Should we upgrade to AMS Platform?

[Jamie Rick]

We are on AMS360 and met with our Vertafore rep to discuss the system and ANE member discounts that we would experience if we moved to AMS “Platform”. It appears as though we could save some money on our monthly bill, get more Vertafore products and still essentially use the AMS360 system that we are familiar with that lies beneath the Platform home page. Is there any reason or cautions I should know about before changing to Platform? Vertafore is asking for a 3 or 5 year contractual agreement.

[Jamie Rick]

Correction, I believe it is called CORE now and not Platform.

[Alyssa Delaney]

Hi Jamie! My suggestion would be to reach out to our members Carol Reese at Henry D. Young Agency or Kim Daves at United Assurance as they are both a wealth of knowledge on all things Vertafore. If you need their contact info, just let me know!

[Vinnie Hager]

Hi Jamie.

I think Platform is very useful if you are using image right. You can pull up the document tree and see everything in IR through platform without having to open up IR separately.

Hope that helps!

-Vinnie Hager
JGS Insurance

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