PrismAMSThe AMS that
actually works
PrismAMS replaces your AMS, CRM, client portal, marketing platform, and e-sign tool with one system that's AI-native, API-open, and built for how agencies actually operate.
Sound familiar?
Every day, 39,000 independent agencies deal with these problems. We built PrismAMS to end them.
Your AMS looks like it was built in 2005
Carrier downloads fail, data is stale
Clients call for ID cards, dec pages, COIs
Cross-sell opportunities slip through the cracks
Locked into expensive API access fees
Marketing = manual email blasts from Outlook
One platform. Every tool your agency needs.
Client-first, not policy-first
Every other AMS organizes around policies. We organize around people. One view shows everything: policies, claims, documents, activity, tasks, certificates, renewal timeline, AI insights — all connected.
- 360-degree client view
- Activity timeline
- Custom fields on everything
- Smart search across all data
Built-in marketing automation
Full email campaign engine with insurance-specific templates. Automated workflows trigger on renewals, birthdays, new policies, and claims. Audience segmentation. CAN-SPAM compliant. AI writes the copy.
- 8 ready-to-use templates
- Automated renewal reminders
- Birthday & welcome sequences
- Cross-sell campaigns
$47K average book revenue hiding in plain sight
Our AI scans your entire book weekly, identifying coverage gaps, bundling opportunities, and retention risks. Has auto but no home? Has GL but no cyber? You'll know — ranked by revenue potential with one-click pipeline creation.
- 15+ cross-sell rules
- Revenue opportunity dashboard
- Agent discovery checklists
- Confidence scoring
Your CSRs answer 40+ calls/day for ID cards. What if that was zero?
Clients get their own portal with policies, documents, certificates, ID cards on demand, claims FNOL, change requests, and referral sharing. Passwordless magic-link login. Mobile-ready. White-label.
- On-demand ID cards
- Claims FNOL reporting
- One-click referral sharing
- Self-service change requests
E-signatures included — no extra cost.
Upload a PDF, drag fields exactly where you need them, send to the signer. Legally binding under E-SIGN Act and UETA. Full audit trail, SHA-256 integrity hash, completion notifications. Built-in, not bolted on.
- Drag-and-drop field placement
- E-SIGN Act compliant
- SHA-256 audit trail
- Automatic email notifications
Every call logged. Every client recognized. Automatically.
Native integration with CallIntel — our VoIP middleware for insurance agencies. Incoming calls instantly match to client records with screen pop. Call summaries, AI insights, and transcriptions sync directly to the client timeline. Works with Dialpad, Zoom Phone, GoTo Connect, RingCentral, and Vonage.
- Real-time screen pop on calls
- AI call summaries in timeline
- 5 VoIP providers supported
- Zero manual call logging
Ask anything. Find everything.
Type a question in plain English — 'Commercial auto renewing in 30 days with a claim this year' — and the AI plans the query, runs it across clients, policies, tasks, and activities, and summarizes what it found. Scoped to your tenant. Deep-link straight to the matching record.
- Natural-language query planning
- Searches every major entity at once
- Tenant-scoped — nothing leaks
- Deep-link results to the source record
One click and your CSR sounds like a 10-year producer.
Hit Enrich on any commercial client. The AI profiles their industry, flags likely exposures, suggests the policies they probably need, and hands the producer ready talking points — so every call is informed before it starts. Built on top of our AI safeguards wrapper so you stay within budget.
- Industry profile + company stage
- Likely exposures & risk flags
- Talking points + cross-sell ideas
- Confidence-scored output
Launch your client portal in one afternoon.
Filter by client type, email presence, and portal activity. Select 50 — or 5,000 — clients. PrismAMS generates passwordless magic-link tokens and sends branded invite emails through your mailbox in a single campaign. Track per-client status live, and export all URLs as TSV for manual outreach.
- Bulk-invite by segment with live counts
- Passwordless magic-link tokens
- Per-client sent / failed / no-email results
- TSV export for offline outreach
45 menu items reduced to 22. Nothing lost.
We stripped the sidebar to seven intent-based hubs — Grow, Book, Outreach, Documents, Markets, Money, AI. Inside each hub, a tab bar reveals the detail work. Producers reach Pipeline in one click; CSRs see only the tools they actually use. Every old route still works, still searchable.
- 7 hubs × 22 nav items — half the surface
- Tab bar on every hub page for deep work
- Command palette covers all 50+ routes
- Mobile 'More' sheet grouped by hub
What's your agency leaving on the table?
Independent agencies average 2.3 policies per client. Top agencies average 3.8. The difference is cross-sell execution.
$47,000
Average hidden cross-sell revenue per 500 clients
Home+Auto bundles, umbrella, cyber, EPLI
20+ hrs
CSR time saved per week with self-service portal
ID cards, dec pages, COIs, cert requests
3x
Clients per CSR with automation
From 500 to 1,500 households per service rep
Everything included. No modules to buy.
Other platforms nickel-and-dime you for every feature. We don't.
Give your clients the experience they expect
Branded self-service portal. Passwordless login. Policies, documents, ID cards, claims reporting, change requests, and referrals — all from their phone.
View Policies & Coverages
Download ID Cards Instantly
Report Claims (FNOL)
Request Policy Changes
Download Documents
View Certificates
Refer Friends & Family
Magic Link Login
Your agency deserves better than a 20-year-old AMS
Join the agencies switching to PrismAMS. No contracts. No data hostage fees. No implementation consultants. Just sign up and go.
No credit card required. Full access. Cancel anytime.