Configured for Your Agency
Each agency receives a dedicated simpleAMS deployment, configured to their structure and workflows. As agencies grow, simpleAMS grows with them — no platform switch, no migration, no starting over.
Essential
Run your agency day to day
Ideal for: Smaller agencies. Includes 5 users, with more seats available.
Everything needed to run an agency day to day: clients, the leads and web forms that bring them in, your book of business, the people who wrote it, and the paperwork.
Dedicated VPS Infrastructure
2
vCPU Cores
8 GB
RAM
100 GB
NVMe SSD
5 users included — additional users at a per-user monthly rate
- Dedicated simpleAMS deployment
- Clients, policies & renewals
- Leads & lead activity tracking
- Webforms — lead capture for your website
- Agents, carriers & organizations
- Calendar, documents & reports
- Custom fields & custom branding
- Role-based & row-level access control
- Built-in help center & user manual
- Email support & onboarding
- Commission tracking
- Email inside the system
- Team hierarchy & team chat
- REST API & webhooks
- Recruiting pipeline
Growth Agency
Grow the book and get paid
Ideal for: Growing agencies. Includes 10 users, with more seats available.
Everything in Essential, plus the machinery for growing and getting paid: the commission engine, email inside the system, your team hierarchy, team chat, and the REST API.
Dedicated VPS Infrastructure
4
vCPU Cores
16 GB
RAM
200 GB
NVMe SSD
10 users included — additional users at a per-user monthly rate
- Everything in Essential, plus:
- Full commissions module
- Hierarchy overrides, splits & pay runs
- Carrier statement import & reconciliation
- Automatic chargebacks with proration
- Integrated email (Google, Microsoft 365, IMAP)
- Team hierarchy with drag-to-reassign
- Internal team chat
- REST API & webhooks
- Recruiting pipeline
Enterprise / IMO
Built for downlines
Ideal for: Large agencies and IMOs. Includes 25 users, with more seats available.
Every module in the platform. Adds the recruiting pipeline for organizations building downlines, with the largest included user count.
Dedicated VPS Infrastructure
8
vCPU Cores
32 GB
RAM
400 GB
NVMe SSD
25 users included — additional users at a per-user monthly rate
- Everything in Growth Agency, plus:
- Full recruiting pipeline
- NPN, licenses & appointments captured up front
- One-click Convert to Agent
- HR & employee records (coming)
- Onboarding & training packages
- Priority feature requests
- Custom integrations
- Quarterly business reviews
Tiers are cumulative — each one includes everything in the tier below it. Individual modules can be added to any installation as part of your agreement.
What's In Each Tier
Tiers are cumulative. Modules outside your tier are hidden entirely, never locked behind an upsell prompt.
In Every Tier, From Essential Up
| What Changes By Tier | Essential | Growth Agency | Enterprise / IMO |
|---|---|---|---|
| Commissions | — | ||
| Email inside the system | — | ||
| Hierarchy | — | ||
| Team Chat | — | ||
| REST API & Webhooks | — | ||
| Recruiting | — | — | |
| HR & employee records | — | — | Coming |
| Included users | 5 | 10 | 25 |
| Lead Outreach (SMS & email) | Add-on | Add-on | Add-on |
Your tier is agreed during your discovery call and set by simpleAMS when your installation is provisioned. Upgrades take effect immediately — no migration, no data loss, no reinstall.
Renewals That Speak Up.
A policy lapses because nobody noticed it was coming. simpleAMS gives every upcoming renewal a status — and tells you exactly why it has that status — so your team works a queue instead of a hunch.
Green, yellow, red — and the reason why
Status is computed from how close the renewal date is, the carrier's grace period, how recently the client was contacted, and whether the premium moved. Open any renewal and it lists the rules that fired, in plain language.
Renewal terms open themselves
Write a policy and its renewal term is created automatically. Statuses recompute on a schedule, so the queue is current every morning without anyone maintaining it.
Follow-ups land on the calendar
Log a call, email or reminder against a renewal and the calendar event is created for you — no separate step, nothing to forget.
Per-Carrier Grace Periods
Every carrier handles late payment differently. Set the grace period per carrier and the queue respects it, so a policy still inside its window is not treated like one that is gone.
Premium-Change Alerts
When a renewal premium jumps, the renewal is flagged before the client calls you about it — with the old and new figures side by side.
Contact Recency
A renewal you have already spoken to the client about is not flagged as at risk — until that contact goes stale. The queue tracks the conversation, not just the date.
Renewal Activity Log
Every call, email and note is recorded against the renewal term, building the kind of documented trail you want on file if a client ever disputes what was discussed.
Outcomes & Retention Rate
Close each renewal as retained, lapsed, non-renewed or rewritten. Those outcomes feed a rolling retention rate you can actually manage against.
Filters & CSV Export
Filter by carrier, agent, status, line of business, client state, agent state or renewal window — then export exactly what you filtered.
Renewals lives inside Policies and is included with every deployment, from Essential up.
Commission Tracking That Calculates Itself.
A complete commission tracking, calculation, and payment platform built directly into simpleAMS — not a spreadsheet bolt-on. No separate commission software needed.
Auto-calculates the moment a policy is saved
No buttons to click, no batch jobs to run. The calculation engine 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.
Imports and reconciles carrier statements
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.
Automatic Chargebacks
When a policy lapses or cancels, unearned commission is charged back and prorated within your chargeback window — fully automatic or flagged for your review, your choice.
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.
Built in
No separate commission software needed
Instant
Fires automatically on policy save
Penny-Perfect
Exact math down to a ten-thousandth of a cent.
Available with Growth Agency and Enterprise / IMO deployments. Talk to us about which tier fits your agency.
Recruiting That Converts Itself.
Built for IMOs and growth-stage agencies that recruit. Track every recruit from first touch to first sale, then convert contracted recruits into active Agents in one click — carrying their NPN, resident state, carrier appointments, and state licenses with zero re-entry.
Six-stage visual pipeline
Move recruits through New, Contacted, Interviewing, Offer Extended, Onboarding and Contracted, plus Declined and Inactive — with live counts and stage breakdowns on the dashboard.
One-click Convert to Agent
Convert a contracted recruit into an active Agent in one click — carrying over NPN, resident state, carrier appointments, and state licenses with no re-entry.
Real-time follow-up & conversion tracking
Schedule next-touch dates, track recruit source, and watch your conversion rate trend across the entire pipeline — all from one dashboard.
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 on every agency tier. Agents can subscribe directly from within the platform — no extra cost to your agency. The plans below are agency pricing; individual Agent and Manager subscriptions have their own Lead Outreach plans.
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.
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.
Every Deployment Includes
Whichever tier you choose, 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
Every deployment can carry your own logo and colours throughout the application.
Scalable User Management
Essential includes 5 users, Growth Agency 10 and Enterprise / IMO 25. As your team grows, additional seats can be added at a transparent per-user rate — discussed during your discovery call.
Direct Support
You work directly with the person who builds simpleAMS — through the in-app support portal, email, or a call.
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?
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.