Features & Quick Stats
Key Features
- Fully integrated, all-inclusive system
- Short training time
- System security
- Manager level security controls
How JAMS Helps Independent Agents & Brokers
JAMS is a fully integrated, all-inclusive system requiring no other software with the highest level of system security in the industry. JAMS saves insurance agencies and agents a tremendous amount of time with their accounting, document, and sales management with our system which has an extremely short training time and is very intuitive. All at a cost-point that makes it exceptionally appealing. It gives them more functionality for less expense. And everyone wants more, for less.
Subscriber Deals
Product FAQs
Agency Management System
Suspense/follow-up tracking?
Yes
Direct bill commission download available?
Yes
Electronic signature integration?
Yes
Track all user activity?
Yes
Purge customer data/documents?
No
User customize views for "my" policies?
Yes
Employee time tracking available?
No
Personal downloads available?
Yes
Custom proposal module?
Yes
Location/mapping integration?
Yes
Support real-time interface for claim inquiries?
No
Ability to import schedules?
No
Agency/employee license tracking available?
No
Dashboard feature included?
No
Integrate with comparative quoting/rating systems?
No
Tools available for customer self-service
[Fax integration]
Split/merge customers?
Yes
Task management?
Yes
Commercial downloads available?
Yes
Boolean searches of data?
Yes
Open documented API?
No
Track claim activity?
Yes
System support provided
[Support by email, Support by phone, Training using videos, Training by person virtually, On screen help]
Support claim download?
No
Accounting integrated?
Yes
Split/merge policies between customers?
Yes
All data fields available for reporting?
Yes
Software/platform access
[Cloud Hosted Server, On Premises, Client Server Software, Native Browser Based]
Reporting on activity data?
Yes
Document creation capability?
Proprietary word processing
Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, New business reports, Sales production by employee, X-date reports]
Agency procedures available in system?
Yes
Fillable ACORD forms?
Yes
Marketing capabilities
[Sales pipeline management]
Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
Dashboard customizable by agency role?
No
SMS/Texting integrated?
Yes
Scanning/attaching to client file capability?
Yes
Policy processing workflows?
Yes
Automatic renewal processing available?
Yes
Dashboard alert of items past due?
No
Custom activity tracking?
Yes
System security by role/function?
Yes
Carrier submission management available?
No
Fax integration?
No
VOIP integration?
No
Custom form capabilities?
Yes
Microsoft 365 integration
[Email]
Reminder notifications/alerts available
[SMS, Email, Pop-up]
Archive customer data/documents?
Yes
Scanning/attaching to carrier file capability?
Yes
Accounting features offered
[General Ledger, Account Payables, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]
Prioritize/flag notes?
Yes
Mobile device access
No