Is this a replacement for our AMS?

No. ComplyBroker sits next to the AMS. The policy file stays in Epic, AMS360, HawkSoft, BenefitPoint, or whatever you already use. The workbook starts the carrier request from the account manager inbox.

Can our team add our own fields and tasks?

Yes. Structure the book around clients, groups, and what is due. Follow-up stays on the work, not in a vault.

How does a carrier communication stay connected to the right client?

The request goes from the account manager inbox so the carrier sees the person they already know. Policy number or Group number is already on the request.

What does the team need to get started?

A client list, what is outstanding, and the carrier to chase. Loss runs, Schedule As, audits, and renewal follow-up are enough to start.

Founding pricing

Founding is $297 a month. Setup included.

The Book sends the carrier request. Loss runs, Schedule A on each line, audits, renewal follow-up. It sends from the account manager inbox so the carrier sees the person they already know. Your team finishes the file. The AMS stays the AMS.

Get founding — $297 first charge Open The Book ↗ ComplyBroker home

The offer

One founding rate: $297 a month. Setup included.

For independent P&C shops, EB shops, and agencies that run both.

FOUNDING AGENCY

$297 /month

The Book hosted. User logins included. Guided setup on your current book.

Setup is normally $500. Founding seats include it. First charge $297, then $297 each month. Cancel anytime under the terms at checkout.

The Book hosted, with user logins (ComplyBroker login, not another CRM to buy)
Client, per-line policy, and carrier-contact structure
P&C and EB outreach, send, and follow-up from the AM inbox
Policy # or Group # already on the request
Guided setup on your current book

NOT INCLUDED, ON PURPOSE

It does not replace Epic, AMS360, HawkSoft, BenefitPoint, or NowCerts
It does not issue certificates, produce ACORD forms, store the policy file, or file 5500s

Book a demo →

GROWING AGENCY

Scoped

Larger books, several producers, or you want The Book mapped before you pick a setup. No public price.

Map the current book and team workflow
See The Book first
Then choose an operating setup

Book a demo →

Short answers

Before you commit.

No. Outreach layer. File stays where it is.

The account manager. Follow-up keeps going from that inbox.

Yes. Same shop is fine.

The book, what’s due, and who to chase.

See The Book, then book.

Founding is $297 a month. Setup included. First charge $297.

Get founding — $297 first charge Try The Book ↗ Back to ComplyBroker