7-day free trial

The AMS Software Built for the Modern Independent Agency

Stop juggling spreadsheets and disconnected tools. Insurstein gives your producers and CSRs one platform for policies, commissions, clients, e-signatures, and AI document processing — without the chaos.

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AI capabilities

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Dashboard pages

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ACORD forms

Everything you need

One platform. Zero compromises.

Every tool your agency needs — from first contact to policy renewal — without the patchwork of disconnected software.

22+Modules

Platform Coverage

Client 360
Sales Pipeline
AI Intelligence
Phone System
E-Signatures
Commissions
Submissions
Communications
Task
BeforeWith Insurstein

Data Entry

-85%

Commission Reconciliation

-75%

Renewal Management

-80%

Document Processing

-90%

Client Onboarding

-70%

Measured impact

Agencies save 15+ hours per week

By eliminating manual data entry, consolidating carrier communications, and automating renewal workflows — your team focuses on selling, not searching.

AI parses loss runs in seconds, not hours
Commissions auto-match — no spreadsheets
Renewals trigger automatically at 90/60/30 days
E-signatures replace print-sign-scan workflows

Built for compliance

Enterprise security, agency pricing

Role-based access control, AES-256 encryption at rest, rate limiting, session management, and a full E&O audit trail — every action logged, every document hashed.

See it in action

Your agency, streamlined

Watch deals move through your pipeline

Drag prospects between stages, track every touchpoint, and see exactly where your revenue is coming from.

insurstein.com/dashboard
Lead2

Alpine Transport

Commercial

Peak Logistics

Commercial

Discovery1

Summit Trucking

Commercial

Quoted2

Meridian Fleet

Commercial

Crest Hauling

Commercial

Won1

Valley Express

Commercial

Simple pricing

Plans that grow with your agency

Starter

For small agencies getting started with modern tools.

$119/month
  • Client & policy management
  • Sales pipeline tracking
  • Renewal tracking
  • Claims management
  • Certificate generation
  • Commission reconciliation
  • Discovery forms
  • ACORD PDF generation
  • 3 team members included
Get Demo
Most Popular

Professional

Everything in Starter, plus AI and automation.

$179/month
  • Everything in Starter
  • AI document parsing
  • AI assistant (115+ capabilities)
  • In-browser phone calls (WebRTC)
  • SMS messaging
  • E-signatures (10/month free)
  • Custom email domains
  • Multi-market submissions
  • 5 team members included
Get Demo

Agency

Full platform for growing agencies.

$249/month
  • Everything in Professional
  • Unlimited e-signatures
  • CAB authority monitoring
  • Automated marketing sequences
  • Advanced compliance tools
  • Priority support
  • 10 team members included
Get Demo

Need more than 10 seats or custom integrations? Contact us for Enterprise pricing

Stop managing.
Start growing.

Join agencies that replaced 3+ tools with one platform — and got their evenings back.