My favorite thing about AMS360 is the ease of use, especially transitioning from another platform. Although it was a bit confusing at first, AMS360 offers multiple training platforms that helped me integrate into the system fairly quickly. The training resources were able to answer questions quickly without needing to make a call. If you dedicate time to them, you can become an expert on AMS360. It helps me keep track of everything and create tasks so nothing slips by. The platform includes excellent reminders, making it an overall great tool. Review collected by and hosted on G2.com.

It could use a little bit of a facelift. It looks older and outdated. I think a more modern feel would make it that much easier to use. Review collected by and hosted on G2.com.

I find AMS360 really useful for sending documents to our clients easily through the Insure Link. I also like using the company tab to keep track of our trusted vendors and companies. It's great for maintaining contact information and best practices when dealing with different companies. I enjoy how AMS360 connects with other platforms like Agency Zoom and Wunderwrite, which helps ensure our clients get the best experience possible. It also aids in working quickly on quoting new business and servicing current clients. Learning the industry through AMS360 has been great, and it’s an easy-to-use tool in practice. Review collected by and hosted on G2.com.

The main issue I have is whenever someone else is already inside a suspense, a task, or an activity, you cannot access that tab. There are specific times where our system doesn't allow us to properly close out of the dispensers, and then we have to reach out to Vertafore help to ensure that we can properly get into the system to continue our work. Review collected by and hosted on G2.com.

Two things: the broadness of the search function (being able to search by any criteria - address, number, email, or name), and capability to email from within the system. Review collected by and hosted on G2.com.

I would say that the pathways to get to the information you're needing can be a bit lengthy. Rather than opening new screens, it would be have a better flow to just have a drop down. Also, the term description is used frequently in various screens, so know which field will populate where is difficult to learn. Review collected by and hosted on G2.com.

I like having somewhere to enter data. Help desk is friendly and helpful. Review collected by and hosted on G2.com.

I don't like how many boxes pop up for menial tasks such as attaching an email. This makes it time consuming to attach emails or documents or enter notes. I also don't like that I cannot scroll properly when in the application view otherwise the scrolling can change options set in the app already that I dont want to change. Review collected by and hosted on G2.com.

AMS360 is an essential tool that helps me stay organized. It serves as a comprehensive database for all of my clients, and it’s very easy to use. Review collected by and hosted on G2.com.

I can't think of anything about AMS360 that I dislike except their prices. AMS360 is pretty expensive to begin with, but then there are a lot of additional tools that can be added that are also expensive. Review collected by and hosted on G2.com.

I use AMS360 for processing documents for my insurance agency, and it helps keep all client information in one place, making it much easier to find and pull the needed documents. I particularly like that once I've learned how to navigate AMS360, it's generally easy to get around, from point A to point B. I appreciate the search functionality that lets me find a client's name easily, even if it's not the account's actual name but an additional insured. This feature makes things a lot easier and less intimidating, as I won't be lost when trying to find a particular account. The integration with Agency Zoom is also seamless, and they work well together. The initial setup of AMS360 was easy, which was nice. Review collected by and hosted on G2.com.

Moving policies can be a pain. This happens when a policy is incorrectly downloaded to an incorrect account. I have to go into the correct account and manually copy everything from the incorrectly downloaded policy into the correct one. I wish it was easier to move them from one account to another. Review collected by and hosted on G2.com.

I really appreciate AMS360's ability to organize all of our clients. It keeps everything streamlined for us and has a place for everything specific that I can tailor to my needs. As new requirements for our clients arise, it’s super easy to adjust within the system, which helps streamline the process for our agency. Review collected by and hosted on G2.com.

I find the billing system on AMS360 to be finicky sometimes, requiring a lot of precision. Sometimes downloads don't come in correctly, which is frustrating because it means we have to get them fixed. Also, when adding attachments, it often brings in unnecessary items like logos, which take up storage space. We end up having to delete these, and it's even trickier when using Agency Zoom because we can't remove attachments that way, leading to unnecessary storage usage. Review collected by and hosted on G2.com.

I like that AMS360 is an insurance-specific software that really helps with document storage and policy management. It allows us to use insurance-specific forms to store data and share information between customers and internal teams efficiently. The renewal list tool is another feature I find valuable. It lets us easily access policies due 120 days out, creating a specific target list for account managers. This is very helpful as it provides a clear view of upcoming tasks. Additionally, being able to handle activities and email with attachments directly from the system is very beneficial. I also found the initial setup of AMS360 to be very easy and simple, especially with Verdu for single sign-on. Review collected by and hosted on G2.com.

Traditionally, the user interface has not been very appealing. I'm aware there are upcoming changes for a fresh look, and I'm excited about that. Also, I'm interested in more automation features with AI agents. Review collected by and hosted on G2.com.

I like that I can pick which carriers I want to use instead of having to do all of them every time. I also appreciate that I can go back to an old quote. Sometimes clients have preferences for certain companies or you may know certain companies will not qualify for coverage, and AMS360 helps by allowing me to weed out extra information, making it easier for the client to read by having only the relevant information. Review collected by and hosted on G2.com.

I can't stand that I constantly have to reinput my credentials to get the quotes. I was new and couldn't get my own credentials right away. I wasn't able to get all the quotes for the carriers I chose because I didn't have my own credentials. There needs to be like a one-time adding process when adding the carrier on the admin side. There should be a separate credential for each company that is used for everyone. Then you could go in and make your own account as well. But, the carrier credentials needed wouldn't be specific for each person. If that makes sense. Review collected by and hosted on G2.com.

I find AMS360 very flexible. I like that we can create templates and use them for different customers, which saves us from entering the same information repeatedly. Additionally, I appreciate the ability to copy information from other customers, such as coverage details or data from banks and additional interests, without having to type it all over again. Review collected by and hosted on G2.com.

I find it definitely hard to follow what needs to be done in the right order and what needs to be selected to get to the next step. It just doesn't seem really intuitive and user-friendly to a new person. Once you know it, it has a lot of capabilities. I'm also aware that we're currently having a bit of trouble figuring out the billing. Review collected by and hosted on G2.com.