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
Ideal for: Agencies with 5-50 agents ready to professionalize their operations
For agencies ready to move beyond spreadsheets and basic tools. Get a dedicated simpleAMS deployment configured to your workflows, with room to grow.
Dedicated VPS Infrastructure
4
vCPU Cores
16 GB
RAM
200 GB
NVMe SSD
5 users included — additional users at a per-user monthly rate
- Dedicated simpleAMS deployment
- Agent & carrier management
- Lead management & activity tracking
- Policy & document management
- Standard dashboards & reports
- Email integration
- Import & export with field mapping
- Role-based access control
- Built-in help center & documentation
- Email support & onboarding
- Custom branding
- White-label options
- Advanced commission tracking
- Dedicated support line
Enterprise / IMOs
Complete platform control
Ideal for: Large agencies, IMOs, and organizations with 50+ agents
For large agencies and IMOs requiring advanced configuration, custom branding, and dedicated support. Full platform capabilities with white-label options.
Dedicated VPS Infrastructure
8
vCPU Cores
32 GB
RAM
400 GB
NVMe SSD
10 users included — additional users at a per-user monthly rate
- Everything in Growth, plus:
- Advanced organizational hierarchy
- Custom branding & theming
- White-label deployment options
- Commission tracking & payouts
- Advanced reporting, custom reports & exports
- OAuth2 email integration (Office 365, Google)
- API & webhooks for third-party integrations
- Custom fields & workflows
- Built-in help center & documentation
- Dedicated support & SLA options
- Priority feature requests
- Custom integrations
- Onboarding & training packages
- Quarterly business reviews
All core modules are included. Agencies adopt what they need. No hidden fees.
Commission Tracking That Calculates Itself.
A complete commission tracking, calculation, and payment platform built directly into simpleAMS — not a spreadsheet bolt-on. Replace the $200–$500/month standalone commission tools other agencies pay for.
Auto-calculates the moment a policy is saved
No buttons to click, no batch jobs to run. A full 10-step calculator fires automatically and writes every transaction to your ledger.
Walks your hierarchy for downline overrides
Every sale by a sub-agent generates the correct override transactions all the way up the chain — purpose-built for IMOs and multi-level distribution.
Reconciles carrier statements automatically
Import a carrier's statement file, auto-match lines against your expected commissions, and flag variances in one workflow.
Commissions Dashboard
$48,250
$7,840
$172,400
$1,205
Commission Schedules
Define rates per carrier, product, and contract level — percentage, PMPM, flat dollar, or tiered. Separate first-year and renewal rates with effective date windows.
Hierarchy Overrides
Walks the manager chain automatically and creates override transactions at every level. Multiple override layers supported.
Multi-Agent Splits
Configure percentage-based splits once and every relevant transaction is auto-divided between the agents on the sale.
10-Step Calculator Engine
Premium basis resolution, first-year vs. renewal, splits, hierarchy walks, chargeback proration — a real engine, end-to-end on every policy.
Statement Reconciliation
Import carrier CSV/Excel statements, auto-match lines against expected commissions, and detect variances with three strictness modes.
Pay Runs & Approval Workflow
Build pay runs across any date window, approve in bulk, mark as paid. Hold, release, or cancel individual lines. Weekly, biweekly, or monthly cadence.
$200–$500/mo
Replaces standalone commission tools
Instant
Fires automatically on policy save
Penny-Perfect
Exact math down to a ten-thousandth of a cent.
Available with Enterprise / IMO deployments. Talk to us about upgrading from Growth.
Supercharge Your Agency With Lead Outreach
Available as a per-user add-on for all agency deployments. Agents can subscribe directly from within the platform — no extra cost to your agency.
Send SMS and email messages directly to your leads from their record inside simpleAMS — inbound and outbound, with full conversation history and activity logging.
Starter
- 750 SMS messages/month
- 2,000 emails/month
- 100 emails/day max
- Overage: $0.05/SMS, $0.01/email
- Activity logging & tracking
- Delivery status updates
- Inbound/Outbound messaging
- Full conversation history
Growth
- 2,000 SMS messages/month
- 6,000 emails/month
- 200 emails/day max
- Overage: $0.05/SMS, $0.01/email
- Activity logging & tracking
- Delivery status updates
- Inbound/Outbound messaging
- Full conversation history
Pro
- 4,000 SMS messages/month
- 15,000 emails/month
- 350 emails/day max
- Overage: $0.05/SMS, $0.01/email
- Activity logging & tracking
- Delivery status updates
- Inbound/Outbound messaging
- Full conversation history
Lead Outreach is designed for personalized, one-to-one communication with your leads — not bulk campaigns. Usage must comply with TCPA and CAN-SPAM regulations.
Social Media Lead Generation
An optional add-on available to all agency deployments. Professionally managed social media lead campaigns that feed directly into your simpleAMS Leads module — so your agents never miss a prospect.
Targeted Facebook Lead Campaigns
Professional ad campaigns managed for your agency — targeting prospects by location, age, and insurance interest so every dollar of ad spend reaches the right audience.
Leads Flow Directly Into simpleAMS
Every lead generated from your campaign is automatically delivered into your simpleAMS Leads module in real time. No manual imports, no spreadsheets, no delays.
Smart Lead Assignment
We recommend and help configure best-practice agent assignment based on lead location and agent licensing — so the right agent gets the right lead every time.
Instant Follow-Up With Lead Outreach
Agents subscribed to the Lead Outreach add-on can contact new leads via SMS and email directly from their lead record — within minutes of the lead arriving in the system.
Campaign Performance Reporting
Monthly performance reports covering lead volume, cost per lead, and campaign metrics — so you always know exactly what your investment is producing.
Fully Managed Service
Campaign setup, creative, targeting, optimization, and reporting are all handled for you. Your team focuses on closing — we handle everything that fills the pipeline.
The Complete Agency Growth Stack
Combine Social Media Lead Generation with your simpleAMS deployment and the Lead Outreach add-on and you have a complete pipeline — leads coming in, automatically loaded into your system, and agents following up within minutes via SMS and email. No third-party tools. No manual imports. No leads going cold.
Social Media Lead Generation is a separate engagement from your simpleAMS subscription. Campaign pricing is discussed during your discovery call.
Every Deployment Includes
Whether you choose Growth or Enterprise, every simpleAMS deployment comes with the fundamentals that matter.
Dedicated Virtual Private Server
Every agency deployment runs on its own dedicated VPS — isolated resources, guaranteed performance, and complete separation from any other organization on the platform.
Data Isolation
Your data stays yours. Dedicated infrastructure ensures complete separation from other agencies.
Consistent Performance
Dedicated resources mean predictable, fast performance regardless of platform-wide activity.
Your Brand, Your Way
Enterprise deployments can be fully branded or white-labeled to match your organization.
Scalable User Management
Every deployment includes a base user allotment with your platform subscription. As your team grows, additional users can be added at a transparent per-user rate — discussed during your discovery call.
Direct Support
Enterprise clients get dedicated support channels with guaranteed response times.
Custom Pricing, Transparent Value
simpleAMS is a premium, configurable platform. Pricing is tailored to your agency — based on deployment scope, team size, configuration depth, branding requirements, and support level. No hidden fees, no surprise costs.
Ready to discuss what simpleAMS can do for your agency?