What I like best about AMS360 is how it centralizes policy, client, and billing information in one system. It makes it easy to manage accounts, track transactions, and access important documents without switching between platforms. The reporting features and workflow tools also help streamline daily tasks, improving efficiency and keeping everything organized. Review collected by and hosted on G2.com.

One downside of AMS360 is that the interface can feel outdated and not very user-friendly, which can make navigation less intuitive. Some processes require multiple steps, slowing down workflows, and reporting can be a bit rigid unless you customize it. It can also take time to learn all the features, especially for new users. Review collected by and hosted on G2.com.

I find AMS360 user-friendly and I really like the fact that it can be accessed everywhere, which was not possible with our older system. AMS360 helps us track our customers' information and policies effectively. Review collected by and hosted on G2.com.

It is redundant. Way too many options to do the same thing. Even though this could be looked at as a positive, every user having the ability to customize it to their way was challenging to get used to. Very challenging. We're still working on including missing information. Review collected by and hosted on G2.com.

I use AMS360 because it's an all-in-one management system that solves every part of my job, from Accounts Receivable to Bank Reconciliation. I like that I don't have to click around into various websites; everything I need for my role as an Agency Accountant is in one place. It's also reassuring to know that Vertafore is always listening to their users and improving their platform to meet our needs. Attending NetVU conferences allows me to interact with the programmers and creators, which means the fixes and improvements we need can be utilized in AMS360 for the betterment of the customers. Adding new users was very easy, and granting access to different functions is straightforward, just requiring an administrator to enable rights. Review collected by and hosted on G2.com.

One single thing that AMS360 doesn't currently offer is "recurring EFTs" for the Accounting department. Review collected by and hosted on G2.com.

I appreciate that AMS360 holds all of our policyholders and helps us keep track of them. We do a lot of reporting from AMS360, and it's the only application I've used in the company as an analyst for the last eight years. The support team is really awesome; I can call them whenever we need information or have questions about processing something. I love their tracking system because they send us emails, and I can log in and view any issue we are having, which has been super helpful. Review collected by and hosted on G2.com.

I would really love to see a secondary key identifier option because we're a credit union. This would also apply to banks. The disconnect is that the key identifier for our credit union organization is our member number, and we currently have that saved as a profile question. There's very little reporting that we can incorporate with it, so I have to pull a couple of reports and cross-reference the AMS number with our member number to tie all the information together for our credit union partners. It would be nice to have that feature. Review collected by and hosted on G2.com.

I like using AMS360 as our main agency CRM. It's a great system for accessing and tracking customer files and information. Compared to AgencyZoom, which we also use, AMS360 offers a nicer overall view of all the customer's policies. I can see all the policies in one quick summary without the need for excessive scrolling. The initial setup was easy, and I would rate my likelihood of recommending it as a 9 out of 10. Review collected by and hosted on G2.com.

It's too simple and doesn't have a lot of capabilities or integrations, and that's the reason why we started to adapt and use AgencyZoom. I wish it was an open API platform that could integrate in the never-ending 3rd party softwares that could further assist and specialize in all sorts of capabilities. Review collected by and hosted on G2.com.

I really appreciate AMS360 for handling tasks like paying carriers, receiving payments, banking, and taking care of financial aspects as well as generating reports. Being able to reconcile our GL's effectively is a big advantage, as it ensures that everything balances out. This aspect is crucial for me as an accountant because it helps maintain balanced GL's. Review collected by and hosted on G2.com.

In the direct bill entry statement, I would like to be able to have a real book of business value. I would also like in the receipts tab to be able to go right to that specific receipt. The estimated revenue field in the customer setup screen needs to be made mandatory so I can have accurate book of business reports. I would also like the receipts tab in the customer to link to the actual posted receipt. Review collected by and hosted on G2.com.

Easy to understand and keeps everything in order and easy to access Review collected by and hosted on G2.com.

The least helpful I would say is that it seems to have lots of updates and many times when we try to open an activity it freezes and we have to restart the computer a couple times so it opens. Review collected by and hosted on G2.com.

AMS360 works just as well as other CRM systems, if not better than most, but the thing that makes it stand apart the most is that it integrates with all of our other systems with ease. The onboarding experience was very thorough and the training options they work for everyone. It seems to keep up with growing technology needs such as AI. Review collected by and hosted on G2.com.

I do feel like some screens are a bit over-extended and could show less information on the screen at the cost of additional clicks. Review collected by and hosted on G2.com.

Contains a wealth of information for each customer and integrates pretty well with Agency Zoom to provide a simpler way to interface. Review collected by and hosted on G2.com.

The UI is clunky and so many options are buried in submenus that are difficult to find and remember where they are at. We often need to revert to help files or calling for assistance for all but the most basic everyday functions. Review collected by and hosted on G2.com.

I like how AMS360 provides a place to do all things insurance-related in one place. I find the storage and handling of complex data very useful, allowing me to keep all email logs, forms, and applications within a particular policy holder. Review collected by and hosted on G2.com.

Just maybe a refresh of the interface its real windows 7 vista. Like how Agency Zoom is all new updated and has bigger text and icons. Review collected by and hosted on G2.com.