DarkHorse AMS › Switching systems
Built for agencies, by agencies

Switching your agency management system without losing your book

Whether you're coming from Applied Epic, Vertafore AMS360, HawkSoft, EZLynx, AgencyZoom or something else, the question is the same: how do I move my book without disrupting the agency? Here's the plan.

Book a demo → $250/month — see what's included
Quick answer: Switching starts with an export from your current system. DarkHorse AMS tells you exactly what comes across, imports it, and reconciles the counts before you go live.

How a switch works

  1. Tell us about your agency. A short setup form — your brand, your carriers, your logo.
  2. Send us an export. We look at what your current system can export and tell you exactly what comes across.
  3. We deploy your system on your own server, branded as your agency, with your quoter and integrations wired in.
  4. We move your book over. Clients, policies and open leads are imported and reconciled so the counts match.
  5. You run your agency. One flat fee, updates automatic, a direct line to the developer.

What we've done

We have imported customers, policies and open leads from an AgencyZoom export into a live agency, reconciled to the record. Other systems differ in what they let you export — which is why we start by looking at your export rather than promising a one-click button.

Why agencies switch

  • A flat $250 per month instead of per-user pricing
  • Your own server and your own data
  • Your brand on everything your clients see
  • Software built by agency owners — see about

DarkHorse AMS is an independent product and is not affiliated with the systems named above; their names belong to their owners.

Frequently asked questions

Can you migrate data from my current system?

We start from an export of your current system and tell you what comes across. We have imported customers, policies and open leads from an AgencyZoom export.

Will I lose my client history?

The goal of a migration is that your clients, policies and notes come across and the counts reconcile. We confirm exactly what transfers before you commit.

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