AMS360 vs. SmartOffice
A side-by-side comparison based on G2 review data.
| Metric | AMS360 | SmartOffice |
|---|---|---|
| Overall rating | 4.3 | 3.7 |
| Review count | 1,121 | 28 |
| Ease of use | 8.5 | 7.9 |
| Ease of setup | 8.2 | 8.1 |
| Quality of support | 8.8 | 7.8 |
| Meets requirements | 8.7 | 8.4 |
| NPS | 54.071363 | 7.692308 |
| Small Business | 79.0% | 64.3% |
| Mid-Market | 17.1% | 28.6% |
| Enterprise | 3.9% | 7.1% |
| Total page views | 2,520 | 223 |
| Total LLM citations | 11,738 | 467 |
AMS360
AMS360® is the agency management system that empowers independent insurance agencies to streamline operations, drive growth, automate workflows, and focus on what matters most—their clients. Agencies depend on AMS360 as their source of truth for client communications and servicing, financial reporting, sales operations, data analysis, and policy management. AMS360 is also the central solution for AgencyOne, Vertafore’s integrated platform for connecting an agency’s business end-to-end.
- Ease of Use
- Customer Support
- Integrations
- Features
- Easy Access
- Data Management
SmartOffice
Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet.