--- title: AMS360 Reviews meta_title: 'AMS360 Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 960 reviews by the users' company size, role or industry to find out how AMS360 works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 960 scale: '5' date_modified: '2026-07-18' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # AMS360 Reviews **Vendor:** Vertafore **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 4.3/5.0 **Total Reviews:** 960 ## About AMS360 AMS360® is the agency management system that empowers independent insurance agencies to streamline operations, drive growth, automate workflows, and focus on what matters most—their clients. Agencies depend on AMS360 as their source of truth for client communications and servicing, financial reporting, sales operations, data analysis, and policy management. AMS360 is also the central solution for AgencyOne, Vertafore’s integrated platform for connecting an agency’s business end-to-end. AgencyOne provides one interface, so users can log into their favorite Vertafore products with a single sign-on, enjoy a 360-degree client view, find information quickly with one search, and navigate quickly across the platform. Throughout the insurance industry, independent agencies leverage AMS360 to: Manage their bottom line. Unlike many agency management systems that include basic bookkeeping features, AMS360 features full general ledger accounting capabilities. The solution manages billing and invoicing, auto-calculates commission splits, and provides comprehensive, customizable financial reports. Identify actionable business intelligence. AMS360 provides data-based insights into sales, client behavior, and other key metrics so agencies can make accurate business decisions. Drive client communications. Because AMS360 is automatically integrated with Vertafore Client Communications and InsurLink, users can easily track client communications to improve service and stay in close contact with clients. By automating client-service processes, insurance agencies stay ahead of policy renewals, communicate about cross-sell opportunities, and draw referrals from happy clients. Integrate across technology platforms. AMS360 doesn’t just integrate with other Vertafore solutions—it is also built to integrate seamlessly with many carrier and third-party applications. By leveraging its open API architecture, AMS360 users can build tech stacks that meet their agency’s individual needs. The user sets the list of possible integrations, not the software. Track leads and prospects. AMS360 improves conversion rates by tracking leads and prospects and increasing the quoting speed and policy processes to close more sales. Manage a policy’s lifecycle. Integrating with rating solutions, populating data across platforms, and automatically generating policy documents, AMS360 makes policy management seamless and efficient. Customize dashboards and workflows. AMS360 users can customize dashboards and reporting to match their needs and workflows. With endless configuration options available, no two dashboards look the same. ## AMS360 Pros & Cons **What users like:** - Users value the **ease of use** of AMS360, streamlining tasks and enhancing efficiency in managing agency workflows. (80 reviews) - Users commend the **quick and effective customer support** of AMS360, making issue resolution seamless and efficient. (26 reviews) - Users appreciate the **seamless integrations** with Outlook and CRM, enhancing efficiency and organization in managing client profiles. (24 reviews) - Users value the **easy-to-use interface** of AMS360, appreciating its comprehensive client management and excellent customer support. (22 reviews) - Users value the **easy access** to features in AMS360, enhancing their ability to find and manage information effectively. (21 reviews) - Organization (19 reviews) - Policy Management (19 reviews) - Workflow Efficiency (19 reviews) - Users value the **efficient data management** in AMS360, enabling streamlined document entry and comprehensive reporting capabilities. (17 reviews) - Users praise the **easy navigation** and quick service of AMS360, highlighting its effective claims management feature. (17 reviews) **What users dislike:** - Users find AMS360 to lack **user-friendliness** , facing challenges with searches, navigation, and information display. (15 reviews) - Users find the **excessive clicking** frustrating, as it complicates simple tasks like emailing contacts. (14 reviews) - Users find a steep **learning curve** with AMS360, making it challenging for those new to the software. (14 reviews) - Users find the **outdated design** of AMS360 cumbersome and difficult to navigate, detracting from overall usability. (13 reviews) - Users face **slow performance** with AMS360, particularly when running reports and during commission splits, hindering efficiency. (11 reviews) - Users express frustration with the **functionality limitations** of AMS360, citing excessive steps and additional applications required. (10 reviews) - Users feel that AMS360 offers **poor reporting** , lacking adequate and clear reports essential for their operational needs. (10 reviews) - Certificate Management (8 reviews) - Pricing Issues (8 reviews) - Integration Issues (7 reviews) ## AMS360 Reviews ### 1. User friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Elizabeth G. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about AMS360?** It's user friendly and easy to navigate and learn **What do you dislike about AMS360?