G2

Kae L.

Director of Operations

Insurance

Small-Business (50 or fewer emp.)

Originally submitted 10/26/2026

"AMS360: User-Friendly All-in-One Agency System with Room to Grow"

5/5

What do you like best about AMS360?

AMS360 is very user-friendly. The layout is easy to navigate, so I can find client, policy, and accounting information quickly without a lot of clicks. New staff pick it up fast, and having everything in one system makes my day-to-day work in operations and accounting much more efficient. Review collected by and hosted on G2.com.

What do you dislike about AMS360?

My biggest frustration with AMS360 is that reports can't be customized much. I often need data laid out a particular way for leadership or reconciliation, and because the standard reports can't be adjusted, I end up exporting to Excel and reformatting by hand. More flexible reporting would save a lot of time. Review collected by and hosted on G2.com.

What problems is AMS360 solving and how is that benefiting you?

AMS360 gives our agency one central system for client records, policies, accounting, and commissions, so we don't have to track things across spreadsheets and separate programs. Invoicing, direct bill commission statements, and activities and suspenses all live in one place, which keeps the team organized and makes sure follow-ups don't slip through the cracks.

For me in operations and finance, that means faster reconciliations, more accurate commission tracking, and easy access to the information leadership asks for. It saves me time every day and gives me more confidence in our numbers. Review collected by and hosted on G2.com.