Integrations
Built on the AMS you already run
We don’t replace your agency management system and we don’t ask your team to learn a new one. Automation reads from the AMS, writes activity back where your system’s access allows (real-time via API where licensed, daily import-ready files where not), and leaves your system of record exactly where it is.
Applied Systems
Applied Epic
How independent agencies running Applied Epic add AI renewal campaigns, instant lead response, and quote follow-up on top of Epic — what data we pull, how activity gets written back, and what a rollout actually looks like.
Mid-size to large independent agencies, commonly 10+ staff and mixed personal/commercial books.
HawkSoft
HawkSoft CMS
How independent agencies running HawkSoft CMS add AI renewal outreach, instant lead response, and cross-sell automation — the data we pull, how notes get written back, and a realistic rollout timeline.
Small to mid-size independent agencies, commonly 3–20 staff with personal-lines-weighted books.
EZLynx (Applied Systems)
EZLynx
How independent agencies running EZLynx add AI renewal campaigns, sub-60-second lead response, and quote follow-up — including how to work with the rater and management system together rather than around them.
Personal-lines-heavy independent agencies that quote at volume, commonly 2–25 staff.
Running something else?
These three cover most independent agencies, but they aren’t the only systems we’ve worked with. The approach generalizes: if your AMS can produce a scheduled export of clients, policies, and expiration dates, the automation can be built on it.
The AMS data export checklist lists exactly what to pull, whichever platform you’re on.
Not sure your data is ready?
That’s what the audit is for. Five days, your actual AMS data, and a roadmap that says what can be automated now and what has to be cleaned up first.
See audit pricing →