AMS360 vs OneShield

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Our analysts compared AMS360 vs OneShield based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

AMS360 Software Tool

Product Basics

AMS360 provides organizations with a single solution to manage customers, finances and complex commercial lines from submission to certification. Its reporting and analytics modules automate daily processes like data entry, documentation and incident notification. It streamlines workflow management, drives operational efficiency and improves customer experience, renewals and retentions. Integrated accounting modules monitor financial data in real-time for anomalies.

Users can incorporate agency and carrier workflows to increase data accuracy and reduce time spent on finances. Its extensive library of APIs allows users to integrate third-party applications or create new ones easily. It increases consumer engagement with active and meaningful communication, managing emails, campaigns and agency reputation. Artificial intelligence generates predictive models to convey the correct information at the right time.
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OneShield is a comprehensive digital ecosystem for managing the coverage lifecycle. Users and agents can streamline processes, optimize business practices, systemize information and oversee customer activity in one hub.

Give insurers and brokers the flexibility to create workflows and modify specific actions. Users can expedite policy processing, simplify claims management and enhance overall productivity with automation and pre-designed content.
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Small
Medium
Large
Small
Medium
Large
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Simplified Navigation: Walk users through various steps of business processes and minimize errors and omissions with the QuickNavs tool. 
  • Direct Connection to Carriers: Get real-time access to carriers and MGAs with TransactNOW integration. 
  • Improved Retention: Always keep track of renewals, rate increases and deadlines with directed notifications. 
  • Multifaceted Use: Customize the platform to make it compatible with various types of coverage, including home and auto insurance, term life insurance, health insurance, and more.  
  • Flexible Security: Adapt to a changing risk landscape with customizable security options. 
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  • Enhanced Productivity: Streamline processes and get products to market faster. Save time by automating tasks and promoting efficiency with pre-built workflows.
  • Platform Flexibility: Navigate the system quickly with user-friendly dashboards and create an unlimited number of personalized web portals.
  • Deeper Customer Understanding: Gain access to real-time information and monitor customer activity with comprehendible data.
  • Simplify Managing: Access pre-designed workflows and reports. Create automated processes to fit specific business requirements.
  • Better Client Connection: Strengthen connections with clients and enhance customer engagement by offering more self-service options.
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  • Workflow Management: Implement standard, customizable workflows for onboarding, governance, navigation, task assignment, document automation, Corporate Social Responsibility (CSR) and client outreach. Use purpose-built form and policy templates to process and review applications faster. Automatically generate commercial property and casualty (P&C) proposals and consolidate all carrier information under a single interface. 
  • Agency Management: Seamless import and export schedules into the agency’s calendar with automated addition, deletion and existing data synchronization. Compare past and current policies side by side. Mass distribute certificates in accordance with individual client preferences. 
    • Agency Home: Get a real-time feed of information, obligations and tasks directly in the dashboard. 
    • Declaration Page View: The declaration page view integrates coverages, endorsements and client history information into a single page for improved visibility. 
  • Client Management: Organize renewal requests according to date ranges and assign tasks to available producers, managers and agents. Track submissions, and issue updates and alerts for unpaid bills, premium changes, expired policies and more. Filter potential and existing clients based on area, age, line of business and coverage. Link related customers to map out customer relationships. 
    • Campaigns: Prepare target lists featuring prospects and cross-sell opportunities. Set up marketing strategies based on touchpoints such as emails, meetings, phone calls and letters. 
    • Document Distribution: Set up document distribution schedules for specific scenarios like renewals and policy expirations. 
    • Communication: Access all client communication from a single interface to better understand the person behind the interaction. 
  • Mobile App: Get instantaneous on-the-go access to carrier data, policy information and rate quotes with the mobile application. 
  • Document Management: Securely store all documents in a central repository. Search for specific documents using data fields. 
  • Reporting: Run reports on business health, productivity, financial state and more. Use reporting templates with built-in filtering and viewing options or customize existing ones. Schedule upcoming reports and deliver results to related administrators for agile business decisions. Estimate the agency’s growth and revenue based on acquisitions. 
  • Integrations: Access over 200 APIs through the developer portal. Log in to multiple products with the Vertafore Single Sign-On (VSSO) tool. Partner with Vertafore’s in-house solutions for increased scalability. 
  • Risk Management: Implement automated workflows to eliminate the risk of errors and omissions (E&O). Restrict access to sensitive information with internal controls. Protect personally identifiable information and audit logs with multi-factor authentication, role-based permissions and user groups. 
  • Operations and Accounting: Keep the agency’s finances updated with real-time insurance accounting. Convert spreadsheets in Excel binary file formats to Acord AL3. Directly download carrier statements and auto-populate consistent data in direct bill entry statements (DBES). 
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  • Reporting: Find important data quickly with user-friendly dashboards. Gain insight into client preferences with real-time information and easy-to-read reports.
  • Policy: Manage the policy lifecycle and find essential data in one location. Organize multiple projects and automate policy tasks with the in-house task manager. Use the policy package designer to provide clients with various coverage options.
  • Billing: Offer flexible billing and payment options to customers and integrate with third-party applications. Track customer transactions and modify systems to meet client needs. Set permissions for personalized customer portals and empower clients with self-service capabilities.
  • Claims: Streamline the claims process by automating workflows and utilizing easily managed forms. Access claim-related data, browse reports and view recent activities from one dashboard. Use rule-based behavioral analytics to receive recommendations and automate future claim actions.
  • Underwriting: Aggregate data and suggest client attributes with the integrated rating system. Automate simple underwriting tasks and refocus underwriter attention where it is needed.
  • Relationship Management: Manage relationships with external contacts by utilizing a custom repository. Store and access third-party data securely.
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Product Ranking

#3

among all
Insurance Software

#30

among all
Insurance Software

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Analyst Rating Summary

we're gathering data
77
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85
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74
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71
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

AMS360
OneShield
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Billing Management Claims Management Commissions Tracking Dashboards And Reporting Platform Capabilities Policy Management Quote Management Underwriting And Rating Management 85 74 71 100 81 79 97 81 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Good User Sentiment 120 reviews
Good User Sentiment 14 reviews
74%
of users recommend this product

AMS360 has a 'good' User Satisfaction Rating of 74% when considering 120 user reviews from 3 recognized software review sites.

