// Industries — Finance & Insurance
AMS360, Applied Epic, EZLynx — Actually Supported.
IT, communications, and security for independent insurance agencies — agency management system support, click-to-call integration, E&O data protection, and CRM workflows that actually get used.
Insurance agencies run on their AMS — AMS360, Applied Epic, EZLynx, HawkSoft, or similar — and everything else is in orbit around it. Phones integrated for click-to-call. Email integrated for attachment routing. Documents flowing to and from carriers, clients, underwriters. We own the infrastructure underneath: hardened endpoints, secure email, AMS hosting or support, integrated phones, and E&O-ready documentation of the controls that protect client data.
// Value Prop
Agency-Specific Support, Not Generic IT
AMS Integration & Support
Deep support for AMS360, Applied Epic, EZLynx, HawkSoft, QQCatalyst, and Nexsure — including hosting, integration, and backup of the agency database.
Click-to-Call & Phone Integration
Phone system integrated with the AMS — caller ID pulls client info, clicks in the AMS dial out, call logs drop into the activity log.
E&O Data Protection
Encrypted endpoints, MFA on every account, secure document exchange with carriers and clients, and documented controls that support your E&O carrier's expectations.
// How It Works
Built Around the AMS
We audit your AMS usage, integration points, and compliance posture. We host or secure the AMS environment, integrate the phone system and email, deploy endpoint and email security, and document every control. The goal is an agency where producers produce, CSRs service, and IT never becomes the reason a policy renewal slips.
// Who It's For
Who This Is For
Independent insurance agencies, MGAs, commercial lines shops, personal lines agencies, and specialty brokers. Especially valuable for agencies with 10+ staff, multiple locations, or growth through acquisition where inherited systems need consolidation.
// FAQ
Common questions
Q
Can you host our AMS?
Yes — hosted AMS360, Applied Epic, and EZLynx are common. Benefits: predictable performance, no local server, centralized security, and easier multi-office access. We also support on-prem deployments where preferred.
Q
Does your phone system integrate with our AMS?
Yes — integrations exist for most major AMS platforms. Click-to-call, caller ID lookup, and automatic call logging are standard. Depth of integration varies by AMS; we scope during discovery.
Q
Our E&O carrier is asking about our cybersecurity. What do you provide?
Written documentation of the technical controls in place (MFA, EDR, backup, encryption, training), evidence of testing, and policies that align with common E&O cyber expectations. We've supported agency E&O renewals for years — we know what carriers actually want to see.