AMS360?** When the system goes down. This is an issue once in a while but it is with any type of technology. **What problems is AMS360 solving and how is that benefiting you?** Allows us to keep a database of our clients. Without this we would have file folders. **Official Response from Jenny Spear:** > Hi Melissa, 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! ### 13. Great product! **Rating:** 4.0/5.0 stars **Reviewed by:** Karlee M. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** The capabilities and organization of documentation. I like that there is a lot of support now for AMS, especially the chat feature. I also appreciate that Vertafore is always looking to improve their product. Our team uses it every day and to have a reliable product that helps us run our business is awesome! **What do you dislike about AMS360?** At times features seemed barried within several menus. **What problems is AMS360 solving and how is that benefiting you?** Documentation, accountability, client history, banking and payment. **Official Response from Jenny Spear:** > Hi Karlee, 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. ### 14. I have used AMS for 10+ years **Rating:** 5.0/5.0 stars **Reviewed by:** Kathy L. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2024 **What do you like best about AMS360?** I love how easy it is and to be able to import and export new quotes/policies to PL Rating **What do you dislike about AMS360?** The binder process could be better, the process does not flow smoothly **What problems is AMS360 solving and how is that benefiting you?** none that I know of **Official Response from Nate McKissick:** > Thank you for being a loyal user of AMS360, Kathy! We're grateful for your input! We appreciate your review and look forward to continuing our partnership. ### 15. AMS is a great platform for Ins. **Rating:** 5.0/5.0 stars **Reviewed by:** Angelina M. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** AMS360 is a great platform for Ins. Lots of options to keep contact with clients too **What do you dislike about AMS360?** You have to really look for the options they are not easy to find **What problems is AMS360 solving and how is that benefiting you?** Currently none right now. **Official Response from Nate McKissick:** > Thank you for your feedback on AMS360, Angelina. We understand that finding options may be a bit challenging. We appreciate your input and will take it into consideration for future updates. ### 16. Smooth **Rating:** 4.0/5.0 stars **Reviewed by:** Annette R. | Sales Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** It's easy to use and collect information. Easy to move around the screens. **What do you dislike about AMS360?** I dislike PL Rating. I dont like putting in the same thing for each seperate company. **What problems is AMS360 solving and how is that benefiting you?** I dont know **Official Response from Nate McKissick:** > Hi, Annette! 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.   ### 17. Agency Review **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa L. | Operations manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2023 **What do you like best about AMS360?** Ease of use and there is a place for everything **What do you dislike about AMS360?** Dislike when attaching emails that there is not an easier way to delete the unwanted jpegs and images. **What problems is AMS360 solving and how is that benefiting you?** Always improving the system ### 18. Top Agency Management System **Rating:** 4.5/5.0 stars **Reviewed by:** Jim B. | Ast. VP, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about AMS360?** Ease of use and terrific customer service support **What do you dislike about AMS360?** How Microsoft updates always cause problems. **What problems is AMS360 solving and how is that benefiting you?** Nothing at the moment. All is good. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Jim! We're grateful for your input. ### 19. As an everyday user it is friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Paige N. | Account Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2024 **What do you like best about AMS360?** I do like how much detail is available for each customer **What do you dislike about AMS360?** I don't like how picky the search engine is **What problems is AMS360 solving and how is that benefiting you?** Helps make transactions with customers quick and easy **Official Response from Hillarie Holcomb:** > Hello Paige, Thank you for your review of AMS360! We're glad to hear you find the detailed customer information helpful. We’ve noted your feedback about the search engine and appreciate you sharing it with us. Thanks again for your input—we’re happy AMS360 is helping make your customer transactions quick and easy! ### 20. AMS is the best management system out there! **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?** AMS is very customer friendly and easy to use. I also love the support that is offered via the ConnectWise. I had to learn a big portion of my job by myself and could not have done it without that support. **What do you dislike about AMS360?** I wish that when you updated an executive or an account manager, you had the option to chose one or several policies. Right now, we have to do it one policy at a time. **What problems is AMS360 solving and how is that benefiting you?