InsureopsEvervent
|
||||||
Related Products
|
||||||
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 VideosNo images available
|
|||||
Pricing
$99/month
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationInsurAMS
Founded: 2026
United States
insurams.com
|
Company InformationEvervent
evervent.io
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
|
|||||
Categories |
Categories |
|||||
Integrations
Zapier
|
||||||
|
|
|