** The Accounting was harder to learn. Figuring out the debits and credits took some time and have issues with downloads for commission statements coming in **What problems is AMS360 solving and how is that benefiting you?** It keeps our information organized and all of our billing and customer information in the same place. **Official Response from Nate McKissick:** > Hi, Elizabeth! We appreciate your feedback on AMS360. We understand the difficulties in learning the accounting aspects and are actively working on improving our training and support to make it more accessible. We value your business and aim to provide the best experience possible. ### 2. Valuable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2025 **What do you like best about AMS360?** Saving documents and history of activity with the insurance clients. **What do you dislike about AMS360?** I don't know how to access template documents to update them. Searching for forms is not always user friendly. **What problems is AMS360 solving and how is that benefiting you?** AMS is most beneficial when carriers download policy renewals and endorsements. It saves a lot of data entry. **Official Response from Lisa Landes:** > Thanks for the great review of AMS360! If you want to learn more about what AMS360 can do for you, check out our "Did You Know?" videos at https://www.vertafore.com/did-you-know-ams360-library ### 3. AMS360 Review **Rating:** 3.5/5.0 stars **Reviewed by:** Christina L. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** The notes function allowing us to have ongoing notes on a project/issue that can be saved once completed. **What do you dislike about AMS360?** Love Reference Connect and ability to search for different accord forms when working on a difficult scenario **What problems is AMS360 solving and how is that benefiting you?** Putting all customer information into one place making it easier to locate and saves time. **Official Response from Lisa Landes:** > We value your opinion and appreciate you taking the time to share your experience. ### 4. We love it **Rating:** 5.0/5.0 stars **Reviewed by:** Katie N. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** It is fairly easy to use and if we need help with anything the support team is SO helpful!! Does everything we need it to do. **What do you dislike about AMS360?** We could definitely use a larger font on the options and pops ups. **What problems is AMS360 solving and how is that benefiting you?** AMS360 has made downloads easy and we love the activities integration **Official Response from Nate McKissick:** > Hi, Katie. Thank you so much for your kind words about AMS360! We're grateful for your input and use it to drive improvements to our software. Please don’t hesitate to reach out if you need anything in the future.   ### 5. AMS360 **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2025 **What do you like best about AMS360?** ease of use, navagation and flow was always easy until the last update **What do you dislike about AMS360?** the latest update was not needed and makes things more difficult **What problems is AMS360 solving and how is that benefiting you?** makes work flow easier for the most part **Official Response from Lisa Landes:** > We would love to hear more about what isn't working with the latest integration. Please email marketing@vertafore.com so we can work together on a resolution. ### 6. Great Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Delilah L. | accountant, Insurance, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about AMS360?** support team is always polite, understanding and determined to resolve any issue. **What do you dislike about AMS360?** Sometimes the wait time is longered than usual. When a ticket is created through bot the response time is lainthy. **What problems is AMS360 solving and how is that benefiting you?** The wait time is getting better, benefits are that I am not on the phone for a leanthy time. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Delilah. We're grateful for your input! ### 7. AMS360 Agency Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about AMS360?** Robust Accounting Features: Provides full accounting capabilities, reducing the need for external accounting software. Carrier Integrations: Direct access to carrier downloads and policy updates. Workflow Automation: Helps agencies manage renewals, policy changes, and documentation efficiently. Customizable Reports: Advanced reporting features for tracking performance, commissions, and client data. **What do you dislike about AMS360?** Steep Learning Curve: New users may find the interface complex and require significant training. Occasional Performance Lag: Some users report slow system performance during peak hours. User Interface: The design feels outdated compared to newer AMS platforms. **What problems is AMS360 solving and how is that benefiting you?** Worksflows and effeceiencies **Official Response from Nate McKissick:** > Thank you for your review of AMS360. We understand your concerns about the steep learning curve, occasional performance lag, and user interface. We appreciate your input and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future.   ### 8. AMS 360 for Accounting **Rating:** 4.5/5.0 stars **Reviewed by:** Siu H. | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** It's intuitive in terms of how to post things on an accounting end. **What do you dislike about AMS360?** The UI doesn't seem very easy for a normal person to navigate. Should consider making the UI more similar to an app.. **What problems is AMS360 solving and how is that benefiting you?