** Storing all of our clients information in an electronic file where we all can pull up anytime we need to. **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. Reviews like this make us excited to come to work each day! ### 21. Smart~ **Rating:** 5.0/5.0 stars **Reviewed by:** Rachael A. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2024 **What do you like best about AMS360?** I love how easy AMS360 is - that almost all features we use "make sense" when working on an account. The ability to look at mulitple pieces of info all while being in the same account. Smartest managment system I've ever used! **What do you dislike about AMS360?** I haven't found a downside as of yet. Love it! **What problems is AMS360 solving and how is that benefiting you?** Constantly upgrading features and all for the best **Official Response from Jenny Spear:** > Hi Rachael, 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. ### 22. Seeing some upgrades but there a few things that could still be worked on. **Rating:** 3.5/5.0 stars **Reviewed by:** Leigh P. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about AMS360?** Its easy to use. Straightforward. The design is easy to follow and its easy to find what you are looking for. **What do you dislike about AMS360?** There could be some better reports and an easier way to access reports. **What problems is AMS360 solving and how is that benefiting you?** Keeps our customers in a simple easy to find location. Some beneficial reports are available. Downloading from each carrier is very helpful **Official Response from Jenny Spear:** > Hi Leigh, 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. ### 23. After a decade (or more) of use **Rating:** 3.5/5.0 stars **Reviewed by:** Christina M. | Commercial Lines Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** Ablility to manage all of our clients in one easy place **What do you dislike about AMS360?** Not being able to manage our clients well - there are so many things that could be expanded upon and made available to all users without charging them an arm and a leg **What problems is AMS360 solving and how is that benefiting you?** I haven't seen anything that is an issue that I have **Official Response from Jenny Spear:** > Hi Christina, Thank you for being a loyal user of AMS360! Your feedback is appreciated and helps us to improve. 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. ### 24. Great product and very customizable **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 really like how it is web based and doesn't require much else for software. It is very customizable and has great ability to be used how an agency wants it to be used. Great customer support. **What do you dislike about AMS360?** Some random quirks with document saving and sort of outdated UI **What problems is AMS360 solving and how is that benefiting you?** Keeps us very up to date and current with our policies and giving us an accurate look at all of our accounts. As insurance companies become more reliant on things like downloads and edocs, this keeps us as an agency very compatible with companies. **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. We appreciate your review and look forward to continuing our partnership! ### 25. Great **Rating:** 4.5/5.0 stars **Reviewed by:** alicia g. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** I would say its pretty easy to use- weve switched from AMS to another and we switched back after 1 month of trying to use another **What do you dislike about AMS360?** That you cant edit an activity or attached anything after youve saved it. **What problems is AMS360 solving and how is that benefiting you?** I would say everything- except for our comissions are somehow always messed up **Official Response from Jenny Spear:** > Hi Alicia, 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. ### 26. Great **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about AMS360?** I can enter all my notes and upload all pertinent documents I need to ensure we have when creating accurate, thorough quotes for our clients. I have not seen any competitors tools to compare. Learning of new features is always enjoyable **What do you dislike about AMS360?** I have been using AMS360 for the past 11+ years and am not aware of any downsides. **What problems is AMS360 solving and how is that benefiting you?** I do not know whether AMS360 is helping to solve this problem. Our PL manager was working with someone and believes the efforts have failed. Business performance remains the same. **Official Response from Jenny Spear:** > Hi there, Thank you for being a loyal user 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! ### 27. Love the ease of quoting through AMS360 **Rating:** 5.0/5.0 stars **Reviewed by:** Justin C. | Director of Sales and Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** Everything is in one place and so easy to access. So much time is saved during the quoting process. **What do you dislike about AMS360?** Not all quotes that show are the correct premiums so care and caution are recommended before giving information to the insured on pricing. **What problems is AMS360 solving and how is that benefiting you?