Access My Insurance powers independent insurance agencies.

Access My Insurance, or AMI for short, is the key to unlocking your agencies growth. It's a robust web-based platform that gives you access to automated marketing, an on-demand customer portal, and intelligent data & analytics so you can be an independent agency that thrives. Want to see how it works?

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Leverage AMI to be the growth leader in your market.

Access My Insurance offers a comprehensive suite of essential tools, including a user-friendly customer web portal, a mobile app, e-signature capabilities, secure text messaging, and an intuitively responsive design, among others. What truly distinguishes us, however, are the unique features we provide to empower your agency's growth and success.

Agency automation is a key ingredient to maintaining efficiency.

Automate your workflows with AMI's policy, commissions, and eDocs downloads with 1000+ carriers. Customers can also securely receive documents and access on-demand certificates in the AMI customer portal.

mac computer with AMI login on the screen

Agency analytics and KPIs are critical to uncover and understand.

AMI has advanced reporting right at your fingertips. Utilize new business and retention reports, find suspected lost policies and customers, and analyze your marketing efforts with ease to lead to transformative growth.

mac laptop with AMI dashboard on the screen

Agency marketing efforts must be simple to continue running effectively.

AMI offers scheduled emails out of the box on day one to guarantee multiple touch points with customers throughout the year. You'll see more customer engagement that leads to continued growth.

email marketing samples

All the features your agency needs.

Email Marketing

Keep customers engaged with AMI's automated library of pre-made email marketing campaigns.

Mobile App

Allow customers to access policies, documents, and coverages and pay online with our mobile app.

Integrated Messaging

Communicating with customers is a snap using AMI's built-in messaging and texting features.

Electronic Signatures

Prepare, send, and sign electronic documents inside of AMI without the cost of a third-party subscription.

Documents & Certificates

Customers can securely receive documents and download on0demand certificates in the AMI customer portal.

Agency Automation

Automate your agency with AMI's policy, commissions and eDocs downloads with 1000+ carriers.

Data & Reporting

Utilize advanced reporting and KPIs to quickly evaluate the health and growth of your agency.

Secure Access Anywhere

AMI is available everywhere on every device - all while keeping your data safe and secure.

Track Sales & Commissions

Analyze business growth with real-time information on financials and manage policies with a click of a button.

Getting started is easier than you think.

1
Leave the heavy lifting to us.

The transition process is up to us. We double check every data point and make sure it’s all done properly. We are with you every step of the way.

2
It's ready to go.

We have a curated library of ready-made emails covering policy expirations, promoting cross-selling, remembering birthdays and more.

3
Start growing.

Sign up and take a sigh of relief. All of our marketing, communication, and business tools are ready to go and start working for you on day one.

Check out our live demo and imagine your agency’s potential growth using AMI.

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Have more questions? Want to know more about us?

Need a donut? We are the answer to all of your agency’s problems (ok... maybe not the donut part).

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