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.
No Sales Call. No Contract.
Subscribe online and your system is ready to use. Here is exactly what happens.
Subscribe Online
Choose Agent or Manager, pay by card, and you are in. No demo to sit through, no contract to sign, and you can cancel any time.
Your Own Private System
Your login and your agent record are created as part of signup. Your clients, leads and policies are yours alone — no other subscriber can see them.
You Are Not Left To Figure It Out
A guided tour walks you through the system on first login and can be replayed any time, with a manual for every module and live chat with the person who builds simpleAMS.
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, spouse and dependents, and policy associations.
Lead Management
Capture, qualify and convert leads with activity tracking. Set a follow-up date and it is added to your calendar automatically.
Lead ROI
See what each lead source costs and what it earned in real commission — cost per lead, cost per bound policy, net profit and ROI by platform.
Webforms
Build your own lead-capture form and put it on your website. Every submission becomes a lead in simpleAMS, with the visitor’s consent to be contacted recorded automatically and built-in spam and bot protection.
Policy Tracking
Manage policies from application to renewal: statuses, premiums, carriers and key dates, all in one place.
Renewals
A renewal working queue with green, yellow and red status for every upcoming renewal, so nothing lapses unnoticed.
Carrier Administration
Centralize your carrier relationships: carrier details, products and contact information.
Integrated Email
Send and receive email directly in 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. Files are stored privately and only you can open them.
Organizations
Group clients into organizations for corporate accounts and business relationships.
Custom Reports
Build your own reports with flexible filtering, and export them to CSV, PDF, Excel or HTML.
Import & Export
Import your data from CSV using ready-made templates, and export it any time.
Custom Fields
Extend any module with custom fields tailored to your workflows.
Private & Secure
Your data is completely isolated — no other user can see your clients, leads or policies. Two-factor authentication, and Social Security numbers encrypted at rest.
Renewals That Speak Up.
A policy lapses because nobody noticed it was coming. Every renewal in your book gets a status, and tells you why it has that status \u2014 so you work a queue instead of a hunch.
Green, yellow, red \u2014 and the reason why
Status is worked out from how close the renewal is, the carrier\u2019s grace period, how recently you contacted the client, and whether the premium moved. Open one and it lists the rules that put it there.
Nothing to maintain
Write a policy and its renewal term opens automatically. Statuses recompute on a schedule, so your queue is current every morning without you touching it.
Retention you can actually measure
Close each renewal as retained, lapsed, non-renewed or rewritten. Those outcomes feed a rolling retention rate \u2014 a number you manage, not a feeling.
Per-Carrier Grace Periods
Set the grace period per carrier so a policy still inside its window is not treated like one that is gone.
Premium-Change Alerts
When a renewal premium jumps, you know before the client calls you about it — old and new figures side by side.
Renewal Activity Log
Every call, email and note recorded against the renewal, with follow-ups creating their calendar events for you.
Filters & CSV Export
Filter by carrier, status, line of business, client state or renewal window — then export exactly what you filtered.
Know Which Leads Actually Make You Money.
Most systems tell you where a lead came from. Lead ROI tells you what that source cost, what it earned in real commission, and whether it is worth another dollar.
Nobody else builds you this dashboard. Most systems leave you exporting to a spreadsheet to work out whether a lead source paid for itself.
Track Spend Two Ways
Put a cost on each purchased lead, and log lump-sum campaign spend for monthly ad budgets, lead packages and email blasts.
Follow It To The Policy
Leads in, contacted, quoted, converted to client, policies bound, premium written — the full funnel for every paid source.
Real Commission, Not Estimates
ROI is calculated from your commission ledger, so the number reflects what you actually earned rather than a projection.
Plain-English Insights
Top performing source, sources losing money, lowest cost per bound policy, and spend with nothing bound yet — written out for you.
Tracks Email Campaign, Social Media, Advertisement and Lead Purchase sources across Facebook, Instagram, Google Ads, Bing Ads, YouTube, TikTok, LinkedIn, Nextdoor, QuoteWizard, EverQuote, SmartFinancial, your email service, or any vendor you name yourself. Filter by date, source, platform or agent, and export the whole thing to CSV.
Manager Plan Extras
Additional capabilities included with the Manager subscription.
Full Commissions Module
A complete commission tracking, calculation, and payment platform built directly into simpleAMS — not a spreadsheet bolt-on. No separate commission software needed, included with your Manager subscription.
Schedules · Hierarchy overrides · Multi-agent splits · Statement import & reconciliation · Pay runs · Automatic chargebacks with proration.
Agents & Hierarchy
Keep a record for every agent in your downline and see your team hierarchy at a glance, with drag-to-reassign.
API & Webhooks
Connect simpleAMS to your existing tools with a RESTful API and configurable webhooks.
Full Recruiting Module
A full recruiting and onboarding workflow built directly into simpleAMS — pipeline every recruit from first conversation to fully provisioned Agent. Close the gap between hiring and producing, included with your Manager subscription.
Six-stage pipeline · Source & follow-up tracking · Carrier appointment records · State license records · One-click Convert to Agent · Role-based access.
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.