Everything inside PrismAMS.

The client record is the home screen. Every email, text, call note, meeting, document and AI summary lands on one timeline. Phone and email sit at the top, where you'd look for them.

A drag-and-drop kanban pipeline with a probability on each stage and a reason captured on every loss. Mark it won and the prospect becomes a client in one click.

One list for tasks, recurring rules and multi-step playbooks. Bulk-assign the follow-ups straight out of AI meeting notes.

A copilot on every record. It drafts replies in your voice, summarizes long threads and suggests the next step. Bring your own model per tenant.

A report builder that takes a sentence. Ask “who's overdue 60+ days?” and get the answer from live data, with no CSV to sort through.

Multi-touch email and SMS cadences, broadcast campaigns, merge fields, suppression and bounce handling. RFC 8058 List-Unsubscribe headers are on by default.

Middleware between your VoIP and the AMS. An inbound call pops the matching client, logs itself, and AI pulls out the call insights. Works across multiple phone accounts.

A Microsoft Outlook add-in that checks tone, grammar and clarity and rewrites the email in place. The Grammarly replacement that lives in your inbox.

Send any document for signature straight from the client record. Signers consent under the ESIGN Act and sign on any device. The executed PDF files itself to the client with the Certificate of Completion, legal statement and disclosure appended. Document types that can't be e-signed are blocked before send.

A PDF editor inside the AMS. Edit text, insert and resize images, merge and split, then save to Documents or send for signature. No second product for the paperwork.

Admins file a bug or a request from the Support page inside the app. A build agent reads it, ships the fix git-first, replies with what changed, and closes the ticket only once the change is live.

Zero-knowledge credential storage built into the AMS. Share carrier and vendor logins across the team without the spreadsheet or the sticky note.

A repository for vendor and carrier contracts with the renewal date tracked on each one. Reminders fire at 90, 60 and 30 days before every renewal.

A lead finder and email verifier inside the AMS. Source prospects, validate the addresses, and drop them into a cadence.

Central document storage with AI extraction on every inbound file, plus a per-record vault that travels with the client.

Importers that move clients, policies and history off your legacy AMS. Or keep the old system and run PrismAMS beside it through the Data Layer. Bulk paper and PDF ingest comes through BookScan.

Merge two companies or two people into one record. Every reference is repointed, the merge is logged, and a failed run can be re-run to finish.

Connect to any REST API from inside the app and let the automation engine call it. The integration you need this quarter, without a vendor roadmap in the way.

tRPC inside, REST and OpenAPI outside, webhooks on every state change. Bring your own BI, forms and automation.

Ask about your book in plain English: premium by carrier, win rate by producer, average premium by line. Answered with live numbers and a chart, not a CSV.

Busy-sync across every connected Microsoft 365 calendar, public booking pages with live availability, and a Zoom meeting created on every booking.

Append real firmographics to accounts and carriers: industry, size, revenue, founded, headquarters, plus AM Best ratings on carriers.

Your own arrangement of the core, themed how you like it, built with the AI. Change your view without changing anyone else's.

Step-by-step playbooks for acquisitions, employee offboarding and office closures, with the guardrails that come from having done them the hard way.

A full double-entry general ledger: chart of accounts, journal entries, accounting periods and period close.

AI reads carrier commission statements from PDF, matches them to what you expected, and lists every variance and unpaid item. The month-end spreadsheet goes away.

Connected bank feeds, transaction matching, and bank reconciliation that ties out to the penny.

Estimates, invoices, payment capture, vendor bills and check printing. Receivables and payables in one ledger.

Vendor records with 1099 prep, plus payroll runs that post straight to the GL.

Budget versus actual reporting, and a fixed-asset register with depreciation schedules.

Quarterly tax estimates, surplus-lines tax tracked by state, suspense accounts and year-end reporting.

Policies, endorsements, renewals and the full lifecycle, modeled the way agencies actually work. Households and commercial accounts both fit.

A searchable catalog of the markets your agency actually has. Feed it your carrier flyers, appetite-guide PDFs and spreadsheets and AI catalogs them. Then ask “HVAC contractor in WA” and get the markets that write it in seconds.

Renewal tracking with alerts. AI flags the premium increases and drafts the value-add summary before the call.

