--- description: Learn more about Vertafore AMS360. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Vertafore AMS360 Reviews, Cost & Features | GetApp Australia 2026 --- Breadcrumb: [Home](/) > [Workflow Management Software](/directory/566/business-workflow/software) > [Vertafore AMS360](/software/174627/vertafore-ams360) # Vertafore AMS360 Canonical: https://www.getapp.com.au/software/174627/vertafore-ams360 Page: 1 / 4\ Next: [Next page](https://www.getapp.com.au/software/174627/vertafore-ams360?page=2) > AMS360 is an agency management software, which helps independent insurance agencies, brokers and businesses of all sizes manage policies, renewals, customer retention, employee productivity, and more. Users can create custom workflows to assign tasks, track progress, and streamline staff activities. > > Verdict: Rated **3.5/5** by 59 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.5/5** | 59 Reviews | | Ease of Use | 3.2/5 | Based on overall reviews | | Customer Support | 3.3/5 | Based on overall reviews | | Value for Money | 3.2/5 | Based on overall reviews | | Features | 3.5/5 | Based on overall reviews | | Recommendation percentage | 60% | (6/10 Likelihood to recommend) | ## About the vendor - **Company**: Vertafore - **Founded**: 1991 ## Commercial Context - **Pricing Details**: Contact Vertafore for pricing details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Alerts/Notifications - Audit Trail - Configurable Workflow - Customisable Dashboard - Customizable Reports - Customizable Templates - Data Import/Export - Document Management - Document Storage - Forms Management - Mobile Access - Project Workflow - Real-Time Reporting - Reporting & Statistics - Reporting/Analytics - Rules-Based Workflow ## Integrations (5 total) - AgencyZoom - Agentero - Formstack Sign - Prophix One - ePayPolicy ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Workflow Management Software](https://www.getapp.com.au/directory/566/business-workflow/software) ## Related Categories - [Workflow Management Software](https://www.getapp.com.au/directory/566/business-workflow/software) - [Insurance Software](https://www.getapp.com.au/directory/664/insurance/software) ## Alternatives 1. 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It's a great program that I think a lot of people should use. ----- ### "A Love - Hate Story" — 4.0/5 > **Michael** | *8 November 2019* | Insurance | Recommendation rating: 7.0/10 > > **Pros**: I do like the the fact that the system provides tools needed to be able to get my job completed. I have used this program for several years but the program remains in second place, in my "book". > > **Cons**: The attachment section could be way easier to navigate. The billing sections could be easier to navigate as well. Pretty much the whole user interface could be updated for more efficient processing. More comprehensive "suspense" features are needed. An attachment drill-down on suspense's would be nice, instead of having to locate each document in the difficult to navigate attachments section. I feel as if the attachments section was created too narrowly/specifically and really decreases the effectiveness of having the attachment section. Too many different "action codes" to choose from. > > I am able to complete my day-to-day activities and, for what features are there, they work enough to complete my job. This may just be the "Hyundai" of databases for insurance while Applied EPIC is the "Ferrari". Customer service is slow also. ----- ### "The training is horrible/non existent; the program itself is not user friendly in any way." — 2.0/5 > **Tara** | *26 July 2018* | Insurance | Recommendation rating: 0.0/10 > > **Pros**: I do like that we can do receipts and invoices out of this software. I do like the fact that we can search for customers a couple of different ways and that it will hold multiple contacts and contact information instead of just the one main person and phone number. That would be about the end of the pros. I am not a fan of this system, the help, the training, almost nothing having to do with this software. > > **Cons**: This is the slowest program/software I have EVER come across. Where it used to take me five minutes to do a renewal and ten to do a new application (commercial policies), it now takes me 30 to renew a policy and an hour to fill in the app and send it out for a quote on a new commercial policy. The certificates of insurance are almost impossible to figure out. You have to go in only one certain order to fill them in or it won't work at all. I was told that it would hold all certificate holders to use in the future, but after months of me and two other people trying to figure it out, we have no idea how to save a certificate holder. The activities that I set (along with the sticky notes) can just be deleted like they never happened. If I set someone an activity to (for example) requote someone, they can delete that activity and say they never got it. AMS does not leave a trail anywhere saying that there was an activity but that it was closed. There isn't much good that I can say about this system at all, but the worst is the speed of it and the training/help is nonexistent. > > None at all except the ability to search for clients in more than one way. I really cannot think of ANYTHING worthy of this software and would NEVER recommend a company changing over to it. ----- ### "Integrations and Reports are second to none" — 5.0/5 > **Lacey** | *2 May 2022* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: I LOVE how we can take a new quote and move all of the info to our CRMS with just a click. > > **Cons**: Some reports do not finalize, which is fine because that is completed in the carrier site after bridging over. > > SO EASY to train new hires. The templates really help us teach new agents the importance of discussing coverage options at the beginning of the quote. ----- ### "Vertafore AMS360 is pretty great." — 5.0/5 > **Laura** | *5 October 2016* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: The documentation that can happen and the tracking of all the policies. > > **Cons**: When the policy renews and you have previously updated the first named insured it populates back to what the account says rather than what you put in that specific policy. For instance, we have companies that have dba's for some states, but not for others. If we use one dba in one policy it doesn't automatically keep it on the policy. This can affect us when we do certificates or other form letters. > > We are surety bond producers so while the software is made for insurance we tweak things a little bit here and there to work for our surety bond processes. It works really well for us and it has great features to document what we've done for a given client or on a given policy. I would recommend using it to others as it has some great functionality. The only thing that can get a little tricky at times (at least for what I do) is some of the reports. It often time includes excess information (that may be more useful for insurance) or we can't quite get the right information we want on it. But I don't think that necessarily takes away from the use of the product. ----- Page: 1 / 4\ Next: [Next page](https://www.getapp.com.au/software/174627/vertafore-ams360?page=2) ## Links - [View on GetApp](https://www.getapp.com.au/software/174627/vertafore-ams360) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | ----- ## Structured Data