Your agencies, agents and renewals — organized.
HMS is the agency management system that runs each agency's book of business: clients, policies, renewals, commissions and tasks in one place, with access set person by person.
Every client, policy and renewal in one book.
HMS keeps each agency's clients, policies, renewals, commissions and tasks together, with access set for each person on the team.
Clients & prospects
Personal and commercial clients, with prospects tracked alongside them.
Policies
Every policy in the book, by status, line and carrier, tied to the client it belongs to.
Renewal pipeline
Policies expiring in the next 30 to 120 days, moved along from first contact to bound or lost.
Commissions
Expected carrier commission by month, checked against what actually came in.
Carriers & GAs
Each agency picks the carriers and general agencies it works with from a shared master list.
Tasks & documents
Follow-ups and client documents kept with the account they belong to.
People & access
Choose whether each person sees the whole book or only their own clients, and what they can do.
Imports & reports
Bring clients and policies in from a spreadsheet, and run reports across the book.
See HMS with your agencies in it.
Bring an agency list and we'll show you what the platform does with it.