** AMS 360 isn't currently solving any issues for me. **Official Response from Lisa Landes:** > Thank you for your feedback. We understand the importance of user-friendly interfaces and will take your suggestion into account for enhancing the UI of AMS360. Thanks Siu, ### 9. System Admin **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about AMS360?** Very easy to use and all my information in one place where it is needed. Customer service has been great as well! **What do you dislike about AMS360?** Fairly new, haven't found anything at this time! **What problems is AMS360 solving and how is that benefiting you?** As an administrator I am using this for user management. **Official Response from Nate McKissick:** > Hello! Thank you so much for your kind words. We're thrilled to hear that AMS360 works so well for your agency. Here at Vertafore, we genuinely care for our customers and are delighted to know that our dedication shows. ### 10. Review of AMS360 **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2025 **What do you like best about AMS360?** Scheduled Reports, Suspense Reports, documenting multiple policies are once **What do you dislike about AMS360?** Workflow is cumbersome for entering data, creating forms, accounting, and more. System isn't designed to Personal Lines. Doesn't provide enough or adequate reports for my needs. Integrating and learning processes is difficult as there are way too many steps. I can't link activities, suspenses, and documents together. **What problems is AMS360 solving and how is that benefiting you?** I don't have any comments **Official Response from Lisa Landes:** > We value your opinion and appreciate you taking the time to share your experience with AMS360! ### 11. Makes our life easier! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2025 **What do you like best about AMS360?** We love that the companies download their info into the system daily. It has many features that helps us service and retain our customers. **What do you dislike about AMS360?** They still have many areas that they can improve in but they are always updating and adding features to make a better product. **What problems is AMS360 solving and how is that benefiting you?** It helps us to see each customers info in a quick and easy manner. **Official Response from Lisa Landes:** > We're glad to hear that AMS360 is making your work easier with its daily data downloads and customer service features. ### 12. AMS360 can do more than you need it to. **Rating:** 4.0/5.0 stars **Reviewed by:** Justin S. | Director Of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2022 **What do you like best about AMS360?** An agency management system is essential for running and securing your insurance business, but AMS360 does more. We are starting to leverage the Open APIs to connect to other services. The integrations with carriers is helping our agency go more and more digital/paperless. **What do you dislike about AMS360?** The user interface could be revamped/updated, but that's a minimal burden. Additionally, there are many clicks/steps to get to different pieces of information, but again some of that is security and workflow management that helps keep us compliant! **What problems is AMS360 solving and how is that benefiting you?** AMS360 allows us to run our agency with compliance and completeness. It allows us to see a complete picture of our clients. **Official Response from Hillarie Holcomb:** > Hi Justin, Thank you for taking the time to let us know your thoughts about AMS360! We love hearing how our customers leverage AMS360 to run their agencies efficiently. Congratulations on your agency's progress towards going digital and paperless! That's a major undertaking, and it's great that you've made so much progress with the help of AMS360. We're excited to roll out our modernization efforts to update the UI/UX across our solutions. You'll be seeing these updates and enhancements in future releases. Thanks again! ### 13. AMS360 review **Rating:** 5.0/5.0 stars **Reviewed by:** Norm M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about AMS360?** The system is very complete and easy to use. Has all the features that most agencies would need. **What do you dislike about AMS360?** Sometimes the screen setup can be hard for some people. **What problems is AMS360 solving and how is that benefiting you?** Handles all of our financial and customer information in one location. **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Norm. We understand the challenges with screen setup and will take it into consideration for future updates. We appreciate your review and look forward to continuing our partnership. ### 14. Bringing Innovation to The Insurance Industry **Rating:** 5.0/5.0 stars **Reviewed by:** Julie S. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about AMS360?** The subject of AI and how AMS360 is offering platforms to integrate with the system. **What do you dislike about AMS360?** So far everything has been great! The layout of the conference is a bit confusing but we are finding our way around. **What problems is AMS360 solving and how is that benefiting you?** File management. **Official Response from Nate McKissick:** > Hello, Julie! We're glad to hear that you are enjoying the integration of AI with AMS360. We appreciate your feedback about the layout of the conference and will take it into consideration for future updates to our software. We look forward to continuing our partnership. ### 15. 