Your whole downline.
Ready to sell.
An agency management system and agency portal for IMOs and FMOs. Contracting, onboarding, compensation, and the book of business roll up a recursive agency hierarchy—and every agency and agent sees exactly their own.
- AMSIMO/FMO back office
- Agency PortalAgencies, agents & delegates
- Sync with your system of record
- ≤ 20 min
- Permissions, scoped per agency and per agent
- 125+
- Policy statuses, derived from dates automatically
- 6
- Multilingual portal, built on internationalization
- i18n
Know who’s ready to sell.
Appointments, certifications, and licenses for the whole downline in one contracting view. An agent is Ready to Sell once they’re appointed and certified for the current plan year—recomputed every night—and a recertification view shows who is ready now but not yet certified for next year.
- Status groups from In Progress and Needs Attention to Ready to Sell
- Ready-to-sell coverage by state, carrier, and agency, with drill-downs
- Licenses with residency and expiration dates for every agent and agency
Onboard an agent in one pass.
Agency managers find an agent by last name and SSN; for a new agent, an NIPR lookup brings back their record and licenses. Pick the line of business and agency, choose carriers, and set how commission is assigned for each—every appointment request is raised when you finish.
- Only carriers with an active contract, minus any the agent already holds
- Commission assigned per carrier: to the agency, the top of the hierarchy, or a direct payee
- Appointment states limited to those where the agent is certified
Every statement, rolled up the hierarchy.
Compensation statements arrive from your system of record and roll up the agency tree. Each agency sees what was paid to it and everywhere beneath it; each agent sees their own—with commission and override totals, top payees and carriers, and every line ready to export.
- 30+ compensation types and 100+ activity types, from new sales to true-ups
- Totals by payee, carrier, and paid date, down to a single policy
- CSV and Excel exports built in the background, with a notification when ready
A CRM that speaks Medicare.
Agents keep contacts with MBI, Medicaid number, Part A and B dates, and county; log applications; and work a daily digest of action items. Turning-65 birthdays surface on their own, and a CSV import brings an existing book across in one file.
- Stages, sources, notes, files, and action items on every contact
- Bulk import in create-only or create-and-update mode, with a results file
- Enroll Now hands a contact to your enrollment platform with single sign-on
Status nobody has to type.
Applications are matched to the carrier’s policy field by field and lock once they’re processed. Policy status is derived from effective and termination dates in the database itself, so every dashboard, report, and export agrees.
- Application SubmittedThe effective date is still ahead
- ActiveIn effect, with no termination date
- Future DisenrollmentIn effect, with a termination date ahead
- Rapid DisenrollmentTermed within 90 days of taking effect
- TermedTermed 90 days or more after taking effect
- CancelledThe effective and termination dates match
One platform, three vantage points.
IMO/FMO staff run the network from the AMS. Agency directors and their delegates see their agency and everything beneath it; agents see their own book. Hierarchies are set per carrier and line of business, with effective and termination dates.
- Sees the whole networkIMO/FMO staffAMS admin
Carriers, contracts, hierarchies, and access across the whole network—with bulk permission changes, sign-in as any portal user, and every change in the activity log.
- Sees their agency and downlineAgency managers and their delegatesAgency director
Their agency and its entire downline: onboarding, contracting, compensation, reports, delegate users, and a portal under their own logo.
- Sees their own bookWriting agentsAgent
Their own book: contacts, applications, policies, clients, licenses, and payments, plus single sign-on into your enrollment platform.
See the platform with your downline.
Tell us about your agencies, your carriers, and how compensation moves through your hierarchy. We’ll walk you through the AMS and agency portal and how they would fit your distribution network.
- AMSIMO/FMO back office
- Agency PortalAgencies, agents & delegates