The Agency Management System You Control
simpleAMS is a premium, configurable platform designed exclusively for insurance agencies. Manage agents, carriers, policies, leads, and commissions — all with complete ownership of your data.
Everything Your Agency Needs
simpleAMS unifies your entire operation — agents, carriers, policies, leads, commissions, and more — in a single, insurance-first platform.
Agent Management
Complete agent lifecycle management with hierarchies, licensing, certifications, and performance tracking.
Carrier Administration
Manage carrier relationships, contracts, commission structures, and product availability in one place.
Policy Tracking
Track policies from submission through issuance with status updates, renewals, and document management.
Lead Management
Capture, qualify, and distribute leads with custom workflows, assignment rules, and conversion tracking.
Communications
Integrated email, templates, activity logging, and API & webhooks for third-party integrations to keep your entire team aligned and connected.
Reporting & Analytics
Real-time dashboards, production reports, and exportable data to drive informed business decisions.
Security & Compliance
Role-based access control, audit logging, MFA, and encryption to protect sensitive information.
Calendar & Tasks
Shared calendars, task management, and activity scheduling to keep your agency organized.
Lead Outreach
Built-in inbound and outbound text and email capabilities. Agents subscribe to tiered plans and engage leads directly from the platform.
Help & Support Center
Extensive built-in documentation with user manuals for every module, in-app help, and dedicated support to keep your team fully equipped.
Notification System
In-app, browser push, and email notifications with configurable per-user preferences to keep your team informed in real time.
White-Label Branding
Fully rebrandable platform with custom logos, colors, domains, and theming for channel partners and multi-brand agencies.
Built for Trust
Insurance agencies handle sensitive client information every day. simpleAMS is designed with security at its core — giving you confidence that your data is protected and your operations meet the highest standards.
Data Encryption
Sensitive data encrypted at rest and in transit using industry-standard protocols.
Role-Based Access
Granular permissions ensure users only access what they need.
Audit Logging
Complete activity trails for compliance and accountability.
MFA / 2FA
Optional two-factor authentication via email codes or authenticator apps like Google Authenticator — users choose the method that works best for them.
Dedicated Infrastructure
Your agency data lives in isolated, dedicated environments.
Session Security
Automatic timeouts, device tracking, and secure session management.
Configured for Your Agency
Each agency receives a dedicated simpleAMS deployment configured to their structure and workflows. As agencies grow, simpleAMS scales with them — without switching platforms.
Growth Agencies
Scale with confidence
For agencies ready to move beyond spreadsheets and basic tools. Get a dedicated simpleAMS deployment configured to your workflows, with room to grow.
- Dedicated deployment configured to your structure
- Core modules for agents, carriers, and policies
- Lead management and activity tracking
- Lead Outreach — inbound & outbound text and email
- Standard reporting and dashboards
- Built-in help center and documentation
- Email support and onboarding assistance
Enterprise / IMOs
Complete platform control
For large agencies and IMOs requiring advanced configuration, custom branding, and dedicated support. Full platform capabilities with white-label options.
- Advanced hierarchy and organizational structure
- Custom branding and white-label options
- Lead Outreach — inbound & outbound text and email
- Commission tracking and payout management
- Advanced reporting and data exports
- Built-in help center and documentation
- Dedicated support and SLA options
- Custom integrations and workflows
All core modules are premium. Agencies adopt what they need.
What Our Clients Say
“simpleAMS transformed how we manage our agency. Having everything in one place — agents, carriers, policies — has saved us countless hours.”
Agency Principal
Growth Agency
“The level of control we have over our data and workflows is exactly what we needed. No more forcing our processes into someone elses system.”
Operations Director
Regional IMO
“Security and compliance were our top priorities. simpleAMS gave us the audit trails and access controls we needed from day one.”
Compliance Officer
Enterprise Agency
Testimonials are illustrative. Real client testimonials coming soon.