# 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:** 925 ## 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 greatly appreciate the **ease of use** with AMS360, simplifying policy management and client interactions efficiently. (101 reviews) - Users value the **seamless integrations** of AMS360 with other systems, enhancing productivity and workflow efficiency. (30 reviews) - Users commend the **excellent customer support** of AMS360, praising its quick response and helpful assistance. (29 reviews) - Users love AMS360 for its **abundance of organizational and reporting features** , which streamline workflows and enhance efficiency. (28 reviews) - Users value the **easy access** to client data in AMS360, streamlining their daily tasks and improving efficiency. (25 reviews) - Users value the **efficient data management** in AMS360, enabling streamlined document entry and comprehensive reporting capabilities. (24 reviews) - Users praise the **easy navigation** and quick service of AMS360, highlighting its effective claims management feature. (23 reviews) - Organization (21 reviews) - Policy Management (21 reviews) - Workflow Efficiency (21 reviews) **What users dislike:** - Users find AMS360 **lacks user-friendliness** , describing it as clunky and cumbersome with inefficient features. (20 reviews) - Users find the **learning curve** for AMS360 time-consuming and challenging, impacting their overall efficiency in using the system. (19 reviews) - Users find the **excessive clicking** in AMS360 frustrating, complicating simple tasks and hindering efficiency. (17 reviews) - Users find AMS360's **outdated design** challenging, with a less intuitive interface and limited customization options. (17 reviews) - Users find the **reporting inadequate** in AMS360, citing confusion and a lack of essential data in reports. (12 reviews) - Users express frustration with the **functionality limitations** of AMS360, citing excessive steps and additional applications required. (11 reviews) - Slow Performance (11 reviews) - Certificate Management (9 reviews) - Pricing Issues (9 reviews) - Data Entry Issues (8 reviews) ## AMS360 Reviews ### 1. Streamlined Operations with AMS360, Minor Access Glitches **Rating:** 5.0/5.0 stars **Reviewed by:** Makenzie G. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** I find AMS360 really useful for sending documents to our clients easily through the Insure Link. I also like using the company tab to keep track of our trusted vendors and companies. It's great for maintaining contact information and best practices when dealing with different companies. I enjoy how AMS360 connects with other platforms like Agency Zoom and Wunderwrite, which helps ensure our clients get the best experience possible. It also aids in working quickly on quoting new business and servicing current clients. Learning the industry through AMS360 has been great, and it’s an easy-to-use tool in practice. **What do you dislike about AMS360?** The main issue I have is whenever someone else is already inside a suspense, a task, or an activity, you cannot access that tab. There are specific times where our system doesn't allow us to properly close out of the dispensers, and then we have to reach out to Vertafore help to ensure that we can properly get into the system to continue our work. **What problems is AMS360 solving and how is that benefiting you?** I find AMS360 helps by simplifying document sharing with clients via Insure Link and tracking vendors and companies effectively. **Official Response from Nate McKissick:** > Hello, Makenzie. Thank you for your review! We're glad to hear that you find AMS360 useful for sending documents and tracking vendors. It's great to hear that our platform works so well for your agency. We're happy to be a part of your business and appreciate your feedback! ### 2. Two thumbs up **Rating:** 5.0/5.0 stars **Reviewed by:** Kara V. | Independent Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** AMS360 is an excellent tool to keep an insurance agent organized and focused. The program is easy to learn, easy to use and makes my job as an agent easier. I've been an insurance agent for 20 years and have used various different management systems. AMS360 is the most dynamic management system. Not only does AMS360 have many useful features, they are always coming out with updates to make things even easier! **What do you dislike about AMS360?** I can't think of anything about AMS360 that I dislike except their prices. AMS360 is pretty expensive to begin with, but then there are a lot of additional tools that can be added that are also expensive. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is a base where all my customer's info is stored. It also keeps me organized with the follow up feature. I can set a reminder for a few days out to make sure a payment was made so a policy doesn't cancel and I can set a reminder for a year out to requote a policy that has a ticket coming off. **Official Response from Jenny Spear:** > Hi Kara, Thank you so much for your kind words! We're thrilled to hear that AMS360 works so well for your agency. We genuinely care for our customers and are delighted to know that our dedication shows. ### 3. Enhances Client Management, Needs Easier Policy Transfer **Rating:** 4.5/5.0 stars **Reviewed by:** Connor . | Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2026 **What do you like best about AMS360?