I use AMS360 for customer service, and it has simplified creating forms and sending them via Docusign from one platform. The two-way integration with Agencyzoom is a plus. The system is very user-friendly, which makes it easy to navigate. I also appreciate how AMS360 integrates with Ring Central to pull customer contact details. The initial setup of AMS360 was easy, which was a relief. Overall, I would highly recommend AMS360. Review collected by and hosted on G2.com.

When making an activity in AMS360, it does not sync over to Agencyzoom. There are needs to update policy details and information in AMS360, and it would be nice if it created a note in Agencyzoom when an activity is made. Review collected by and hosted on G2.com.

I like the different integrations AMS360 offers for our agency, such as being able to drag and drop documents or emails, and log phone calls and texts. It helps us maintain a record of conversations, allowing us to see what other agents have discussed with a customer, ensuring we're all on the same page if the customer calls or comes into the agency to ask or request something. Review collected by and hosted on G2.com.

I find the ease of use challenging and the ways of learning about AMS360 could be improved. I think updated training or one-on-one training sessions would be beneficial. Review collected by and hosted on G2.com.

I love that now we have an actual system with AMS360. Previously, we struggled with tracking renewals because we were operating off an Excel spreadsheet and didn't receive reminders or notifications. AMS360 is really helping with the management process, making it much easier to keep track of everything. Review collected by and hosted on G2.com.

I would like everything to be housed in one place and not three different places. What I mean by that is it would be very nice to from a lead bridge into the quoting issue. It have everything updated and then it bridge into AMS360 right now we have to do everything separately. Very confusing and unorganized compared to how we wanted it handled. It was very cookie cutter and not specific to our needs. Review collected by and hosted on G2.com.

AMS360 helps organize all things related to insurance. It is user friendly and allows great options to keep workflow accurate. Easy to add new clients and update information. Easy to create target lists to filter clients. AMS is very dialed in on maintaining records with activities and suspense creation. Overall, the ability to easily access information and work from various levels makes this program user friendly for all levels. Review collected by and hosted on G2.com.

Claims downloads are not compatible with all insurance companies, which is not entirely AMS's responsibility to fix. Review collected by and hosted on G2.com.

Document integration and cloud storage for policy related documents is incredibly easy to navigate. Policy service forms are very easily renewable and depending on the integration you have put into the system, prefilled applications and forms make servicing client simpler and faster. Review collected by and hosted on G2.com.

It is expensive. The price increases every year. It is done under the guise of performance improvements and technology costs, but even small users are hit with automatic increases regardless of the depth at which they use the system, access support, etc. Review collected by and hosted on G2.com.

That it integrates with our CRM (AgencyZoom) Review collected by and hosted on G2.com.

It's hard to pull data via reports. I often have to run several different types of reports with various filters and then combine data to get what I need. Example, some reports I run contain contact info for our customers but don't have the premium info I need while others that I run to get the premium info I need don't have other information I need. It would be nice to be able to specify which fields of data are returned on each report. Review collected by and hosted on G2.com.

I find AMS360 easy to use. The platform is simple and helps keep track of appointments and documents. The suspenses feature is really useful as it helps me not forget what I need to get done day to day. It's also easy to find our carriers and phone numbers using the contact tab. Review collected by and hosted on G2.com.

It was a bit complicated to set up but once you get into the system it is easy to use Review collected by and hosted on G2.com.

Advanced search and fast information retrieval, Automated tasks, renewals, notifications, and document generation reduce manual effort and help us agencies stay ahead of deadlines. Review collected by and hosted on G2.com.

New users often struggle to get up to speed, which impacts productivity Review collected by and hosted on G2.com.

Simplicity; once-and-done follow-through prevented prolonged and redundant entry. Review collected by and hosted on G2.com.

Canned reports required running several out to EXCEL to create comparative reports that were logical and complete. Review collected by and hosted on G2.com.

I find AMS360 easy and very comprehensive. It helps me manage my client management issues, accounting, and banking all in one place. I appreciate that I can analyze my staff performance and see my company status in one place, which allows me to drill down into specific details on performance issues. It provides me with the financial status of the company by pulling specific reports on productions by agents, CSRs, and balances on customers that have not been paid or billed. The initial setup was fairly easy. Review collected by and hosted on G2.com.

report are complex to pull Review collected by and hosted on G2.com.