Features & Quick Stats
Key Features
- Connected Agency Workflows: Connects sales, placement, servicing, financial, and operational work around one client record.
- Sales & CRM: Manages marketing, pipeline, opportunities, client relationships, and account growth.
- Placement & Servicing: Supports submissions, quotes, binding, documents, certificates, endorsements, claims, and renewals.
- Financial Management: Connects policy transactions with premium, commissions, producer credit, accounting, and agency reporting.
- Workflow Automation: Moves information and work between agency processes and systems to reduce manual handoffs and duplicate entry.
- Built-In AI: Uses AI alongside rules and automation to support agency work and decisions, with human review when judgment is required.
- Reporting & Analytics: Connects agency activity and performance data across sales, placement, service, and financial operations.
- Open Architecture: Built on Salesforce with connection points for carriers, raters, portals, documents, business tools, and other agency systems.
Core Business
Agency Management System & Insurance Operating Platform
How amplo AMS Helps Independent Agents & Brokers
Amplo helps independent agencies connect work that often happens across separate systems, inboxes, portals, spreadsheets, and manual processes. By keeping client, risk, policy, transaction, financial, and operational information connected, the platform helps reduce duplicate entry and administrative handoffs while giving teams a shared view of the client and the work in progress.
AI Capabilities
Amplo incorporates AI into the agency management platform alongside rules and workflow automation. AI is used to help interpret and move information, support agency workflows, and assist with work requiring judgment. Amplo's approach uses rules where processes can be deterministic and AI where interpretation is needed, with agency staff retaining decision-making responsibility and visibility into the reasoning behind AI-supported recommendations.
Partnerships
Product FAQs
Agency Management System
Suspense/follow-up tracking?
Yes
SMS/Texting feature offered as add-on or through third party
Through an integrated partner/third party
Electronic signature feature offered as add-on or through third party
As an add-on
Direct bill commission download available?
Yes
Electronic signature integration?
Yes, through add-on/third party
Track all user activity?
Yes
Purge customer data/documents?
Yes
User customize views for "my" policies?
Yes
Employee time tracking available?
Yes
Personal downloads available?
Yes
Custom proposal module?
Yes
Location/mapping integration?
Yes
Support real-time interface for claim inquiries?
Yes
Ability to import schedules?
Yes
Comparative quoting/rating systems integrations
PL Rating
Agency/employee license tracking available?
Yes
Dashboard feature included?
Yes
Marketing capabilities native/add-ons/through third party
Through a integrated partner/third party
Integrate with comparative quoting/rating systems?
Yes
Tools available for customer self-service
[Policy changes, Client issue certificates, Client portal, eSignature integration]
Split/merge customers?
Yes
Task management?
Yes
Commercial downloads available?
Yes
Boolean searches of data?
Yes
Open documented API?
Yes
Track claim activity?
Yes
System support provided
[Support by email, Support by phone, Training in-person, Training using videos, Training by person virtually, Active user group, On screen help]
VoIP feature offered as add-on or through third party?
Through an integrated partner/third party
Support claim download?
No
Accounting integrated?
Yes, native
Split/merge policies between customers?
Yes
All data fields available for reporting?
Yes
Software/platform access
[Native Browser Based, Cloud Hosted Server]
Reporting on activity data?
Yes
Document creation capability?
Both proprietary word processing and Microsoft Word
Document management/scanning features available?
[Other, Global document search capability, Drag and drop file attachment]
Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]
Agency procedures available in system?
Yes
Fillable ACORD forms?
Yes
Marketing capabilities
[Automated marketing campaign management, Newsletter generation and distribution, Sales pipeline management, Survey generation distribution, Dashboard specific to marketing and sales, Risk surveys, Social platform management, Referral management]
Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
Dashboard customizable by agency role?
Yes
SMS/Texting integrated?
Yes, through add-on/third party
Scanning/attaching to client file capability?
Yes
Policy processing workflows?
Yes
Automatic renewal processing available?
Yes
Dashboard alert of items past due?
Yes
Custom activity tracking?
Yes
System security by role/function?
Yes
Carrier submission management available?
Yes
Fax feature offered as add-on or through third party
Through an integrated partner/third party
Fax integration?
Yes, through add-on/third party
VOIP integration?
Yes, through add-on/third party
Custom form capabilities?
Yes
Microsoft 365 integration
[Email, Calendar, Word, Excel, Tasks]
Reminder notifications/alerts available
[SMS, Email, Pop-up]
Archive customer data/documents?
Yes
Scanning/attaching to carrier file capability?
Yes
Accounting features offered
[Third party integration (e.g. QuickBooks), General Ledger, Account Payables, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]
Prioritize/flag notes?
Yes
Mobile device access
Yes