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

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

# Vertafore AMS360

Canonical: https://www.capterra.ch/software/113472/vertafore-ams360

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Weiter: [Nächste Seite](https://www.capterra.ch/software/113472/vertafore-ams360?page=2)

> Cloudbasierte Versicherungsmanagementlösung, mit der unabhängige Agenturen, Maklerbüros und andere Anbieter Kundenstamm, Risiken und mehr verwalten können.
> 
> Bewertung: **3.5/5** von 59 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** | **3.5/5** | 59 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

- Audit Trail
- 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.ch/directory/30091/workflow-management/software)

## Ähnliche Kategorien

- [Workflow Management Systeme](https://www.capterra.ch/directory/30091/workflow-management/software)
- [Versicherungssoftware](https://www.capterra.ch/directory/20035/insurance-agency/software)

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4. [Zapier](https://www.capterra.ch/software/130182/zapier) — 4.7/5 (3082 reviews)
5. [TaxDome](https://www.capterra.ch/software/186749/taxdome) — 4.7/5 (3625 reviews)

## 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.

-----

### "Redundant and inconsistent interface that forces too many manual workarounds" — 2.0/5

> **DJ** | *3. September 2026* | Versicherung | Empfehlungsbewertung: 2.0/10
> 
> **Vorteile**: The software contains the necessary data fields required for day-to-day agency management, but navigating them is overly complicated.
> 
> **Nachteile**: Inconsistent Data Entry: The user interface lacks uniform design logic. For example, some screens require clicking an on-screen delete button, while other functions force you to use the physical delete key on your keyboard.&#10;Redundant and Clunky: The system feels highly redundant and frequently glitchy and the platform is not intuitive. Daily usage requires constantly figuring out manual workarounds just to complete standard tasks.
> 
> Online training links are extremely difficult to navigate. When a relevant section is found, the documentation usually fails to address specific practical user questions.

-----

### "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.

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### "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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Weiter: [Nächste Seite](https://www.capterra.ch/software/113472/vertafore-ams360?page=2)

## Links

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