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.
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.
- 60+
- Modules shipped
- Multi-tenant
- From day one
- REST + tRPC
- Open API
- AI-native
- Built into every workflow
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.
The platform
Three principles that reshape how an AMS feels.
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, carrier downloads, commissions, claims, certificates, trust accounting — without the green-screen weight.
PoliciesCarriersIVANSCommissionsTrust 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 inside
A complete agency platform — without the legacy weight.
PrismAMS unifies the modules a modern brokerage needs into a single coherent product. No bolt-on suite of half-integrated tools.
Client & policy management
Households, commercial accounts, policies, endorsements, claims, certificates — modeled the way real agencies operate, not the way mainframes did in 1994.
Carrier downloads (IVANS / AL3)
Nightly carrier downloads parsed and reconciled automatically. Match policies, surface exceptions, never miss a renewal.
Trust & operating accounting
Full GL, trust account separation, vendor bills, commission reconciliation, and client statements — not a stripped-down add-on.
Communications hub
Email, SMS, Microsoft 365, Google, and Power Automate connectors. Drip cadences, broadcast campaigns, suppression, and bounce handling out of the box.
Carrier appetite & quoting
A live carrier appetite database tells you in seconds which markets to approach for any risk. No more 'let me ask around the office.'
Membership & associations
First-class support for state associations and chapters: dues, renewals, benefits, events, CE tracking, and a member portal — purpose-built, not bolted on.
AI assistants for every role
CSR copilot, account-exec briefings, accounting Q&A, and natural-language reporting. Ask 'who's overdue 60+ days' and get an answer, not an export.
Modern security
Multi-tenant Postgres with row-level security, Clerk-backed auth, SSO/SAML on the roadmap, and an immutable audit log on every state change.
Open API + webhooks
REST + OpenAPI for external integrations, tRPC for internal apps, webhooks for downstream automation. Bring your own BI, your own forms, your own AI.
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.