The platform
The system of record and the AI layer, in one place.
Most insurance AI is a layer that rents its data from an agency management system. It reads what it can reach, hands you an answer, and writes an attachment back. PrismAMS is the management system, so the AI is not looking at an export of your book. It is looking at your book.
AI workflows
Quote and policy comparison, coverage gap analysis, document intelligence and plain-English questions answered against your live book.
Explore ai workflows →Documents
A working document vault, plus bulk OCR that can read a scanned client file and split it back into the separate documents it was made of.
Explore documents →Appetite Finder
Ask who writes a risk in plain English and get an 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 →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, Microsoft 365 and IVANS connections, an Outlook add-in, and a REST API with webhooks over everything.
Explore integrations & api →The difference
A workflow layer can only see what it was allowed to sync.
That is not a criticism of the idea. It is a description of the architecture. If 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 are in one tenant, so a question can cross all three.
- Findings write to the policy record directly, because it is the same database.
- Analysis runs continuously across the whole book, not one uploaded file at a time.
- Your documents can stay in your own SharePoint and never enter our storage at all.
- There is no integration to lose, because there is no integration in the middle.
See PrismAMS for your agency.
30 minutes. We'll walk through your real workflows in a tenant set up for you. No slideware.