Vertafore AMS360

Vertafore AMS360

von Vertafore

Wer verwendet Vertafore AMS360?

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

Was ist Vertafore AMS360?

Cloudbasierte Versicherungsmanagementlösung, mit der unabhängige Agenturen, Maklerbüros und Unternehmen jeder Größe Workflows, Kundenverlängerungen und -bindung, Risiken, regulatorische Transaktionen und mehr verwalten können.

Vertafore AMS360 – Details

Vertafore

http://www.vertafore.com/

Gegründet 1969

Vertafore AMS360 – Kostenübersicht

Vertafore AMS360 bietet keine Gratisversion und keine kostenlose Testversion.

Kostenlose Version

Nein

Gratis Testen

Nein

Einsatz

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Persönlich

Kundenbetreuung

Support während der Geschäftszeiten

Vertafore AMS360 Funktionen

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

Vertafore AMS360 – Nutzerbewertungen

Zeigt 5 von 45 Nutzerbewertungen

Gesamt
3,6/5
Benutzerfreundlichkeit
3,1/5
Kundenservice
3,2/5
Funktionen
3,6/5
Preis-Leistungs-Verhältnis
3,2/5
Maura W.
Licensed Insurance Agent
Versicherung
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 22.2.2018

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

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

  • Quelle des Nutzers 
  • Bewertet am 22.2.2018
Joshua S.
Account Manager
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Bewertet am 1.10.2019

"Great Agency Management System"

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.

  • Quelle des Nutzers 
  • Bewertet am 1.10.2019
Kathryn T.
Commercial Account Manager
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    2/5
  • Benutzerfreundlichkeit
    2/5
  • Eigenschaften & Funktionalitäten
    2/5
  • Kundenbetreuung
    3/5
  • Preis-Leistungs-Verhältnis
    1/5
  • Wahrscheinlichkeit der Weiterempfehlung
    0/10
  • Quelle des Nutzers 
  • Bewertet am 4.2.2020

"The Little Engine That Never Could"

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.

  • Quelle des Nutzers 
  • Bewertet am 4.2.2020
Tammy S.
Commercial Account Manager, Insurance
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    3/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    7/10
  • Quelle des Nutzers 
  • Bewertet am 3.3.2020

"Love how much easier AMS360 has made life!"

Kommentare: Overall, I think it's a great program with the ability to process transactions in a quick and easy manner.

Vorteile: Organization is a cinch with AMS360! Everything you need for your Data Management system, as well as everything you need to service you customers with ease and in a timely manner. This has really helped with my organization.

Nachteile: Not compatible with all Ins. Carriers. I worked with AMS360 in previous agencies for the past few years. I just relocated to a new state and the company I have joined is in the process of implementing AMS360, and there have been issues with downloads. We have also called in work orders and been told that the issue we were having was not on their priority list, therefore we shouldn't expect to hear back from them for at least 2 weeks. I don't find that appropriate. LOL

  • Quelle des Nutzers 
  • Bewertet am 3.3.2020
Michael L.
CSR
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    2/5
  • Preis-Leistungs-Verhältnis
    3/5
  • Wahrscheinlichkeit der Weiterempfehlung
    7/10
  • Quelle des Nutzers 
  • Bewertet am 8.11.2019

"A Love - Hate Story"

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.

  • Quelle des Nutzers 
  • Bewertet am 8.11.2019