Insureops

Insureops

Evervent
+
+

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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.

About

Insureops is an all-in-one insurance distribution and operations management platform built for brokers, agents, agencies, corporate agents, and insurance distribution businesses. It manages the complete insurance lifecycle, from lead capture and sales to policy issuance, endorsements, claims, renewals, and customer servicing. The platform provides centralized lead and customer management, automated renewal workflows, commission calculation and reconciliation, revenue tracking, real-time analytics, MIS and regulatory reporting, and role-based access controls. Its API-first architecture enables seamless integration with insurers, CRMs, and other business tools, while its cloud-agnostic infrastructure supports flexible deployment and scalability. Insureops helps insurance businesses reduce manual work, improve operational visibility, automate workflows, and scale efficiently.

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

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

Audience

Insurance brokers

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

No images available

Pricing

$99/month
Free Version
Free Trial

Pricing

No information available.
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

InsurAMS
Founded: 2026
United States
insurams.com

Company Information

Evervent
evervent.io

Alternatives

Alternatives

RenewalCompass

RenewalCompass

Regency Software LLC
A1 Tracker

A1 Tracker

A1 Enterprise
INSILLION

INSILLION

GoDB Tech

Categories

Categories

Integrations

Zapier

Integrations

Zapier
Claim InsurAMS and update features and information
Claim InsurAMS and update features and information
Claim Insureops and update features and information
Claim Insureops and update features and information