Consent first, recorded per signer
Every signer reads and accepts the Electronic Record and Signature Disclosure before the document opens. Consent time, IP address and browser are stored and printed on the certificate. No consent, no signature.
NeweSignature that files itself to the client recordCRM · Insurance AMS · Wealth · Associations · HR
Your AMS is from 2009. It shows.
PrismAMS is the modern agency management system. Clients, policies, documents, e-signature, carrier appetite and a real general ledger in one system, with the AI built in instead of bolted on. It's looking at your book, not an export of it.
- One system
- CRM · AMS · ledger · e-sign
- AI built in
- Not bolted on
- Your files
- Stay in your own SharePoint
- Open API
- No toll booth on your data
app.prismams.com / clients / acme-insurance-group
Clients
Policies
Renewals
Carriers
Accounting
eSign
People
Client
Acme Insurance Group
ActiveKey account
Open policies
142
Annual premium
$3.4M
Renewals (30d)
18
Outstanding
$11,420
AI insightsAuto-generated
3 commercial auto renewals are up more than 12%. Suggested: requote with two markets that write this class, prep the value summary, book the check-in call.
Quick wins
Useful in the first week. No migration required.
You don't have to move your book to get value out of PrismAMS. These six work on the documents you already have, the day you turn them on.
eSignature
Send it today. It files itself.
Upload the form, place the fields, add the signers. The executed PDF lands on the client record with a Certificate of Completion.
See eSignature →PrismCompare
Two policies in, ranked differences out.
Drop in the expiring policy and the renewal offer as PDF, Word, Excel or a photo. Get a branded report in minutes.
See PrismCompare →Appetite Finder
Who writes this? Answered in seconds.
Upload your carrier flyers and appetite guides as they are. Ask in plain English and get the markets you can actually submit to.
See Appetite Finder →PrismAMS Writing
Grammar, tone and E&O in Outlook.
An Outlook add-in that checks the email as it's written and rewrites on request. Deployed to the whole office from Microsoft 365 admin.
See PrismAMS Writing →Proposal Builder
Carrier quote in, branded proposal out.
Limits, deductibles, fees and class codes pulled from the quote PDF. Surplus-lines tax and fees from your own rate table. The numbers on screen match the document.
See Proposal Builder →Loss Runs
Loss runs read for you.
Carrier loss runs extracted into structured claims, with a renewal-ready summary, a book-wide claims view and an export that opens in Excel.
See Loss Runs →NeweSignature
E-signature that files itself to the client record.
Send it from the client. The signer consents under the ESIGN Act and signs on whatever device they have. The executed PDF lands back on the client with a Certificate of Completion appended. Documents the law says can't be e-signed are blocked before you hit send. And it's part of the platform, so there's no second subscription to argue about.
Sign on any device
Built for a phone as much as a desktop. Fields scroll into view, the right keyboard shows up for an email or a phone number, and name and email are already filled in.
Files itself to the client
When the last signer finishes, the executed PDF lands in Documents on the client record, the activity lands on the timeline, and the sender and every signer get a copy. Nobody downloads and re-attaches anything.
Certificate of Completion on every document
An audit page, a legal statement under E-SIGN and UETA, the SHA-256 hash with how to verify it, and the disclosure the signer saw, appended to every executed PDF.
Certificate of CompletionCompleted
ACORD 125 Commercial Application
Envelope 2 of 2 signers · filed to Acme Insurance Group
- Consent
- Sign
- Certify
- File
Jordan Reyes
Insured
- Consented
- Sep 8, 2026 10:14 PDT
- Signed
- Sep 8, 2026 10:19 PDT
Dana Whitfield
Producer
- Consented
- Sep 8, 2026 11:02 PDT
- Signed
- Sep 8, 2026 11:03 PDT
Document integrity · SHA-256
9f2c…b41e · appended: certificate, legal statement, disclosure v2026-09-08
People · Timesheet reviewUS-CA rules
Week of Sep 7 · Northwind Dental (client)
A. Okafor
REG 40.0OT 6.5DT 1.0
Meal premium · Tue
M. Castillo
REG 38.0OT 0DT 0
R. Singh
REG 40.0OT 9.0DT 0
7th day · Sun
Headcount
27
Pending leave
3
To pay run
Ready
NewPeople & HR
A full HR platform, built for firms that run HR for other companies.
