Insurance Agency Management Software & AMS
Modernize your insurance agency with custom software. Praesidium builds agency management systems (AMS) with policy management, commission tracking, claims workflows, renewals, and carrier connectivity.
Consult with an Expert
Free strategy sessionBook a consultation today to discover how custom Insurance Agencies software can reduce costs and increase efficiency.
SCHEDULE NOWIs Generic Software Like Applied Epic Holding You Back?
Praesidium Builds Solutions That Fit. Tired of workarounds and disconnected tools?
Legacy Software
Custom ERP
Rigid software that limits agility.
Flexible architecture that adapts directly to your workflows.
Data scattered across multiple apps?
A unified ecosystem customized for Insurance Agencies.
Worried about complex implementation?
Our expert team guides you from design to deployment and beyond.
We Handle the Hard Stuff.
You Focus on Growth.
Switching systems shouldn't be a nightmare. Our dedicated engineering team handles every aspect of the transition, ensuring a zero-downtime launch.
Seamless Data Migration
We securely transfer all your historical data from legacy platforms to ensure no data is left behind.
Turnkey System Setup
We configure every module, workflow, and user permission to match your exact operational needs before you log in.
White-Glove Support
We don't just send a manual. Our experts train your team to ensure everyone is confident from Day 1.
Work Smarter, Not Harder
Our platform isn't just about efficiency; it's about giving you back your time. Experience a system that anticipates your needs and handles the details.
Policy Management Hub
Centralized database for personal and commercial lines with endorsement tracking and document management
Commission Tracking
Automated commission reconciliation with producer split calculations and carrier statement matching
Claims Management
End-to-end claims tracking with carrier communication, status updates, and client notifications
Renewal Automation
Proactive renewal workflows with policy remarketing alerts and automated client touchpoints
Carrier Connectivity
AL3/IVANS integration for automated policy downloads and real-time carrier rating
Client Portal
Secure portal for clients to view policies, request changes, and print auto ID cards
Your Business,
Autopilot Enabled
Imagine a workday where reports generate themselves, inventory tracks itself, and problems are flagged before they happen. That's the power of our AI-native platform.
Common Questions
Everything you need to know about our Insurance Agencies solutions.
What is an insurance agency management system (AMS)?
An AMS is software for insurance agencies to manage policies, client communications, renewals, claims, and commissions — integrating front-office sales with back-office accounting.
Why choose Praesidium over Applied Epic or Vertafore?
Praesidium builds custom AMS solutions without the legacy architecture and long contract terms of Applied Epic and Vertafore. Get a modern, cloud-native platform designed for your specific lines of business.
Does Praesidium support IVANS/AL3 downloads?
Yes. Praesidium fully integrates with IVANS and other carrier networks for automated daily AL3 policy data downloads, direct bill commission statements, and real-time rating.
The System Modules
Everything you need to run your operations, integrated into one seamless platform.
Projected Impact
Our industry-specific solutions are designed to deliver measurable improvements across all key performance indicators.
Ready to Transform Your Operations?
Schedule a personalized demo to see how our platform can revolutionize your business
Let's Build Something Great
Tell us about your business needs and we'll create a custom solution roadmap tailored to your goals.