Run your insurance agency from one modern workspace.
AMSync brings customers, policies, transactions, receipts, workforce scheduling, time tracking, and organization controls into one connected platform.
Designed for agencies managing customers, policies, payments, receipts, teams, and locations.
Agency operations shouldn't live across five different systems.
Insurance agencies often juggle disconnected software, manual workflows, and fragmented data. AMSync centralizes everything into one platform built for modern agency operations.
Fragmented software stacks
Customer data spread across spreadsheets, CRMs, and disconnected tools.
Manual receipt workflows
Generating, printing, and filing receipts with no system or consistency.
Siloed scheduling tools
Workforce scheduling and time tracking living in separate applications.
No single source of truth
No central view of policies, transactions, and team operations together.
Everything your agency needs
Eight core modules built to work together, so you never have to switch tools.
Customers
Centralized profiles, contact history, and policy associations accessible across your agency.
Policies
Track policy lifecycles, renewals, and activity from a single dashboard.
Transactions
Maintain full visibility into agency financial activity and records.
Receipts
Generate consistent company and customer receipts with built-in templates.
Workforce
Manage shifts, schedules, leave requests, and approvals in one place.
Time Entries
Track time worked, review entries, and manage approvals with ease.
Permissions
Control access across your agency with role-based security controls.
Organization Settings
Configure branding, workflows, and operational settings for your agency.
How agencies run on AMSync
A connected workflow from customer intake to full operations management.
Manage Customers & Policies
Centralize all customer profiles, contact history, and policy associations. Your team gets instant access to the data they need.
Process Transactions & Receipts
Track policy lifecycles, manage renewals, and maintain a complete record of all agency financial activity.
Run Operations & Workforce
Schedule shifts, approve time off, track time entries, and generate receipts — all without leaving the platform.
Built for agencies that are growing.
Whether you're running a single location or managing multiple entities, AMSync gives you the governance and flexibility to operate at scale.
- Multi-Entity Operations — Manage multiple agency locations or entities under a single organizational umbrella.
- Role-Based Access Control — Define roles and permissions to ensure every team member has the right level of access.
- Organization Settings — Configure agency-wide settings, workflows, and operational preferences.
- Branding Controls — Apply your agency's branding to receipts and client-facing documents.
| Feature | Admin | Mgr | Agent | CSR |
|---|---|---|---|---|
| Customers | ✓ | ✓ | ✓ | ✓ |
| Policies | ✓ | ✓ | ✓ | |
| Transactions | ✓ | ✓ | ||
| Reports | ✓ | ✓ |
Professional receipts, every time.
AMSync's receipt system gives your agency full control over how receipts are generated, customized, and delivered — for both company records and customers.
- Company copy generation
- Customer copy generation
- Terms & conditions attachment
- Signature capture
- Multi-page support
Your team, fully organized.
Schedule shifts, track time entries, manage leave requests, and approve workforce activity — all without leaving AMSync.
- Shift scheduling
- Time entry tracking
- Leave management
- Manager approvals
- Workforce reporting
| Employee | Mon 5/25 | Tue 5/26 | Wed 5/27 | Thu 5/28 | Fri 5/29 | Total |
|---|---|---|---|---|---|---|
Sarah Johnson Producer | 9a-5p | 9a-5p | 9a-5p | 9a-5p | 9a-5p | 40h |
Michael Chen Manager | 8a-4p | 8a-4p | 8a-4p | 8a-4p | 8a-4p | 40h |
Emily Davis CSR | 9a-5p | 9a-5p | — | 9a-5p | 9a-5p | 32h |
James Wilson Operations | Leave | Leave | 11a-7p | 11a-7p | Leave | 16h |
Lisa Martinez CSR | 9a-5p | — | 9a-5p | 9a-5p | 9a-5p | 32h |
Ready to organize your agency operations?
See how AMSync brings your entire agency into one connected workspace.