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What is InsurAMS?

InsurAMS is a robust agency management software specifically designed for independent insurance agencies, streamlining daily operations with efficiency. The system features a renewal queue that prioritizes policy renewals according to urgency, thus significantly minimizing the chances of missing important deadlines. Agents can quickly generate certificates of insurance through pre-filled policy information, eliminating cumbersome manual data entry. Furthermore, the platform acts as a centralized repository for client management, providing seamless access to vital records, detailed policy information, and a comprehensive history of client interactions. An integrated activity log meticulously tracks communications, including phone calls, emails, and notes, while the task management functionality enables tasks to be linked directly to specific clients and policies. Additionally, the software provides insightful metrics such as total premiums and detailed analyses by coverage type and insurance carrier, which are invaluable for understanding the agency's portfolio. InsurAMS also ensures an effortless transition by accommodating CSV imports for migrating client and policy data, as well as allowing data exports to retain agency oversight. Agencies can set up the system quickly, making it accessible almost immediately without the burden of extensive training. Its intuitive design further guarantees that even individuals with limited technical skills can use the platform efficiently, fostering a user-friendly experience. This ease of use not only enhances productivity but also empowers agencies to focus on delivering exceptional service to their clients.

What is CeevTech Brokers?

CeevTech Brokers provides an all-encompassing insurance brokerage management system specifically designed for brokers, brokerages, and agencies, available on both web platforms and an Android app. This innovative software adeptly manages client information and various types of insurance policies such as auto, health, property, and travel, while also featuring daily renewal alerts and SMS notifications to keep users informed. Additionally, it supports the monitoring of financial transactions, account reconciliations with insurers, and commission calculations for agents. The platform accommodates payments in both US dollars and Lebanese pounds, applying a consistent exchange rate for all transactions, and it offers each brokerage a personalized workspace featuring role assignments for owners, agents, and accounting staff. Moreover, its intuitive interface is designed for accessibility in both Arabic and English, catering to a diverse user base. Established in 2018 and based in Jbeil (Byblos), Lebanon, CeevTech Brokers provides pricing details on request, presenting a customized solution for its clientele. As the technological landscape evolves, CeevTech is dedicated to continuously refining its services to align with the shifting demands of the insurance sector, ensuring its clients have the best tools at their disposal. This commitment to innovation positions CeevTech as a forward-thinking leader in the insurance brokerage industry.

Media

Media

Integrations Supported

Zapier

Integrations Supported

API Availability

API Availability

Pricing Information

$99/month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

InsurAMS

Date Founded

2026

Company Location

United States

Company Website

insurams.com

Company Facts

Organization Name

CeevTech

Date Founded

2018

Company Location

Lebanon

Company Website

ceevtech.com

Categories and Features

Categories and Features

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