AI-Powered CRM
Built for Insurance.
Two AI agents manage your sales pipeline and renewals while you focus on relationships. Closer shops policies and compares quotes. Pulse tracks renewals and triggers follow-ups. 18 ACORD form generators. Hard-gate compliance enforcement.
Requires AAMS Platform subscription (Agency tier)
What AAMS CRM Does For Your Agency
Two AI agents, 18 form generators, and a pipeline that enforces compliance
AI Agent Closer
Shops policies across carriers, compares quotes side by side, flags coverage gaps and red flags. Your AI quoting assistant that never misses a detail.
AI Agent Pulse
Monitors renewals, tracks client health, and triggers follow-ups automatically. No more missed renewals or forgotten callbacks.
18 ACORD Form Generators
Personal and commercial lines. Generate pre-filled ACORD forms from your contact data in seconds, not hours.
7-Stage Pipeline with Hard Gates
Every deal follows a defined process. Compliance gates prevent skipping steps. No shortcuts, no missed requirements.
MGA Submission Tracking
Track submissions to MGAs and wholesalers with status updates, quote comparisons, and bind-ready workflows.
Role-Based Access
Admin, Manager, Agent, and Owner roles. Each team member sees exactly what they need — nothing more, nothing less.
See It In Action
Every screen built for insurance workflow
Agency Dashboard
Real-time overview of your pipeline, tasks, renewals, and agent activity — all in one place.
Sales Pipeline
7-stage pipeline with hard-gate compliance enforcement. Every deal moves through a defined process.
Contact Management
Full contact database with tags, status tracking, and instant search across your entire book.
Task Management
Prioritized task lists with due dates, assignees, and status tracking. Nothing falls through the cracks.
Quote Generator
AI-powered quoting with carrier comparison. Closer shops policies and flags coverage gaps automatically.
Renewal Tracking
Pulse monitors every renewal across all carriers. Automated reminders before policies lapse.
Marketing Hub
Built-in campaign tools for client communications, drip sequences, and engagement tracking.
Agent Management
Manage your team with role-based access, production tracking, and commission visibility.
Simple Pricing
AAMS CRM is an add-on to the AAMS Platform. You must have an active AAMS Agency subscription to add CRM.
AAMS CRM
AI-Powered Sales & Quoting
Add-on to AAMS Agency ($199.99/mo)
- ✓AI agent Closer — shops policies, compares quotes, flags red flags
- ✓AI agent Pulse — renewal reminders, client health, follow-ups
- ✓18 ACORD form generators (personal + commercial)
- ✓7-stage sales pipeline with hard-gate enforcement
- ✓MGA submission tracking & quote comparison
- ✓Full contact management with tags and search
- ✓Task management with priorities and due dates
- ✓Role-based access (Admin, Manager, Agent, Owner)
Don't have AAMS yet? Sign up for AAMS Agency first
Solo agents: upgrade to the Agency tier ($199.99/mo), then add CRM for $99.99/user/mo.
Stop Chasing Renewals.
Let AI Do It.
Your team should be closing new business, not buried in follow-ups and paperwork. Add AAMS CRM and let Closer and Pulse handle the rest.
Questions? Call us at (239) 426-7058