simpleAMS Blog

Insights for Insurance Agencies and IMOs

Practical guides on carrier appointments, commissions, compliance and the day-to-day work of running an agency.

Lead Source ROI: How Insurance Agents Find the Leads That Pay

How insurance agents can measure cost per bound policy and return on every lead source, and decide which vendors and campaigns deserve more budget.

A stage-by-stage carrier appointment checklist for life and health IMOs: eligibility, paperwork, approval timelines and multi-state compliance.

How to document, value and communicate a book of business sale or handoff: what buyers verify, when to tell staff and clients, and what to prepare.