Everything except the policy system your carrier gives you.
Captive mode turns Emerald AMS into the CRM, phone system and automation layer for State Farm, Allstate, Farmers and American Family agents. Your policies stay in your carrier's system; your relationships live here.
Month-to-month · Free full data export · From $99 per user
What you get
- Pipelines for new business, cross-sell and win-back
- A phone system with recording, transcripts and a power dialer
- Two-way texting and a shared inbox
- Speed-to-lead and renewal automations
- Booking links and an in-browser meeting room
- Ivy answering clients by text, chat and email around the clock
- Jade for questions about your book
- Reporting on leads, close rates and producer pacing
What Captive mode hides
Your carrier already handles these, so they stay out of your team's way:
- Carrier downloads
- Agency-bill invoicing and premium trust
- Commission statement reconciliation
- Multi-carrier comparative quoting
Bring your book
Import the book-of-business export from State Farm, Allstate, Farmers or American Family. Policies come in as lightweight records with the carrier's account number, renewal date and premium, so renewals and cross-sell work from day one.
Captive mode comes with every plan, starting with Essentials at $99 per user a month.
See Captive mode with your own book.
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