I really like AMS360 because it's a good platform with a lot of stuff built into it. It helps our office keep up with notes made by other agents and customer contact information. I like that I can upload all documents to the insured's account and write notes under activity. It simplifies keeping all documentation in one place which is really helpful. Review collected by and hosted on G2.com.

I wish adding a manual policy in the system was a little bit more easier. Review collected by and hosted on G2.com.

Performance. Logging is quick & easy. It's user friendly, and easy to learn. Review collected by and hosted on G2.com.

When an update was done a few years ago, it changed the size of the automatic signatures. They are too small now. I have to manually add my signature before I send it in to a carrier or client. Review collected by and hosted on G2.com.

I like that I can download most policies, and that it keeps all of our paperwork stored online in the customer’s account.

There is great support when you have a problem or question. Review collected by and hosted on G2.com.

It is very expensive. It doesn't have good reporting built in. In order to get other opportunities, you must pay for add ons.

It isn't customizable. Review collected by and hosted on G2.com.

AMS is very customizable especially once you realize how the different systems work together. Review collected by and hosted on G2.com.

The inability to "split" clients or move policies easily especially when kids move out and divorces happen. I HATE that the cell phone does not show as a preferred option for contacts if the cell # is the only number listed it should be what shows on the screen. Review collected by and hosted on G2.com.

I find AMS360 incredibly easy to use, which I really appreciate. Its storing capabilities are great, and I like how it lets me visualize clients effectively. The download capabilities and connectivity with carriers are valuable, making the work easier for our account managers. The initial setup of AMS360 was great, and overall, I am very happy with how it helps us manage clients and streamline workflows while ensuring compliance. Review collected by and hosted on G2.com.

Things that can be improved are policy links. They could be easier to access and view. Review collected by and hosted on G2.com.

Once you get he hang of it , it is easy to use and provides everything I need. Review collected by and hosted on G2.com.

Yes, it doesn't play nice with Google updates. You can tell when this happens because there is usually a wait to talk with a rep. Review collected by and hosted on G2.com.

I love the fact that I have access to so many tools and reports It's absolutely worth it! All the info and tools you need! It's absolutely worth it! All the info and tools you need! Review collected by and hosted on G2.com.

It's a bit outdated and slow so sometimes that can slow down our processes Review collected by and hosted on G2.com.

I like AMS360 for its ease of use. I'm also able to quickly find solutions to problems, which is really helpful. The court forms and the certificates of insurance are features that I find particularly valuable. Review collected by and hosted on G2.com.

I don't like the suspense feature in AMS360. The initial setup wasn't too bad, but it just takes a while. Review collected by and hosted on G2.com.

I like AMS360 for its flexibility which allows us to track business needs in various ways as they arise. The large user base is also a plus, as it facilitates the sharing of ideas, procedures, and processes. Review collected by and hosted on G2.com.

I find the master/sub customer relationships challenging in AMS360. It would be great if the relationships were included in reporting and could show the monetary value of the master customer over all of their sub-customers. Also, the initial setup wasn't very easy due to the master/sub relationship nature of our entire database. Review collected by and hosted on G2.com.

I find AMS360 easy to use and appreciate its integration capabilities, which are really beneficial as we work to modernize our agency. The client management features stand out, and I value the ease of integration which allows seamless addition of other tools like AgencyZoom and PL Rating. We have been working closely with reps from Vertafore to learn more about these features. Review collected by and hosted on G2.com.

I just feel like the available capabilities aren't widely available on how to utilize. Maybe continued education videos, as you already have a good base training system set up, just feel like the capabilities could be better utilized if ease of access was available. Review collected by and hosted on G2.com.