---
description: Detaillierte Informationen über Vertafore AMS360 zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools.
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title: Vertafore AMS360 Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026
---

Breadcrumb: [Startseite](/) > [Workflow Management Systeme](/directory/30091/workflow-management/software) > [Vertafore AMS360](/software/113472/vertafore-ams360)

# Vertafore AMS360

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> Cloudbasierte Versicherungsmanagementlösung, mit der unabhängige Agenturen, Maklerbüros und andere Anbieter Kundenstamm, Risiken und mehr verwalten können.
> 
> Bewertung: **3.6/5** von 58 Nutzern. Top bewertet für **Weiterempfehlungsquote**.

-----

## Übersicht

### Wer verwendet Vertafore AMS360?

Cloudbasierte Versicherungsmanagementlösung, mit der unabhängige Agenturen, Maklerbüros und Unternehmen jeder Größe Kundenstamm, Risiken, regulatorische Transaktionen und mehr verwalten können.

## Kurzstatistiken und Ratings

| Metrik | Bewertung | Detail |
| **Gesamt** | **3.6/5** | 58 Nutzerbewertungen |
| Bedienkomfort | 3.2/5 | Auf Basis der Gesamtbewertungen |
| Kundenbetreuung | 3.3/5 | Auf Basis der Gesamtbewertungen |
| Preis-Leistungs-Verhältnis | 3.2/5 | Auf Basis der Gesamtbewertungen |
| Funktionen | 3.5/5 | Auf Basis der Gesamtbewertungen |
| Empfehlungsprozentsatz | 60% | (6/10 Weiterempfehlungsquote) |

## Über den Anbieter

- **Unternehmen**: Vertafore
- **Gegründet**: 1991

## Gewerblicher Kontext

- **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+
- **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Windows (Desktop), Android (mobil), iPhone (mobil), iPad (mobil)
- **Unterstützte Sprachen**: Englisch
- **Verfügbare Länder**: Vereinigte Staaten

## Funktionen

- Aufgabenmanagement
- Berichterstattung / Analyse
- Dokumentenmanagement
- Formularverwaltung
- Suchen / filtern
- Workflow-Konfiguration
- Zugriffskontrollen / Berechtigungen

## Integrationen (5 insgesamt)

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

## Optionen für Kundensupport

- E-Mail/Helpdesk
- FAQ/Forum
- Wissensdatenbank
- Telefon-Support

## Category

- [Workflow Management Systeme](https://www.capterra.com.de/directory/30091/workflow-management/software)

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## Nutzerbewertungen

### "Great product" — 4.0/5

> **Susan J.** | *16. Juli 2019* | Versicherung | Empfehlungsbewertung: 8.0/10
> 
> **Vorteile**: I've used Vertafore software as a platform for company manuals at several different companies. The most helpful features are the saved links that can be renamed and organized, as well as the quick links offered on the home page.
> 
> **Nachteile**: Just because of the volume of data being searched, sometimes I have trouble with the search function, if I am starting from scratch. I can usually find what I need eventually, but it sometimes takes longer than I like.
> 
> Overall, the platform is the perfect way to standardize manuals and make information easy to find, read, and manage.

-----

### "Great Agency Management System" — 4.0/5

> **Joshua** | *1. Oktober 2019* | Versicherung | Empfehlungsbewertung: 8.0/10
> 
> **Vorteile**: I love that this software will do exactly what I want it to do.  Most importantly running reports.  If I run a report I get exactly the results I want, there's no guessing the output data, and when I run the report again the data is the same.
> 
> **Nachteile**: No One likes accord forms.  I wish this product was more integrated with Accord forms, where I could search for what I wanted and it was prefilled accordingly.
> 
> This product is more expensive than competitors, but at least I know it will get the job done.  It doesn't break, it gives accurate data, and the customer support is amazing.

-----

### "AMS360 Old DB2 Engine Developed Before the Internet" — 2.0/5

> **Kathryn** | *3. Oktober 2020* | Versicherung | Empfehlungsbewertung: 1.0/10
> 
> **Vorteile**: Easy to customize activity, attachment and suspense categories to agency's culture.
> 
> **Nachteile**: Cost- it is staggering that Vertafore charges premium user rates for a product engine developed 1989-92 (before the internet). Clunky DB2 database indexing requires massive space. No capability to set up nested folders for activity display. Grouping assignment requires multiple reports requiring export to Excel for any sort of reason. Limited integrated apps for modern coverages like cyber, EPLI, pollution. No ability to rearrange e-forms display for non-integrated certificates and applications. Claims data capture is limited and does not populate loss notices correctly. Accounting is archaic dual entry GL.  Clunky certificate/ app display in e-forms do not allow display reorganization in tree forcing creation of an integrated form with a non-integrated attachment.  Marketing/Submission module is limited and does not interface well with suspense.  This fossil should be burried.
> 
> Sensitive entry in property modules throws numerous exception errors.  Navigation in every aspect requires clicking through fields rather than allowing tab to preserve data integrity. Constant toggling in and out of apps is required for tedious data entry to be preserved.  Import/Export feature has limited information capture.  Product may be suitable for agency working with small business or personal lines. Downloads are fraught with errors in old AL3 flat files but cost is prohibitive.  This product is definitely not suited to agencies working in upper middle or large market accounts.

-----

### "A Necessary Evil" — 4.0/5

> **Verifizierter Rezensent** | *20. September 2018* | Gastgewerbe | Empfehlungsbewertung: 7.0/10
> 
> **Vorteile**: Preview Pane in the policies view.  I have mine set to show activities which is very helpful and much less time consuming than wading thru the activity screen.
> 
> **Nachteile**: Many features having to do with searching are not user friendly or intuitive. We should be able to search activities - in the view options - by keywords in the description field. Right now, I have to search Outlook and find an email with the information and then go to that date in activity to find what I’m looking for. This also means I can’t delete emails from Outlook because I’m using them as a search tool for activity in AMS. Very annoying and time consuming.
> 
> You get used to it because you have to use it every day. I have found ways around the clunky interface which makes it more tolerable but MUCH improvement can be made. We’ve used it for at least 7 years.

-----

### "AMS360 is a complete agency management system for most insurance" — 4.0/5

> **Verifizierter Rezensent** | *26. September 2019* | Versicherung | Empfehlungsbewertung: 8.0/10
> 
> **Vorteile**: This might be the gold standard for agency management systems. It is very competent for several insurance products.
> 
> **Nachteile**: The software is pricey. It is very complex and can be a challenge for users that aren't the most proficient with technology.  It can be buggy and glitchy for novice users.
> 
> I was satisfied when using the software except when we had new users or non-savvy tech users.

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## Links

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