If you're running your agency
on spreadsheets, this is for you
Client records, renewal queue, instant COIs, and tasks — everything you need to run your book professionally. Takes 2 minutes to set up. No training required.
Your data stays yours. Export to CSV anytime. No contract.
Takes 2 minutes to set up. Load sample data to explore instantly. Questions? [email protected] - human reply within one business day.
Up and running in minutes, not weeks
Create account
Enter your agency name. No credit card required.
Import clients
Upload a CSV or start entering clients manually.
Add policies
Carrier, limits, dates, deductible, lienholder — all in one place.
Work your book
Renewals queue, COI generation, tasks — everything in one tab.
How InsurAMS compares
Professional agency software for new and small agencies — without the enterprise price or the 1980s UX.
| InsurAMS | HawkSoft | AMS360 | Google Sheets | |
|---|---|---|---|---|
| Monthly price | $99 flat | $250 + $94/user | $99–200/user | $0 |
| Per-user fees | None | Yes | Yes | N/A |
| Setup time | 2 minutes | 2+ weeks | 2+ weeks | N/A |
| COI generation | Yes, instant | Yes | Yes | Manual (20 min) |
| Renewal queue | Yes | Yes | Yes | Manual |
| Activity log | Yes | Yes | Yes | No |
| Multi-user access | Yes | Yes | Yes | Messy |
| Contract required | No | Month-to-month | Annual | No |
Competitor pricing and features from public sources. Prices vary by plan and agency size.
Everything a small agency needs
Built for agencies starting from scratch or graduating from spreadsheets. No modules, no add-ons, no per-user fees.
Instant COI in two clicks
Generate industry-standard certificates of liability insurance instantly. Clients ask constantly — now it takes seconds, not minutes of form-filling.
Renewal queue that actually works
Every policy expiring in the next 90 days, sorted by urgency. Red for critical, yellow for upcoming. Nothing falls through the cracks.
Full coverage details on every policy
Limits, deductibles, lienholders, additional insureds — all stored and pulled automatically into COIs. No more digging through email.
Client records in seconds
Search, add, and edit clients fast. Full policy history, activity log, and open tasks — one place, accessible anywhere.
Task management built for agencies
Overdue, today, upcoming — organized the way you actually work. Every task linked to a client and policy.
Book of Business at a glance
Total premium, breakdown by type and carrier, top clients. Know your book without running a report.
CSV import from spreadsheets and exports
Bring over client and policy data from a CSV export, then export back out anytime. No lock-in.
Activity log for every client
Log calls, emails, and notes. See the full history of every client relationship in one place.
Renewal queue
Overdue, critical, upcoming — sorted by urgency so nothing slips.
Simple pricing
One price. Everything included. Cancel anytime.
Then $99/month per agency
No contract · Cancel anytime · Keep your data
- ✓ Unlimited clients and policies
- ✓ All features included
- ✓ No setup fee
- ✓ No per-user fees
- ✓ CSV import from spreadsheets and exports
- ✓ Unlimited COI generation
- ✓ Cancel anytime
vs. $200–500/month for legacy AMS software
Common questions
How does the 30-day free trial work?
You get full access for 30 days with no credit card required. After that, InsurAMS is $99/month per agency. If it is not a fit, cancel anytime and export your data.
How long does it take to get started?
Two minutes. Create an account, give your agency a name, and either load sample data to explore or start adding clients. No installation, no IT, no training required.
Can I import my existing clients and policies?
Yes. Import clients and policies with CSV files using our templates and supported column names. Most small agencies can get core client data in quickly, then clean up details as they go.
Is my data secure?
Yes. Your data is isolated to your agency — no other user can see it. We use industry-standard encryption, secure HTTPS, and run on enterprise-grade infrastructure.
What if InsurAMS shuts down?
You can export all your clients, policies, and data to CSV at any time from your account. You're never locked in.
Who is InsurAMS built for?
Independent agencies with 1–10 agents. That includes new agencies just getting started (no more Google Sheets), and established shops tired of paying $200–500/month for software that feels like it was built in 1995. If you need a professional home for your clients and policies that actually works in a modern browser, this is for you.
I'm currently using spreadsheets. Is this worth $99/month?
Yes — if you have more than 20–30 clients. Missed renewals cost you clients. Manual COI generation takes 15–30 minutes each. There's no professional activity log, no renewal queue, no way to hand off to a second agent. $99/month is one retained client or one saved hour of COI work per month — most agencies find it pays for itself within the first few months.
Who built InsurAMS?
We're a small team that spent years building software for financial services companies. We kept watching the same problem: independent agents running their whole business on spreadsheets - or paying $200-500/month for software that felt like it was built in 1995.
So we built what we wished existed.
InsurAMS is independent software — no VC funding, no private equity, no enterprise upsell. We stay in business by building something agents actually want to pay for. Your data is always exportable and never held hostage, whatever happens.
Questions? We're small and actually read every email: [email protected]
Human response within one business day. No outsourced support queue.
Ready to switch?
Set up in 2 minutes. Import your existing clients from a CSV. Start with 30 days free — no credit card required.
Create your free accountQuestions? Email [email protected]