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Insurance · head to head

Policyholders vs Vertafore AMS360

P

Policyholders

Insurance

Insurance platform for brokers and agents

From
$99/month
Rated
-
Full reviewWebsite
Vertafore AMS360 logo

Vertafore AMS360

Insurance

Modern agency management for growing agencies

From
On request
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Policyholders covers Client management, Vertafore AMS360 covers Integrated accounting.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Policyholders and Vertafore AMS360 actually diverge.

Attributes where Policyholders and Vertafore AMS360 differ
AttributePolicyholdersVertafore AMS360
Starting price$99/monthOn request
PlatformsWeb, Ios, AndroidWeb, Windows, Ios, Android
Founded20101969

Identical on both: pricing model (subscription), free tier (No), user rating (Not yet rated), category (Insurance).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Policyholders

  • Client management
  • Commission tracking
  • Document storage
  • Task management
  • Calendar integration
  • Reporting and analytics
  • Mobile app
  • Carrier APIs

Only in Vertafore AMS360

  • Integrated accounting
  • Real-time carrier downloads
  • Document management
  • Workflow automation
  • Business intelligence
  • Commission management
  • Client portal
  • PL Rating

Both cover

  • Policy management
  • IVANS
  • QuickBooks
  • SOC2
  • Role-based access
  • Cloud deployment
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Policyholders

  • Policy administrationnot Vertafore AMS360
  • Client managementnot Vertafore AMS360
  • Commission trackingnot Vertafore AMS360
  • Agency operationsnot Vertafore AMS360

Vertafore AMS360

  • Agency management for insurance brokers, covering policies and clientsnot Policyholders
  • Tracking commissions, renewals and accounting for an insurance agencynot Policyholders

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Policyholders

Nothing recorded yet. See the Policyholders review.

Vertafore AMS360

  • No pricing is published, and the product page states no rate, tier or cost driver
  • The only route to a figure is a phone call or contact form

Pricing, plan by plan

Policyholders

$99/month
  • Starter$99/month
    • Policy management
    • Client tracking
    • Basic reporting
  • Professional$299/month
    • All Starter features
    • Commission tracking
    • Advanced analytics

Vertafore AMS360

On request
  • AMS360$undefined/month
    • Policy management
    • Integrated accounting
    • Real-time downloads
  • AMS360 Plus$undefined/month
    • All AMS360 features
    • Advanced analytics
    • API access

Which should you pick?

Choose Policyholders if

  • You need client management.
  • You work on Web, Ios, Android.
  • You also want commission tracking.
Policyholders review

Choose Vertafore AMS360 if

  • You need integrated accounting.
  • You work on Web, Windows, Ios, Android.
  • You also want real-time carrier downloads.
Vertafore AMS360 review

Questions people ask

Is Policyholders or Vertafore AMS360 better?
Neither clearly leads. Policyholders starts at $99/month and Vertafore AMS360 at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Policyholders or Vertafore AMS360?
Policyholders starts at $99/month and Vertafore AMS360 at On request.
Does Policyholders or Vertafore AMS360 run on more platforms?
Policyholders runs on Web, Ios, Android. Vertafore AMS360 runs on Web, Windows, Ios, Android.
What is Policyholders best used for?
Policyholders is most often used for policy administration, client management, commission tracking, agency operations. Of those, policy administration and client management are not what Vertafore AMS360 is typically brought in for.
What can Policyholders do that Vertafore AMS360 cannot?
Policyholders covers Client management, Commission tracking, Document storage, Task management. Vertafore AMS360 covers Integrated accounting, Real-time carrier downloads, Document management, Workflow automation. Both handle Policy management, IVANS, QuickBooks, SOC2.

Answered from the vendors’ own pages

Vertafore AMS360: How much does AMS360 cost?

AMS360 pricing is not published online. To obtain pricing information, contact Vertafore directly at 1-800-444-4813 or use the Request Info form on their website.

Source
Vertafore AMS360: What results can agencies expect from AMS360?

According to Vertafore, agencies using AMS360 have seen up to 26% revenue growth without adding employees.

Source
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