Insure AMS

AMS² combines Insure AMS’s software and services for insurance agencies using HubSpot, linking policy data, engagement, automation, GLASS, and I/Q Forms.

AMS² Sales gives insurance agencies a structured sales process in HubSpot with insurance-specific configuration, automation, I/Q Forms, lost-prospect management, training, and support.

The page shows how commercial insurance agencies use HubSpot, AMS², I/Q Forms, GLASS, and structured workflows for sales, service, and renewals.

GLASS is an insurance workspace inside HubSpot that brings policy information and client engagement together so agency teams can work from one interface.

The page explains how AI agents rely on agency management systems (AMS) and customer relationship management (CRM) systems.

Practical insights for independent insurance agencies running on modern CRMs. Retention strategy, commercial expansion, agency operations, written for principals, not vendors.

The page outlines five key indicators that insurance agency owners often overlook when scaling from a $3 million to a $10 million book.

The ability to organize insurance data from AMS client-centric to contact-centric models, powered by PowerSync and HubSpot, is transforming how insurance agencies manage leads, prospects, and clients.

Understand the difference between an insurance agency management system and CRM, and how Insure AMS combines policy management with HubSpot relationship management.

Insure AMS is a DBA of Insure Automation Solutions, Inc., founded in January 2026 by David LeFevre to build software and HubSpot solutions for insurance agencies.

AMS² Service & Renewals helps insurance agencies manage service and renewal workflows in HubSpot with insurance-specific automation, policy context, and support.

The page provides contact details for the Insure AMS team, including demo bookings and updates.

Insure AMS configures and supports HubSpot for insurance agencies, connecting policy data and client engagement for sales, service, and renewals.