New independent agencies need operational tools from day one. Most start on spreadsheets because legacy AMS platforms are too expensive and complex for a startup book. InsurAMS fills the gap.
[email protected] - we reply within one business day.
Then $99/month per agency starting year 2
No revenue share, no integration fees
Three types of organizations that benefit most from the partner program
Your member agencies need an AMS from day one. Most new agencies start on spreadsheets because legacy systems are too expensive and complex for a startup book. InsurAMS fills the gap.
The benefit: Offer a modern AMS as a member benefit that makes your network more attractive to new agencies joining the industry.
Example
A master agency with 50+ member agencies offers InsurAMS year 1 included as part of the membership package. New agencies start operational on day one instead of fumbling with spreadsheets for 6-12 months.
Your students pass the exam and ask "now what?" Most have no idea what operational tools they need. InsurAMS is the first system they set up after licensing.
The benefit: Give graduates a concrete next step. Link the Starter Kit and trial from your post-exam resources, course materials, or alumni communications.
Example
A pre-licensing school includes the InsurAMS Starter Kit link in their post-exam email. Graduates get a free startup guide, cost calculator, and 12 months of agency management software included with their course.
Your audience is full of new agents trying to figure out how to run an agency. InsurAMS is a practical tool recommendation - not a generic SaaS ad.
The benefit: Recommend a resource that genuinely helps your audience. The free Starter Kit (guides + calculators) provides value with no signup required.
Example
A podcast for new agents mentions the free Starter Kit as a resource in episode notes. Listeners get the guides and tools for free, and the ones who are ready sign up for the software trial.
A complete agency management system built for new independent P&C agencies
Add, search, and manage clients with full contact details
All personal and commercial lines with structured coverage limits
Daily email digest of upcoming renewals - never miss an expiration
Generate certificates of insurance in 30 seconds with all 5 coverage sections
Upload and organize dec pages, endorsements, and policy documents per client
Bring clients and policies from Google Sheets or Excel with no manual re-entry
Track appointment status from research through approval for every carrier
In-app checklist connecting startup tasks to product workflows
Invite team members with admin or agent roles
Email [email protected]. Tell us about your organization, how many member agencies you have (or expect), and what you are looking for in a technology partnership.
We create a co-branded signup link or landing page for your members. You get a dashboard showing member adoption and usage.
Include the link in your onboarding materials, course completion emails, member portal, or newsletters. Members sign up and start using InsurAMS immediately.
New agencies follow the built-in launch checklist, import their spreadsheets, and start tracking clients, policies, and renewals. No training needed.
Tell us about your organization and we will put together a program that works for your members.
Email [email protected]We reply within one business day.