Simple Plans. Powerful Tools.
Choose the plan that fits your business. No hidden fees, no setup costs, no long-term contracts. Upgrade, downgrade, or cancel anytime. No questions asked.
simpleAMS Agent
For independent insurance agents managing their own book of business.
- Clients, Leads & Policies
- Renewals — traffic-light renewal queue
- Webforms — lead capture for your website
- Lead ROI — see which lead sources make you money
- Carriers, Organizations & Calendar
- Email & Documents
- Custom Reports & Custom Fields
- CSV Import / Export
- Two-Factor Authentication
- 100% Private Data
simpleAMS Manager
For managers building a downline who need agents, recruits and commissions in one place.
- Everything in Agent, plus:
- Commissions — incl. automatic chargebacks
- Recruiting — one-click Convert to Agent
- Agents & Hierarchy
- REST API & Webhooks
Renewals That Speak Up.
A policy lapses because nobody noticed it was coming. Every renewal in your book gets a status, and tells you why it has that status \u2014 so you work a queue instead of a hunch.
Green, yellow, red \u2014 and the reason why
Status is worked out from how close the renewal is, the carrier\u2019s grace period, how recently you contacted the client, and whether the premium moved. Open one and it lists the rules that put it there.
Nothing to maintain
Write a policy and its renewal term opens automatically. Statuses recompute on a schedule, so your queue is current every morning without you touching it.
Retention you can actually measure
Close each renewal as retained, lapsed, non-renewed or rewritten. Those outcomes feed a rolling retention rate \u2014 a number you manage, not a feeling.
Per-Carrier Grace Periods
Set the grace period per carrier so a policy still inside its window is not treated like one that is gone.
Premium-Change Alerts
When a renewal premium jumps, you know before the client calls you about it — old and new figures side by side.
Renewal Activity Log
Every call, email and note recorded against the renewal, with follow-ups creating their calendar events for you.
Filters & CSV Export
Filter by carrier, status, line of business, client state or renewal window — then export exactly what you filtered.
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, included with your Manager subscription.
Auto-calculates the moment you save a policy
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 — no spreadsheets, no manual entry.
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 reversed and prorated within your chargeback window — automatic, or flagged for your review.
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.
Recruiting That Converts Itself.
A full recruiting pipeline built directly into simpleAMS — track every recruit from first touch to first sale, then convert contracted recruits into active Agents in one click.
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 source (Referral, Cold Outreach, Job Board, and more), and watch your conversion rate trend across the entire pipeline.
6 Stages
From first touch to fully contracted Agent
One Click
Convert a contracted recruit into an active Agent
Zero Re-Entry
NPN, resident state, appointments & licenses carry over
Lead Outreach Add-On
Built-in SMS and email outreach to engage your leads directly from the platform. Available as an optional add-on for both plans — you can add it after subscribing from your account settings or directly inside the Leads Module.
Starter
Growth
Pro
Frequently Asked Questions
Lead Outreach Disclaimer
Important acceptable use and compliance information for the Lead Outreach add-on.
Acceptable Use Policy — Lead Outreach
Lead Outreach is designed for personalized, one-to-one communication with your leads — not bulk campaigns. Bulk marketing, purchased or scraped contact lists, and unsolicited spam are prohibited and will result in account suspension. By subscribing, you agree to use this feature responsibly and in compliance with applicable messaging laws including TCPA and CAN-SPAM.
SMS Consent & Compliance
By subscribing, you acknowledge that all SMS recipients must provide consent before receiving messages. All outbound SMS messages will include OPT-OUT instructions. Message and data rates may apply. See our Privacy Policy for details.