** Quoting from different insurers is streamlined and made much easier and less time consuming. **Official Response from Nate McKissick:** > Hi, Justin. 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. ### 28. Great & Easy to Use! **Rating:** 4.5/5.0 stars **Reviewed by:** Chelsea L. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about AMS360?** I like how quick it is to create every submission. **What do you dislike about AMS360?** I do not like the dashboard or home page and wish it would organize a bit differently. or having to assign policies from download. **What problems is AMS360 solving and how is that benefiting you?** they are creating our invoices and with integrations they are also charging clients. **Official Response from Jenny Spear:** > Hi Chelsea, 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.   ### 29. Overall it's a decent product, we use it daily, however there are improvements we'd love to see. **Rating:** 4.0/5.0 stars **Reviewed by:** Sara G. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2024 **What do you like best about AMS360?** There is a lot of good data you can extract from the system. The classic financials are decent. **What do you dislike about AMS360?** It has a steep learning curve. It is not intuitive to extract accurate reports. Inputting client information is not intuitive, although Agency Zoom has been it significantly easier. I wish there was a simple way to extract retention information. I wish there was a cash flow statement in the agency financial reporting. **What problems is AMS360 solving and how is that benefiting you?** We've been able to extract reports using the classic production analysis reporting and create our own reports to give our producers data related to their sales, retention, policies per account, average revenue per account. We also break down their accounts into the top 20%, middle 40% and bottom 40%. This helps them focus on the accounts that are most important to write. I'd love to see an improvement in simplfying this report. When you input a client into Agency Zoom and sync with AMS360. It eliminates the dual entry AND ensures the clients are appropriately set up. **Official Response from Jenny Spear:** > Hi Sara, Thank you for leaving a comment. It is great to hear that AMS360 is working so well for your agency. Your input is essential in shaping AMS360 - we value your opinion and strive to improve based on your suggestions. ### 30. Ease of use **Rating:** 4.5/5.0 stars **Reviewed by:** Laurie M. | Insurance agent and account manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about AMS360?** AMS360 is very user friendly with not much training. It is easy to get to my clients and have several open at the same time. I use it everday 8 thous plus. It integrates nicely with pricing insurancne policies. The support is easy to get ahold of either by phone or chat. Would recommend this system. **What do you dislike about AMS360?** Sometimes the PL Rater doesn't bridge the right coverage or bridge over to my companies. **What problems is AMS360 solving and how is that benefiting you?** Keeps all my clients info needed and ease of activites. **Official Response from Jenny Spear:** > Hi Laurie, Thank you so much for your kind words! It's fantastic to know that AMS360 helps you and your agency succeed. We're happy to be a part of your business and appreciate your feedback! ### 31. ams 360 **Rating:** 4.5/5.0 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 that i can create integrated forms within ams.. **What do you dislike about AMS360?** i just dislike it's taken me so long to get to know ams360. it's been a tough start up agency because ams360 was new to me. **What problems is AMS360 solving and how is that benefiting you?** one of my favorite features is the availability of the acord apps. amazing! **Official Response from Jenny Spear:** > Hi there, Thank you for leaving a comment. Your input is essential in shaping AMS360. We value your business and aim to provide the best experience possible! ### 32. Good Program **Rating:** 4.5/5.0 stars **Reviewed by:** Brandi K. | Account Executive, Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** Overall the system is easy to use, you can be very detailed. **What do you dislike about AMS360?** The Acord 27 and 28 set up it should be more simpler to use. Having to save every tab is overkill it should allow you to move to the different tabs automatically saving each time. **What problems is AMS360 solving and how is that benefiting you?** N/A **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Brandi. We value your opinion and strive to improve based on your suggestions. Our team is always working on enhancing our software based on user feedback. ### 33. AMS360 Review **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel T. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** The system is very robust but very practical in what the applications are. **What do you dislike about AMS360?** The sheer vastness of capabilities overhangs the day-to-day operations very easily. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is bringing the agency into one universal system for AMS, CRM, and all day to day operations . **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Daniel! We're thrilled to hear that it works so well for your agency. We at Vertafore genuinely care for our customers and are delighted to know that our dedication shows. ### 34. AMS360 longtime user **Rating:** 5.0/5.0 stars **Reviewed by:** Maureen H. