Memberships
Member types, chapters, dues tiers, renewal cadences, drop / suspend / reinstate flows, and Elite Partner sub-tier flags.
← All verticals
State + national associations
Professional Association Management first-class, not bolted on.
Memberships, dues, chapters, events with CE tracking, member benefits, and a self-serve member portal — purpose-built for associations who've outgrown a generic AMS or a stack of disconnected SaaS tools.
- Member Hub
- Self-serve portal
- CE
- Per-state credit tracking
- Events
- Sessions + sponsors + tickets
- Benefits
- Per-tier package tracking
What's included
Built for professional association management, not a re-skin.
Dues + billing
Dues tiers per member type with auto-reprice on tier change, recurring billing runs, and reconciliation to your accounting system.
Chapters
Per-chapter rosters, chair contacts, chapter-scoped events and dues, and chapter-level reporting.
Events
Event categories, in-person / webinar / hybrid delivery modes, ticket audiences (member / non-member pricing), discount codes, refunds, transfers, and registrant blast emails.
Continuing education
Per-state CE credit tracking, CE-bearing event flagging, NPN capture, and course-completion certificates emailed automatically.
Benefits + benefit packages
Member benefits with source + category, packages bundled per member type, and a portal benefits tracker showing eligible / available / used state. Auto-resets on renewal.
Member Hub
Self-serve member portal: info, billing, subscriptions, events, CE history, and resources. Magic-link sign-in. Per-tenant theming.
Communication lists
Committees, chapter rosters, and ad-hoc lists with automated keep-in-sync rules. Send blasts with merge fields, suppression, and bounce handling.
Member directory + BIGI
Public or member-only searchable directory. BIGI (broker-in-good-standing) lookups for partner orgs.
Who it's for
If you run an association, this stops the spreadsheet-and-Constant-Contact era.
- State + national professional associations (insurance, financial, legal, real estate, etc.)
- Multi-chapter orgs that need chapter-scoped dues, events, and reporting
- Associations that run CE — including per-state credit tracking and NPN capture
- Orgs that want to actually use member benefits as a retention lever, not just list them on a brochure
Day-to-day workflows
The repetitive work, finally automated.
- 01
Renewal season without the spreadsheet
Dues runs fire on schedule, members get reminders, renewals process through the portal, and benefits packages reset automatically when payment posts.
- 02
Event registration + CE
Tenant-wide contact lookup auto-fills the registration form. NPN surfaces only on CE events. Discount codes and audience-priced tickets just work. CE certificates email after attendance.
- 03
Member benefit actually used
Members see eligible / available / used benefits in the portal. Mark-as-used logs a redemption. You finally have data on what benefits drive retention.
- 04
Talk to your members
Send a blast to a chapter, a committee, or an event's registrants. Merge fields, suppression, bounce handling, and List-Unsubscribe headers handled for you.
FAQ
Common questions.
+Can we keep our existing payment processor?
Yes — we integrate with Stripe, ACH partners, and your existing accounting system. No rip-and-replace required.
+What about CE compliance?
Per-state CE credits are tracked at the event + the member level. NPN capture is wired in for insurance associations. CE certificates auto-email after attendance.
+Can members self-serve?
The Member Hub is a full portal: update info, pay dues, register for events, see CE history, browse + redeem benefits. Magic-link sign-in for easy access.
+We have multiple chapters — how does that work?
Chapters are first-class. Per-chapter rosters, dues, events, chairs, and reporting all roll up to the state / national org.
+Do you support carrier partnerships and sponsor management?
Yes — Sterling Partners (and equivalent sponsor tiers), bidirectional carrier partnerships, sponsored events, and sponsor benefits all model directly.
See PrismAMS for your agency.
30 minutes. We'll walk through your real workflows in a tenant set up for you. No slideware.