Your clients trust you with their data.

Here is exactly how Emerald AMS protects it: what is on for every agency, and what you control.

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.
IP allowlist: Limit sign-in to your office networks.
Your data, your exit: Full export in one click, free. Public API and webhooks for everything else.
Agency data is kept apart: Every query is scoped to your agency. Connections through the public API and MCP server are also isolated by row-level security in the database.
Payments stay with the processor: Card and bank details go straight to the payment processor. Emerald AMS never stores them.
Consent on the record: Texting and calling consent is kept in a ledger with the source and time it was given, alongside recording disclosures.
Licenses checked before quoting: Quoting and binding are blocked outside the states and lines a user is licensed for.

Security questionnaires and reports

Need to answer a carrier's or your E&O carrier's security questions about your systems? Email hello@emeraldams.com and we'll help you complete it.

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