Free during beta · Built for 1–10 agent shops

Replace HawkSoft or AMS360
for $99/month

Modern, web-native agency management. Everything you use your current AMS for — without the $200–500/month price tag, the training course, or the 1980s UI.

Your data stays yours. Export to CSV anytime.

Takes 2 minutes to set up. Load sample data to explore instantly.

What agents say about Applied Epic, AMS360, and Vertafore

"Designed by programmers. Clunky, unintuitive, steep learning curve. There's a wide open space in the market for someone to swoop in and replace both of them."

— r/InsuranceAgent

"The amount of duplicate entry required to properly document an account is soul-crushing."

— r/InsuranceAgent

"Any software that needs this much training should be thrown away, or put back into 1980."

— r/InsuranceAgent

"We use probably 50% of its capacity. Drives me insane." — paying $2,600/month for AMS360

— r/InsuranceAgent

Everything a small agency needs

Nothing you don't. No modules, no add-ons, no per-user fees.

COI generation in two clicks

Generate certificates of insurance with the right policy details. Clients ask constantly — now it takes seconds.

Renewal queue that actually works

Every policy expiring in the next 90 days, sorted by urgency. Nothing falls through the cracks.

Client records in seconds

Search, add, and edit clients fast. Full policy history, activity log, and open tasks — one place.

Task management built for agencies

Overdue, today, upcoming — organized the way you actually work. Linked to clients and policies.

CSV import from any system

Bring your existing clients and policies over in minutes. No data lock-in, ever.

Book of Business at a glance

Total premium, breakdown by type and carrier, top clients. Know your book without running a report.

Simple pricing

One price. Everything included. Cancel anytime.

$99/month

vs. $200–500/month for legacy AMS

  • Unlimited clients and policies
  • All features included
  • No setup fee
  • No per-user fees
  • CSV import from any system
  • Cancel anytime
Start free during beta

Free during beta — we'll give 30 days notice before any paid tier.

Ready to switch?

Set up in 2 minutes. Import your existing clients from a CSV. No contract, no commitment.

Create your free account