Sell more. Service faster. Renew at 90%+. We convert your agency into an insurance engine powered by HubSpot & AI. We tune it and run it by your side until you're ready to run it yourselves.
Insure AMS isn't a single product. It's a stack of sales and service solutions covering the full customer journey. From leads to renewals, our focus is on improving the performance and success of your team.
Start with our proven workflows or build your own from scratch. Either way, your producers run on a process tuned to your shop, with the automation and visibility that drive faster turnaround.
A CRM built for B2B sales: custom lead qualification, multi-cycle outreach, year-over-year re-quoting. Activates hundreds of dormant leads with zero incremental acquisition cost.
AI-assisted response on routine tickets, automated client communications, and a tiered service workflow, so CSRs handle exceptions and high-touch accounts, not inboxes.
A CRM built for B2B service: the workflows that keep complex commercial accounts from slipping through the cracks. Policy-check, change tracking, ticket routing, audit prep, all running on one timeline per account.
Client tiering, automated outreach, surveys, and AI-assisted evaluation, running on every account, every cycle. Personal or commercial, the engine does the same job.
Renewal intelligence drops producer prep from hours to minutes. Real-time premium tracking shows the bleed as it happens. Win-back closes the loop on lost clients.
The five mechanisms below aren't projections. They're the levers your agency already has. Insure AMS just makes them work. Pick the one that lands best for your shop.
Service teams run on HubSpot's CRM-native service infrastructure, the same one driving +43% more tickets closed and +34% agent productivity for HubSpot customers (Service Hub ROI Report). Insure AMS shapes that infrastructure for insurance: AI-assisted ticket response, automated client communications, service-ticket triage. The 15–50-person agency typically eliminates one to three FTEs of capacity, or grows the same headcount into double the book.
Client tiering, automated outreach, AI-assisted evaluation, and real-time premium tracking, running on every account, every cycle. A two-point retention lift on a $5M agency is worth more than the platform costs in year one.
The mechanism most principals haven't quantified. Higher retention plus lower service-cost ratio plus operating-system documentation = a measurably higher EBITDA multiple at sale or rollup. For agencies thinking about a transition, this lever alone reframes the purchase.
Producers run on HubSpot's CRM-native sales infrastructure, the same one purpose-built to drive +36% more deals closed in 12 months (HubSpot ROI Report). Insure AMS shapes that infrastructure for insurance: lead-to-policy workflows, year-over-year re-quoting, real-time pipeline visibility. Principal-producers see the lift first.
For personal-lines agencies, a single mid-market commercial placement can pay for the platform for a year. Insure AMS is the infrastructure that makes commercial expansion operationally feasible without a new mess.
Every legacy AMS platform was built when policy numbers were the universal key. The rest of the business world moved on twenty years ago, to contact-first, business-first CRM platforms. Insurance is the last industry catching up. The agencies that move now compound an advantage legacy AMS vendors can't match.
A working session, not a demo. Pull up your retention rate, your service headcount, and your average commission per producer. We'll walk you through what the platform would do for your specific book, run the payback math live, and answer everything else. No NDA required to start the conversation.