2025 ams review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2023 **What do you like best about AMS360?** nice to have the university to refer to and look up if stuck. **What do you dislike about AMS360?** There are a few things that you had but took away like automatically having to do activity on an endorsement. sometimes it comes up other it doesnt. I guess I havent figured out why yet on some transactions that it does or doesnt. **What problems is AMS360 solving and how is that benefiting you?** I like submissions are separate and you dont have to make a 'policy' when you havent even bound it yet like some other systems do. ### 16. AMS is a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Gregory S. | CEO & Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about AMS360?** I LOVE AMS! I'm a huge fan of AMS because it just makes my life so much easier. I'm on Man Show and AMS makes it simply because it offers so many tools for retention and also gives me great data on all my work. Saving time and helping strategy for the next month. **What do you dislike about AMS360?** Accounting can be very challenging sometimes! **What problems is AMS360 solving and how is that benefiting you?** Clients retaintion and clients management ( i know it's cliche but all the notes and reminder tools are very helpful ) **Official Response from Nate McKissick:** > Thank you so much for your kind words, Gregory! It's fantastic to know that AMS360 helps you and your agency succeed. Reviews like this make us excited to come to work each day! ### 17. Pretty easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Gwen G. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about AMS360?** I love being able to send documents through DocuSign directly from AMS! It makes everything so much simpler! **What do you dislike about AMS360?** The pop-up error messages when trying to submit activies or suspenses. Also, I don't like how short the Transaction Description field is! There is so much unused space to the right of this box, but the box is too short for descriptions **What problems is AMS360 solving and how is that benefiting you?** We recently upgraded our AMS from an in-house server to the online AMS, and it has made our connection much more reliable. I work in a branch office, and we would lose AMS every time the power went out in the main office or issues with their internet. Now the main office calls us when their system is down to help look up accounts. It has made my day much easier! **Official Response from Jenny Spear:** > Hi Gwen, Thank you for your review of AMS360! It's our goal to provide an exceptional customer experience, so we're glad to hear you find it easy to use. We're happy to be a part of your business and appreciate your feedback! ### 18. Great Management Service! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about AMS360?** I think the ease of us is the best part of it. Plus, the fact that I can have everything needed for all my insureds in an easy to access manner. And if there is ever an issue the customer service is quick and they handle the problem right away. **What do you dislike about AMS360?** The maximum amount of characters for certificate holders. A lot of holders these days want longer names on the certificate holder box. **What problems is AMS360 solving and how is that benefiting you?** Having information all in one place for clients **Official Response from Nate McKissick:** > Thank you for your input! It's our goal to provide an exceptional user experience, so we're glad to hear you find AMS360 so easy to use. We appreciate your review and look forward to continuing our partnership. ### 19. AMS360 Can Do More Than You Realize! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole f. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2023 **What do you like best about AMS360?** The ability to work behind another account manager seamlessly. **What do you dislike about AMS360?** Downsides would be like anything technological - when internet is down or unavailable. **What problems is AMS360 solving and how is that benefiting you?** All documents, everything are saved on AMS360 for our agency. We have also gone paperless. ### 20. Account Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Natasha L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** Drag and drop option from outlook, activities and easy of viewing expiring policies **What do you dislike about AMS360?** No workflows within the environment or checklists **What problems is AMS360 solving and how is that benefiting you?** I am able to track everything related to my insured that has been inputted into the system **Official Response from Lisa Landes:** > Thank you for sharing your positive experience with AMS360, including the drag and drop option from Outlook and the ease of viewing expiring policies. It's great to hear that AMS360 is providing you with the ability to track all information related to your insured. ### 21. User Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2025 **What do you like best about AMS360?** Ease of use and implementation. Customer support is great **What do you dislike about AMS360?** Some steps for certain items could be downsized **What problems is AMS360 solving and how is that benefiting you?** None at this time **Official Response from Lisa Landes:** > It's fantastic to know thatAMS360 helps you and your agency succeed. Thank you for the feedback. ### 22. AMS360 is both highly capable and user friendly. **Rating:** 5.0/5.0 stars **Reviewed by:** Jerica O. | VIP AM, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2025 **What do you like best about AMS360?