Every call, quote and policy. One screen.
CMS Agency Management System puts your CRM, phone system, texting, service work and reports in one place, so producers sell, service saves policies and telemarketers keep the phones busy.
- Producers
- Service
- Telemarketing
- Managers
- Owners
Your book of business
Households, policies, quotes and renewal dates on one customer page.
Built-in phone system
Dialer, call lists, live transfers and full call history on every household.
Cami, your AI coach
Call tips, customer briefs and answers about your agency, as you work.
Reports that run themselves
Sales, service and calls by person, day and month, plus goals.
Each person opens CMS to the work that's theirs
The next customer, the next call and the next task are already waiting, whether you sell, service or dial.
Quote it, bundle it, close it
Every household's quotes, policies and coverage gaps sit on one page, so the next sale is easy to spot.
- New leads ring through the moment they arrive, with a call, text and email ready
- Follow-ups scheduled for you, so no quote goes cold
- Your goals and progress, updated as you sell
Save the policy before it cancels
Pending cancellations, renewals, welcome calls and cross-sells land in one list, overdue first.
- Carrier reports turn into service work automatically
- Follow-up steps with ready-to-send messages and automatic emails
- Notes, calls and documents saved on the household
Call, connect, hand off
Call lists build from your leads and X-dates. When a customer is interested, the call goes straight to a producer.
- Power dialing with one-click results
- Live transfers to the right producer
- Credit for every transfer that becomes a sale
See the whole agency, live
Who is on a call, what is overdue and how each team is tracking to goal, without chasing spreadsheets.
- Live team board for sales, service and telemarketing
- Required carrier reports checklist with reminders
- Goals and commissions built from the business written
From first ring to long-term customer
One record follows the customer the whole way, so nobody re-types anything and nothing falls through.
Lead arrives
From your lead sources, website or list upload.
First call
Called in seconds, by a telemarketer or producer.
Quote
Quotes and follow-ups saved on the household.
Sale
Policies issued and goals updated.
Service
Welcome call, renewals and saves, for years.
An AI coach that knows your agency
Cami works alongside every person in the agency. It coaches during calls, sums up each customer before you pick up the phone and answers questions about your book.
- Live call tips matched to the task you are working
- A short brief on every customer: policies, last call, what to offer
- Ask questions in plain English and get answers from your own data
- Writes texts and emails for you to review
Know your numbers without building a spreadsheet
Calls, quotes, sales and service results add up on their own, by person, team, day and month.
- Team and personal goals with live progress
- Contact, quote and close rates by lead source
- Carrier report uploads checked against what was sold
Built for captive and independent insurance agencies
Not a general sales tool with insurance bolted on. CMS is organized the way an agency actually works.
Households, not just contacts
Everyone in the home, every policy and every quote together, with coverage gaps called out.
Your carrier reports, put to work
Upload cancellation, renewal and new business reports and CMS turns them into work for your team.
Calls, texts, email and social
Phone, texting and email built in, plus social posts scheduled from the same place.
Contact customers the right way, every time
Do-not-contact checks
Do-not-call and STOP requests are checked before every call and text.
Text opt-in on record
Consent, the wording shown and the time are saved with each contact.
Access by role
Each person sees only what their job needs. Pay and commissions stay private.
Full history
Every call, text, email and note is logged on the customer's household.
See CMS with your own agency in mind
A short walkthrough for your team. Pricing is shared during your demo.
Let's set up your walkthrough
Tell us about your agency and we'll schedule a short demo. Pricing is shared during your demo.
What happens next
- We reply by email or phone to find a time that works for your team.
- We walk through CMS for the seats your agency has: producers, service, telemarketing and managers.
- You get pricing and next steps during the demo.
Prefer to talk now? Call (725) 261-7060 or email Sales@cmscardservices.com.