Precise AMS - Property and Casualty Insurance Agency Management System

AL3 Carrier Downloads – Automate policy, claim, and commission downloads (AL3, E-Docs).

Policy & Claim Management – Access and manage end-to-end policy, claim, vehicle, and coverage information seamlessly within FSC.

ACORD Forms & Certificate Automation – Generate compliant ACORD forms (e.g. ACORD 25, ACORD 27) and certificates directly in Precise AMS.

Producer Commission Management – Track and manage producer commissions seamlessly within Precise AMS.

Accounting & Invoicing – Automate invoice generation, refunds, and integrate with accounting systems.

Policy Renewal & Endorsement Workflows – Manage renewal and endorsement processes with full activity tracking.

Customer Portal – Experience Cloud–based portal where customers can view their profiles, log cases, and interact with an integrated Agentforce chatbot that provides personalized responses based on their policy and account details.

Reports & Dashboards – Access standard and custom Salesforce reports for insights into policy, commission, and insured data, including Renewal Price Comparison, Upcoming Expired Policies, and Monthly Billable Users.

Document & Attachment Manager – Store, organize, and access policy-related documents, E-Docs, and attachments securely in Precise AMS.