HubSpot Platinum Partner · Patent-pending #63/871,502

Not just a CRM. An insurance operating system.

HubSpot is the engine. PowerSync keeps your legacy AMS in sync. AMS Canvas gives producers, CSRs, and account managers the interfaces built for how they actually work. The AI Agent Suite handles the routine. Together, they run your agency — and we run it by your side until your team is ready to own it.

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The architecture

The engine is HubSpot. We build the rest of the car.

HubSpot is the platform the rest of the business world already runs on — world-class at marketing, sales, service, and reporting, and getting smarter every quarter. What it was never built to do is run an insurance agency. That's our half. We build the insurance layer on top: the data model, the workflows, the automations, and the interfaces that turn a general-purpose CRM into a system that runs the way an independent agency should run.

HubSpot invests hundreds of millions a year. You benefit from it immediately.

Every quarter, HubSpot ships AI-native improvements to sales, service, and reporting infrastructure. Your legacy AMS gets a few million in R&D per year — mostly bug fixes. The compounding advantage of being on HubSpot's platform isn't a feature comparison. It's structural.

Insure AMS is the insurance configuration layer. We shape HubSpot's infrastructure for how independent agencies actually work: personal lines, commercial lines, service, renewals, and the retention engine that keeps your book growing without growing your headcount. We build it. We optimize it. We run it by your side until your team is ready to own it.

HubSpot insurance platform — word cloud showing HubSpot, Insurance, SEO, Sales, SEM, and digital marketing terms representing the HubSpot ecosystem powering Insure AMS
The platform delivers three complete solutions. Start with sales, start with service, or go all in with the full agency management build.
See the three solutions
Three platform components

PowerSync. AMS Canvas. The AI Agent Suite.

Every agency trying to modernize hits three problems: policy data lives in the old AMS and won't sync, producers fight a generic CRM that doesn't match how they quote, and the routine service work still lands on a human. PowerSync, AMS Canvas, and the AI Agent Suite solve one each. Together they close the gap.

01

PowerSync

Your legacy AMS stores policy data. HubSpot manages clients, prospects, and pipeline. Without a sync layer, you're choosing between the system you've always run on and the modern CRM your team needs. PowerSync removes that choice. Policy data stays in your AMS. Your team works in HubSpot. Both stay current, automatically.

  • Real-time, two-way policy data sync
  • No rip-and-replace migration
  • Quick links to AMS records and carriers
  • Patent-pending #63/871,502
Keep your AMS
02

AMS Canvas

Most CRM forms ask your producers to think in the software's structure instead of the client's. Every mismatch is a slower quote. AMS Canvas is a patent-pending role-based interface layer that flips that: producers get intake forms built for how they actually quote, CSRs get service tickets shaped for insurance workflows, account managers get the account visibility they need without hunting through a generic CRM.

  • Personal insurance interview form
  • Commercial lines intake workflow
  • Service ticket triage interface
  • Role-based views (producer / CSR / AM)
Patent-pending
03

AI Agent Suite

AI-assisted ticket response handles routine service requests so your CSRs handle exceptions and high-touch accounts — not inboxes. Renewal intelligence cuts producer prep from hours to minutes. Automated outreach keeps your entire book warm without adding headcount. All native to HubSpot's AI infrastructure. Not bolted on. Not experimental. Running on every account, every cycle.

  • AI-assisted ticket response
  • Renewal intelligence briefings
  • Automated client outreach sequences
  • Real-time premium tracking alerts
HubSpot-native AI
All three components run together in the full agency management build. Or start with the parts that solve the most urgent problem first.
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Software-with-a-service

We build it. We train your team. We stay until it runs.

Insure AMS is software-with-a-service (SWAS). Not a SaaS license and a PDF guide. Not a template you configure yourself. The Insure AMS team stands the platform up inside your agency, optimizes it to your process, trains your people, and stays engaged through the entire arc — from kickoff to the day your team runs it without us.

ACT 01

Build & configure.

We start by understanding how your agency works — your sales process, your service workflow, your renewal cycle. Then we build HubSpot to match it. Not a template. Not a demo environment. The actual platform, configured for your shop.

Days 1–60
ACT 02

Optimize & train.

We train as we go — not in a classroom, but in the actual workflows your producers, CSRs, and account managers use every day. We optimize as we learn what your team needs. Most agencies are running with confidence within the first 90 days.

Days 60–120
ACT 03

Hand off & support.

When your team is ready to run it themselves, we step back. We don't disappear — ongoing support is part of every engagement. But the goal is an agency that owns the platform, not one that depends on us to run it.

Month 4+

You buy HubSpot. We build your insurance solution on it, optimize it to your processes, train your team, and support you. You're not just getting software. You're getting the team that makes it work for your agency.

The numbers

HubSpot's infrastructure. Compounded for insurance.

These aren't projections. They're the numbers HubSpot publishes from its customer base — before the insurance-specific configuration Insure AMS adds on top.

+36%
More deals closed in 12 months
HubSpot ROI Report
+43%
More service tickets closed
HubSpot Service Hub ROI Report
+34%
Agent productivity improvement
HubSpot Service Hub ROI Report
90%+
Client retention — achievable for most agencies
Insure AMS retention engine
30 minutes. No deck.

See the platform running in HubSpot.

Bring your retention rate, your service headcount, and your average commission per producer. We'll walk through what the platform would do for your specific book, run the payback math live, and answer everything else.

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30 minutes
No deck. No pressure.
You leave with a payback estimate