Talk to us
InsuranceAgencyManagementPartners

Run your agency.
We’ll run the back office.

Client servicing and the books, handled by licensed U.S.-based employees trained on the systems you already run.

2007Doing agency accounting since
600+Years of combined service experience
$500MAgency revenue our team manages
$4.2BPremium across the agencies we support
100%U.S.-based, onshore employees

The back office your agency runs on, handled by people who do only this.

INS-AMP runs client service and agency accounting for independent insurance agencies. Licensed, U.S.-based employees working inside the systems you already use, so you sell and serve your clients and we handle the rest.

Service and accounting staff at their desks in a bright office
An agency owner working alone at a desk after hours

Every agency owner knows where it hurts.

The service desk.

A licensed CSR takes months to find and a week to lose. When one gives notice in the middle of renewal season, the renewals they were working do not wait. Hold times stretch, endorsements sit, certificates go out late, and the owner who was supposed to be selling is back on the phones explaining a billing change to a client who has already called twice.

The next hire starts from zero on your carriers, your workflows, and your AMS. Six months later they are trained, and the cycle starts again.

The books.

Agency accounting is its own animal. Direct bill commission arrives on twenty carrier statements in twenty formats. Agency bill has to tie to the policy, the invoice, and the carrier payable. Trust money cannot mix with operating money. A good general bookkeeper has never opened an AMS, so the statements sit until quarter end and the reconciliation never quite closes.

Nobody can say for certain what the agency was actually paid. You find out what was missed when a carrier audits, or when a buyer does.

AMP takes it on.

We are specifically built for getting problems off the desks of independent insurance agencies.

Client Service

Your service desk, staffed and answered.

Powered by VIP methodology

Licensed, U.S.-based insurance professionals who work as an extension of your service desk. Phones, carrier requests, endorsements, renewals, certificates, policy checks. In your AMS, under your workflows. Your clients never know the difference.

Your service team, without the staffing problem
Virtual Insurance Pro (VIP)
  • Inbound phone and emailCoverage questions, billing questions, client payments
  • Certificates and evidencesIssued same day, logged in your AMS
  • EndorsementsRequested, tracked, confirmed back to the client
  • RenewalsPrep, remarketing paperwork, delivery
  • Policy checkingAgainst the application, before it reaches the client
  • Carrier chasingWe hold for the carrier so your staff can chase revenue
  • Claims intakeFirst notice reported and documented
  • Cross-sell flagsRounding opportunities handed to your producers

Accounting and Bookkeeping

Accountants who speak insurance.

  • Direct bill commissionRecorded off carrier statements, every dollar traced
  • Agency bill reconciliationCarriers paid within days of receipt
  • General ledgerEvery account reconciled, banks several times a month
  • Monthly financialsBalance sheet, P&L, AR and AP, reviewed with a staff accountant
  • Vendor paymentsApproved bills paid on your schedule
  • ReceivablesCustomer payments recorded, unpaid balances chased
  • PayrollProcessed or recorded, ADP Accountants Partner
  • Separation of dutiesCross-trained teams, no single point of failure

Powered by IAAB methodology

The leading accounting firm built exclusively for insurance agencies. Direct bill commission, agency bill reconciliation, general ledger, financial statements, payroll. Applied Epic, Vertafore AMS360, and other leading AMS systems, with separation of duties built in.

Accountants who speak insurance
Insurance Agency Accounting & Bookkeeping (IAAB)

Built on the systems you already run

Applied EpicVertafore AMS360EZLynxHawkSoftQuickBooksADPApplied EpicVertafore AMS360EZLynxHawkSoftQuickBooksADP
What we are not

Keep your brand. Keep your book.
Keep your independence.

Most of the people knocking on your door want a piece of the agency. A franchise fee, a commission split, an equity stake, a name change on the door. AMP wants none of it. You hire a back office and you stay exactly as independent as you were the day before.

No franchise, no royalty

There is often a setup investment to build your workflows and train the team on your procedures. What there is not is a franchise fee, a cut of your commissions, or territory rules.

No equity, no roll-up

We are not buying your book and we are not asking for a stake. Your agency stays yours to sell, pass down, or grow. When that day is yours to pick, the team behind AMP has spent careers on that side of the table too. Meet INEX Capital

Your name stays on the door

Your clients call your agency and hear your agency. Our people work under your brand, your procedures, your AMS.

What makes us different

U.S.-based and licensed. All of it.

Every person who touches your account is a U.S.-based employee on our payroll, and licensed work only goes to licensed people. No offshore contractors, no overnight handoffs. Most of this category leaves the location question for the sales call. We put it in the headline.

Employees, not contractors.

Benefits, continuing education, background checks, and E&O coverage are our cost. Tenure is our problem to solve, not yours. Coverage does not disappear when someone takes vacation or leaves.

Owner-owned. We run agencies too.

AMP is family-owned under INEX, and the family has spent generations in this industry. When you call about a producer who will not document, a carrier audit, or a payroll week that will not close, you are talking to someone who has had the same week.

You can hear the quality.

Every inbound call is recorded for quality control, and separation of duties is built into how every accounting client is staffed. Neither is standard at an agency running its own back office.

Hand off the
back office.

Tell us where it hurts: staffing, the books, or something else. A real person replies within one business day.

Goes straight to hello@ins-amp.com. Protected by reCAPTCHA; the Google Privacy Policy and Terms of Service apply.

The AMP team gathered around a laptop