Agency Operations
Manage your entire agency structure with precision and clarity.
Agent Management
Complete agent lifecycle management including onboarding, licensing, certifications, hierarchies, and performance tracking. Track agent statuses, appointments, and production metrics.
Carrier Administration
Centralize carrier relationships, contracts, commission structures, and product availability. Manage carrier contacts, requirements, and documentation in one place.
Custom Fields
Extend any module with custom fields tailored to your workflows. Capture the data that matters to your agency without limitation.
Sales & Lead Management
Capture, qualify, and convert leads with intelligent workflows.
Lead Capture & Routing
Capture leads from multiple sources and automatically route them based on custom rules. Track lead sources, qualification criteria, and conversion metrics.
Activity Tracking
Log calls, emails, meetings, and notes against any record. Complete activity history ensures nothing falls through the cracks.
Notifications & Reminders
Stay on top of follow-ups with automated notifications and task reminders. Never miss an important deadline or opportunity.
Policy & Carrier Administration
Track policies from submission through issuance and beyond.
Policy Management
Track policies across their entire lifecycle — from application to approval, issuance to renewal. Manage status updates, premium information, and policy details.
Document Management
Attach, organize, and retrieve documents at every level. Secure storage with easy access to contracts, applications, and supporting materials.
Commission Tracking
Track commission structures, calculate payouts, and maintain complete compensation records. Visibility into what agents earn and why.
Communications & Collaboration
Keep your team aligned and responsive.
Integrated Email
Send and receive emails directly within simpleAMS. All correspondence is logged automatically against the relevant records for complete visibility.
Calendar & Scheduling
Shared calendars, task scheduling, and appointment management. Coordinate team activities and never double-book.
Email Templates
Create reusable email templates for common communications. Maintain consistency and save time on routine correspondence.
Reporting & Oversight
Make informed decisions with complete visibility.
Dashboards
Real-time dashboards showing key metrics at a glance. Production summaries, activity trends, and performance indicators — all in one view.
Production Reports
Detailed production reports by agent, team, carrier, and time period. Export data for further analysis or compliance requirements.
Audit Trails
Complete audit logging of all system activity. Know who did what, when, and why — essential for compliance and accountability.
Security & Compliance
Protect sensitive data with enterprise-grade security.
Role-Based Access Control
Granular permissions ensure users only see and do what they should. Define roles, assign permissions, and maintain complete control.
Multi-Factor Authentication
Protect accounts with MFA/2FA. Add an extra layer of security to prevent unauthorized access.
Data Encryption
Sensitive data encrypted at rest and in transit. Industry-standard protocols protect client information at every level.
Built Different
simpleAMS isn't just another CRM. It's an agency management platform designed from the ground up for insurance.