AMS360 vs. Applied Epic

If you use PL Rating, AMS360 is highly recommended due to their seamless integration. Also, if you are looking for a system to use on the cloud, it is best. But if you are an offline user, then maybe it's not for you.

Incentivized

Agency management for larger P&C driven agencies that are looking for standardization across their business. The system really allows you to track and see when activities are being created and completed, where an account is in the marketing process (or renewal process). It also is a great data warehouse when looking to consolidate.

Incentivized

• Quick entry of new client information
• Instant access to most policy and billing information
• Exceptional reports for management and producers
• Accounting Departments love the direct bill reconciliation
• Certificates of Insurance
• Vehicle ID cards

Incentivized

• Very thorough collection of information allows for accounts to be qualified properly
• Notification of upcoming tasks keeps everyone on track with renewals of policies
• Attachment capabilities allow for items to be filtered per policy type to allow for faster searching

Incentivized

• Lacks faster, intuitive, modern User Interface.
• Lacks option to search for data in activities.
• Does not create logs even for closed activities (suspense).

Incentivized

• Can only run reports to search fields in the Auto & Home app
• Contacts cannot be copied into other companies
• Cannot make adjustments to disbursements once started

Incentivized

This is by far the most robust agency management system I have used that works for all sizes of agencies. Others have better options here or there, but they are highly customized for a specific type of agency. AMS360 is a one size fits all type of solution, and it works well for us.

Incentivized

its decent but needs improvement

Incentivized

It is very user friendly. You can go from beginner to efficient user in a short period of time. I like the option of a desktop application as well as the web app

Incentivized

ams360 service is excellent. They identify the issue and offer quick solutions

Incentivized

THEY COULD LOAD FASTER

Incentivized

Support responds quickly, and they are very knowledgeable.

Incentivized

I have not necessarily used support from Applied Epic directly, but have gone to my trainer who has gone to support. I am usually able to get an answer relatively quickly, so I can assume the support team is very knowledgeable and prompt with their help.

Incentivized

NOT ENOUGH TRAINING IN PERSON. IT SEEMS LIKE MORE IN PERSON TRAINING IS NEEDED

Incentivized

ONLINE TRAINING IS THERE FOR WHAT IS NEEDED. THERE ARE TUTORIALS FOR EACH SECTION OF THE PROGRAM

Incentivized

be prepared for a long transition of data

Incentivized

We have considered other platforms from time to time but have felt comfortable staying with AMS360. New users appear to understand AMS360 quickly and customize it to their personal preferences. Older users, generally reluctant to changes, are more receptive to updates as they come up since transitions have been easily understandable .

Incentivized

We upgraded from [Applied] Tam to [Applied] Epic as we were needing new servers. The cost was a huge factor and the fact that Applieds data is backed up by them and updates are done by them, it was a huge cost and time saver for us.

Incentivized

There are definitely endless possibilities with ams360. Its easy scalable to add departments

Incentivized

• Organization - positive
• Wasted time - setting up and correcting set up - negative
• Great staff to work with - positive

Incentivized

• Has taken some human power time to get up to speed.
• Yet, our bottomline has been positively impacted.
• I've actually gotten compliments from clients and patients about how organized everything is!

Incentivized