Everything your agency needs, built in.
AMSync ships with the core modules modern insurance agencies need to run operations, manage their team, and serve their customers — without stitching together multiple tools.
Customer Management
Centralized customer profiles for your entire agency.
- Unified customer records across all locations
- Full contact history and activity logs
- Policy associations linked directly to customers
- Search and filter by any customer attribute
- Accessible to the right team members via RBAC
Customers /Sarah Khan● ActiveIndividual
SK
Sarah Khan
Houston, TX(555) 014-2841sarah@example.comCUST-1001
Products (Gap Analysis)
17%Auto
Active
Home
No policy
Mexico
No policy
Motorcycle
No policy
Renters
No policy
Surety Bond
No policy
Total PPH
$2,217
Customer Life Events
Birthday — Sarah Khan
Oct 18
Birthday — Priya Patel
Apr 4 · Child
Recent Transactions
May 25, 2026Payment$457.00Paid
May 18, 2026Payment$457.00Past Due
Household & Relationships
Household 2
Priya Patel
Child
Relationships
Olis LLC
Business Partner
Policy Management
Track every policy through its full lifecycle.
- Policy status tracking from submission to renewal
- Renewal alerts and lifecycle visibility
- Direct links between policies and customers
- Transaction and receipt associations
- Multi-carrier policy support
Policies /POL-10482● Active
POL-10482
Auto · Personal Auto
Policy Overview
Policy Number
POL-10482
Status
Active
Customer
Sarah Khan
Carrier
Progressive
Product
Personal Auto
Total Premium
$457.00
Record Info
Created
05/22/2026
Last Updated
05/22/2026
Effective Date
06/15/2025
Expiration Date
06/15/2026
Quick Actions
Recent Transactions
May 25
$457Paid
Apr 25
$457Paid
Mar 25
$457Paid
Feb 25
$457Past Due
Transactions
Complete visibility into agency financial activity.
- Record all agency-level transactions
- Associate transactions with policies and customers
- Filter by date, type, and status
- Exportable transaction history
- Audit-ready financial records
Transactions
All Types
05/01/2026 – 05/31/2026
| Date | Type | Policy / Receipt | Customer | Amount | Status |
|---|---|---|---|---|---|
| May 25, 2026 | Payment | POL-10482 RCP-2026-5001 | Sarah Khan | $457.00 | Paid |
| May 24, 2026 | Payment | POL-23819 RCP-2026-5002 | Michael Rivera | $1,240.00 | Paid |
| May 23, 2026 | Renewal | POL-58204 | Priya Patel | $820.00 | Pending |
| May 22, 2026 | Payment | AUTO-7421 RCP-2026-5003 | Emily Carter | $385.00 | Paid |
| May 20, 2026 | Refund | HOME-1934 RCP-2026-5004 | Daniel Brooks | -$210.00 | Completed |
| May 18, 2026 | Payment | POL-10482 | Sarah Khan | $457.00 | Past Due |
Showing 1–6 of 42 results
Receipt Templates
Organization-controlled receipts for every transaction.
- Company and customer receipt copies
- Custom terms & conditions per agency
- Signature capture support
- Multi-page receipt generation
- Branded receipt templates
Company Copy
RCP-2026-5001
Lone Star Family Insurance
4821 Westheimer Rd, Houston, TX 77056
(555) 014-2841
RECEIPT
#RCP-2026-5001
May 25, 2026
Cash
Received From
Sarah Khan
5603 Nowlands Run In, Sugar Land, TX 77479
DescriptionPolicy / InvoiceAmount
Payment — Auto PolicyPOL-10482$457.00
Total Amount$457.00
Thank you for your business!
Authorized Signature
Authorized
Terms & Conditions
Customer Copy
RCP-2026-5001
Lone Star Family Insurance
(555) 014-2841
$457.00
Payment — Auto Policy
CustomerSarah Khan
PolicyPOL-10482
DateMay 25, 2026
MethodCash
Authorized Signature
Authorized
Terms & Conditions
Print-ready receipt
Workforce Management
Scheduling, shifts, time entries, and leave — all in one place.
- Weekly and monthly shift scheduling
- Employee time entry submission and review
- Leave request workflows and approvals
- Manager-level visibility across all staff
- Workforce reporting and history
Weekly Schedule
<May 25 – May 31, 2026>
| 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 |
Published Draft Leave
162h Total5 Employees2 Open Shifts
Time Entries
Review, approve, and manage all employee time records.
- Employee clock-in and clock-out tracking
- Break duration recording
- Manager approval workflows
- Pending and rejected entry resolution
- Weekly totals and audit history
Time Entries
<May 18 – May 24, 2026>
| Employee | Date | Clock In | Clock Out | Break | Total | Status | Actions |
|---|---|---|---|---|---|---|---|
| Sarah Johnson | May 24 | 9:00 AM | 5:00 PM | 1h 00m | 7h 00m | Approved | |
| Michael Chen | May 24 | 8:00 AM | 4:00 PM | 30m | 7h 30m | Approved | |
| Emily Davis | May 24 | 9:15 AM | 5:15 PM | 1h 00m | 7h 00m | Pending | |
| James Wilson | May 24 | 12:00 PM | 8:00 PM | 30m | 7h 30m | Pending | |
| Lisa Martinez | May 24 | 9:00 AM | 5:00 PM | 1h 00m | 7h 00m | Rejected |
36h 00m
Total Hours
22h 30m
Approved
14h 00m
Pending
0h 00m
Rejected
Permissions & RBAC
Role-based access control for every level of your organization.
- Granular role definitions per team function
- Entity-level permission scoping
- Restrict access to sensitive data
- Audit access and permission changes
- Supports multi-location access models
Organization SettingsLone Star Family Insurance
General
Branding
Users & Roles
Permissions
Entities
Integrations
Security
Billing
User Roles
Administrator
4
Manager
6
Agent
12
CSR
5
Permissions Matrix
| Feature | Admin | Mgr | Agent | CSR |
|---|---|---|---|---|
| Customers | ✓ | ✓ | ✓ | ✓ |
| Policies | ✓ | ✓ | ✓ | |
| Transactions | ✓ | ✓ | ||
| Reports | ✓ | ✓ |
Entity Overrides
BayCity (Default)All Access
Texas RegionCustom
Commercial DivisionRead Only
5 roles · 3 entities · Last saved just now
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