Brokeragewithout friction.
AMI structures what matters so your team can focus on what counts: your clients and their projects.
One platform. Every workflow.
Policies, claims, clients and documents in a single workspace — the same one your brokers and their clients use every day.
Everything a brokerage needs, in one place
Stop juggling spreadsheets, mailboxes and shared drives. AMI brings policies, claims, clients and documents under one roof — for your team and theirs.
Policy management
Issue and manage TRC, DO, RCMO and CNR policies. Guided creation, full lifecycle, one-click export.
Claims tracking
File and follow every claim from open to closed — with automatic prescription-date alerts so nothing slips.
Client portal
Give clients their own space to create worksites, request policies and follow progress in real time.
Broker & client teams
Granular roles (admin, internal, agent) on both sides. Invite collaborators in a click.
Document storage
Permits, DPGF, plans, certificates — every file indexed against the right worksite, policy or claim.
Meet your AI assistant
Ask anything about the platform — it answers instantly. Try it right here.
Hi! I’m the AMI assistant. Ask me what the platform does, how it helps brokers and asset managers, or anything else.
Want a tailored walkthrough? Talk to our team.
From worksite to active policy
Create the worksite
Your client adds a project — address, owner, work description and dates. Drafted in minutes.
Request a policy
Pick the coverage (TRC, DO, RCMO, CNR). It lands in the broker's queue, ready to issue.
Track every status
Draft → Pending → Active → Expired. Everyone sees the same live state, with alerts.
Let's start something great together.
Bring your policies, claims and clients into one place. Your team and theirs, finally on the same page.