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Ratings and Reviews 0 Ratings
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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 Decerto Agent Portal?
Decerto Agent Portal is an enterprise-grade insurance software solution that provides agents, brokers, and insurance organizations with a unified platform for managing sales, service, customer relationships, and operational activities. Designed as a 360-degree agent workplace, the platform consolidates critical insurance processes such as quoting, policy calculations, policy issuance, customer portfolio management, claims services, commissions, billing, renewals, and post-sale support into a single environment. Agents gain immediate access to real-time customer information, sales performance metrics, commission data, and operational KPIs, allowing them to work more efficiently and deliver better customer experiences. The platform’s modular structure includes six core components: Sales, 360 Customer View, 360 Agent View, Sales Dashboards, Post-Sale and Claims Services, and Commission & Billing Management. Workflow automation supports the entire policy lifecycle, from multi-carrier quoting and binding through renewals and ongoing service activities, reducing manual effort and minimizing operational errors. Built on a modern microservices architecture, the platform offers scalability, flexibility, and seamless integration with existing insurance ecosystems through REST and SOAP APIs. Cloud-ready deployment options, mobile-responsive interfaces, omnichannel support, and configurable business processes allow insurers to adapt the platform to evolving operational needs. Advanced security measures, including encrypted communications, secure authentication, Single Sign-On, OAuth2, OpenID Connect, and independent security audits, help safeguard customer and business data. Decerto Agent Portal also enhances agent satisfaction by simplifying daily tasks, improving access to information, and providing tools that support sales growth and customer retention.
Media
No images available
Integrations Supported
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
$99/month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
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
Decerto
Date Founded
2006
Company Location
United States
Company Website
www.decerto.com/us
Categories and Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management