Ask in plain English
Type “HVAC contractor in Washington” or “apartments” and get a ranked list of the markets that write it — in seconds. No NAICS codes to memorize, no asking around the office.
CRM · Insurance AMS · Wealth · Associations
One platform. Four operating models. Built for the way your team actually works.
PrismAMS is a CRM-first, AI-native, API-open platform with vertical modules for insurance agencies, wealth & finance practices, and professional associations — all on a shared core.
- 50+
- Modules shipped
- 4 verticals
- One shared core
- AI-native
- In every workflow
- Open API
- REST · tRPC · webhooks
app.prismams.com / clients / acme-insurance-group
Clients
Policies
Renewals
Carriers
Accounting
Events
Member Hub
Client
Acme Insurance Group
ActiveSterling Partner
Open policies
142
Annual premium
$3.4M
Renewals (30d)
18
Outstanding
$11,420
AI insightsAuto-generated
3 commercial auto renewals are flagged for premium increases > 12%. Suggested actions: requote with State National, prepare value-add summary, schedule client check-in.
Appetite Finder + Specialty Markets
Know which carrier wants the risk — instantly.
Agents lose hours hunting appetite across carrier sites, PDF flyers, and wholesaler emails — and that knowledge walks out the door when someone leaves. PrismAMS turns your scattered market intel into one searchable answer.
Ingest anything you already have
Drop in carrier flyers, appetite-guide PDFs, images, and spreadsheets. AI reads each one and catalogs the carrier, niches, coverages, states, and appetite — turning the folder of PDFs into a searchable database.
Your markets — not a vendor’s panel
Every other appetite tool only shows the carriers it pre-integrated. PrismAMS catalogs the markets your agency actually works with — so the knowledge lives in the system, not in one producer’s head.
Built for the hard-to-place
The unusual restaurant, the vacant building, the contractor with losses, the coastal home. Search your specialty and E&S markets the moment the admitted market says no.
The platform
Three principles that reshape how an AMS feels.
CRM-first
Every workflow radiates from the client record — contacts, policies, claims, payments, and conversations live in one place. Your team stops switching tools to do their jobs.
AI-native
AI isn't bolted on. It writes summaries, drafts replies, suggests next-best actions, surfaces renewal risk, and turns hours of carrier emails into an actionable feed.
API-open
tRPC inside, REST + OpenAPI outside. Every record, every action, scriptable. Webhooks for everything. No more begging your vendor for an integration.
Verticals
One platform. Four very different operating models.
Pick your industry — same shared core, different vertical modules on top.
Pipeline + people
CRM
A modern CRM with leads, opportunities, cadences, kanban pipelines, and AI-drafted emails. The shared core every PrismAMS tenant runs on.
LeadsOpportunitiesCadencesPipelineAI assist
Explore CRM
Agencies, MGAs, wholesalers
Insurance AMS
A full agency management system — clients, policies, carriers, commissions, claims, certificates, trust accounting — without the green-screen weight.
PoliciesCarriersRenewalsCommissionsTrust GL
Explore Insurance AMS
RIAs, wealth advisors, planners
Wealth & Finance
A wealth-practice OS — households, accounts, AUM, performance, planning workflows, AI meeting notes, and a model-trading + bps-billing path that replaces your platform fees.
HouseholdsAUMPlanningPlaybooksCustodian links
Explore Wealth & Finance
State + national associations
Professional Association Management
Memberships, dues, chapters, events, CE tracking, benefits, and a self-serve member portal. First-class — not bolted on.
MembersDuesEventsCEMember Hub
Explore Professional Association Management
What's new
A complete agency platform — without the legacy weight.
PrismAMS unifies the modules a modern brokerage needs into one coherent product. Here's what we've shipped most recently — and there's a lot more underneath.
Appetite Finder + Specialty Markets
AIAsk “who writes HVAC in WA?” in plain English and get the answer in seconds. Ingest your carrier flyers, appetite-guide PDFs, and spreadsheets — AI turns the scattered pile into one searchable catalog of the markets your agency actually has.
Commission Reconciliation
AIAI reads carrier commission statements straight from PDF, matches them to expected commissions, and surfaces every variance and unpaid item — the painful month-end close, automated.
CallIntel
NewConnect your VoIP and inbound calls screen-pop the matching client, log themselves, and get AI call insights — no more typing while you talk.
PrismAMS Writing
NewAn Outlook add-in that checks tone, grammar, and clarity and rewrites email in place. A Grammarly replacement that lives where your team already writes.
Full accounting backbone
Double-entry GL, trust separation, bank feeds, payroll, surplus-lines tax, and reconciliation — a real ledger, not a QuickBooks pass-through.
AI everywhere
AIDraft replies, summarize inboxes, turn meetings into tasks, build reports from a sentence, and analyze a whole book of business. Bring your own model per tenant.
Open API & webhooks
tRPC inside, REST + OpenAPI outside, webhooks on every state change. Wire in your own BI, forms, and automation without waiting on a vendor.
How it works
Live in weeks, not quarters.
- 01
Connect your stack
Import contacts, policies, and history. Wire up your carriers, your email provider, and your accounting system through native connectors.
- 02
Bring your team in
Producers, CSRs, accounting, and leadership each get a workspace tuned to their day. Roles and permissions handled at the tenant level.
- 03
Let AI do the boring parts
PrismAMS drafts emails, summarizes inboxes, prepares renewal packets, reconciles commissions, and answers questions about your book.
- 04
Open the platform up
Publish member portals, expose APIs, ship webhooks to your data warehouse, and integrate the next tool without waiting on a vendor.
See PrismAMS for your agency.
30 minutes. We'll walk through your real workflows in a tenant set up for you. No slideware.