AMS360 Mobile

Name: AMS360 Mobile
Rating: 3.4 (36 reviews)
Author: Vertafore Inc.

By: Vertafore Inc.

Productivity

Features & Capabilities

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.

User Growth & Download Statistics

App

By:

Vertafore Inc.

Rating:

3.40

(36)

Version:

2.5.1 Last updated: 2025-02-04

Version code:

871952254

Creation date:

2015-11-11

Compatible devices:

Size:

21.16MB

URLs:

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-06-04

Compare stats and ranking:

Ranking

# 249,781 ▼ 728

For Developers

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Contact the developer

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Developed by:

Vertafore Inc.

Apple Apps Store

https://apps.apple.com/us/app/ams360-mobile/id973478845

User Reviews

Users praise AMS360 Mobile for on-the-go access, quick searches, and viewing certificates/ID cards, with some ability to attach docs. However, multiple reviews flag stability and feature gaps: difficulty logging in, intermittent crashes, SSO not consistently working, and missing core capabilities (e.g., creating/editing certificates, attaching PDFs). There’s also concern about parity with the desktop version and limited cross-platform support (Mac/Chrome), plus some UX shortcomings.

Pros

On-the-go access to client data and policy information via the mobile app.
View certificates and ID cards and attach/send them via email (Outlook integration).
Powerful search and quick reference for tasks and client information.
Positive interface improvements and a notable mobile leap forward (noted especially on iPad).

Cons

Missing core features compared to desktop (cannot create/edit certificates; cannot attach PDFs/documents to activities; cannot add new suspense on the fly).
Login and stability issues (frequent login failures, unexpected errors, and connection problems).
Single Sign-On not reliably functioning across platforms.
Limited desktop parity and platform compatibility concerns (desire for Mac/Chrome compatibility; perceptions of an awkward layout and missing guidance).