NewTech Stack Check: a few questions, then what to actually do about it
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State + national associations

Professional Association Management for the whole org, from dues to CE.

PrismAMS for associations is one system for memberships, dues, chapters, events with CE tracking, member benefits and a self-serve member portal. It's built for associations that outgrew a generic AMS, or the spreadsheet and the email tool that were never meant to run one.

Member Hub
Self-serve portal
CE
Per-state credit tracking
Events
Sessions, sponsors, tickets
Benefits
Per-tier package tracking

What's included

What comes with Professional Association Management.

Memberships

Member types, chapters, dues tiers, renewal cadences, drop / suspend / reinstate flows, and partner sub-tier flags for the members who get more.

Dues + billing

Dues tiers per member type that reprice on their own when a tier changes, recurring billing runs, and reconciliation to your accounting system.

Chapters

Per-chapter rosters, chair contacts, chapter-scoped events and dues, and chapter-level reporting that rolls up to the parent org.

Events

Event categories, in-person / webinar / hybrid delivery, ticket audiences with member and non-member pricing, discount codes, refunds, transfers and registrant blast emails.

Continuing education

Per-state CE credit tracking, a CE flag on qualifying events, NPN capture, and course-completion certificates that email themselves.

Benefits + benefit packages

Member benefits with a source and category, bundled into packages per member type, and a portal tracker that shows each member what's eligible, available and used. Resets on renewal.

Member Hub

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

Communication lists

Committees, chapter rosters and ad-hoc lists that keep themselves in sync. Send a blast with merge fields, suppression and bounce handling.

Member directory + lookups

A public or member-only searchable directory, plus good-standing lookups so partner organizations can verify a member is current.

Who it's for

If you run an association on a spreadsheet and Constant Contact, this is the upgrade.

  • State and national professional associations (insurance, financial, legal, real estate and more)
  • Multi-chapter orgs that need chapter-scoped dues, events and reporting
  • Associations that run CE, including per-state credit tracking and NPN capture
  • Orgs that want member benefits to earn their keep as a retention tool, with data on which ones get used

Day-to-day workflows

The repetitive work, finally automated.

  1. 01

    Renewal season without the spreadsheet

    Dues runs fire on schedule, members get their reminders, renewals process through the portal, and benefit packages reset the moment payment posts.

  2. 02

    Event registration + CE

    Contact lookup across the tenant fills in the registration form. NPN shows up only on CE events. Discount codes and audience-priced tickets apply on their own, and CE certificates email after attendance.

  3. 03

    Member benefits that get used

    Members see eligible, available and used benefits in the portal. Marking one as used logs a redemption. For the first time you have data on which benefits keep people renewing.

  4. 04

    Talk to your members

    Send a blast to a chapter, a committee or an event's registrants. Merge fields, suppression, bounce handling and List-Unsubscribe headers are handled for you.

FAQ

Common questions.

+Can we keep our existing payment processor?

Yes. We integrate with Stripe, ACH partners and the accounting system you already use. Nothing has to be ripped out.

+What about CE compliance?

Per-state CE credits are tracked at the event and at the member. NPN capture is wired in for insurance associations, and CE certificates email on their own after attendance.

+Can members self-serve?

Yes. The Member Hub is a full portal: update info, pay dues, register for events, see CE history, browse and redeem benefits. Sign-in is a magic link, so there's no password to forget.

+We have multiple chapters. How does that work?

Chapters are a core object, with their own rosters, dues, events, chairs and reporting, and everything rolls up to the state or national org.

+Do you support carrier partnerships and sponsor management?

Yes. Sponsor tiers, two-way carrier partnerships, sponsored events and sponsor benefits are all modeled directly in the system.

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.

Goes straight to us. No third-party tracking.