Self-guided walkthrough

See how InsurAMS works before you create an account

This walkthrough uses sample data from the live product. No sales call required. Just see the workflow the way a new agency would experience it.

Start your 30-day trialWhy it fits new agencies

Questions before you sign up? Email [email protected] - human reply within one business day.

What your first 10 minutes should look like

1

Create account

No card, no setup call.

2

Load sample data

See the app before adding your real book.

3

Import or add clients

Start from CSV or enter records manually.

4

Run a real workflow

Check renewals or generate a COI.

InsurAMS dashboard showing agency stats, renewal queue, and tasks

1. Start with the dashboard

See your agency stats, upcoming renewals, open tasks, and recent activity in one place.

  • +One tab for the day-to-day work
  • +Built for a solo or very small team
  • +Sample data shows the real product layout
Client detail page with policies, documents, tasks, and activity

2. Open any client record

Each client becomes a single source of truth for policies, notes, tasks, and documents.

  • +Coverage details live with the client
  • +Activity stays attached to the account
  • +No digging across spreadsheet tabs and email
Renewal queue showing overdue and upcoming policies

3. Work the renewal queue

Prioritize what is overdue, what is due soon, and what can wait.

  • +Color-coded urgency
  • +A cleaner habit than calendar reminders
  • +Made for agencies that are still small enough to stay disciplined
COI generation modal with selected policies and certificate holder fields

4. Generate a COI without retyping everything

Select the policies, add the holder, and generate a professional certificate from stored policy data.

  • +Built for real day-to-day certificate requests
  • +Saved holders reduce repeat work
  • +A strong early-agency workflow differentiator
Book of business page with premium and carrier breakdowns

5. Understand your book quickly

Get a simple view of premium, carrier mix, and top accounts without building your own spreadsheet report.

  • +Useful once your book starts growing
  • +Clear enough for a new agency owner
  • +No enterprise reporting layer required

Need help deciding if it fits?

If you are a new or solo independent agency and want to know whether InsurAMS is a good fit for your workflow, email us. We will answer directly, and if you need CSV import guidance we will help there too.

[email protected]

Human response within one business day

New Agency Starter Kit

Free guides, calculators, and a launch checklist to go from licensed to operational.

Get the Starter Kit

Ready to try it with your own agency?

Start with 30 days free, load sample data first if you want, and move off spreadsheets before your book gets harder to clean up.

Start your 30-day trial