Simple Plans. Powerful Tools.
Choose the plan that fits your business. No hidden fees, no long-term contracts. Cancel anytime.
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
- Agent Tracking & Hierarchy
- API & Webhooks
- 100% Private Data
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.
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.