About InsurAMS

Built for agencies that are just getting started

InsurAMS exists because too many independent agents either stay in spreadsheets too long or get pushed into legacy software built for much larger agencies.

Built for the first stage of an agency

InsurAMS is designed for brand-new and small independent agencies that need a clean system before their book gets messy.

Simple enough to run on day one

No desktop install, no training week, no setup call required. You can sign up, load sample data, and see how it works in minutes.

Your data stays yours

Import from CSV when you start. Export to CSV whenever you want. No annual contract and no lock-in games.

Why we built it

Independent agents deserve software that feels current, loads fast, and helps them run a professional operation from day one.

The legacy options are powerful, but they were built around bigger agencies, longer onboarding cycles, and more complexity than a solo or newly independent agent actually needs.

InsurAMS takes the workflows that matter most early on - client records, renewal discipline, COI generation, tasks, and migration from spreadsheets - and makes them simple enough to use immediately.

Who InsurAMS is for

  • New independent agents setting up their first real operating system
  • Solo or tiny agencies trying to get off spreadsheets before things break
  • Agencies that want simple client, policy, renewal, and COI workflows without enterprise software overhead

Who it is not for

  • Large commercial agencies needing deep enterprise workflows or heavy migration services
  • Teams that want a vendor-led multi-week implementation project
  • Agencies expecting full legacy-platform parity on day one

How support works

We keep support simple and direct. If you have a question before signing up, need help with a CSV, or want to know if InsurAMS fits your agency, email us.

Email support at [email protected]
Human response within one business day
Help with CSV imports and setup questions
No outsourced call center or forced onboarding package

Contact: [email protected]

New Agency Starter Kit

Free guides, calculators, and a launch checklist for agencies just getting started.

Get the Starter Kit

Want to see the product before you sign up?

We ship a self-guided walkthrough using sample data from the live product, so you can see the actual workflow without booking a call.