News
PrismAMS ships every week. Each release is written up here in plain language: what it does, who it is for, and where it lives in the app. Subscribe by RSS to get every post.
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Read the postCourse descriptions, policies and terms now take bold, color, lists and images, and the public registration page shows speakers with photos, categories, pricing and registration instructions.
Read the postRecord what a class or event cost, coded to an expense account, and see the net next to what was collected. Nothing is paid from PrismAMS; it is the record your bookkeeping can match.
Read the postA payment entered on the wrong invoice can now be moved to the right one in one step, with the trail written on both invoices. The person record is now made of blocks you can drag, resize and hide, saved per user.
Read the postThe vendor catalog now shows where products overlap across the whole market, by job, by product and by suite, and a review queue collects the products the automatic lookup files so a person can check the sources and mark them verified.
Read the postAn invoice can now be written off (with a reason and an undo), deleted outright while it is new and unpaid, and a voided one no longer looks like money owed. Dropping a member can write off what they owe and move them to Non-Member in the same step, a dropped member can be reinstated from the status dropdown, and Email invoice lets you pick the recipients and a template.
Read the postThe hub now works out what each tool does, not just which category it sits in, and shows you where two of them overlap: a website platform that also sends newsletters next to your email tool, two raters, a phone system and a meetings app that both do video. Each overlap says what you would save and what you would lose.
Read the postThe outlines you have filed with each state live in PrismAMS now, a class is scheduled from an approved course in one click, every attendee has a Report CE checkbox and a note, the filing roster prints for the class file, and you can email a class's attendees without leaving the roster.
Read the postAssociation staff now see every organization with its people underneath, member or not, search members and contacts from one box at the top, and the member hub shows each member only the benefits their member type actually gets.
Read the postEvery client, person and membership now has an internal notes section and a list of every email we sent them. Drip and campaign emails carry a compliant footer with your address and an opt-out link, you can email any step to yourself before it goes live, and a renewed contract rolls to its next term in one click.
Read the postPrismAdvisor now holds everything an agency pays for, reads the contract terms out of the signed agreement, warns you before the last day to cancel, shows alternatives, and drafts next year's technology budget from the inventory.
Read the postPick a renewal month on Memberships, click Bill this month, check the list, and PrismAMS creates every next-term invoice and emails it with a pay-by-card link.
Read the postA member who pays dues or an event registration by card now gets a receipt straight away, and staff can subscribe to be told about chargebacks and failed online payments.
Read the postAgency applicants pick their size from a drop-down of your tiers with the price beside each one, state-priced types show the full price ladder, and the application asks for the agency's address, website, phone and email.
Read the postAn envelope sent without a client linked can now be attached to the right record from the eSign list, and the signed PDF and activity move with it. Prepare and Send also says plainly what linking a client does.
Read the postAssociations get a public application page to link from their own website. Applicants pick a membership, answer the questions that set the price, enter their details and pay the first year by card. The record lands in Memberships as an applicant and turns active when the invoice is paid.
Read the postMembership invoice PDFs now print a pay-by-card link, the invoice email has a Pay button, and the Renew now button on renewal reminders goes straight to payment instead of a sign-in page.
Read the postDrip campaign emails now open in a full-screen designer: pick a layout, add text, images, buttons and tables by clicking or dragging, and see what the recipient gets as you go.
Read the postThe multi-step email series under Marketing is now named what most people call it, and the builder no longer lets you close it with unsaved work.
Read the postThe five automatic renewal reminders now go out on the days you pick, such as the day before and the day after a term ends, instead of a fixed schedule.
Read the postEach event now has its own public registration link. Put it on your website and people register themselves, pick a ticket, use a discount code and pay by card, with no account and no sign-in.
Read the postAdding people to lists and committees is search-first and never trips over a colleague, each person's record has a switch per list, the resource library has subject folders you can limit by member type or keep for staff, and report results link to the record.
Read the postThe automatic member emails got a formatting toolbar, a one-week renewal reminder, the invoice attached to every renewal reminder, and merge codes for a pay link and the member's benefits.
Read the postThe Licenses page is now Licensing and Compliance, with a Reports tab for state annual reports, tax returns, business licenses and other filings. Each one gets a due date that can repeat, an owner, a reminder, and a task on that person's list.
Read the postPersonal and bereavement days rarely apply equally to everyone. The days granted in the balances table are now editable per person, and clearing the box puts them back on the policy.
Read the postThe forms you send every time someone joins or signs up now go out from their record, with the first signer already filled in, and what is still outstanding shows in the same place.
Read the postAnswer a short panel of questions about what your agency runs on and see what's missing, what you may be overpaying for, and what agencies your size pay for the same thing.
Read the postPlace the signature and date fields on a form once, save the layout, and the next send is upload, apply, send. Built for the forms that never change, like a lost policy release.
Read the postPrismWatch, the activity monitor that learns how someone works so we can automate it, now installs from a link with a one-time code. Each night the day's activity arrives in your workspace; screenshots stay on the PC unless you say otherwise.
Read the postSign in once with your own Microsoft 365 account and your Inbox and Sent Items sync into PrismAMS. Search by person, subject or date range, read the whole thread, and have a reply drafted straight into your Outlook Drafts. Nothing sends without you.
Read the postDirectory, onboarding, time off, performance, recruiting, benefits, scheduling, guarded discipline, a wage-and-hour compliant timesheet that feeds the pay run, and per-client isolation. Thirteen modules, one workspace.
Read the postAn integrations layer inside the app: define a connection to any REST API, map the fields, and let the automation engine call it.
Read the postThe signed PDF now files itself to the client record, every signer consents before signing, a signer can decline with a reason, and each executed document carries a Certificate of Completion, a legal statement and the disclosure the signer accepted.
Read the postAdmins file bugs and requests from the Support page. A build agent reads the ticket, ships the fix git-first, replies with what changed, and resolves the ticket only once the change is actually live.
Read the postA unified data lake reads the incumbent system and projects clients and policies into a PrismAMS tenant, nightly and on demand. First production book: over ten thousand clients and thirty-five thousand policies from AMS360.
Read the postMerge two companies or two people into one with every reference repointed. Reports get search and per-user favorites. Lists show on company and membership records, and report results can be saved as a list.
Read the postInsert, move and resize images, apply bold, italic and underline to added and inline-edited text, keep edits across page changes, and save the result into Documents instead of downloading it.
Read the postExhibitors as a first-class event tab, sponsor due-versus-paid with what the money was for, registrations priced from membership, per-registration invoices, and the notifications and reports an association moving off GrowthZone expects.
Read the postPolicy Check reconciles the expiring policy, the carrier quote, the issued policy and your own AMS record four ways, ranks what it finds, drafts the carrier email and writes the fix back in one click. Proposal Builder turns a carrier quote PDF into a branded client proposal.
Read the postGive us 30 minutes and we'll walk through your real workflows in a tenant set up for your agency. No slides.
