Integrated Insurance Systems
For clients & agencies
Our AMS is built for middle market and large agencies who are looking to build a custom agency management system selecting acumatica as their ERP platform of choice. We offer a jump start to the customization process with an out of the box AMS module in addition to offering years of experience in customizing acumatica to an insurance agency's needs.
Who is the acumatica AMS module built for?
Why choose acumatica?
Acumatica offers an outstanding and user friendly ERP platform perfect for insurance. It's defined foundation provides a structure which allows insurance agencies to marry accounting and reporting functions with policy management to form a single source of truth.
No wasted time, our AMS system can be launched in as little as five minutes for scratch agencies. Large established agencies can be setup in a day with organized data imports or file transfers.
Our AMS system has been developed concurrently with systems for MGA's, carriers, and reinsurers. Automate your data reporting or share and streamline data exchange via common reporting templates.
We'd love to review your system needs and demo our AMS. If our system can't accommodate your design specifications out of the box we'd be happy to partner with you and help with your development on the acumatica platform.
Vertical industry roll-out
Quick setup & launch
Free analysis and trial period
Easy onboarding
You've got no time to lose
Intuitive interface
Enterprise grade
The integrated AMS was designed by agents and agency managers, so that customer, policy, and dashboarding screens flow naturally. Combined with a screen editor which can customized on a product, region, team basis, means you have all the data and fields you want and none of what you don't.
Our AMS system is built on the acumatica ERP platform. So, the heavy lifting of accounting and reporting is being performed via a tried and tested platform which delivers 100% of the time.
Shallow learning curve
Our AMS allows complete customization with a few setting choices, most a simple check box. Which means agents, CSRs, managers can all operate in top form from the word go. Simplify or add complexity to transform agency defaults, standardized roles, accommodate teams, departments, regions, and policy types.
Middle market agencies with thousand of customers can launch in a single day.
Growth is the goal
You've got no time to lose
Our AMS holds nothing back. $100 million in premium is like a walk in the park.
Optimize
Experience an AMS which evolves with your business. Scheduled reporting of every type, customized to the needs of ever user from owners to CSRs. Use API's to connect with carriers and MGA's.
Scale
Easily accommodate ever expanding metric capture as your agency strategies shift and your appetite evolves. Growth doesn't have to be messy and fraught with blind spots. Control and insight will drive your ability to grow by having the answers you need on hand at all times.
Long-term thinking
Backed by a sustainable business model
We understand the future is custom, every agency has a unique launch and evolution. Our team has insurance experience measured in more years than we'd like to admit with decades of professional experience at the agency, MGA, carrier, and reinsurer level.
Future-proof
Integrated Insurance Systems helps you grow and maintain customization after launch with a development road path and will partners for when you want to explore the unexpected. Don't fear the road-blocks between your agencys present and future.
No lock-in
We want to keep you as customers for as long as possible. But we don’t want to lock you in. Our data structure is easy to migrate to and from any other platform. This is all about giving you confidence in our system and your ability to pivot.
Profesional support
Dedicated support from agents, accountants, agency owners and developers. We are here to help you and your team thrive.
When you manage an agency, you need a comprehensive, cost-effective platform. Our AMS offers absolute flexibility down to the smallest details for agents and reporting capabilities second to none for managers, administrators, and owners.
The AMS that adapts to any agency. Made for owners, managers, and agents.
Integrated Insurance Systems
