Should we upgrade to AMS Platform?

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  • #2195
    Jamie Rick
    Participant

    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.

    #2196
    Jamie Rick
    Participant

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

    #2197
    Alyssa Delaney
    Keymaster

    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!

    #2213
    Vinnie Hager
    Participant

    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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