Generic CRM vs. an insurance CRM built into your AMS
| What an agency needs | Generic sales CRM | DarkHorse AMS |
|---|---|---|
| Clients & contacts | Yes | Yes — with households, businesses and policy history |
| Policies, carriers, expirations | Custom fields you build yourself | Built in, with renewal tracking |
| Quoting across carriers | No | Comparative rater built in |
| Commissions & producer splits | No | Statements parsed, splits calculated |
| Certificates of insurance | No | ACORD 25 in seconds |
| Carrier downloads & documents | No | IVANS and a document harvester file dec pages onto the client |
What the CRM side includes
- Clients, policies & documents — the whole book in one searchable place
- Leads & pipeline — track prospects through quote to bound
- Tasks & notes that belong to the client, not to a person's inbox
- Agent email client built in, in your agency's colors, with mail filed to the client record
- Retention on autopilot — renewal check-backs, birthday and holiday emails, new-policy thank-yous
- Client portal — policies, ID cards and certificate requests, self-service
An insurance CRM you can brand as your own
DarkHorse AMS is deployed on its own server for your agency and wears your logo, colors and name. Your clients never see ours. Pricing is a flat $250 per month.
Frequently asked questions
What is an insurance CRM?
An insurance CRM is customer-relationship software designed around how agencies work — policies, carriers, renewals and producers — rather than generic sales deals.
Do I need a separate CRM if I use DarkHorse AMS?
No. The client, pipeline, task, email and retention tools of a CRM are part of DarkHorse AMS, alongside the rater, commissions and certificates.
Can I move my existing client list in?
Yes. We move your existing book over. We have imported customers, policies and open leads from an AgencyZoom export; send us an export from your current system and we'll tell you exactly what comes across.
See DarkHorse AMS running
$250/month flat. Deployed on your own server, branded as your agency. Talk to an agency owner, not a sales rep.
Book a demo → See pricing