# AMS360 Mobile

> Mobile access and management for insurance agency customer accounts and policies. (iPhone/iPad app by Vertafore, Inc..)

- Source: https://appshunter.io/ios/app/ams360-mobile/id973478845 (this page in markdown: same URL + `.md`)
- Developer: [Vertafore, Inc.](https://appshunter.io/developer/655755601)
- Category: Productivity, Business
- Price: Free
- Rating: 3.30/5 from 35 App Store ratings · 24 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.0 · 21 MB
- Languages: American English
- Released: 2015-11-11
- Data updated: 2026-07-05
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/ams360-mobile/id973478845/reviews.md

## What is AMS360 Mobile?

Service on-the-go with secured anytime, anywhere access. AMS360 Mobile provides an on-demand tool to access information and manage your customer’s accounts from your mobile device. This enables your agency to build customer relationships with more effective client meetings, quicker servicing, and enhanced client experiences.

Making use of an intuitive user interface, AMS360 Mobile allows you to view client and contact details, policy information including declaration page views, recent claims summaries, upcoming renewals, download documents, notes, activities and suspenses. If you have add/edit rights, you can fully service your customers and immediately update your management system when you edit existing client and contact records, create new clients and add new activities and suspenses.

Beyond accessing information on-the-go, the app includes a number of features designed to save time and provide a more seamless user experience. Quickly access ReferenceConnect to better manage insurance research from a single view, experience the “auto-create” feature which automatically adds new activities and suspenses to document specific actions done within the app or make use of the client dashboards to quickly review the health of your accounts.

The app allows you to take advantage of many tools inherent to mobile devices to manage your time even more effectively including GPS mapping, email communications, photo capturing and voice recognition for creating notes and activities verbally.

Note: AMS360 Mobile requires Vertafore Single Sign-On credentials to use. Access to ReferenceConnect requires a separate license. Contact Vertafore for additional product details.

## Key features

- 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

## Recent user reviews (10 of 24)

All indexed reviews: https://appshunter.io/ios/app/ams360-mobile/id973478845/reviews.md

### 1/5 — Completely Useless!

*2025-07-31, version 2.5.1*

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

### 1/5 — Horrible app

*2025-05-16, version 2.5.1*

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

### 1/5 — Can’t do auto id cards

*2024-11-14, version 2.3.2*

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

### 2/5 — It's okay

*2023-04-20*

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

**Developer response:** 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,

### 1/5 — Single Sign On

*2022-09-06, version 2.3.0*

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

### 1/5 — Very limited

*2022-04-18, version 2.2.6*

I cannot create certificates.  I cannot even see invoices. There are so many things this application can’t do, other than remind me how much Vertafore charges for their software and then promptlly can’t deliver, that I am deleting this version of AMS360 from my devices.

### 3/5 — No Suspense Support

*2021-03-25, version 2.2.4*

Can’t add new Suspense?

### 4/5 — Much Better -

*2021-03-05, version 2.2.4*

If you have not looked at this app in a year or so ... and use AMS - do it.  The ipad version is to the point - I could go on vacation with just my ipad and be ok. 

Vertafore -  What happened to adding documents or photos to activities?   This limits my ability to add documents, pictures for inspections etc .. or scanned documents while in the field.  Please add that back.

Update 2021 
If I change the filter for a category example todo. It resets to all each time I log in. Why can the setting not save ?

### 3/5 — Attach document to an activity

*2020-10-19, version 2.2.1*

Am I missing something, or is this feature not available? Attaching PDFs to an activity is vital. I hope this changes in the near future.

### 4/5 — Nice!

*2020-09-04, version 2.2.1*

I love the app. My only recommendation is to have the functionality to delete “Pending Cancellation” cases from our end -especially accounts that cancelled long ago. Otherwise excellent product!

## Frequently asked questions about AMS360 Mobile

### 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.

## Version history (last 5 releases)

### 2.5.1 — 2025-02-04

Bug fixes

### 2.3.2 — 2023-04-08

Pending cancellations bug fix.

### 2.3.1 — 2022-11-01

Bug fixes

### 2.3.0 — 2022-06-07

Bug fixes

### 2.2.6 — 2021-06-07

Bug fixes and improvements

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## More apps by Vertafore, Inc.

- [Alliant WrapX](https://appshunter.io/ios/app/alliant-wrapx/id1455941106)
- [InsurLink](https://appshunter.io/ios/app/insurlink/id1462689482)
- [CIP Wrap-Up](https://appshunter.io/ios/app/cip-wrap-up/id1524435725)

All apps by Vertafore, Inc.: https://appshunter.io/developer/655755601

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-05.*