The AMS Built to Give You Time Back.
Stop re-keying data. Start selling. The only AMS with built-in AI document extraction and fully automated renewal campaigns.
Smith Construction Group, LLC
Built for the Independent Agent
Streamline your agency's entire workflow so you can focus on building relationships, not managing spreadsheets.
The Smart Client CRM
Get a 360-degree view of your clients in seconds. See policy history, real-time payment statuses, open claims, and communication history natively integrated into one beautiful, lightning-fast dashboard.
Automated Renewal Campaigns
Never miss a renewal again. The system scans all expiring policies 60 days out, automatically drafts renewal remarketing emails, and prepares carrier quotes for your review before the client even realizes it's time to renew.
Client Self-Service Portals
Reduce inbound service calls by 40%. Provide your retail clients with a secure login to download their own Certificates of Insurance (COIs), view ID cards, and pay premium balances securely via our TranzPay gateway.
Instant ACORD Forms
Say goodbye to manual PDF editors. With one click, Voiie pulls live policy data directly from the CRM into perfectly mapped ACORD 25s, 125s, and 130s, ready for immediate e-signature or email dispatch.
Looking to scale your retail agency fast?
Great software is only half the battle. Our Retail Agent Marketing division runs highly targeted, data-driven lead-gen campaigns to fill your new AMS with qualified prospects.
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