AMS360

“What a powerhouse!”

Pros

Back when I worked as an insurance agent, this program covered everything I needed while talking with clients. I was able to pull up past notes, scan paperwork directly into their file and keep everything in one place. The suspense feature was especially useful because it helped me stay on top of important follow up tasks I needed to handle later with clients. It worked a lot like an Outlook calendar and I really appreciated that part of it.

Cons

I can't think of anything I disliked about it. It was very dependable, never seemed to go down and any updates were done overnight or on weekends so they never got in the way.

“Pros and Cons”

Pros

The system itself worked really well and the functionality was excellent! The trouble started after the ownership change, when Vertafore refused to let us out of the contract.

Cons

After my agency was acquired, I reached out to Vertafore to explain that the new ownership wanted to move to a different software package. I also made it clear that I personally wanted to stay and was trying to keep them in a positive position so they might have a chance to return when the next contract cycle came up. I spoke with multiple people, explained the circumstances in detail and kept getting the same response: sorry but you signed a contract. I understand the importance of contracts but I also believe good faith matters and says a lot about how a company actually operates in the real world. When a vendor is completely rigid and unwilling to consider practical solutions, it starts to feel impersonal and shortsighted. Unsurprisingly, this has gone over very badly with my new ownership group. It is costing our agency more than $1000 per month for the rest of the contract which adds up to over $8000 total. I was genuinely trying to help them preserve a future opportunity with our agency but they seemed far more focused on short-term revenue than long term partnership potential. Very disappointing and honestly not the kind of company I want to do business with if this is how they treat their agency partners.

“solid backbone, dated system”

Pros

At the center of our operation, this software keeps the business running because it tracks just about everything we need. Whenever help is needed, the customer support team is consistently willing to step in and assist.

Cons

That said it feels very old at its core and it definitely shows in daily use. There is not much room for customization and at times it can be painfully slow.