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about AMS360?** I have been using AMS360 for 17+ years, it is very functional and the support staff at Vertafore are always so friendly, and tickets are turned around quickly. **What do you dislike about AMS360?** Information does not backfill into the customer center from the policy center. It would be nice if there was a function for that, **What problems is AMS360 solving and how is that benefiting you?** Using the Download function. Sometimes I get stuck, but once ticket is put in the staff at Vertafore are helpful **Official Response from Jenny Spear:** > Hi Maureen, Thank you for being a loyal user of 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. ### 35. easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** justine F. | personal lines service agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** It is very user friendly, the prompts are very self explaining **What do you dislike about AMS360?** I do not dislike anything about AMS 360. **What problems is AMS360 solving and how is that benefiting you?** AMS360 shows me everything I need to know about a customer and their policies **Official Response from Jenny Spear:** > Hi Justine, 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. ### 36. Lots of Features! **Rating:** 4.5/5.0 stars **Reviewed by:** Susan O. | Staff Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about AMS360?** AMS360 offers a lot of options for insurance agencies to keep their data safe & secure. **What do you dislike about AMS360?** Sometimes lots of features can also be a negative. **What problems is AMS360 solving and how is that benefiting you?** The reports are great... They really help!! **Official Response from Jenny Spear:** > Hi Susan, Thank you for your review of AMS360! We value your opinion and appreciate you taking the time to share your experience. ### 37. User Friendly **Rating:** 4.5/5.0 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?** AMS is very user friendly. You can sign on from anywhere since it is web-based. They are continually improving the product. They have great support staff as well. **What do you dislike about AMS360?** The reports can be off depending on how things are entered, which makes them a bit confusing to fix. **What problems is AMS360 solving and how is that benefiting you?** Very easy to attach and follow. We are able to update activities that have been permanantly added by amending it with similar content **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. ### 38. Suitable **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph g. | Agency Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** The team at customer support is second to none. **What do you dislike about AMS360?** Too much manual work that admins must do to obtain accurate reporting. **What problems is AMS360 solving and how is that benefiting you?** Providing me with the tools I need to service my clients. **Official Response from Jenny Spear:** > Hi Joseph, 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! ### 39. Easy software to learn. **Rating:** 3.5/5.0 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?** I like being able to use the spellcheck feature. **What do you dislike about AMS360?** I do not like no being able to change the color of the background. **What problems is AMS360 solving and how is that benefiting you?** I can track the suspenses of clients endorsements (requests) for changes in a timely manner. **Official Response from Nate McKissick:** > Thank you for leaving a comment. Your input is essential in shaping AMS360 and we will take it into consideration for future updates. We value your business and aim to provide the best experience possible. ### 40. EASY QUOTING TOOL **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?** It allows you to connect from QQ, and all the home details and additional coverages are available, so there's no need to check them one by one. **What do you dislike about AMS360?** It loads quickly and connects to carriers swiftly. **What problems is AMS360 solving and how is that benefiting you?** Save us hundreds of hours of work **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. ### 41. Good agency management system **Rating:** 4.0/5.0 stars **Reviewed by:** Brad P. | Risk Placement Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** Integration of all formats. Easy to use. Easy to explain. Not cumbersome. **What do you dislike about AMS360?** Navigation learning curve. Its a good system **What problems is AMS360 solving and how is that benefiting you?** Tracking, marketing and closing business. Account management. Inter agency communication. Underwriting. Submissions. **Official Response from Jenny Spear:** > Hi Brad, 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! ### 42. Good platform to use for business **Rating:** 4.0/5.0 stars **Reviewed by:** Flor G. | Claims Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** I love the email button and the texting feature is nice to have! **What do you dislike about AMS360?