Everything inside PrismAMS.

Every email, SMS, call note, meeting, document, and AI summary on one client timeline. Phone and email above the fold — not buried in custom fields.

Drag-and-drop kanban pipeline, per-stage probabilities, lost-reason capture, and one-click won → client conversion.

Tasks, recurring rules, and multi-step playbooks on one execution surface. Bulk-assign straight from AI meeting notes.

A copilot wired into every record — drafts replies in your voice, summarizes threads, and suggests next-best actions. Bring your own model per tenant.

Ask “who's overdue 60+ days?” in plain English and get an answer, not a CSV export. Natural-language report builder over your live data.

Multi-touch email + SMS cadences, broadcast campaigns, merge fields, suppression, bounce handling, and RFC 8058 List-Unsubscribe headers out of the box.

VoIP↔AMS middleware: inbound calls screen-pop the matching client, calls log automatically, and AI surfaces call insights. Multi-account aware.

A Microsoft Outlook add-in that checks tone, grammar, and clarity and rewrites email in-place — a Grammarly replacement that lives in your inbox.

Build signature envelopes with named fields and presets, sign on any device, and edit / merge / split PDFs without leaving the platform.

Zero-knowledge credential management built in — share carrier and vendor logins across the team without spreadsheets or sticky notes.

Vendor and carrier contract repository with renewal-date tracking and automatic 90 / 60 / 30-day reminder alerts before every renewal.

Built-in lead finder and email verifier — source and validate prospects, then drop them straight into a cadence.

Central document storage with AI extraction on inbound files, plus a per-record document vault that travels with the client.

Dedicated importers to move clients, policies, and history off your legacy AMS — plus bulk paper/PDF ingest via BookScan.

tRPC inside, REST + OpenAPI outside, webhooks on every state change. Bring your own BI, forms, and automation.

Full double-entry GL with chart of accounts, journal entries, accounting periods, and period close.

AI imports carrier commission statements from PDF, matches them against expected commissions, and surfaces variances and unpaid items — instead of hiding them in a spreadsheet.

Connected bank feeds, transaction matching, and bank reconciliation that ties out to the penny.

Estimates, invoices, payment capture, vendor bills, and check printing — receivables and payables in one ledger.

Vendor records with 1099 prep, plus payroll runs that post straight to the GL.

Budget vs. actual reporting and a fixed-asset register with depreciation schedules.

Quarterly tax estimates, surplus-lines tax tracking by state, suspense accounts, and year-end reporting.

Policies, endorsements, renewals, and the full lifecycle modeled the way real agencies operate — households and commercial accounts alike.

Ask in plain English — “HVAC contractor in WA” — and get the markets that write it in seconds. Ingest your carrier flyers, appetite-guide PDFs, and spreadsheets; AI catalogs them into one searchable database of the markets your agency actually has.

Renewal tracking and alerts with AI premium-increase flags and auto-prepared value-add summaries.

Carrier management with volume, loss-ratio, retention, and commission scorecards at the producer level.

Claims tracking with status pipelines, vendor coordination, and an attached document vault.

Generate, e-sign, and track COIs — with holder self-service and auto-issue rules through the client portal.

ACORD form library plus public intake forms with conditional logic, e-signature, and AI-assisted document extraction.

Fiduciary trust ledger with trust / operating separation, suspense accounts, and reconciliation — first-class, not bolted on.

AI scans the book by line of business and surfaces the most likely cross-sell on each account.

The hard-to-place side of the Appetite Finder: an AI-built repository of your niche, E&S, and wholesale markets — so when the admitted market declines, you know exactly where to go next.

AI book-of-business analyzer — ingest a paper or PDF book in bulk and turn it into structured policies and clients.

Insured-facing self-service: documents, certificates, policy info, and requests — branded to your agency.

Households with members, relationships, beneficiaries, and AUM rollups. Accounts hang off the household, not a single contact.

Repeatable multi-step checklists for ACAT in/out, RMDs, Roth conversions, beneficiary updates, trust funding, and more — seeded from real advisor walk-throughs.

In-browser meeting recorder that turns the call into structured tasks and household changes you can bulk-assign in one click.

Net worth, goals, and Monte Carlo projections with levers for retirement age, savings rate, and one-time income events.

Quarterly per-account and household-rollup performance packets, since-inception returns, delivered through the client portal.

Define models, assign accounts, rebalance, and run scheduled basis-point fee billing reconciled to custodian cash — keep the platform fee in the firm.

Tax engagements, client organizers, and timesheets for firms that run wealth and tax under one roof.

Member types, dues tiers with auto-reprice on tier change, renewal cadences, and drop / suspend / reinstate flows.

First-class chapters with per-chapter rosters, chairs, chapter-scoped events and dues, and reporting that rolls up to the org.

In-person / webinar / hybrid events, audience-priced tickets, discount codes, refunds, and per-state CE credit tracking with auto-emailed certificates.

A catalog of partner perks and discounts bundled per member type, with a portal tracker showing eligible / available / used — and auto-reset on renewal.

Self-serve member portal for info, billing, events, CE history, and resources — magic-link sign-in and per-tenant theming.

Committees, chapter rosters, and ad-hoc lists with keep-in-sync rules, merge-field blasts, suppression, and bounce handling.