** I like the ability to locate information various different ways. **What do you dislike about AMS360?** I dislike that between 360 and zoom some accounts are duplicated and unable to merge. **What problems is AMS360 solving and how is that benefiting you?** AMS not only assists with document creation, retention and tracking but does the same for billing which all helps us greatly. **Official Response from Rachel Brannon:** > Jerica, We're delighted that AMS360 has met your expectations. Your satisfaction is our top priority. We value your opinion and appreciate you taking the time to share your experience. We appreciate your review and look forward to continuing our partnership. ### 23. AMS360 really helped us streamline our processes! **Rating:** 4.5/5.0 stars **Reviewed by:** Brad H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about AMS360?** It fully integrates with our CRM and other software! It makes a single point of log-in much easier than what we had before. **What do you dislike about AMS360?** The platform UI isn't the most intuitive. I wish it was more user friendly. **What problems is AMS360 solving and how is that benefiting you?** Streamlined our internal processes **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Brad. We appreciate your input and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything. ### 24. VP-Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Allison H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** Easy access for support, policy detail is great and easy to find **What do you dislike about AMS360?** New Acord forms needed - especially the Crime app as all of our carriers require it **What problems is AMS360 solving and how is that benefiting you?** solving questions when tickets are logged **Official Response from Lisa Landes:** > Thanks for the great review of AMS360, Allison! Have you heard about Vertafore Ideas? It's our tool enabling customers to submit and share product ideas and requests with our team. You can also share and vote on ideas with other users to help us prioritize what to work on. You can find it under your My Vertafore account. ### 25. It is user friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Sarah F. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** It is user friendly and not hard to learn. **What do you dislike about AMS360?** Having to complete certificates each time you need a new one. **What problems is AMS360 solving and how is that benefiting you?** I am not sure that I am having any other issues at this time **Official Response from Lisa Landes:** > Thank you for your review of AMS360, Sarah! ### 26. Adapting to AMS360 **Rating:** 3.0/5.0 stars **Reviewed by:** Holly S. | Agency Management Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about AMS360?** I like that AMS360 is always evolving to bring new features to enhance user experiences. **What do you dislike about AMS360?** The downside to AMS360 is there are too many additonal applications needed to use AMS360 functionality. **What problems is AMS360 solving and how is that benefiting you?** A more simplified way to run our agency. **Official Response from Nate McKissick:** > Thank you for leaving a review, Holly. Your input is essential in shaping AMS360. Rest assured, we take your comments seriously, and hearing from customers like you helps us grow and evolve. ### 27. AMS360 is amazing, everyone at our agency loves the system! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about AMS360?** I love how easy AMS360 is to use, they have help readily available at anytime to answer any questions or resolve any issues. Other management systems are hard to learn or always have server issues, I will always use AMS360 if its available. **What do you dislike about AMS360?** Although I love how easy it is to send documents through AMS360 DocManagement, I wish we could review what has been sent. Another thing I believe could be improved is the ability to transfer activities to another client in the event notes were made on the wrong file. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is solving the problem of agents forgetting to input notes on client files, with the new ability to make activities right from outlook while emailing them. This new solution is saving us time and ensuring we always have our files up to date. **Official Response from Hillarie Holcomb:** > Hi there, Thank you for being a loyal user of AMS360! It's our goal to provide an exceptional user experience, so we're glad to hear you find it easy to use. We're glad to be a part of your business and appreciate your feedback! Thanks again! ### 28. agent **Rating:** 5.0/5.0 stars **Reviewed by:** joanne p. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about AMS360?** automation- I love that it takes care of my customers **What do you dislike about AMS360?** limited-i would like to add AI easily I generally like it though **What problems is AMS360 solving and how is that benefiting you?** customer maintenance and updateding cnagces and renwals for all customer **Official Response from Nate McKissick:** > We're delighted that AMS360 has met your expectations, Joanne. Your satisfaction is our top priority! We understand your desire for more advanced AI capabilities and will certainly take that into consideration for future updates. ### 29. Vertafore/AMS360 is an industry leader and is working hard to meet our needs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2021 **What do you like best about AMS360?