** The attachments are sometimes hard to get to - might be a computer issue **What problems is AMS360 solving and how is that benefiting you?** Giving good customer service **Official Response from Jenny Spear:** > Hi Flor, 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. Learning curve and I have ideas.... **Rating:** 3.0/5.0 stars **Reviewed by:** Leasa S. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** Everything is in one place and easy to access. **What do you dislike about AMS360?** It seems very cumbersom and not usre friendly. **What problems is AMS360 solving and how is that benefiting you?** It's not super user friendly. I find myself spending time trying to find everything I need to plug in. **Official Response from Nate McKissick:** > Hi, Leasa! 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. 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. ### 44. Works well **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?** That it works so well and that it integrates with Singlepoint. **What do you dislike about AMS360?** Some of the ways I view the policies are not the easiest **What problems is AMS360 solving and how is that benefiting you?** It keeps all of our customers in one spot and easy to access **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360. We understand the importance of easy policy viewing and strive to improve based on your suggestions. ### 45. Great functionality, but not all used **Rating:** 3.5/5.0 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?** Ease of use. Work flow. Suppenses. Help options. **What do you dislike about AMS360?** Lack of individual user customization on grid screens. Inabilty to create a suspense after an activity has been saved. **What problems is AMS360 solving and how is that benefiting you?** Efficient customer service and policy maintenance and renewals **Official Response from Nate McKissick:** > We're pleased to hear that AMS360 is helping with efficient customer service and policy maintenance. We have noted your feedback about the lack of individual user customization and the inability to create a suspense after saving an activity. We value your business and aim to provide the best experience possible. ### 46. commercial line account manager **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?** simple, easy, efficient system for insurance agency **What do you dislike about AMS360?** shopping, marketing function needs many improvement. more carriers are needed. **What problems is AMS360 solving and how is that benefiting you?** tracing all the records are sometimes challanging, but with AMS360, it is easy track all the records **Official Response from Hillarie Holcomb:** > Hi there, Thank you for your review of AMS360! We’re glad to hear it’s a simple and efficient system for your agency. Regarding your feedback on the shopping and marketing functions, we recommend checking out Vertafore Ideas on My Vertafore to submit your suggestions for future improvements. Thanks again for sharing—we’re happy AMS360 is helping you easily track records! ### 47. 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?** I like how I can customize tabs to see the information I am looking for **What do you dislike about AMS360?** The reports in Custom Reports could be better. Sometimes there aren't enough options to narrow down the information I'm looking for. **What problems is AMS360 solving and how is that benefiting you?** Assigning accounting downloads can be tedious and having the new ability to update a policy once and have others of the same update automatically was a huge time saver! **Official Response from Jenny Spear:** > Hi there, 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! ### 48. AMS360 Super User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Laura C. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** Easy to Navigate the system with minimal training **What do you dislike about AMS360?** Nothing that I personally dislike. There are many tools I do not know yet how to use. **What problems is AMS360 solving and how is that benefiting you?** N/A **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! ### 49. super user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Charity V. | Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** easy navigation user friendly many convient options to customize **What do you dislike about AMS360?** to many different options to preform the same tasks **What problems is AMS360 solving and how is that benefiting you?** easliy store all notes and client data **Official Response from Jenny Spear:** > Hi Charity, Thank you for your review of AMS360! We're glad to hear you find it user-friendly, and easy to use. We're happy to be a part of your business and appreciate your feedback! ### 50. I am not 100 % satisfy **Rating:** 2.5/5.0 stars **Reviewed by:** Franklin M. | sales agent, Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** It's easy to navigate and the information is east to access. **What do you dislike about AMS360?** I'd like to be able to customized views for faster access **What problems is AMS360 solving and how is that benefiting you?** AMS360 is able to capture and manage our CRM **Official Response from Nate McKissick:** > Thanks for taking the time to share your thoughts. 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