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
AMS-Suspense/follow-up tracking?
Yes
AMS-Direct bill commission download available?
Yes
AMS-Electronic signature integration?
Yes
AMS-Track all user activity?
Yes
AMS-Purge customer data/documents?
No
AMS-User customize views for "my" policies?
Yes
AMS-Employee time tracking available?
No
AMS-Personal downloads available?
Yes
AMS-Custom proposal module?
Yes
AMS-Location/mapping integration?
Yes
AMS-Support real-time interface for claim inquiries?
No
AMS-Ability to import schedules?
No
AMS-Agency/employee license tracking available?
No
AMS-Dashboard feature included?
No
AMS-Integrate with comparative quoting/rating systems?
No
AMS-Tools available for customer self-service
[Fax integration]
AMS-Split/merge customers?
Yes
AMS-Task management?
Yes
AMS-Commercial downloads available?
Yes
AMS-Boolean searches of data?
Yes
AMS-Open documented API?
No
AMS-Track claim activity?
Yes
AMS-System support provided
[Support by email, Support by phone, Training using videos, Training by person virtually, On screen help]
AMS-Support claim download?
No
AMS-Accounting integrated?
Yes
AMS-Split/merge policies between customers?
Yes
AMS-All data fields available for reporting?
Yes
AMS-Software/platform access
[Cloud Hosted Server, On Premises, Client Server Software, Native Browser Based]
AMS-Reporting on activity data?
Yes
AMS-Document creation capability?
Proprietary word processing
AMS-Document management/scanning features available?
[Drag and drop file attachment, Global document search capability]
AMS-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]
AMS-Agency procedures available in system?
Yes
AMS-Fillable ACORD forms?
Yes
AMS-Marketing capabilities
[Sales pipeline management]
AMS-Data sources available for document merging
[Contact, Policy, Coverage, Claim, Accounting]
AMS-Dashboard customizable by agency role?
No
AMS-SMS/Texting integrated?
Yes
AMS-Scanning/attaching to client file capability?
Yes
AMS-Policy processing workflows?
Yes
AMS-Automatic renewal processing available?
Yes
AMS-Dashboard alert of items past due?
No
AMS-Custom activity tracking?
Yes
AMS-System security by role/function?
Yes
AMS-Carrier submission management available?
No
AMS-Fax integration?
No
AMS-VOIP integration?
No
AMS-Custom form capabilities?
Yes
AMS-Microsoft 365 integration
[Email]
AMS-Reminder notifications/alerts available
[SMS, Email, Pop-up]
AMS-Archive customer data/documents?
Yes
AMS-Scanning/attaching to carrier file capability?
Yes
AMS-Accounting features offered
[General Ledger, Account Payables, P&L and Balance Sheet, Vendor Payables, Company Payables, Customer Billing]
AMS-Prioritize/flag notes?
Yes
AMS-Mobile device access
No