** Currently I like the My Agency Reports (MAR) **What do you dislike about AMS360?** Lack of Sales Automation within AMS360 xxxxxx **What problems is AMS360 solving and how is that benefiting you?** We are meeting the needs of the industry. We've benefitted in having some consistency in our data. **Official Response from Hillarie Holcomb:** > Hi there, Thank you for reviewing AMS360! We're happy to hear that our product is working so well for your organization. Data is everything when it comes to understanding your clients' needs and running your firm. It's great that you see the benefits of having everything you need, all in the same place. Thanks! ### 30. Friendly use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2025 **What do you like best about AMS360?** You could customize to your preferences. **What do you dislike about AMS360?** the new updates with a few changes or so many click to save an activity **What problems is AMS360 solving and how is that benefiting you?** to manage, service our clients more efficiently. **Official Response from Lisa Landes:** > We're glad to hear that you find AMS360 customizable to your preferences! ### 31. Informational **Rating:** 4.5/5.0 stars **Reviewed by:** Kathy M. | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** Can provide a lot of information and options **What do you dislike about AMS360?** Not always easy to navigate and hard to figure things out intuitively **What problems is AMS360 solving and how is that benefiting you?** Keeping policy details in a concise and easy to digest manner. **Official Response from Lisa Landes:** > We appreciate your input. AMS360 aims to keep policy details concise and easy to understand. We are committed to addressing the challenges you've mentioned to provide a better user experience. More enhancements to come with AgencyOne! Thanks Kathy, ### 32. Service **Rating:** 4.5/5.0 stars **Reviewed by:** Megan M. | CFO and HR Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** Service for the product is quick and amazing **What do you dislike about AMS360?** Nothing specific. I enjoy everything and look forward to more integration **What problems is AMS360 solving and how is that benefiting you?** It is a great agency management system that is easy to use **Official Response from Nate McKissick:** > Hi, Megan! Thank you for your review of AMS360! We're thrilled to hear that it works so well for your agency. We appreciate your input and look forward to continuing our partnership. ### 33. It does what’s needed but the tool doesn’t blow me away or over deliver on my expectations. **Rating:** 3.5/5.0 stars **Reviewed by:** Mike M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2025 **What do you like best about AMS360?** It’s a basic way to see my book of business. **What do you dislike about AMS360?** Training on the tool is not friendly…….. **What problems is AMS360 solving and how is that benefiting you?** It’s a placeholder for all of my policies across our extensive carrier panel. **Official Response from Lisa Landes:** > Thanks for your feedback! We would love to hear more. Give us a call at 1.800.444.4813 so we can hear your expectations firsthand. Hearing from customers like you helps us grow and evolve. Thanks Mike! ### 34. 2 years experience. **Rating:** 3.5/5.0 stars **Reviewed by:** Becky W. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** That is has the option to allow different Acord apps for LOBs **What do you dislike about AMS360?** Minimal configuration with policy download automation. **What problems is AMS360 solving and how is that benefiting you?** Being able to centrally record policy management and customer data **Official Response from Lisa Landes:** > We're glad to hear that you appreciate the option to use different Acord apps for LOBs in AMS360. It's great to have that flexibility for your business needs. ### 35. Multiple ways to for workflows **Rating:** 4.5/5.0 stars **Reviewed by:** Cynthia H. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** Multiple ways to get to where you need to continue your work process **What do you dislike about AMS360?** Documents not being organized and hard to find documents **What problems is AMS360 solving and how is that benefiting you?** Able to keep track of transactios **Official Response from Lisa Landes:** > Thank you for sharing how AMS360 helps you keep track of transactions. We're committed to providing a solution that meets your needs. ### 36. cfo **Rating:** 4.0/5.0 stars **Reviewed by:** Keith H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** Agency bill works great like updates to MAR reports **What do you dislike about AMS360?** Wish they developed internal programs more and were not as reliant on orange partner **What problems is AMS360 solving and how is that benefiting you?** Acquisitions using a target list **Official Response from Lisa Landes:** > Thank you for sharing your positive experience with AMS360. We appreciate your feedback about the desire for more internal programs, and we'll take that into consideration for future improvements. ### 37. AMS has been easy to use and learn for our office needs **Rating:** 4.0/5.0 stars **Reviewed by:** luann g. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about AMS360?** easy to use, lots of features and data for use. **What do you dislike about AMS360?** integration with pl rater at times does not coordinate **What problems is AMS360 solving and how is that benefiting you?