77%
of users recommend this product

OneShield has a 'good' User Satisfaction Rating of 77% when considering 14 user reviews from 3 recognized software review sites.

3.9 (64)
2.5 (1)
3.5 (53)
1.0 (1)
n/a
4.2 (12)
3.2 (3)
n/a

Awards

No awards.

SelectHub research analysts have evaluated OneShield and concluded it earns best-in-class honors for Dashboards and Reporting.

Dashboards and Reporting Award

Synopsis of User Ratings and Reviews

Robust Reporting: AMS360 is praised for its strong reporting features, allowing agencies to analyze business data effectively.
Vertafore Integration: Users appreciate the seamless integration with other Vertafore products, creating a unified system.
Streamlined Operations: AMS360 helps agencies improve efficiency by automating workflows and centralizing key processes.
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Streamlined Policy Administration: OneShield's policy management tools allow users to efficiently handle the entire policy lifecycle, from quoting and issuance to renewals and endorsements, reducing manual tasks and paperwork.
Improved Claims Processing: The platform's claims management features help insurers process claims faster and more accurately, leading to increased customer satisfaction and reduced costs. Automated workflows and integrated communication tools expedite claims resolution.
Enhanced Customer Experience: OneShield offers self-service portals and mobile apps that empower customers to manage their policies, file claims, and access information easily, improving engagement and satisfaction.
Data-Driven Insights: Robust reporting and analytics capabilities provide insurers with valuable insights into their operations, enabling them to identify trends, make informed decisions, and optimize performance.
Scalability and Flexibility: OneShield's cloud-based architecture allows insurers to scale their operations up or down as needed, adapting to changing business requirements and market demands.
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Steep Learning Curve: AMS360 can be difficult to learn, especially for new users who are not familiar with agency management systems.
System Slowdowns: Some users report experiencing occasional slowdowns with AMS360, which can be frustrating and impact productivity.
Unintuitive User Interface: The user interface is not considered intuitive by some users, making it difficult to find the information they need quickly and easily. For example, extracting accurate reports can be a challenge.
Inconsistent Data Updates: Some users report inconsistencies with data updates, such as changes to insured names reverting back to previous entries, especially with policy renewals. This can cause problems with certificates and other forms that require accurate information.
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Complex Configuration: Users frequently mention the steep learning curve associated with OneShield's configuration tools. The interface can be overwhelming for new users due to its intricate options and settings, often requiring extensive training and support.
Customization Challenges: Adapting OneShield to specific business workflows can be cumbersome. Users report difficulties in customizing forms, reports, and processes to align with their unique requirements, sometimes necessitating complex workarounds or compromises.
Performance Issues: Some users experience slowdowns and performance bottlenecks, particularly when handling large volumes of data or complex transactions. This can impact productivity and user satisfaction, especially during peak periods.
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How do users rate AMS360, is it the agency management system that takes the cake? AMS360, Vertafore's agency management software, generally garners positive feedback for its thorough features. Users particularly value its robust reporting capabilities, which provide exactly the data they need without any guesswork, and its seamless integration with other Vertafore products, creating a unified ecosystem. This integration is critical for agencies already invested in the Vertafore suite, as it streamlines workflows and data sharing. However, some users point out a steep learning curve, occasional system slowdowns, and a desire for more intuitive user interfaces, indicating that while powerful, AMS360 might not be the most user-friendly for new or non-technical users. A notable strength is its comprehensive documentation and policy tracking, which is essential for managing client information effectively. Conversely, a weakness is the system reverting to default account information even after policy-specific updates, leading to inconsistencies in documents like certificates. This highlights a potential area for improvement in future updates. Overall, AMS360 emerges as a robust solution best suited for insurance agencies, particularly those familiar with Vertafore products, who prioritize functionality, comprehensive reporting, and reliable support over ease of use and cutting-edge user interface design.

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OneShield's user reviews over the past year paint a picture of a robust, yet complex, insurance software solution. Users frequently praise its extensive configurability and flexibility, allowing insurers to tailor the system to their specific workflows and needs. This adaptability is particularly beneficial for larger insurance carriers with intricate processes or unique product offerings. However, this strength can also be a double-edged sword, as the initial setup and configuration process can be time-consuming and require significant technical expertise. Some users have expressed frustration with the steep learning curve and the need for ongoing support to fully leverage the system's capabilities. Compared to competitors like Duck Creek and Majesco, OneShield stands out with its comprehensive feature set, encompassing policy administration, billing, claims management, and analytics. This all-in-one approach streamlines operations and reduces the need for multiple, disparate systems. However, some users find the interface to be less intuitive than some competitors, impacting user adoption and efficiency. Despite these challenges, OneShield is often lauded for its robust reporting and analytics capabilities, providing insurers with valuable insights into their business performance and risk exposure. This data-driven approach empowers insurers to make informed decisions and optimize their operations. In conclusion, OneShield is best suited for larger insurance carriers with complex requirements and a dedicated IT team to manage the implementation and ongoing maintenance. Its extensive configurability, comprehensive feature set, and powerful analytics make it a compelling choice for organizations seeking a robust and scalable solution to manage their insurance operations. However, smaller insurers or those with limited technical resources may find the system's complexity and learning curve to be a significant barrier.

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