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Precise AMS - Property and Casualty Insurance Agency Management System

Property and Casualty Insurance Agency Management System

$110   USD/user/month

Discounts available for nonprofits

Industries
Financial Services
Business Need
Customer Service
Finance
Sales Intelligence
Requires
Financial Services Cloud
Compatible With
Financial Services Cloud

Rating

Reputation

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Lifelong learners who have earned the Ranger rank or higher on Trailhead
5
Lifetime average
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The Salesforce-Native AMS We've Been Searching For

After years of searching for a Salesforce-native AMS that could truly meet the needs of an independent insurance agency, we found exactly what we were looking for in Precise. We couldn't be more pleased with our decision to make the switch. What sets Precise apart is how seamlessly it lives inside Salesforce. There's no external API to maintain, no middleware layer to manage, and no jumping between systems. Everything—our policies, ACORD forms, commission downloads, and carrier data—lives in one place. What has made this implementation truly exceptional, however, is the team behind the product. As our agency continues to scale, we have full confidence that the Precise platform and team will grow with us. They understand where we're trying to go, and we genuinely feel that our success is important to them. If you're an independent agency looking for a Salesforce-native AMS backed by a great team, I couldn't recommend Precise team more highly!

Precise AMS Is Precisely What We Needed!

The WinsurTech team behind Precise AMS demonstrates expertise in both software technology and the insurance sector. We sought a team with years of experience that offered an affordable solution and that would meet all our MGA (Agency) requirements, and Precise AMS delivers exactly that. We look forward to continuing our partnership with them as Ramsgate Insurance grows.