** customer database and coordinating our referral with our customer **Official Response from Nate McKissick:** > Thank you for taking the time to share your experience with AMS360, Luann. We appreciate your feedback about the integration with PL Rater and will take it into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future.   ### 38. I love using AMS!! Super easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Tammy H. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about AMS360?** That it is very easy to use and very user friendly!!1 **What do you dislike about AMS360?** TRANSACT NOW! It is very slow and does not bridge over. **What problems is AMS360 solving and how is that benefiting you?** More & more updates and easier ways to do things **Official Response from Nate McKissick:** > Hi, Tammy! Thank you for taking the time to share your experience with AMS360. It's our goal to provide an exceptional user experience, so we're thrilled to hear you find it easy to use. We're happy to be a part of your business and appreciate your feedback! ### 39. Administrative Assistant **Rating:** 5.0/5.0 stars **Reviewed by:** Leona B. | Customer Service Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about AMS360?** Ease of use, customer service. easy to navigate. used daily **What do you dislike about AMS360?** add ons not easy to integrate, should be one platform **What problems is AMS360 solving and how is that benefiting you?** tracking of customer information, tracking of payments **Official Response from Nate McKissick:** > Thank you, Leona, for letting us know what you think about AMS360! We appreciate your input and will take it into consideration for future updates. ### 40. 360 Review **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda W. | Assistant CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** October 14, 2024 **What do you like best about AMS360?** I like the integration, the ability to market from within the agency management system. I like the ability to pull my applications and forms without having to edit them, when the system is completely loaded. Customer support is awesome to work with and I use this system daily. Using the system and creating documents and forms is very easy. **What do you dislike about AMS360?** I really cannot think of anything that I do not like, except the history being wiped out when you allow carrier download. **What problems is AMS360 solving and how is that benefiting you?** the ease of creating and distributing certificates and application **Official Response from Nate McKissick:** > Thank you so much for your kind words, Amanda! We're thrilled to hear that AMS360 works so well for your agency. We're happy to be a part of your business and appreciate your feedback of our software. ### 41. I love how complex the system is. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2025 **What do you like best about AMS360?** I like that everything can be stored securely **What do you dislike about AMS360?** The price, The new update, COI's system could be better **What problems is AMS360 solving and how is that benefiting you?** securely holds all customer info **Official Response from Lisa Landes:** > We appreciate your input on the COI system and will take it into consideration as we continue to enhance AMS360 for our users. ### 42. Love using AMS **Rating:** 4.0/5.0 stars **Reviewed by:** Jamie R. | Client Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about AMS360?** As an Account Manager, using AMS is very user friendly and easy. **What do you dislike about AMS360?** Document Storage- I prefer imageright for document storage. **What problems is AMS360 solving and how is that benefiting you?** Managing our customers in one place that everyone can access. The system is very beneficial. **Official Response from Rachel Brannon:** > Jamie, thank you for taking the time to share your experience with AMS360. We're grateful for your input! Please don’t hesitate to reach out if you need anything in the future. ### 43. Account Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Cathy K. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about AMS360?** Adding activities/attachments & creating suspense items **What do you dislike about AMS360?** The submission platform is a little cumbersome. Sometimes it's difficult to tell where certain fields will fill on the actual Acord app **What problems is AMS360 solving and how is that benefiting you?** Nothing Particular **Official Response from Nate McKissick:** > Thank you for your feedback, Cathy. It's great to hear that you find the ability to add activities/attachments and create suspense items valuable in AMS360. We understand that the submission platform can be cumbersome at times, and we are committed to improving the user experience. We appreciate your input and will take it into consideration for future updates. ### 44. easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Pesach K. | IT Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2022 **What do you like best about AMS360?** its ease of use and customer support and range of products **What do you dislike about AMS360?** lack of good managment tools and workflows within the native 360 platform **What problems is AMS360 solving and how is that benefiting you?** analyzing business **Official Response from Hillarie Holcomb:** > Hello Pesach, Thanks for sharing your thoughts! We're glad to hear that you're finding AMS360 easy to use and that it's helped you analyze your business. Your input on workflows would be great to add to Vertafore Ideas. It's our tool for users to collaborate with others and let us know what enhancements they'd like to see in the future. Check it out when you get a chance, and please let us know if you have any questions. Thanks! ### 45. Great system **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2025 **What do you like best about AMS360?