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Description
InsurAMS serves as a comprehensive agency management software tailored for independent insurance agencies, efficiently enhancing everyday operations. Its renewal queue system effectively organizes policy renewals based on urgency, significantly reducing the risk of overlooking deadlines. Agents benefit from the capability to swiftly produce certificates of insurance through auto-filled policy information, which removes the need for tedious manual data entry. The platform also provides a centralized hub for client management, granting easy access to essential records, policy specifics, and the history of client interactions. An integrated activity log diligently records communications such as calls, emails, and notes, while task management features allow tasks to be associated directly with particular clients and policies. Moreover, metrics including total premiums and detailed breakdowns by coverage type and insurance carrier deliver valuable insights into the agency's portfolio. InsurAMS facilitates a smooth transition to its services by supporting CSV imports for client and policy data migration and enabling data exports to maintain agency control. With a straightforward setup process, agencies can begin utilizing the system almost instantly, avoiding the need for extensive training. Additionally, this user-friendly approach ensures that even those with minimal technical expertise can navigate the platform with ease.
Description
Transform your systems with our innovative solutions. We create tools that enhance your current policy systems, enabling you to better connect with your clients. There's no need for you to modify your policy management or payment solutions. By integrating with a portion of your data, you can get up and running in just a few days. Regardless of whether you manage 5 million or 500 million in written premiums, our offerings are designed to cater to your needs. We operate in the cloud, ensuring constant availability, and we automatically adjust to your business growth. Our services are securely hosted in PCI-compliant data centers, replicated across various locations in the USA. All data is fully encrypted, and we never retain sensitive information. With a foundation rooted in the insurance sector, we possess a deep understanding and passion for insurance technology. Our solutions are crafted to drive your success, regardless of the types of insurance you provide, and we are committed to supporting your journey every step of the way.
API Access
Has API
API Access
Has API
Integrations
Zapier
Pricing Details
$99/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
InsurAMS
Founded
2026
Country
United States
Website
insurams.com
Vendor Details
Company Name
insured.io
Founded
2018
Country
United States
Website
insured.io
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content