The CRM pricing shape independent agencies survive on.
Vertical AMS platforms were built for brokers who need carrier-direct downloads and policy-level accounting. The pricing was built for that too: three hundred to five hundred dollars per seat per month at Applied Epic, policy-count surcharges at EZLynx, carrier connection fees at HawkSoft, and a separate marketing automation line for every one of them. Strkr is a different shape. Flat per seat with CRM, Marketing, Projects, Docs, Messaging, and Flows all in the box, positioned for the client and renewal side of the agency motion when carrier integration already lives somewhere else. The price tracks producer headcount, not policy count, not list size, and not the number of carriers appointed.
Insurance Brokers: how CRM pricing actually breaks.
Independent agencies in the 5 to 100 producer band run concurrent books of business across personal lines, commercial lines, and life, which means CRM and AMS pricing hits them from four directions at once. The AMS seat fee climbs every time a service CSR is added. The policy-count surcharge trips when the book grows past a threshold inside the AMS billing math. The carrier connection fees land on a per-carrier basis the moment the agency appoints a new carrier. The marketing automation line reprices every January because the newsletter contact count ticked over the next tier at a third-party ESP. By year three, the budget line that was supposed to be AMS has quietly become four separate invoices with four renewal clocks, and nobody on the team can give the principal a straight number for what the stack costs per policy or per producer. The pain points below are the ones agency ops managers walk us through on evaluation calls, and the common thread is that the pricing shape is wrong before the headline rate even gets discussed. Strkr does not replace the AMS when the agency depends on carrier downloads and policy accounting. Strkr replaces the CRM, the marketing automation, the renewal spreadsheet, the commission tracker, the E&O documentation folder, and the task list that sits beside the AMS, which is usually where the four extra invoices land.
AMS seat tax
Three hundred dollars per user per month, every month.
Applied Epic runs around three hundred to five hundred dollars per user per month depending on module stack and carrier count. HawkSoft and AMS360 run lower but still clear two hundred per seat once the service modules are added. The seat count is not just producers; it is every CSR, every account manager, every billing clerk, every operations staff member who needs to touch a policy record. Agencies cap their service seat count below the right number because the pricing shape argues against hiring, and the service load lands back on the producer, who should be writing new business. The pricing model is working against the growth motion the principal is trying to run.
Renewal in a spreadsheet
The one motion that pays the bills runs on a tab.
Renewals are the agency revenue engine, and almost every independent broker runs the renewal motion out of an Excel tab or a Google Sheet pulled from the AMS. The spreadsheet gets stale within a week, the renewal clock gets missed, and the policy walks to a competing agency because nobody got the 90-day quote out on time. The AMS can produce the renewal list but cannot run the workflow, and the marketing automation tool cannot read the renewal date because the policy data is sitting on the other side of a one-way integration. The pricing shape of the AMS is the proximate reason: workflow automation lives in a premium tier, and most agencies did not buy that tier when they signed up.
Policy data duplicated
Carrier portals, AMS, and CRM all have different numbers.
Independent agencies typically appoint ten to thirty carriers across P&C, life, and commercial lines. Each carrier has a portal with policy data, each portal exports in a different shape, the AMS pulls downloads for about two thirds of them, and the service team keys the rest into the AMS by hand. Then the agency buys a separate CRM for the sales motion, and the policy data gets duplicated again because the AMS one-way sync does not round-trip renewal updates. The agency pays for the AMS, pays for the CRM, pays for the integration tool in the middle, and the service team spends ten hours a week reconciling three systems. The pricing shape across the stack is additive while the data flow is lossy.
Commission tracker separate
A fourth system just to pay the producers.
Commission tracking almost never lives inside the AMS billing module, because the module is priced in a premium tier the agency did not buy, or because the carrier commission statements come in on PDFs that do not parse into the AMS. Agencies run commission reconciliation in a dedicated tool like Comulate or in a hand-built spreadsheet, and the tool is a fourth seat-priced invoice on the stack. The producer only trusts the number when they can see the carrier statement next to the reconciliation, which means the producer is logging into three systems to answer the question of what they got paid last month. The pricing shape made the right data model (one record per policy with the commission line attached) uneconomic to build.
Marketing automation extra
Newsletters, campaigns, and nurture live on a fifth invoice.