HR consultants and fractional people-ops teams juggle a login per client. PrismAMS People puts every client company in one workspace: hiring, onboarding, leave, reviews, benefits, scheduling and a wage-and-hour compliant timesheet that feeds the pay run. Thirteen modules, and each client sees only its own people.
DirectoryOnboardingTime offPerformanceRecruitingTime & attendanceDisciplineBenefitsSchedulingComplianceAnalyticsGrowth review
One workspace, every client company
Run HR for all the companies you serve from one login. Each client's people, checklists, leave, reviews and time sit in their own lane, and a client manager who signs in sees only their own company.
Time that's paid correctly
Punches roll into timesheets computed by a wage-and-hour engine: California daily overtime, double time, seventh-day and meal-period premiums, plus weekly overtime rules across 22 US jurisdictions. Flags show before anyone approves.
Termination with guardrails
Verbal, written and final warnings have to be issued in order. The system won't let anyone terminate an employee until the chain exists. That's the control the employment lawyer asks about first.
Hire to pay run, one loop
Recruiting creates the employee and starts onboarding. Scheduling turns a worked shift into a paid time entry. Approved timesheets feed the accounting pay run. Nothing gets re-keyed.
Renewal review · Acme Manufacturing4 findings
Prior
2025 package · $48,210
Renewal offer
2026 package · $54,900
- highHired & non-owned auto endorsement dropped on renewal
- highGL aggregate reduced $2M to $1M
- mediumProperty deductible raised $1,000 to $2,500
- lowMailing address formatting differs from AMS record
Every finding cites the page it came from. Nothing writes back until a person confirms it.
Policy comparison
Drop in the policies. Get the differences, ranked, in minutes.
Reading two 80-page policies side by side is how coverage gets missed. PrismCompare takes dec pages, quotes and proposals as PDF, Word, Excel or a photo, lines them up across carriers, and hands back a branded report with the differences that matter at the top. Policy Check goes one step further and reconciles what was bound against what's in your AMS before it turns into an E&O claim.
Renewal review
Prior policy against the renewal offer. See what eroded, what changed and what got more expensive, ranked by how much it matters.
Shopping and remarketing
The incumbent against every competing quote. Ranked by real value, limits and forms, not just the premium on the last page.
Coverage gap audit
One policy or a whole account. Missing endorsements, low limits and gaps against the exposures on the record.
Policy Check
Four-way reconciliation: expiring policy, carrier quote, issued policy and your own AMS record. Findings are severity-ranked, the carrier change-request email is drafted for you, and the fix writes back to the record in one click.
Appetite Finder + Specialty Markets
Know which carrier wants the risk. In seconds.
Agents lose hours a week hunting appetite across carrier sites, PDF flyers and wholesaler emails, and that knowledge walks out the door when someone leaves. Appetite Finder turns the pile into one searchable answer.
Ask in plain English
Type “HVAC contractor in Washington” or “apartments” and get a ranked list of the markets that write it, in seconds. No class codes to memorize, no asking around the office.
Ingest anything you already have
Drop in carrier flyers, appetite-guide PDFs, screenshots and spreadsheets, as they are. AI reads each one and catalogs the carrier, the niches, the coverages, the states and the appetite. The folder of PDFs becomes a searchable database.
Your markets, not a vendor’s panel
Other appetite tools show you the carriers they pre-integrated. PrismAMS catalogs the markets your agency actually has, so the answer is one you can submit to. And the knowledge stays in the system when your best producer retires.
Built for the hard-to-place
The odd restaurant, the vacant building, the contractor with losses, the coastal home. Your specialty and E&S markets sit in the same search, so you know where to go the moment the admitted market says no.
The platform
Three things we refuse to compromise on.
CRM-first
Everything starts at the client record. Emails, policies, claims, payments, documents, calls: one screen, one timeline. Your team stops tab-hopping to do their job.
AI-native
The AI lives inside the system of record, so it's looking at your book. It drafts the reply, summarizes the thread, flags the renewal that's about to jump, and reads the commission statement so you don't have to.
API-open
Every record and every action is reachable over REST, with webhooks on every change. Your data is yours. There's no fee to reach it and no vendor to beg for the integration.
Verticals
One platform. Five very different businesses.
Same core underneath. Pick your industry and see what sits on top.
Pipeline and people
CRM
The CRM every PrismAMS tenant runs on. Leads, opportunities, cadences, a drag-and-drop pipeline and AI-drafted email, on the same client record as everything else.
