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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Screenshots View All

Screenshots View All

Integrations

Zapier

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

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