Independent agencies run quarterly client newsletters, cross-sell campaigns from auto to home, life insurance nurture tracks, and commercial renewal nudges. None of that lives inside the AMS at any realistic tier. The agency pays for Mailchimp or Constant Contact or ActiveCampaign on a contact-tiered invoice that reprices every renewal as the client list grows, which is the opposite of what the agency wants. The marketing tool does not share a database with the AMS, so the campaign segments are a weekly CSV sync at best, and the moment a client lapses the lapse signal never reaches the campaign tool in time to stop the next drip. The pricing shape stacks a fifth tool with a fifth clock.
E&O documentation scattered
The audit trail lives in six places.
When an E&O claim lands, the agency needs the client interaction history, the quote documents, the signed applications, the renewal reminders sent, the policy change requests, and the written confirmations. On the typical stack those live in the AMS, the CRM, the email inbox, the carrier portal, DocuSign, and the shared drive. Pulling the audit trail together is a two-day exercise under the clock of an active claim, and anything missed becomes an exposure. The pricing shape of the AMS pushed the client-facing documentation to the cheapest tool at hand, which is usually the shared drive, and the pricing shape of the CRM did not include the document module, so the agency has no single system of record for the activity history. The E&O carrier notices the gap on the next audit.
The right pricing shape
What flat per seat means for an independent agency.
Pricing shape determines what the agency can plan around. A flat per-seat shape with every module included means the invoice only changes when producer or service headcount changes, and headcount is already the one number the principal plans. There is no policy-count surcharge, no carrier connection fee, no premium tier for renewal workflow, no contact-tier escalator for the newsletter, no separate module for client portal. Strkr does not replace the AMS when the AMS is doing the carrier download work. Strkr replaces the CRM, the marketing automation, the renewal spreadsheet, the commission tracker, and the E&O documentation folder, which is where the hidden invoices live. The cards below describe what that unlocks for the independent agency motion specifically, from the renewal clock to the cross-sell motion to the E&O audit trail to the finance team being able to forecast three years out without a spreadsheet.
Book grows, price does not
Policy count stops being taxed.
A flat per-seat shape prices the agency on producer and service headcount, not on the size of the book. The book of business grows from twelve hundred policies to thirty-five hundred policies over three years of good growth, and the invoice does not move. The agency can write new business without an internal debate about whether this quarter is the one that trips the next AMS policy-count tier. The pricing shape finally lines up with the growth motion the principal is trying to run.
Renewal as a workflow, not a tab
The 90-day motion becomes a system.
Flows ships in the box on every paid tier. A nightly flow looks 90 days ahead at policy renewal dates, creates a renewal opportunity, assigns the producer of record, triggers the quote-request task to the service team, and starts the client nurture email. The motion is a one-afternoon build on the new shape, and it only pencils because flows and marketing automation are not a premium module. The renewal clock becomes the system of record, not the spreadsheet.
Custom objects for policies
Policy records on the client, where they belong.
Strkr custom objects let the agency model a policy record attached to the client with the fields that matter: carrier, line of business, premium, effective date, renewal date, commission rate, producer of record. The agency keeps the carrier download running in the AMS and syncs the subset of fields that drive the sales motion into Strkr. The client record on the Strkr side has every policy the client holds, and the renewal motion runs off that view without a cross-system join.
Commission on the policy record
The producer sees the number without a fourth login.
With policies modeled as a custom object on the client, the commission line sits on the policy record. The producer sees the premium, the commission rate, the carrier override, and the net to the agency on one record. The month-end commission statement is a view rather than an export, and the reconciliation task becomes a daily check rather than a two-day scramble on the 15th. The pricing shape makes the right data model (one record per policy with the commission attached) economically viable.
Marketing on every tier
Cross-sell is a nurture track, not a separate purchase.
Email sequences, landing pages, forms, segmentation, and campaign attribution ship on every paid tier with no contact-tier escalator and no add-on. The auto-to-home cross-sell nurture, the life insurance follow-up track, and the commercial renewal nudge run on the same database as the client record. The lapse signal reaches the campaign the moment the policy status changes, and the next drip stops automatically. The pricing shape makes the marketing motion share a database with the policy data, which is the only configuration that keeps the audit trail clean.
Portal in the box
Client proof-of-coverage is a module, not an add-on.
Docs module ships with scoped read access per client, which is the primitive an agency needs to deliver certificates of insurance, policy summaries, auto ID cards, and renewal packets on a stable URL. There is no premium tier to unlock and no portal seat to add. The agency can offer a portal to every client from day one, which is often the single clearest differentiator against a competing agency still emailing certificates as PDFs.
