Vertafore AMS360

Vertafore AMS360

von Vertafore

Wer nutzt diese Software?

Designed for independent agents, brokers and businesses of all sizes, it is a cloud-based insurance management solution to manage customer base, risks, regulatory transactions and more.

Durchschnittliche Bewertung

44 Bewertungen
  • Gesamt 3.5/5
  • Benutzerfreundlichkeit 3.1/5
  • Kundenservice 3.2/5
  • Funktionen 3.5/5
  • Preis-Leistungs-Verhältnis 3.2/5

Produktinformationen

  • Preisinformationen Contact Vertafore for pricing details.
  • Kostenlose Version Nein
  • Gratis Testen Nein
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Persönlich
  • Kundenbetreuung Support während der Geschäftszeiten

Angaben zum Hersteller

  • Vertafore
  • http://www.vertafore.com/
  • Gegründet 1969

Über Vertafore AMS360

Cloud-based insurance management solution that enables independent agents, brokers and businesses of all sizes to manage workflows, customer renewals and retention, risks, regulatory transactions and more.

Vertafore AMS360 Funktionen

  • Anpassbares Dashboard
  • Aufgabenmanagement
  • Automatisierung von Geschäftsprozessen
  • Compliance-Verfolgung
  • Dokumentenmanagement
  • Drittanbieter-Integration
  • Formularverwaltung
  • Grafischer Workflow Bearbeiter
  • Kalenderverwaltung
  • Mobiler Zugriff
  • No-Code
  • Workflow-Konfiguration
  • Zugriffskontrollen/Berechtigungen

Die hilfreichsten Reviews für Vertafore AMS360

I love AMS 360- if I ever have issues which are rare the customer support is top notch

Bewertet am 22.2.2018
Maura W.
Licensed Insurance Agent
Versicherung
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Everything we do with our customers is documented and we are able to set reminders for ourselves to follow up on anything and other users can see what we are doing/ have done

Vorteile: The ability to open more than one tabs and search other customers while not losing the customer I am on.

Nachteile: I don't like not being able to text out of it, whenever we do any other activity it documents it but for texting we have to use another carrier

Great Agency Management System

Bewertet am 1.10.2019
Joshua S.
Account Manager
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

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.

A Love - Hate Story

Bewertet am 8.11.2019
Michael L.
CSR
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
2/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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". Customer service is slow also.

Vorteile: 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".

Nachteile: 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. 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.

The Little Engine That Never Could

Bewertet am 4.2.2020
Kathryn T.
Commercial Account Manager
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
2/5
Gesamt
2/5
Benutzerfreundlichkeit
2/5
Eigenschaften & Funktionalitäten
3/5
Kundenbetreuung
1/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: The engine was originally developed by PMSC, Inc. in SC which sold to MYND, which sold to CSC, Inc. It is the same engine that Applied's EPIC runs. I was on the original development team that in 1989-92 (to usher in desktop applications, with pre-release DB2 code developed the database interface. Its original design was for small back-office insurance companies (claims, reinsurance, bureau reporting and marketing.) It was a bust except with marketing staff that came from agency backgrounds. This was "pre-internet", so it was broken up and sold, and resold for more than the sum of its parts. The amount of space required to properly manage this type of system is disproportionate to its functionality. The cost that Vertafore continues to charge users is absurd. Long-term users feel they are held hostage and in most cases are. Migration to any other system would create a loss of attached data. Recommendation to current users-- keep a duplicate, separate, secure local server with folders for attachments, policies, etc. Reverse migrate for at least two year's before moving on. Note, it "ain't soup yet." There are some modern systems, using block chain on the horizon, but they are still 3-4 years from reliable release. For young agencies, off-the-shelf products will save you thousands and achieve the same. You'll have better accounting, better forms interface, better audit trail, better activity tracking with products everyone knows how to use.

Vorteile: "Did" being the operative word, as in 1989-1992 1st DB2 Database design using 1st generation SQL+ to start and engine wrapped in 2003- 2005 RTMF display. Did I like my 1992 Oldsmobile Cutlass Sierra or my 2005 Ford Taurus?

Nachteile: The simplest of tasks require many keystrokes. Organization of attachments is impossible. Still, after all these years, users do not have a proposal function that works. Data retrieval and throw outs are frequent as Vertafore attempts to use mirror servers to manage data, forgetting that indices and data must remain together for all related users.

Great product

Bewertet am 16.7.2019
Susan j. R.
Commercial Lines Underwriter
Versicherung, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
3/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall, the platform is the perfect way to standardize manuals and make information easy to find, read, and manage.

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.

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