+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Creatio
    570 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Service Center
    122 Ratings
    Visit Website
  • Quant
    86 Ratings
    Visit Website
  • MaintainX
    2,605 Ratings
    Visit Website
  • Jscrambler
    40 Ratings
    Visit Website
  • Caller ID Reputation
    42 Ratings
    Visit Website
  • Epsilon3
    265 Ratings
    Visit Website

About

Developed in a way so you can take maximum control of setting up new products & services and manage the system without the need of IT help, define business processes and procedures – all in real-time! Our enterprise-wide insurance software solutions offers highly customized CRM functionality plus off-the-shelf add-ons for Insurance & Brokerage. All processes are streamlined with automated workflows ensuring staff follows business procedures strictly. All data and activities are tracked, accessible in a single source and easy to analyze. While you work to convert leads to clients, it is necessary to maintain individual client & sales record. Capturing and maintaining client policy details e.g. effective date, renewal rate, premium, plan sold, carrier and other details allows agents to effectively service clients and stay of top of sales.

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 companies

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

No information available.
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

Broksy
Founded: 2016
broksy.com

Company Information

InsurAMS
Founded: 2026
United States
insurams.com

Alternatives

Alternatives

RenewalCompass

RenewalCompass

Regency Software LLC
A1 Tracker

A1 Tracker

A1 Enterprise
BluInsurance

BluInsurance

BluRoot

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

Zapier

Integrations

Zapier
Claim Broksy and update features and information
Claim Broksy and update features and information
Claim InsurAMS and update features and information
Claim InsurAMS and update features and information