E&O audit trail
Every client interaction on one timeline.
Every call, email, meeting, document send, quote request, signed application, and policy change lands on the client timeline. When the E&O claim arrives, the audit trail is a view the ops manager can export in an hour, not a two-day document hunt across six systems. The pricing shape puts the activity history on the same system as the policy custom object, which is the only configuration that produces a defensible audit trail without a second compliance tool.
One invoice, one renewal
Replace four bills with one line.
CRM, Marketing, Projects, Docs, Messaging, and Flows on the same invoice. One renewal clock to track, one admin surface, one data model, one place to add a seat. The ops manager stops running the stack audit every quarter, and the integrations line disappears entirely for the four tools that got collapsed. The remaining tool count drops to the agency management system (Applied Epic, HawkSoft, AMS360, or EZLynx) and the accounting system, which is the lowest practical count for an independent agency.
Messaging as a module
SMS for policy nudges and claim check-ins.
Native messaging ships as a module with the same flat per-seat treatment. Agencies running renewal reminders, claim status check-ins, or payment-due nudges run the SMS motion on the same records as the client and the policy. BYO Twilio is supported for agencies with an existing carrier relationship, and the carrier passthrough stays transparent on the invoice. The move cuts the no-contact-at-renewal rate meaningfully because text is the channel the client actually reads.
E-sign through integrations
DocuSign and PandaDoc on native hooks.
Strkr Docs is the client portal and merge-field document layer. For signed applications, broker-of-record letters, and MSAs, Strkr integrates with DocuSign and PandaDoc through native connectors so merge-field scopes route for signature without a Zap in the middle. The agency keeps whichever e-sign vendor is already standard without paying a second CRM invoice for the privilege.
Finance can forecast
The three-year number is a straight line.
With one axis of price (seats), the principal can project three years of CRM spend from the hiring plan. No second axis, no policy-count surcharge, no carrier connection fee, no add-on scenario planning. The CRM line item behaves the way the lease line item behaves: it only changes when the agency decides to change something, which is the exact financial posture a growing independent agency needs during a planning cycle.
Comparing stacks honestly
The real agency comparison is not one tool.
Most buyers come to the pricing conversation thinking they are comparing Strkr to Applied Epic or Strkr to EZLynx. The real comparison for an independent agency is Strkr plus a lightweight AMS versus the full-stack AMS plus a separate CRM plus a separate marketing tool plus a separate commission tracker. Four renewals, four admin surfaces, three contact-tier escalators embedded in the invoices. The cards below sketch the comparison the way an agency principal would run it, with the pricing shapes on the competitor side left intact so the buyer can audit their own stack against the pattern. Strkr is not pretending to replace Applied Epic for carrier downloads. Strkr is replacing the four invoices around the AMS.
Applied Epic seat tax
Three hundred to five hundred per user per month.
Applied Epic prices on a per-user per-month basis, with the headline rate landing between three hundred and five hundred dollars depending on module stack, carrier connection count, and policy volume. The agency pays for every seat that touches a policy record, which includes service, billing, and operations staff, not just producers. A fifteen-producer agency with twenty service seats clears a hundred thousand dollars a year on Applied Epic alone, before the CRM, the marketing tool, the commission tracker, or the e-sign tool get added.
HawkSoft tier plus connections
Per-user plus per-carrier plus feature tier.
HawkSoft runs lower per-user than Applied Epic but adds a per-carrier connection fee and gates workflow automation behind a premium tier. The agency appoints new carriers through the year, each one adds a line to the invoice, and the renewal workflow lives in the tier the agency did not buy. The headline rate gets quoted at onboarding, and the actual rate lands two tiers up by year two, which is a pattern HawkSoft shops describe to us on evaluation calls.
EZLynx policy-count math
The book size moves the invoice.
EZLynx prices on seats plus policy count tiers. Agencies that cross three thousand active policies trigger an uplift that is often not disclosed cleanly until renewal. The agency growing the book of business pays for the growth, which is the exact opposite of what the pricing shape should reward. The second problem is that the policy-count surcharge is calculated on the AMS side of the stack, which the agency CRM cannot see, so the finance team cannot forecast the next invoice from the hiring plan alone.
AMS360 Vertafore stack
Base plus modules, every module repriced.
AMS360 from Vertafore prices a base platform fee plus discrete modules for marketing, portal, document management, accounting integration, and analytics. The headline rate for the base is modest, and the real rate lands four modules deep. Vertafore reprices modules on renewal with roughly annual cadence, and the agency finds out at the renewal conversation. The pricing shape is especially hard on the finance team because the module list changes year over year, which means the budget baseline resets every renewal.
