---
description: Detailed reviews on Vertafore AMS360 based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Vertafore AMS360 with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Vertafore AMS360 Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Workflow Management Software](/directory/566/business-workflow/software) > [Vertafore AMS360](/software/174627/vertafore-ams360)

# Vertafore AMS360

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> 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 **3.6/5** by 58 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **3.6/5** | 58 Reviews |
| Ease of Use | 3.2/5 | Based on overall reviews |
| Customer Support Software | 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
- Customizable Dashboard
- Customizable Reports
- Data Import/Export
- Document Management Software
- Forms Management
- Mobile Access
- Project Workflow
- Reporting/Analytics
- Rules-Based Workflow
- Search/Filter
- Task Management Software
- Template Management
- Third-Party Integrations
- Workflow Configuration

## Integrations (5 total)

- AgencyZoom
- Agentero
- Formstack Sign
- Prophix One
- ePayPolicy

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support

## Category

- [Workflow Management Software](https://www.getapp.ca/directory/566/business-workflow/software)

## Alternatives

1. [Jira](https://www.getapp.ca/software/9953/jira) — 4.4/5 (15312 reviews)
2. [monday.com](https://www.getapp.ca/software/91734/monday-com) — 4.6/5 (5726 reviews)
3. [viaSocket](https://www.getapp.ca/software/2077932/viasocket) — 4.8/5 (640 reviews)
4. [Asana](https://www.getapp.ca/software/90584/asana) — 4.5/5 (13547 reviews)
5. [Zapier](https://www.getapp.ca/software/100222/zapier) — 4.7/5 (3043 reviews)

## Reviews

### "I used this to look up clients to see what company we insured them with." — 5.0/5

> **Verified Reviewer** | *July 26, 2018* | Insurance Software | Recommendation rating: 10.0/10
> 
> **Pros**: I like how easy it is to look up a client and all of the abilities I can do when I find them. I like being able to make ID cards for the insured with the software and COI's.
> 
> **Cons**: There isn't really anything that I do not like about the software. It's a great program that I think a lot of people should use.

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### "A Love - Hate Story" — 4.0/5

> **Michael** | *November 8, 2019* | Insurance Software | 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. &#10;&#10;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".  &#10;&#10;Customer service is slow also.

-----

### "Data Held hostage" — 1.0/5

> **rick** | *February 24, 2021* | Insurance Software | Recommendation rating: 0.0/10
> 
> **Pros**: ease of use. Product capabilities.  Online
> 
> **Cons**: WAY TOO EXPENSIVE.  \[SENSITIVE CONTENT HIDDEN\] lives in an 8,000 sq ft Mansion worth $3 million dollars.  Price increase every year.&#10;This company is making a fortune and they provide horrible service.
> 
> Passwords have to be changed often.  Long hold times for a very expensive product.  Little to no support.  45 minutes to get a password reset.  Their system just decided my password was wrong even though I did not change it and the system log did not show a change.

-----

### "Integrations and Reports are second to none" — 5.0/5

> **Lacey** | *May 2, 2022* | Insurance Software | 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** | *October 5, 2016* | Insurance Software | 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.

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## Links

- [View on GetApp](https://www.getapp.ca/software/174627/vertafore-ams360)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/operations-management-software/a/vertafore-ams360/> |
| en-AE | <https://www.getapp.ae/software/174627/vertafore-ams360> |
| en-AU | <https://www.getapp.com.au/software/174627/vertafore-ams360> |
| en-CA | <https://www.getapp.ca/software/174627/vertafore-ams360> |
| en-GB | <https://www.getapp.co.uk/software/174627/vertafore-ams360> |
| en-IE | <https://www.getapp.ie/software/174627/vertafore-ams360> |
| en-NZ | <https://www.getapp.co.nz/software/174627/vertafore-ams360> |
| en-SG | <https://www.getapp.sg/software/174627/vertafore-ams360> |
| en-ZA | <https://www.getapp.za.com/software/174627/vertafore-ams360> |
| fr | <https://www.getapp.fr/software/174627/vertafore-ams360> |
| fr-BE | <https://fr.getapp.be/software/174627/vertafore-ams360> |
| fr-CA | <https://fr.getapp.ca/software/174627/vertafore-ams360> |

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