AgencyHR

AgencyHR

Vertafore
+
+

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About

AgencyHR takes the pain out of managing your team so you can focus on growing your business. 72% of agency owners wish they had better records when terminating an employee. With AgencyHR you won’t be one of them. Broadcast agency messages to your team and receive a confirmation when they've been viewed. Keep meticulous employee records - without trying. All employee data automatically stored in one easily accessible location.

About

InsurAMS is agency management software for independent insurance agencies, streamlining daily operations. The renewal queue prioritizes policy renewals by urgency, helping prevent missed deadlines. Agents can quickly generate certificates of insurance by auto-filling stored policy data, eliminating manual entry. The platform centralizes client management, providing access to records, policy details, and interaction history. An activity log tracks calls, emails, and notes, while task management links tasks to specific clients and policies. Metrics like total premium and breakdowns by coverage type and carrier offer insights into the book of business. InsurAMS supports CSV import for migrating client and policy data and allows data export to ensure agency ownership. With minimal setup, agencies can start using the system immediately without extensive onboarding.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies searching for a powerful Team Management suite

Audience

Independent insurance agencies, solo P&C insurance agents, new insurance agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$11 per month
Free Version
Free Trial

Pricing

$99/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Vertafore
Founded: 1969
United States
www.agencyhr.com

Company Information

InsurAMS
Founded: 2026
United States
insurams.com

Alternatives

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Alternatives

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RenewalCompass

RenewalCompass

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WorkSmart

WorkSmart

Vertafore
A1 Tracker

A1 Tracker

A1 Enterprise

Categories

Categories

Integrations

Zapier

Integrations

Zapier
Claim AgencyHR and update features and information
Claim AgencyHR and update features and information
Claim InsurAMS and update features and information
Claim InsurAMS and update features and information