Salesforce Financial Services Cloud
Enterprise CRM pricing on top of the AMS.
Some larger independent agencies run Salesforce Financial Services Cloud on top of the AMS for the sales motion. The pricing lands at a hundred fifty to three hundred dollars per user per month for FSC, plus implementation that typically clears six figures, plus a dedicated admin on payroll. The agency pays the AMS invoice and the Salesforce invoice and the integration tool invoice. For a thirty-producer agency the combined stack can exceed thirty thousand dollars a month before marketing automation gets added. The pricing shape is only reasonable at the enterprise end of the independent-agency band.
Mailchimp list math
Contact tiers again, cheaper floor.
Mailchimp or Constant Contact is the common cheap-starter path for agency newsletters, and the pricing is also contact-tiered. The floor is lower than enterprise marketing tools, but the ceiling rises the same way as the client list grows. The second problem is that the ESP does not share a database with the AMS, so the agency pays for the contact tier and also pays the admin cost of keeping two lists in sync, and the lapse signal never reaches the campaign tool in time to stop the next drip. The headline price is only half the real cost.
Comulate and commission tools
Fourth seat-priced invoice to pay producers.
Commission reconciliation tools like Comulate or AgencyBloc Commissions price on seats, usually in the fifty to a hundred fifty dollar per user per month band, and run as a fourth standalone invoice on the stack. The agency pays the AMS, the CRM, the marketing tool, and the commission tool. Four admin surfaces, four renewal clocks, four support contracts. The pricing shape across the stack is additive while the data flow is lossy, and the producer still logs into three systems to answer the paycheck question.
What the shape unlocks for the agency
The operating moves that only work on flat per-seat.
Pricing shape is not an abstract preference. It controls which operating moves the agency can run and which ones get taxed into irrelevance. The moves below are the ones agency operators tell us they wanted to run but could not justify on their old stack because the pricing math argued against them. Each one gets economically viable when the invoice is flat per seat and every module is in the box, and taken together they describe the operational maturity curve an agency usually climbs over the first two years on the new shape. Strkr is positioned alongside the AMS for carrier download, not as a replacement, which keeps the agency compliant on the carrier side while the rest of the motion gets rebuilt.
Renewal 90-day motion
The clock becomes a system.
A nightly flow looks 90 days ahead at policy renewal dates, creates a renewal opportunity on the client, assigns the producer of record, triggers the quote-request task to the service team, and starts a client-facing email sequence. The motion drops renewal-walk churn meaningfully because the clock is now a system, not a spreadsheet. The motion only pencils when flows are in the box rather than a premium tier.
Cross-sell nurture tracks
Auto to home, home to life, personal to commercial.
Marketing automation on the same database as the policy custom object means the auto-only client enters an auto-to-home nurture the moment the household data lands. The home-plus-auto client enters a life insurance introduction nurture at the policy anniversary. The personal lines client with a small business LLC enters a commercial lines introduction. Each nurture is a flow and a sequence that takes an afternoon to build. The motion only works when marketing is not a separate ESP.
Lapse recovery
Non-pay cancellations get a seven-day motion.
When the AMS flags a policy as pending cancellation for non-payment, a flow starts a seven-day recovery motion: SMS, email, producer call task, carrier payment link, and a win-back offer if the policy cancels. Agencies that run this motion typically recover a meaningful percentage of pending cancellations inside the quiet period, which is high-margin premium the agency would otherwise have lost. The motion needs messaging and marketing on the same records, which only pencils when both are modules rather than add-ons.
E&O audit trail as a view
The audit is a report, not a two-day hunt.
With every client interaction on the timeline (calls, emails, SMS, document sends, quote requests, signed applications, policy change requests) the E&O audit trail is a view the ops manager runs in an hour. The claim defense gets built on real documentation rather than reconstructed memory. The posture only works when the activity history and the policy data live on the same system, which only pencils when the pricing shape bundles the modules.
Producer scorecard on live data
The margin lever becomes a view.
Policies written, retention rate, cross-sell ratio, commission earned, average premium, and loss ratio land on the producer scorecard as live views. The weekly ops review runs on real numbers, not a Friday export. Agencies that put producer performance on the weekly dashboard typically see a measurable lift in new-business velocity inside two quarters, because the producer sees the number before the principal has to raise it. The move only works when the data lives on one system.
