Funding
Funding not disclosed
Founders
Product
Problem
Insurance agencies must manually collect and reconcile carrier statements, loss runs, and policy documents from multiple sources, leading to fragmented data, missed renewal cues, and inefficient outreach.
Solution
AMS offers a CRM platform that centralizes carrier statements, loss runs, and policy PDFs into a unified operational view. The system applies analytics to flag accounts at risk of missing renewals, highlighting specific issues such as declining carrier appetite, unresolved loss‑run gaps, or late‑cycle inactivity. It then generates prioritized outreach recommendations with confidence scores, enabling agents to focus their efforts on the most critical accounts and improve renewal success rates.
Target Audience
Primary users are insurance agencies and brokerage firms that manage multiple carrier relationships and need to streamline renewal management.
Features
- Automated aggregation of carrier statements, loss‑run reports, and policy PDFs into a single searchable repository
- Risk‑scoring engine that identifies renewal‑at‑risk accounts and attributes causes (e.g., carrier appetite, loss‑run status, communication gaps)
- Recommended action dashboard with confidence percentages and suggested outreach priorities
- Integrated history view linking carrier notes, loss‑run details, and email threads for each account
- Real‑time operational state updates that translate data inputs into actionable insights