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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.

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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

See it in a demo

Search customers, policies...

BayCity

Maria Rodriguez

ACTIVEIndividual

4821 Westheimer Rd, Houston, TX 77056m.rodriguez@example.com(713) 555-0142ID 20381947 TXDOB 03/22/1985Gender Female

Products (Gap Analysis)17%

Auto

HomeNo linked policy

MexicoNo linked policy

MotorcycleNo linked policy

RentersNo linked policy

Surety BondsNo linked policy

Total PPH$2,217

Household & Relationships

HOUSEHOLD

Carlos Rodriguez

Child

Manual

RELATIONSHIPS

Lone Star Realty

CUSTOMER LIFE EVENTS

Birthday – Maria Rodriguez

SystemBirthday · Mar 22

Policy Renewal – Auto

SystemRenewal · Dec 15 · Upcoming

Recent Transactions (Ledger)

Total Paid / Pending

DatePriceDescriptionStatus

5/12/2026$820—Paid

4/12/2026$820—Paid

3/12/2026$820—Past Due

2/12/2026$410.00—Past Due

1/12/2026$410.00—Paid

Omnichannel Activity Timeline

Payment paid – $820.00

May 12

Payment paid – $820.00

Apr 12

Payment unpaid – $820.00

Mar 12

Payment unpaid – $410.00

Feb 12

Payment paid – $410.00

Jan 12

Manual Note-taking

Manual Note-taking...

AI Recommendations

Based on Maria's profile, consider bundling an Auto + Home policy for a 12% premium savings. Renewal is due Dec 15, 2026.

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

See it in a demo

Search customers, policies...

BayCity

POL-2026-047Active

Maria Rodriguez · Home · State National Insurance

Policy Overview

Policy Number

POL-2026-047

Status

Active

Customer

Maria Rodriguez

m.rodriguez@example.com

Carrier

State National Insurance ↗

Product Type

Home

Product

Homeowners Plus

Effective Date

01/15/2026

Expiration Date

01/15/2027

Total Premium

$1,640.00

Notes

Annual renewal preferred.

Record Info

Created

01/10/2026

Last Updated

04/02/2026

Location assigned

Quick Actions

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

See it in a demo

Search customers, policies...

BayCity

Transactions

Policy payments and internal adjustments

Policy Transactions

Total records

Collected

$48,320.00

Paid transactions

Pending

$7,940.00

Awaiting payment

Awaiting Approval

Other transactions

Shared Filters

TodayThis WeekThis MonthPending↺ Reset

From Date06/01/2026

To Date06/08/2026

Policy TransactionsCustomer-linked policy payments and receipts

Search receipt #, customer, policy...

All Types ▼

All Status ▼

All Methods ▼

Date: Newest First ▼

Receipt #CustomerPolicyTypeAmountMethodStatusAttachDate

RCP-2026-1021Acme CorporationPOL-2026-011Payment$12,500CheckPaidJun 8, 2026···

RCP-2026-1020Globex IndustriesPOL-2026-009Renewal$8,750ACHPaidJun 7, 2026···

RCP-2026-1019Soylent CorpPOL-2026-007Payment$6,300CashPendingJun 5, 2026···

RCP-2026-1018Initech LLCPOL-2026-005Quote$14,200—PendingJun 4, 2026···

RCP-2026-1017Umbrella CorpPOL-2026-004Refund−$3,800CheckCompletedJun 2, 2026···

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

See it in a demo

Receipt Preview

Preview and print the receipt for this transaction.

Receipt copy

Company Copy – Detailed

Copy: Company Copy – Detailed· Printing archives an immutable receipt snapshot.

Lone Star Family Insurance

4821 Westheimer Rd, Ste 200 Houston, TX 77056

(713) 555-0190

hello@lonestarins.com

Receipt

COMPANY COPY

RECEIPT NUMBER

RCP-2026-2041

TRANSACTION DATE

Jun 8, 2026, 10:14 AM

TRANSACTION TYPE

Payment

PROCESSED BY

J. Ramirez

LOCATION

Houston HQ

Customer Information

CUSTOMERMarcus Webb

PHONE(713) 555-0184

EMAILm.webb@example.com

ADDRESS3302 Travis St, Houston, TX 77006

Policy Information

POLICY NUMBERPOL-2026-031

POLICY TYPECommercial Auto

POLICY TERMMar 1, 2026 to Mar 1, 2027

PREMIUM$2,400.00

Payment Information

PAYMENT METHODCheck

PAYMENT STATUSpaid

Transaction Breakdown

PREMIUM$480.00

SERVICE FEE$1,920.00

TOTAL$2,400.00

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

See it in a demo

Search customers, policies...

BayCity

Manage Shifts

Create, edit and publish employee shift schedulesAmerica/Chicago

Schedule by: Location Group

AKP AGENCY

Jun 1 – Jun 7, 2026

Employee

MON

TUE

WED

THU

FRI

SAT

SUN

Total

Maria Rodriguez

Org Admin

LeavePending

9:00 AM – 5:00 PM

Houston HQ

9:00 AM – 5:00 PM

Houston HQ

9:00 AM – 5:00 PM

Houston HQ

9:00 AM – 5:00 PM

Houston HQ

LeavePending

32h

James Ramirez

Agent

9:00 AM – 5:00 PM

Katy Branch

9:00 AM – 5:00 PM

Houston HQ

10:00 AM – 3:00 PM

Katy Branch

21h

Tanya Kim

CSR

Daily Totals

16h

13h

45h

Published

Draft

Leave Approved

Leave Pending

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

See it in a demo

Search customers, policies...

BayCity

Time Entries

Review employee time, exceptions, and approvalsAmerica/Chicago

All Locations

May 18 – 24, 2026

Gross Hours

53.5 h

Unpaid Breaks

4.5 h

Net Hours

49.0 h

Submitted

49.0 h

Approved

32.0 h

Rejected

My Time Entries

EmployeeDateClock InClock OutBreaksNet HrsStatusExceptionsActions

Maria RodriguezMay 209:00 AM5:30 PM30m8.0hApproved—

Maria RodriguezMay 219:00 AM5:30 PM30m8.0hApproved—

James RamirezMay 208:45 AM4:45 PM45m7.5hPending—

James RamirezMay 219:00 AM2:00 PM0m5.0hPending—

Tanya KimMay 2210:00 AM3:00 PM30m4.5hApproved—

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

See it in a demo

Search customers, policies...

BayCity

← RolesEdit Role: Org Admin

Update role name, description, and permissions

System

Summary

Update the role basics and review the live permission totals.

Role Name *

Org Admin

Description

Organization administrator

MODULES

ENABLED PERMISSIONS

114

ACTIVE GROUPS

Menu Access

Control which modules this role can view, manage, or delete.

Search modules...

Core7 modules21 / 21 enabledPrimary customer, policy, and reporting access.

ModuleViewManageDelete

Dashboard

dashboard

Customers

customers

Policies

policies

Quotes

quotes

Resources

resources

Communications

communications

See all features in action.

Schedule a personalized demo and see how AMSync fits your agency's workflow.

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