** I use AMS360 for processing documents for my insurance agency, and it helps keep all client information in one place, making it much easier to find and pull the needed documents. I particularly like that once I've learned how to navigate AMS360, it's generally easy to get around, from point A to point B. I appreciate the search functionality that lets me find a client's name easily, even if it's not the account's actual name but an additional insured. This feature makes things a lot easier and less intimidating, as I won't be lost when trying to find a particular account. The integration with Agency Zoom is also seamless, and they work well together. The initial setup of AMS360 was easy, which was nice. **What do you dislike about AMS360?** Moving policies can be a pain. This happens when a policy is incorrectly downloaded to an incorrect account. I have to go into the correct account and manually copy everything from the incorrectly downloaded policy into the correct one. I wish it was easier to move them from one account to another. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to process documents, which makes managing client info much neater and easier. It keeps all client data in one place and simplifies searching, even with name discrepancies. This clarity and organization enhance efficiency and service quality. **Official Response from Nate McKissick:** > Thank you for your review of AMS360, Connor! We're glad to hear that our platform has been helpful in keeping your client information organized and easily accessible. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 4. Streamlined Client Management, Needs Better Attachment Handling **Rating:** 5.0/5.0 stars **Reviewed by:** Halie G. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about AMS360?** I really appreciate AMS360's ability to organize all of our clients. It keeps everything streamlined for us and has a place for everything specific that I can tailor to my needs. As new requirements for our clients arise, it’s super easy to adjust within the system, which helps streamline the process for our agency. **What do you dislike about AMS360?** I find the billing system on AMS360 to be finicky sometimes, requiring a lot of precision. Sometimes downloads don't come in correctly, which is frustrating because it means we have to get them fixed. Also, when adding attachments, it often brings in unnecessary items like logos, which take up storage space. We end up having to delete these, and it's even trickier when using Agency Zoom because we can't remove attachments that way, leading to unnecessary storage usage. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to manage clients and billing, track activities, and organize our agency operations. It streamlines processes with tailored adjustments and keeps everything up to date. **Official Response from Jenny Spear:** > Hi Halie, Thank you for your review of AMS360! We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future! ### 5. Comprehensive Insurance Management with a User-Friendly Setup **Rating:** 4.5/5.0 stars **Reviewed by:** Bryan P. | AMS360 Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** I like that AMS360 is an insurance-specific software that really helps with document storage and policy management. It allows us to use insurance-specific forms to store data and share information between customers and internal teams efficiently. The renewal list tool is another feature I find valuable. It lets us easily access policies due 120 days out, creating a specific target list for account managers. This is very helpful as it provides a clear view of upcoming tasks. Additionally, being able to handle activities and email with attachments directly from the system is very beneficial. I also found the initial setup of AMS360 to be very easy and simple, especially with Verdu for single sign-on. **What do you dislike about AMS360?** Traditionally, the user interface has not been very appealing. I'm aware there are upcoming changes for a fresh look, and I'm excited about that. Also, I'm interested in more automation features with AI agents. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 to manage users, run reports, and track expirations. It helps with document storage and policy management, allowing us to share information between customers and teams using insurance-specific forms. **Official Response from Nate McKissick:** > Thanks for you review of AMS360, Bryan! It's our goal to provide an exceptional customer experience, so we're glad to hear you find our product easy to use. We appreciate the importance of a modern user interface, and our team is constantly working to improve our software. We appreciate your feedback and look forward to continuing our partnership. ### 6. Centralized, Efficient Account Management with Powerful Reporting and Workflows **Rating:** 5.0/5.0 stars **Reviewed by:** Marleny S. | Policy Services Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about AMS360?** 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. **What do you dislike about AMS360?** 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. **What problems is AMS360 solving and how is that benefiting you?