AMS360

My agency was purchased and I contacted Vertafore, AMS360, to let them know that the new owner wanted to use a different software package. I further explained that I wanted to stay with AMS360 (Vertafore) and needed to keep them shining in a good light in order for that to happen when the contract with this new other carrier came around again. I appealed to AMS360 and its various people who are in charge and explained the situation and was repeatedly told sorry, but you signed a contract. While I do believe in a contract, I also believe that "good faith" means more about how a company operates in the real world. When you are stuck to your contracts and unwilling to provide real world work-arounds, in my opinion, you become mindless. As you can imagine, this has not gone over well with my new owner. It is costing our agency over $1,000 per month for the remainder of our contracted term. In short, that means in excess of $8,000 total. I was trying to save Vertafore and AMS360 and get them back int he agency and, in my experience, they seem more interested in their short term gains than long term potentials.

Very sad....truly not a company I want to do business with if this is how they are treating their "agency partners".

• Ease of use
• Support from day one of operation until termination

• Loss of revenue
• Loss of ROI

EZLynx Agency Management, Applied TAM and Applied Epic

Microsoft 365

AMS360 is used by all people (producers, CSRs, marketers, HR, and Accounting ) inside and outside of our main office. AMS360 allows producers to have instant access to their clients and related information to service and retain them. Submitting new and existing accounts from within the platform to personal and commercial marketing departments (and setting suspense) is relatively simple and smooth. Most standard insurance carriers download policy information & claim information for quick access. Non-standard and E&S carrier policies are easily attached to the client's account for access. I personally am commercial lines sales specific to certain niche markets, which requires me to not only input initial information to pre-fill the in-system Acord forms but also attach the array of carrier supplemental apps also needed for quoting and issuance.

• Realtime accounting
• Client account access for service
• Remarketing submission speed of new apps

• AMS360 is easily responsible for our 90+% client retention
• AMS360 lets sales/production know exactly where they are month after month
• AMS360 keeps management and owners up to date on profit

Applied Epic

Adobe Acrobat DC

I use AMS360 as my agency management system. Insurance sales, service, and document storage are all done using this system. I have also begun to use AMS360 as my accounting and reconciliation software for my agency. I will be transitioning from QuickBooks to AMS360 completely within 2 to 3 years.

• Multi user
• Cloud based storage
• Storage size

• Ease of bridging info makes quoting easier
• Report difficulty is time consuming
• Multi agency platform for my group is important

Applied TAM

QuickBooks Desktop Pro, Microsoft 365 (formerly Office 365), Thryv

Keeping track of our clients and policies. we also use it for following up and tracking any activities we do or need to do with each client.

• Client information
• Docusign integration
• Bridge integration

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

We currently acquire smaller agencies and convert all agencies to AMS360, ImageRight, and BenefitPoint. I train agencies that come through the conversion process to transfer workflows and procedures from all other management systems into AMS360. It's a great platform, my favorite among other management systems, and I have worked on Epic, TAM, Hawksoft, Sagitta, etc. It is a great solution for account management, and it's a scalable solution that manages to meet the needs of agencies, both big and small.

• Variety of integrated products and solutions - ImageRight, BenefitPoint, SalesForce
• Access - housing the AMS online and working towards total cloud solutions, we can support our agencies when they are offline.
• Scalability - we can use AMS360 to ensure our agencies have the proper resources from an agency management system no matter the size of the agency. This system adapts whether it’s a 2 man shop or a 150+ service team.

• Conversion support from Vertafore has been a key factor of our success.
• Great investment to ensure all our agencies are on the same platform, and we trust that it will come through when we have insurance needs.
• A little pricier than some other options but more inclusive of additional services that make it worth the price.

Vertafore Sagitta, Applied Epic, Applied TAM, HawkSoft and Zywave PlanAdvisor

Salesforce CMS