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 your lead flow with In-app, browser push, and email notifications with configurable per-user preferences. Never miss a follow-up, deadline, opportunity, or important updates.
Lead Outreach
Built-in inbound and outbound text and email so agents can engage leads directly from the platform.
Inbound & Outbound SMS
Two-way text messaging powered by Twilio. Agents send and receive SMS directly within simpleAMS, with full conversation history and delivery tracking.
Email Campaigns
Outbound email messaging to leads via SendGrid. Agents reach their assigned leads with tracked, professional email communications directly from the platform.
Subscription Plans & Billing
Agents subscribe individually to tiered outreach plans (Starter, Growth, Pro) with Stripe-powered billing, bundled SMS and email allocations, and automated overage tracking.
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.
OAuth2 Email Integration
Connect Office 365 and Google email accounts securely via OAuth2. No stored passwords — modern, token-based authentication for your team's email.
Email Signature Management
Create and manage professional email signatures with a built-in HTML editor. Consistent branding across every outgoing message from your team.
API & Webhooks
Integrate simpleAMS with your existing tools and third-party services. RESTful API and configurable webhooks enable seamless data flow across your tech stack.
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.
Import & Export
Import and export data via CSV and Excel with intelligent field mapping. Migrate data in, pull reports out, and keep your agency data portable.
Custom Reports
Build your own reports tailored to your agency's needs. Set reports as public for team-wide visibility or keep them private for personal use.
Activity & Communication Logs
Complete history of calls, emails, meetings, notes, and outreach activity logged against every record. Full visibility into every interaction across your agency.
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
Optional two-factor authentication via email verification codes or authenticator apps like Google Authenticator. Users choose the method that works best for them, with recovery codes for backup access.
Data Encryption
Sensitive data encrypted at rest and in transit. Industry-standard protocols protect client information at every level.
Session Security
Configurable session timeouts, maximum login attempt limits, and automatic account lockout. Protect against unauthorized access with layered session controls.
Force Password Change
Require users to set a new password on their first login. Ensure every account starts with a secure, user-chosen credential from day one.
Email Verification
Built-in email verification system to confirm user identities during account setup. An additional layer of trust before granting platform access.
Help & Support
Extensive built-in documentation and dedicated support to keep your team equipped and productive.
Built-In User Manual
Comprehensive documentation for every module, accessible directly within the platform. Detailed guides, walkthroughs, and reference material so your team always has answers at their fingertips.
In-App Help System
Contextual help and guidance built into the interface. Get relevant information and instructions without leaving the screen you're working on.
Dedicated Support
Direct access to support when you need it. No ticket queues or chatbot runarounds — real help from people who know the platform inside and out.
Built Different
simpleAMS isn't another off-the-shelf platform with a fixed set of features you have to work around. It's a purpose-built agency management system shaped around how your agency actually operates — delivering not just what you need, but exactly what you want.