** I love all the different features allowed **What do you dislike about AMS360?** exporting docs is a bit hard sometimes. So it is a bit difficult **What problems is AMS360 solving and how is that benefiting you?** creating proposals **Official Response from Lisa Landes:** > We're thrilled that you're enjoying the diverse features of AMS360. We apologize for any inconvenience you've encountered with exporting documents and assure you that we're dedicated to addressing this issue. AMS360 is designed to streamline proposal creation, providing a more efficient and effective solution for our users. ### 46. very clear website for all uses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2025 **What do you like best about AMS360?** The customer service representatives are very patient and helpful in resolving any issue and questions i have, and I appreciated their clear explanations. **What do you dislike about AMS360?** its sometimes works slow and it cant be customized too much **What problems is AMS360 solving and how is that benefiting you?** keeping all information secure and not worrying **Official Response from Nate McKissick:** > Thank you for leaving a comment. Your input is essential in shaping AMS360. We're grateful for your feedback! ### 47. AMS360 User **Rating:** 3.5/5.0 stars **Reviewed by:** Holly S. | Agency Management Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2025 **What do you like best about AMS360?** I like how simple it is to use and operate **What do you dislike about AMS360?** That you have to have outside products to run our agency **What problems is AMS360 solving and how is that benefiting you?** Simplified for all users **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Holly! We value your opinion and strive to improve based on your suggestions. ### 48. Pretty good experience **Rating:** 3.5/5.0 stars **Reviewed by:** dana h. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** The system streamlines backend processes **What do you dislike about AMS360?** It was a difficult implementation, but that is partly because of the team on my side **What problems is AMS360 solving and how is that benefiting you?** Visibility and integrations **Official Response from Nate McKissick:** > Hi, Dana. Thank you for leaving a comment on your experience with AMS360. Your input is essential in shaping our software. Please don’t hesitate to reach out if you need anything in the future.   ### 49. Great product! **Rating:** 5.0/5.0 stars **Reviewed by:** Paige H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about AMS360?** Helps with our data storage and easy to use. **What do you dislike about AMS360?** I have logging in errors frequently that gets frustrating. **What problems is AMS360 solving and how is that benefiting you?** Customer service helps with any issues. **Official Response from Nate McKissick:** > Thank you for sharing your experience with AMS360, Paige. We're sorry to hear about the login errors you've been experiencing. We understand your frustration and are committed to resolving the issue. If you encounter any other problems, please don’t hesitate to reach out to our support team at 1.800.444.4813. ### 50. Beginner AMS360 User **Rating:** 4.0/5.0 stars **Reviewed by:** Sara V. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AMS360?** Vertafore's customer support and appreciation. **What do you dislike about AMS360?** Agency One vs Agency Zoom is confusing. They both seem to be pitched as "home base" **What problems is AMS360 solving and how is that benefiting you?** AI connectivity **Official Response from Nate McKissick:** > Thank you for sharing your thoughts on AMS360 with us, Sara. Your feedback helps us improve. We will take it into consideration for future updates. Our team is always working on enhancing our software based on user feedback. ## AMS360 Discussions - [Are there classes on reports?](https://www.g2.com/discussions/37123-are-there-classes-on-reports) - 3 comments, 2 upvotes - [View AMS360 pricing details and edition comparison](https://www.g2.com/products/ams360/reviews?page=7§ion=pricing&secure%5Bexpires_at%5D=2026-07-18+11%3A31%3A43+-0500&secure%5Bsession_id%5D=242fc3b8-71ce-42fb-96f1-c19e93692833&secure%5Btoken%5D=f5cdf9c118d70a45a021732d4daf15cd9ab0d5710a667274a9bacbd03a17e768&format=llm_user) ## AMS360 Integrations - [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - [Applied TAM](https://www.g2.com/products/applied-tam/reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [FMG Suite](https://www.g2.com/products/fmg-suite/reviews) - [ImageRight](https://www.g2.com/products/imageright/reviews) - [Ivans Download](https://www.g2.com/products/ivans-download/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Word](https://www.g2.com/products/microsoft-word/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [Prime 360](https://www.g2.com/products/prime-360/reviews) - [WorkSmart](https://www.g2.com/products/worksmart/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## AMS360 Features **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures ## Top AMS360 Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,679 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (701 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - 4.8/5.0 (84 reviews)