AMS360 Mobile

AMS360 Mobile

by Vertafore, Inc.

35 ratings
24 reviews
Free

Details

  • Released
  • Updated
  • November 11, 2015
  • February 4, 2025

Features

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About

Access and manage customer accounts and policy information from your mobile device. This tool enhances client relationships through more effective meetings, quicker servicing, and improved client experiences. It allows for real-time updates to your management system, even when on the go.

View client and contact details
Access policy information and declaration pages
Review recent claims and upcoming renewals
Download documents, notes, and activities
Edit client records and create new ones
Utilize GPS, email, photo, and voice recognition tools
Show original description

What's New in AMS360 Mobile

2.5.1

February 4, 2025

Bug fixes

User reviews

Completely Useless!

Don’t bother installing. It does nothing. When is AMS going to make an App that works and is compatible with Apple?

Horrible app

For the amount of money paid to AMS. This product is lack luster as most of their services.

Can’t do auto id cards

What’s the point of the app can’t do auto id cards

It's okay

Glad to have the app but has room for much improvements. Especially creating certificates.

Response from developer

Hi, we've made quite a few improvements since you left your review. I think you'll be pleased to find that many of the things you've mentioned have been addressed. We hope you will download the latest version and update your review to let us know what you think. Thanks,

Single Sign On

Single Sign On does not appear to be working. Whenever I click on it, the app shuts off.

Developer apps

FAQ

What does AMS360 Mobile do?

AMS360 Mobile provides on-demand access to customer account information and policy details from a mobile device. It allows users to manage client relationships, service accounts, and update their management system in real-time, enhancing efficiency for insurance agencies.

What are the key features of AMS360 Mobile?

Key features include viewing client and contact details, accessing policy information and declaration pages, reviewing claims and renewals, downloading documents, and editing client records. It also integrates mobile device tools like GPS, email, photo capture, and voice recognition for notes and activities.

Is AMS360 Mobile free to use?

The application itself is free to download and use. However, it requires Vertafore Single Sign-On credentials to access its features. Access to the ReferenceConnect feature within the app requires a separate license.

What are the system requirements for AMS360 Mobile?

AMS360 Mobile requires Vertafore Single Sign-On credentials to operate. Specific mobile operating system requirements are not detailed in the description, but it is designed for use on mobile devices.

How does AMS360 Mobile help insurance agencies?

It empowers agencies to provide better customer service by enabling anytime, anywhere access to client information. This facilitates more effective client meetings, quicker policy servicing, and an enhanced overall client experience, while also streamlining data entry and management.