Easily manage renewals, certificates, and tasks — all in one place.
Manage Your Renewals in One Place.
No more spreadsheets. Track all your renewals with real-time updates and automatic reminders.
Organize Tasks and Meet Deadlines.
Assign tasks, set goals, and track progress with a user-friendly dashboard that keeps your team on track.
Track Submissions for all Carriers.
Monitor quotes, track submission status, and add notes for every carrier—all in one view.
Manage Certificates.
Generate, edit, and store certificates quickly, with auto-filled policy details for faster processing.
All Your Carrier and Contact Info in One Place.
Centralize key contact and carrier data, accessible anytime for you and your team.
Protect your data.
Your client and policy data is encrypted and secure at all times.
Maximize ROI.
Affordable pricingthat fits agencies of all sizes without cutting corners.
Quick responses.
Our team is always ready to assist you, with fast turnaround times.
Tailored to your needs.
Get set up quickly with custom onboarding and hassle-free data migration.
Constant improvements.
We regularly roll out updates based on user feedback to keep you ahead.
Grow with confidence.
Adaptable to your agency's growth, from small teams to larger operations.
All functionalities, including a 1-1 onboarding with migration support
Our insurance Agency Management System (AMS) fills a crucial gap in the industry by offering a modern, efficient, and affordable solution. Motivated by the lack of quality options in the market, we aim to create an intuitive platform that addresses the real needs of insurance agencies. With a focus on user-friendliness and essential features, our goal is to revolutionize agency management, offering a system that enhances productivity and streamlines operations for agencies of all sizes.
Our insurance AMS emerged from a clear need within the insurance industry. While exploring options commercial insurance brokerage, we were shocked by the poor quality of existing solutions. This eye-opening experience revealed a significant gap in the market and inspired us to create a better alternative.
One significant motivation behind our endeavor was the outdated nature of many existing systems. We found that numerous AMS options were stuck in the past, failing to leverage modern technology and user experience design. By contrast, we aim to build a system that embraces current tech trends and provides a seamless, intuitive interface.
Another critical issue we encountered was the problem of bloated, expensive systems. Many existing solutions come with hefty price tags and an overwhelming array of features that most agencies don't need or use. Our approach focuses on providing essential functionality at a reasonable cost, ensuring that agencies get value for their investment without breaking the bank.
We also noticed that many AMS options were highly specialized, catering to niche markets and leaving general insurance agencies underserved. Our goal is to create a versatile system that can adapt to the needs of various insurance agencies, from small family-run businesses to larger operations.
A key aspect of our system is its ability to replace outdated tools and processes. We aim to help agencies and independent brokers move away from Excel spreadsheets and towards a more efficient, centralized system. By offering features like task tracking, deadline management, and secure cloud storage, we empower agencies to boost productivity and streamline operations.
Ultimately, our mission is to provide insurance agencies with a reliable, user-friendly, and cost-effective AMS solution. We believe that by addressing the pain points we've identified in the market - outdated technology, excessive costs, and overly specialized systems - we can offer a product that truly meets the needs of modern insurance agencies and helps them thrive in an increasingly competitive industry.