The platform
The system of record, with the AI already inside it.
Most insurance AI is a layer that rents its data from somebody else's agency management system. It reads what it's allowed to reach, hands you an answer, and writes an attachment back. PrismAMS is the management system. The AI reads the same tables your staff work in, so an answer can land on the policy record instead of in your inbox.
eSignature
Send any document for signature, collect E-SIGN Act consent, sign from any device, and land the executed PDF on the client record with a Certificate of Completion.
Explore esignature →Policy comparison
PrismCompare lines up policies and quotes across carriers and ranks the differences. Policy Check reconciles what was bound against your AMS record. Proposal Builder and Loss Runs handle the paper on either side.
Explore policy comparison →AI workflows
Quote and policy comparison, coverage gap analysis, document intelligence and plain-English questions, all answered against your live book.
Explore ai workflows →Documents
A working document vault, plus bulk OCR that reads a scanned client file and splits it back into the separate documents it started as.
Explore documents →Appetite Finder
Ask who writes a risk in plain English and get the answer from your own carrier flyers, appetite guides and spreadsheets.
Explore appetite finder →Accounting
Full double-entry accounting, trust and fiduciary handling, commission reconciliation, bank feeds and payroll, inside the AMS.
Explore accounting →People & HR
A full HR platform, from onboarding and time off to a wage-and-hour aware timesheet that feeds the pay run, with each client company kept separate.
Explore people & hr →Data & insights
AI-built reports, whole-book analysis, retention and cross-sell scoring, and a report builder for the numbers you look at every week.
Explore data & insights →Integrations & API
Migration off your current AMS, a Data Layer that runs beside the AMS you keep, Microsoft 365, an Outlook add-in, a connector to any REST API, and webhooks over everything.
Explore integrations & api →The difference
A layer on top only sees what it was allowed to sync.
That's not a knock on the idea. It's how the architecture works. When the data lives in someone else's system, every answer starts with an export and ends with an attachment.
- The book, the documents and the general ledger sit in one tenant, so one question can cross all three.
- Findings write straight to the policy record. It's the same database.
- Analysis runs across the whole book, all the time, instead of one uploaded file at a time.
- Your documents can stay in your own SharePoint and never enter our storage.
- There's no integration to break, because there's no integration in the middle.
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.