** AMS360 helps solve the challenge of managing multiple aspects of insurance operations in one place. It brings together client information, policy details, billing, and reporting, reducing the need to work across multiple systems. This benefits me by saving time, improving accuracy, and making it easier to keep track of accounts, transactions, and important documentation in an organized way. **Official Response from Nate McKissick:** > Thank you for being a loyal user of AMS360, Marleny! We're thrilled to hear that you find our product's centralized account management and reporting features beneficial for your daily tasks and operations. We're happy to be a part of your business and we appreciate your review! ### 7. Comprehensive Accounting Solution with User-Driven Enhancements **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel D. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** 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. **What do you dislike about AMS360?** One single thing that AMS360 doesn't currently offer is "recurring EFTs" for the Accounting department. **What problems is AMS360 solving and how is that benefiting you?** AMS360 solves every part of my accounting job, from Accounts Receivable to Bank Reconciliation, acting as an all-in-one management system. **Official Response from Nate McKissick:** > Thank you so much for your kind words, Daniel! We're thrilled to hear that AMS360 has been such a comprehensive and user-friendly solution for your accounting needs. We value your opinion and appreciate you taking the time to share your experience. Please don’t hesitate to reach out if you need anything in the future. ### 8. Solid Tool for Insurance, Needs Better Key Identifier Options **Rating:** 3.5/5.0 stars **Reviewed by:** Xotchil M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** 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. **What do you dislike about AMS360?** 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. **What problems is AMS360 solving and how is that benefiting you?** AMS360 holds all of the policyholders, helps us keep track, and we do a lot of reporting from it. **Official Response from Nate McKissick:** > Thank you for leaving a comment, Xotchil. Your input is essential in shaping AMS360. We appreciate your feedback on secondary key identifier option, and we will definitely take this into consideration for future updates. We value your business and aim to provide the best experience possible. ### 9. Efficient CRM with Limited Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Michael K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AMS360?** 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. **What do you dislike about AMS360?** 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. **What problems is AMS360 solving and how is that benefiting you?** AMS360 is great for accessing and tracking customer files and info. It gives a quick summary view of all policies, unlike AgencyZoom, which requires too much scrolling. **Official Response from Nate McKissick:** > Thank you for your review, Michael! We're thrilled to hear that AMS360 functions so well as your agency's main CRM. We understand the importance of comprehensive capabilities and integrations, and we will take your input into consideration for future updates. Please don’t hesitate to reach out if you need anything in the future. ### 10. Essential for Streamlined Accounting **Rating:** 5.0/5.0 stars **Reviewed by:** Chelsea V. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AMS360?** 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. **What do you dislike about AMS360?** 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. **What problems is AMS360 solving and how is that benefiting you?** I use AMS360 for paying carriers, receiving payments, handling banking needs, and reports. It helps me reconcile and balance our GLs, which is crucial for my accounting tasks. **Official Response from Nate McKissick:** > Thanks for your review of AMS360, Chelsea! We're thrilled to hear that our product is helping you streamline your accounting tasks and maintain balanced GLs. We appreciate your feedback on the direct bill entry statement and will take it into consideration for future improvements. We're happy to be a part of your business and appreciate your 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/ams360-review-9993031?section=pricing&secure%5Bexpires_at%5D=2026-05-16+00%3A07%3A53+-0500&secure%5Bsession_id%5D=a34d2cf3-44a1-430b-a731-712cbc0af9ee&secure%5Btoken%5D=da6d59a4af8312b2ad69fdd645f1d4a094363b527410cc185ac1aed831c3cf7c&format=llm_user) ## AMS360 Integrations - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) - [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) - [ClientCircle](https://www.g2.com/products/clientcircle/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [EPAY HCM](https://www.g2.com/products/epay-hcm/reviews) - [FMG Suite](https://www.g2.com/products/fmg-suite/reviews) - [ImageRight](https://www.g2.com/products/imageright/reviews) - [InsurLink](https://www.g2.com/products/insurlink/reviews) - [Ivans Download](https://www.g2.com/products/ivans-download/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - [ReferenceConnect AI](https://www.g2.com/products/referenceconnect-ai/reviews) - [RingEX](https://www.g2.com/products/ringex/reviews) - [RoboForm Password Manager](https://www.g2.com/products/roboform-password-manager/reviews) - [WorkSmart](https://www.g2.com/products/worksmart/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/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 (1,552 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (685 reviews) - [HawkSoft](https://www.g2.com/products/hawksoft/reviews) - 4.8/5.0 (83 reviews)