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
- Carriers & Calendar
- Email & Documents
- Organizations
- Custom Reports
- Import / Export
- Per-user Custom Fields
- 100% Private Data
simpleAMS Manager
For managers tracking their agents, hierarchy, and book of business.
- Everything in Agent
- Commissions Tracking
- Recruiting
- Agent Tracking & Hierarchy
- API & Webhooks
- 100% Private Data
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 you save a policy
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 — no spreadsheets, no manual entry.
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.
Recruiting That Converts Itself.
A full recruiting pipeline built directly into simpleAMS — track every recruit from first touch to first sale, and auto-promote contracted recruits into active Agents the moment they sign.
8-stage visual pipeline
Move recruits through New, Contacted, Interviewing, Offer Extended, Onboarding, Contracted, Declined, and Inactive — with live counts and stage breakdowns on the dashboard.
Auto-converts contracted recruits into Agents
The moment a recruit hits the Contracted stage, simpleAMS provisions them as an active Agent — carrying over NPN, resident state, carrier appointments, and state licenses with zero 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.
8 Stages
From first touch to fully contracted Agent
Auto-Convert
Contracted recruits become active Agents instantly
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
What's the difference between Agent and Manager?
The Agent plan is designed for independent producers managing their own book. The Manager plan adds the ability to track your downline agents as records, visualize your hierarchy, and connect external tools via API and webhooks.
Is my data private from other users?
Yes, completely. simpleAMS is a multi-tenant system where every user's data is 100% isolated. No other user can see your clients, leads, policies, carriers, or any other records.
Can I switch plans later?
Yes. You can upgrade or downgrade at any time through the billing portal. Upgrades take effect immediately; downgrades take effect at the end of your current billing period.
Can I cancel anytime?
Yes. Cancel anytime through the billing portal. You'll retain access until the end of your current billing period with no additional charges.
What happens if I exceed my monthly SMS or email allocation?Lead Outreach
You can continue sending at overage rates: $0.05 per SMS and $0.01 per email. Overage charges are billed at the end of your billing cycle. You can upgrade your plan anytime for a higher monthly allocation.
What are daily sending limits?Lead Outreach
Daily email limits protect deliverability and prevent spam. These are hard limits that reset at midnight and cannot be bypassed with overages. SMS does not have a daily cap — only the monthly allocation applies.
Do unused credits roll over?Lead Outreach
No. SMS and email allocations reset at the beginning of each billing cycle and do not roll over to the next month.
Can leads reply to my messages?Lead Outreach
Yes. Both SMS and email support two-way communication. Inbound replies from leads are automatically captured and stored on the lead record for full conversation history.
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.