LeadsOpportunitiesCadencesPipelineAI assist
Explore CRM
Agencies, MGAs, wholesalers
Insurance AMS
The full agency management system: clients, policies, carriers, commissions, claims, certificates and trust accounting, built by people who ran an agency on the old ones.
PoliciesCarriersRenewalsCommissionsTrust GL
Explore Insurance AMS
RIAs, wealth advisors, planners
Wealth & Finance
Households, accounts, AUM, performance, planning workflows, AI meeting notes, and model trading with basis-point billing so the platform fee stays in the firm.
HouseholdsAUMPlanningPlaybooksCustodian links
Explore Wealth & Finance
State + national associations
Professional Association Management
Memberships, dues, chapters, events, CE tracking, benefits and a self-serve member portal, in one system instead of a spreadsheet and an email tool.
MembersDuesEventsCEMember Hub
Explore Professional Association Management
HR consultants, fractional people ops
HR & People Ops
A full HR platform for firms that run HR for many client companies: directory, onboarding, leave, reviews, hiring, benefits, scheduling, wage-and-hour compliant timesheets, and each client walled off from the rest.
DirectoryOnboardingTime & attendanceBenefitsPer-client isolation
Explore HR & People Ops
What's new
Shipped recently. Live today.
PrismAMS ships every week, and everything on this page is live in production. Here's what landed most recently. There's a lot more underneath.
eSignature
NewSend any document for signature straight from the client record. The signer consents, signs on their phone, and the executed PDF files itself to the client with a Certificate of Completion. Nothing to download and re-attach.
People & HR
NewAn HR platform for firms that run people operations for many companies. Onboarding, leave, reviews, hiring, benefits, scheduling, and a wage-and-hour compliant timesheet that feeds the pay run.
Living software
NewFile a ticket from inside the app. A build agent ships the fix git-first, tells you what changed, and closes the ticket only once the change is live in production.
Appetite Finder + Specialty Markets
AIOne searchable catalog of the markets your agency actually has. Feed it the carrier flyers, appetite-guide PDFs and spreadsheets and AI does the cataloging. Then ask “who writes HVAC in WA?” and get the answer in seconds.
Commission Reconciliation
AIAI reads carrier commission statements straight from the PDF, matches them to expected commissions, and lists every variance and unpaid item. Month-end without the spreadsheet.
CallIntel
NewConnect your VoIP. Inbound calls pop the matching client, log themselves, and come with AI call insights. Nobody types while they talk.
PrismAMS Writing
NewAn Outlook add-in that checks tone, grammar and clarity and rewrites the email in place. A Grammarly replacement that lives where your team already writes.
Full accounting backbone
A double-entry general ledger with trust separation, bank feeds, payroll, surplus-lines tax and reconciliation. Real books inside the AMS, not a QuickBooks pass-through.
AI everywhere
AIDraft replies, summarize inboxes, turn meetings into tasks, build a report from a sentence, and analyze a whole book of business. Bring your own model per tenant.
Open API & webhooks
tRPC inside, REST and OpenAPI outside, webhooks on every state change. Wire in your own BI, forms and automation without waiting on a vendor.
Latest
What shipped this month.
Every release gets written up here in plain English: what it does, who it's for, and where to find it in the app.
Product
Time off: give one person a different number of days
Personal and bereavement days rarely apply equally to everyone. The days granted in the balances table are now editable per person, and clearing the box puts them back on the policy.
Read more →Product
Send a saved form for signature straight from the record
The forms you send every time someone joins or signs up now go out from their record, with the first signer already filled in, and what is still outstanding shows in the same place.
Read more →Product
Tech Stack Check: a few questions, then what to actually do about it
Answer a short panel of questions about what your agency runs on and see what's missing, what you may be overpaying for, and what agencies your size pay for the same thing.
Read more →How it works
Live in weeks, not quarters.
- 01
Bring your book
Import clients, policies and history, or keep your current AMS for now and run PrismAMS beside it through the Data Layer. Connect Microsoft 365 or Google and your phones.
- 02
Bring your team
Producers, CSRs, accounting and leadership each get a workspace shaped to their day. Roles and permissions are set once, for the whole agency.
- 03
Let the AI do the boring parts
It drafts the email, summarizes the inbox, preps the renewal packet, reconciles the commission statement, and answers plain-English questions about your book.
- 04
Open it up
Turn on the client or member portal, hand your BI tool the API, point webhooks at whatever you like, and connect the next system yourself.
Off-the-shelf is for cereal.
Give us 30 minutes and we'll walk through your real workflows in a tenant set up for your agency. No slides.