Run your whole agency in one place.
Policies, phones, texting, quoting, renewals, service and commissions in one app, with Ivy answering your clients around the clock.
Month-to-month · Free full data export · From $99 per user
Can a client get their ID cards after hours without calling us?
Yes. Ivy verifies them with a text code, sends the cards and logs it on their record. Nobody on your team has to touch it.
Run your whole agency in one place.
Policies, phones, texting, quoting, renewals, service and commissions in one app, with Ivy answering your clients around the clock.
Month-to-month · Free full data export · From $99 per user
Yes. Ivy verifies them with a text code, sends the cards and logs it on their record. Nobody on your team has to touch it.
Seven subscriptions. One login.
Many agencies run an AMS with a CRM, a phone system, a texting app and a rater bolted on, and re-key the same client into each one. Emerald AMS is all of it, on one record.
All seven on every plan, from $99 per user a month.
Compare plans- Agency management systemClients, policies, downloads, documents
- Sales CRM and pipelinePipelines, lead routing, cross-sell
- Business phone systemCalls, IVR, queues, recording, transcripts
- Texting appTwo-way texting and a shared inbox
- Comparative raterMulti-carrier quoting and proposals
- Video meetings and e-signBooking pages, meeting room, e-signature
- AI receptionistIvy, answering clients around the clock
Ivy answers after hours. Your team goes home.
Ivy is the assistant your clients reach by text, web chat and email. She works from your agency's own records, does the routine work, and hands off the moment it needs a licensed person.
What Ivy does
- Answers texts, web chat and email around the clock
- Starts quote intake and sends a secure link for the current policy
- Sends ID cards and certificates after verifying the client
- Books review meetings on your team's calendars
- Starts claim intake and alerts your claims person
- Hands the conversation to your team, with everything she learned
What Ivy never does
- Gives coverage advice or says something is covered
- Binds, changes or cancels coverage
- Quotes a price your team hasn't presented
- Shares policy details before the client is verified
A client asks for her ID cards. Ivy verifies her with a text code and sends them five minutes later, with nobody on staff involved.
Jade knows your book.
Ask which renewals are up more than 15%, how each producer is pacing, or what you spent per bound policy by lead source. Jade answers from your data and turns the answer into a report you can share.
How Ivy and Jade work
Everything the agency runs on.
Every part works from the same client record, so a renewal can start a remarket, a missed call can open a lead, and a claim can reach the carrier without anyone typing it twice.
- Book of businessEvery client, every policy, one record.
- Phone and textingYour phones and texts, on the client's record.
- Quoting and proposalsQuote once. Compare every market.
- RenewalsNo renewal walks out unnoticed.
- Service and certificatesService without the busywork.
- Accounting and commissionsMoney that reconciles.
Leave your old system with your whole book.
Import clients, policies, coverages and notes from your current system's export. Run both side by side until you trust it. And if you ever leave us, your full export is one click and free.
How switching worksImporters ready for
- AMS360
- Applied Epic
- Applied TAM
- EZLynx
- HawkSoft
- AgencyZoom
- QQCatalyst
- Any CSV
- 1Export from your current systemUse its standard client and policy exports. We'll tell you exactly which ones.
- 2Import and reviewMap columns once, preview every record, and fix anything before it lands.
- 3Run side by side, then switchKeep the old system read-only for as long as you like.
Built for client data.
- Two-step sign-in for everyone
- Every account uses an authenticator app. There is no way to turn it off for a user.
- Sensitive fields encrypted
- Social Security numbers, driver's license numbers and dates of birth are encrypted field by field and masked on screen.
- Every reveal is audited
- Showing a masked value takes a permission, lasts 30 seconds, and lands in the audit log with who, what and when.
- Roles and permissions
- Owners, producers, account managers, service reps, accounting and marketing each see what their job needs.
Priced in the open.
Per user, per month. No annual contract. Phone minutes, texts and AI usage are billed on what you use.
| EssentialsReplace your AMS, phone system and texting app. | $99per user / mo |
|---|---|
| ProfessionalSell, retain and reconcile in the same app. | $129per user / mo |
| PremierFor multi-office agencies and outbound teams. | $149per user / mo |
See your agency in Emerald AMS.
Bring a few real clients and this month's renewal list. We'll walk through quoting, renewals and service on your own work, not a script.
Month-to-month · Free full data export · From $99 per user