InsurAMS icon
InsurAMS icon

InsurAMS

Web-based insurance agency management system for independent agents. Client and policy management, Certificate of Insurance generation, renewal tracking with email alerts, CSV import from spreadsheets, document storage, multi-user team tools, and REST API. 30-day free trial, $99/mo.

Agency overview with key stats, upcoming renewals, open tasks, and recent activity

Cost / License

  • Subscription
  • Proprietary

Platforms

  • Online
Full client profile with policies, documents, and activity history
Generate professional Certificates of Liability Insurance with coverage details
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Color-coded renewal tracking so no policy lapses
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Features

  1.  No Coding Required
  2.  Cloud Sync
  3.  Import CSV Data
  4.  Reminders
  5.  Ad-free

 Tags

InsurAMS News & Activities

Highlights All activities

Recent activities

InsurAMS information

  • Developed by

    US flagInsurAMS

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription that costs $99 per month.

  • Alternatives

    0 alternatives listed

  • Supported Languages

    • English

AlternativeTo Categories

Business & Commerce, Office & Productivity
InsurAMS was added to AlternativeTo by insurams on and this page was last updated .
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What is InsurAMS?

InsurAMS is a modern, web-based agency management system built specifically for independent insurance agencies with 1-5 agents. It replaces spreadsheets, paper files, and outdated desktop software with a clean browser-based platform that requires zero training and no installation.

Independent agents managing their book of business in Google Sheets or Excel face real operational risks: missed renewals, lost documents, no audit trail, and hours spent manually creating certificates of insurance. Legacy AMS platforms like HawkSoft, AMS360, and Applied Epic solve these problems but cost $85-500+ per user per month, require multi-week onboarding, and lock agencies into desktop software with dated interfaces.

InsurAMS sits in the gap between spreadsheets and enterprise AMS platforms. The platform covers the daily workflows that matter most to small agencies:

Client and policy management provides a central place to track every client, their policies, premiums, coverage details, and contact information. The renewal tracking system automatically surfaces policies approaching expiration with color-coded urgency badges and sends daily email digests so nothing slips through the cracks.

The built-in Certificate of Liability Insurance generator produces professional certificates with proper coverage sections for General Liability, Commercial Auto, Umbrella/Excess, Workers Compensation, and Business Owner's Policy. Each certificate includes insurer lettering (A-F), NAIC codes, named limit fields per coverage type, and additional insured/certificate holder support.

Agencies transitioning from spreadsheets can import their existing client and policy data via CSV in minutes. Document storage keeps policy documents, endorsements, and client files organized and accessible from anywhere. The activity log creates a full audit trail with agent attribution for every action taken.

For growing agencies, multi-user support allows team members to be invited via email or shareable link with admin/agent role separation. A Zapier-compatible REST API connects InsurAMS to thousands of other business tools.

InsurAMS offers a 30-day free trial. Standard pricing is $99 per month per agency with unlimited users. There are no setup fees, no contracts, and no per-user charges.

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