An AMS goes beyond CRM - it manages the entire agency operation including sub-agents, accounting, marketing automation and reporting.

AMS vs CRM Differences

A CRM tracks clients and policies. An AMS adds sub-agent management, multi-branch support, role-based access, agency-wide reports and consolidated billing.

Core AMS Modules

Policy CRM, commission engine, sub-agent network, document vault, accounting/GST, lead pipeline, marketing automation, reporting.

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Multi-Branch Support

Larger agencies need multi-branch handling - separate dashboards per branch, consolidated revenue view, inter-branch transfer of policies.

When to Move from CRM to AMS

At 1,500+ policies or 3+ sub-agents, basic CRM strains. AMS is the natural next step.

FAQ

AMS adds sub-agent management, multi-branch, agency-wide reporting.

No - basic CRM is sufficient.

Yes - Diamond and Platinum plans include full AMS capabilities.

Yes - on Platinum plan.

No - bulk import wizard handles 1,000+ policies in under an hour.