AMS360 vs. Applied TAM

If you use PL Rating, AMS360 is highly recommended due to their seamless integration. Also, if you are looking for a system to use on the cloud, it is best. But if you are an offline user, then maybe it's not for you.

Incentivized

A new thing we love about TAM is the opportunity section. You can create an opportunity for your producer when you get a prospect -and it really keeps track of the progress and also his book of business. This is one area that works well for my department. I love the search/filter as well. This program is SO user-friendly. It's a great tool all around no matter which department you are in.

Incentivized

• Quick entry of new client information
• Instant access to most policy and billing information
• Exceptional reports for management and producers
• Accounting Departments love the direct bill reconciliation
• Certificates of Insurance
• Vehicle ID cards

Incentivized

• TAM saves my work by letting me attach documents directly to policies or activities so I can have it for documentation or to review at a later time.
• I also love the expiration report. It lets you know which accounts are coming up for renewal so you can be prepared to talk with your clients.
• Creating activities is another another plus. It keeps my work organized and also is a great reminder when something is coming due or needs attention.

Incentivized

• Lacks faster, intuitive, modern User Interface.
• Lacks option to search for data in activities.
• Does not create logs even for closed activities (suspense).

Incentivized

• After I attach something there is always a pop up telling me that "doc" has been attached. It pops up at the bottom of my screen and I constantly have to "x" out of it. It's not too big of a deal-just an inconvenience.

Incentivized

This is by far the most robust agency management system I have used that works for all sizes of agencies. Others have better options here or there, but they are highly customized for a specific type of agency. AMS360 is a one size fits all type of solution, and it works well for us.

Incentivized

its decent but needs improvement

Incentivized

ams360 service is excellent. They identify the issue and offer quick solutions

Incentivized

THEY COULD LOAD FASTER

Incentivized

Support responds quickly, and they are very knowledgeable.

Incentivized

NOT ENOUGH TRAINING IN PERSON. IT SEEMS LIKE MORE IN PERSON TRAINING IS NEEDED

Incentivized

ONLINE TRAINING IS THERE FOR WHAT IS NEEDED. THERE ARE TUTORIALS FOR EACH SECTION OF THE PROGRAM

Incentivized

be prepared for a long transition of data

Incentivized

We have considered other platforms from time to time but have felt comfortable staying with AMS360. New users appear to understand AMS360 quickly and customize it to their personal preferences. Older users, generally reluctant to changes, are more receptive to updates as they come up since transitions have been easily understandable .

Incentivized

I've used applied tam and EPIC. I believe EPIC is the NEW TAM? I love both products. I think Epic is a little bit more user-friendly and less clicking. TAM wanted to make an "activity" for everything-where Epic I feel like the choice is yours, which really frees up some clutter/space on my home screen. I love both products though.

Incentivized

There are definitely endless possibilities with ams360. Its easy scalable to add departments

Incentivized

• Organization - positive
• Wasted time - setting up and correcting set up - negative
• Great staff to work with - positive

Incentivized