Vertafore AMS360
The core of your modern agency.
Overview
Vertafore AMS360 is a comprehensive, cloud-based agency management system designed for independent insurance agencies. It helps agencies streamline operations, manage customer relationships, and grow their business by providing tools for client management, policy administration, accounting, and reporting.
✨ Key Features
- Client and Policy Management
- Insurance Accounting
- Sales and Opportunity Tracking
- Document Management
- Reporting and Analytics
- Integration with other Vertafore products
🎯 Key Differentiators
- Strong, built-in insurance accounting capabilities
- Deep integration with the broader Vertafore product suite
- Large, established user base
Unique Value: Provides a powerful, all-in-one agency management system with deeply integrated accounting, helping independent agencies to manage their entire business operations efficiently.
🎯 Use Cases (3)
✅ Best For
- Centralizing client and policy information for an entire agency.
- Managing agency accounting and financial reporting.
- Streamlining workflows for policy servicing and renewals.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Captive insurance agents
- Very small agencies that don't need robust accounting features
🏆 Alternatives
Compared to its main rival, Applied Epic, AMS360 is often praised for its superior, purpose-built accounting module, making it a strong choice for agencies that prioritize financial management within their core system.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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