Carrier records with volume, loss-ratio, retention and commission scorecards, down to the producer.

Claims tracking with status pipelines, vendor coordination and a document vault on each claim.

Generate, e-sign and track COIs. Holders can self-serve through the client portal, and auto-issue rules handle the routine ones.

The ACORD form library plus public intake forms with conditional logic, e-signature and AI extraction on whatever comes back.

A fiduciary trust ledger with trust and operating kept separate, suspense accounts and reconciliation. It's part of the general ledger, not a side module.

AI reads the book by line of business and names the most likely cross-sell on each account.

The hard-to-place half of Appetite Finder. AI builds a repository of your niche, E&S and wholesale markets, so when the admitted market declines you already know where to go next.

An AI book-of-business analyzer. Ingest a paper or PDF book in bulk and it comes out as structured policies and clients.

Self-service for the insured: documents, certificates, policy info and requests, branded to your agency.

Drop in dec pages, quotes or proposals as PDF, Word, Excel or a photo and get a branded renewal, shopping or coverage-gap report with the differences ranked by how much they matter.

Four-way reconciliation of the expiring policy, the carrier quote, the issued policy and your AMS record. Severity-ranked findings, a drafted carrier change-request email, and one-click write-back.

Carrier quote PDF in, branded client proposal out. Limits, deductibles, fees and class codes extracted; surplus-lines tax and fees from your own rate table; the review numbers match the document.

Carrier loss runs extracted into structured claims, with a renewal-ready summary, a book-wide claims view and an export that opens in Excel.

A browser extension that fills any carrier's quote form from your book. Manage carrier portal logins in one place and stop re-keying the same application forty times.

Audit and clean an AMS360 book: scan every customer record for bad phones, emails, ZIPs and addresses, review the findings, and approve corrections before anything writes.

Book concentration by carrier, loss ratios, and contingency and profit-share tier optimization, so you can see the contingent commission you're leaving on the table.

Hit ratios by producer, line and carrier. Who you lose accounts to, who you displace, and the loss-reason patterns behind it.

Households with members, relationships, beneficiaries and AUM rollups. Accounts belong to the household, so a couple's whole picture is one view.

Repeatable checklists for ACAT in and out, RMDs, Roth conversions, beneficiary updates, trust funding and more. Seeded from real advisor walk-throughs.

An in-browser meeting recorder. The call comes out as structured tasks and household changes you can bulk-assign in one click.

Net worth, goals and Monte Carlo projections, with levers for retirement age, savings rate and one-time income events.

Quarterly performance packets per account and rolled up per household, with since-inception returns, delivered through the client portal.

Define models, assign accounts, rebalance, and run scheduled basis-point fee billing reconciled to custodian cash. The platform fee stays in the firm.

Tax engagements, client organizers and timesheets for firms that run wealth and tax under one roof.

Member types and dues tiers, with automatic repricing when a tier changes. Renewal cadences and drop, suspend and reinstate flows are built in.

Chapters as a first-class object: rosters, chairs, chapter-scoped events and dues, and reporting that rolls up to the parent org.

In-person, webinar and hybrid events with audience-priced tickets, discount codes and refunds. CE credit is tracked per state and the certificate emails itself.

A catalog of partner perks bundled per member type. The portal shows each member what's eligible, available and used, and it resets on renewal.

A self-serve portal for member info, billing, events, CE history and resources. Magic-link sign-in, themed per tenant.

Committees, chapter rosters and ad-hoc lists with keep-in-sync rules. Merge-field blasts, suppression and bounce handling included.

Employee records tied to the client company they belong to. Checklist templates start on their own the moment a new hire is created.

Leave policies and balances, goals and review cycles, and a candidate pipeline. Hiring creates the employee record and starts onboarding.

A wage-and-hour engine across 22 US jurisdictions, California first. Daily overtime, double time, seventh-day and meal-period premiums are flagged before approval.

Benefit plans with per-tier costs and enrollments, plus shift scheduling that turns a worked shift into a paid time entry.

Verbal, written and final warnings in order, and no termination without the chain. A policy library tracks who has acknowledged what.

Scope a user to one client company and every HR screen shows only that company's people. It fails closed.