I have been reading this comment thread for a bit now...keep meaning to chime in and just keep forgetting! I agree with what many others have said, lots out there and each has its good/not so good. So you really have to check out the various systems to see which "fits" your needs best. Be sure to visit other local agencies to see first hand how they like the product. Also seek out opinions from third parties who are able to provide their thoughts. Then once you make a decision, make sure you are fully utilizing the system to its fullest.
In my nearly 30 year career I have used many different systems. So I have seen a good handful of products over the years.
One product that I love is AMS360! I have been on AMS360 darn near 10 years now. First as a start up agency when 360 was pretty new...and it barely resembles itself with all the changes and upgrades that have been made
I have used it as a user, admin/operations and now as a trainer/consultant for the last nearly 2 years. Like any product there are things I love (Bulk distribution of certs, ability to attach docs to certs, DOC360, ability to direct import locations/vehs/drivers/cert holders, ability to import customer lists, ability to customize some entry fields) and some things that I wish were better (why do some fields "tease" me by looking longer than they actually are?) .
One thing that I do like is the NetVU (Network of Vertafore Users) Chapters as well as NetVU's online community. Both are places to talk and share with other agencies who use the various Vertafore products. Lets face it ... if you are having a problem, someone else is or already has faced the same one. I also love PERS (Product Enhancement Request System) where ordinary users can post suggestions for changes...and vote on those posted by others. The NetVU R&D team will use these to guide the upgrade process, and will often make their own comments.
Another is that the product is ever growing I recall at least 4 major updates done to the system last year. Some were smaller updates but others provided major improvements - the bulk cert dist and doc attachments being two major ones. Version 6.0 is in the process of release now...and it starts the migration away from Internet Explorer as the base platform. I personally know many agencies who are very anxious for this...it means they can use their Ipads to service their clients accounts.
As disclosure - I am part of a consulting group that trains/consults on various platforms, mostly Vertafore products. However, we are honest and direct with out client agencies and actually compete (friendly) with Vertafore's own training division. I did a live week with an Illinois agency two months ago and in a recent follow up the agency principal said "It was great having you here in our office for those first three days, controlling the chaos. I always appreciate having someone helping me who is independent and has no skin in the game."
Agency Operations Manager
Industry since 82
Past: Compliance Mgr master pol pgm, Ops Mgr niche agency, Marketing Mgr, Account Mgr