---
title: simpleAMS Reviews
meta_title: 'simpleAMS Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how simpleAMS works for a business like yours.
date_modified: '2026-04-29'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---


# simpleAMS Reviews
**Vendor:** simpleAMS  
**Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)
## About simpleAMS
simpleAMS is an insurance agency management system built for independent insurance agents, agencies, and IMOs. It offers two deployment models to serve different operational needs. For independent agents and managers, simpleAMS provides a self-serve multi-tenant subscription platform with two tiers — Agent and Manager — giving individual agents the tools to manage their book of business and enabling managers to oversee agent hierarchies and production. For independent agencies and IMOs, simpleAMS provides dedicated single-tenant installations configured to each organization's structure and workflows, with isolated infrastructure and direct developer support. Core capabilities across both models include client and policy tracking, lead management, carrier and appointment management, document management, calendar and appointment scheduling, custom reporting and data export, role-based access control, two-factor authentication, and comprehensive audit logging. An optional inbound and outbound SMS and email Lead Outreach add-on is available for both deployment models.






- [View simpleAMS pricing details and edition comparison](https://www.g2.com/products/simpleams/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-02+12%3A29%3A04+-0500&secure%5Bsession_id%5D=e7602fe3-bb78-4319-961d-6255a74dca3f&secure%5Btoken%5D=b447a18bf387242553a56f723f0cad7cfa6b96f7d5c46f0212362498f906f500&format=llm_user)

## simpleAMS Features
**Administration**
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Statistics
- Payment Processing
- Email Integration
- Task Management
- Third-Party Integrations
- Accounting Integration
- Alerts/Notifications
- Calendar Management
- Pipeline Management
- Commission Management
- Email Management
- User Management
- Forms Management
- Invoice Management
- Workflow Management
- Document Management
- Contact Database

**Insurance Documentation**
- Claims Management
- Insurance Policy Management
- Invoicing & Receipts
- Electronic Signatures
- Client Management
- Lead Management

**Additional Functionality**
- Client Portal
- Access Controls/Permissions
- AI Copilot
- Audit Trail
- Search/Filter
- Commission Calculations
- Insurance Rating
- Activity Tracking
- API
- Customizable Templates
- Customizable Branding
- Document Storage
- Property & Casualty
- Configurable Workflow
- Life & Health
- Monitoring
- Status Tracking
- Customizable Forms
- Generative AI
- Document Templates
- Self Service Portal
- Reminders
- Customizable Reports
- SSL Security
- Customizable Fields
- Referral Tracking
- Quotes/Estimates
- Risk Assessment
- Email Marketing

## Top simpleAMS Alternatives
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