Your Book. Your Tools. Your Platform.
simpleAMS gives independent insurance agents and small-team managers a purpose-built management system — without the overhead of an enterprise agency contract. Subscribe individually and get your own private environment with the tools you need to run your business.
Built for How You Work
Whether you're an independent producer managing your own book or a manager overseeing a small team, simpleAMS gives you the right tools at the right price.
Independent Agents
simpleAMS Agent — $49.99/mo
You're running your own book of business and need a system that keeps your clients, leads, policies, and carriers organized — without paying enterprise prices. The Agent plan gives you everything you need to manage and grow your business.
Included in Every Plan
Core features available to both Agent and Manager subscribers.
Client Management
Track your entire book of business with detailed client records, contact info, and policy associations.
Lead Management
Capture, qualify, and convert leads with activity tracking, reminders, and follow-up workflows.
Policy Tracking
Manage policies from application to renewal — statuses, premiums, carriers, and key dates all in one place.
Carrier Administration
Centralize your carrier relationships, contracts, product availability, and contact information.
Integrated Email
Send and receive emails directly within simpleAMS with OAuth2 support for Office 365 and Google.
Calendar & Scheduling
Manage appointments, deadlines, and follow-ups with a built-in calendar.
Document Management
Attach, organize, and retrieve documents at every level — contracts, applications, and supporting materials.
Organizations
Group clients into organizations for corporate accounts and complex business relationship management.
Custom Reports
Build your own reports tailored to your needs. Public or private, with flexible filtering and export options.
Import & Export
Import and export data via CSV and Excel with intelligent field mapping. Keep your data portable.
Custom Fields
Extend any module with custom fields tailored to your workflows. Capture the data that matters to you.
100% Private Data
Your data is completely isolated. No other user can see your clients, leads, policies, or any other records.
Manager Plan Extras
Additional capabilities included with the Manager subscription.
Agent Tracking & Hierarchy
Track your downline agents as records, visualize your team hierarchy, and monitor performance.
API & Webhooks
Connect simpleAMS to your existing tools with a RESTful API and configurable webhooks for seamless data flow across your tech stack.
Lead Outreach Add-On
After subscribing, you can add built-in SMS and email outreach capabilities to engage your leads directly from the platform. Two-way messaging, delivery tracking, and full conversation history — available as an optional add-on from your account settings.
Plans start at $19.99/month. See full details on the pricing page.