Certificate of insurance self-serve
The portal eliminates the hundred-request Monday.
With Docs in the box, every commercial client gets a portal where they can pull their own certificate of insurance for additional insured requests. The agency service team stops answering the hundred-COI Monday morning email thread, and the client gets the certificate in two minutes instead of two hours. The move drops service load by a meaningful share for the commercial book and raises the client NPS score, both at zero marginal cost because Docs is in the box.
Carrier appointment review
The commission book becomes a decision.
With commission attached to the policy custom object, the agency can run quarterly carrier appointment reviews on live data: which carriers write the highest-margin business, which carriers run the longest claim cycles, which carriers underperform on retention. The principal makes the appointment-vs-drop decision on numbers rather than vibes. The analysis is a report that takes an afternoon to build, and it only works when commission data lives next to policy data.
QBR for commercial accounts
The quarterly review runs on autopilot.
For commercial lines accounts above a premium threshold, Strkr AI drafts a quarterly review packet ten days before the meeting: current coverage, claim history, premium trend, renewal outlook, cross-sell opportunities, suggested coverage changes. The producer reviews, edits, and presents. The pricing shape puts AI drafting on every tier rather than an add-on cloud, which is the move that makes the motion repeatable across the full commercial book.
Win-back for lost accounts
Churned clients stay in a nurture.
Clients that leave for a competing agency enter a 12 to 24 month marketing track with occasional check-ins, market updates, and anniversary outreach. Agencies that run this motion typically recover a measurable share of churned accounts inside two years, often around a renewal cycle where the client is unhappy with the carrier of the new agency. The motion needs marketing automation on the same records as the churned client, which only works when the marketing module shares the database with the CRM.
Head-to-head
Strkr vs the Applied Epic plus Mailchimp plus Comulate stack.
The honest side-by-side on pricing shape for a mid-sized independent agency. Applied Epic (or HawkSoft or AMS360 or EZLynx) plus a separate CRM plus Mailchimp plus a commission tracker is the typical shape for an agency in the 5 to 100 producer band. The table reads the price shape rather than the headline rate, which is the comparison the principal runs when they are shown both sides on the same page. Public competitor rates are summarized in the right column so the buyer can audit their own invoice against the pattern. Strkr does not replace the AMS when the AMS runs carrier downloads. Strkr replaces the four invoices around the AMS, which is where the compounding cost lives.
Seats plus policy-count plus per-carrier plus module tier
Policy count
Book grows, invoice does not move
Policy-count surcharge at EZLynx, tier bumps at Applied Epic
Renewal workflow
Flows module included, 90-day motion as a system
Spreadsheet or premium automation tier add-on
Client portal and COI self-serve
Docs module included on every paid tier
Portal add-on module, separate seats, premium tier
Marketing automation
Included on every paid tier, same database as CRM
Mailchimp or ActiveCampaign, contact-tier priced, CSV sync
Commission tracking
Policy custom object with commission line attached
Comulate or AgencyBloc Commissions, separate seat invoice
Messaging (SMS)
Native module, BYO Twilio supported
Not native, separate messaging add-on required
E&O audit trail
Activity timeline on client, exportable report
Scattered across AMS, CRM, email, portal, drive
Document e-sign
DocuSign and PandaDoc native integration
Separate DocuSign seat, manual send from AMS
Admin burden
One system, one admin surface, one invoice (plus AMS)
Four to five vendors, four renewals, integration maintenance
Three-year total cost shape
Scales with producer headcount, nearly linear
Scales with policy count, carrier count, and module count, non-linear
Pricing that scales with producer headcount, not policy count.
Start a 14-day trial with CRM, Marketing, Projects, Messaging, Docs, and Flows all enabled from day one. Model policies as custom objects on the client, build the 90-day renewal flow in an afternoon, and keep the AMS running for carrier downloads. See the current per-seat rate and annual terms on the pricing page.
Not when the agency depends on carrier-direct downloads, policy accounting with the carrier commission reconciliation at the ACORD level, and the regulatory posture that the vertical AMS platforms carry. The agency keeps Applied Epic, HawkSoft, AMS360, or EZLynx for carrier downloads, policy accounting, and claims documentation. Strkr sits alongside the AMS and handles the client-facing side of the motion: prospect pipeline, renewal workflow, cross-sell nurture, policy custom object with the sales-side fields, commission visibility for the producer, client portal, E&O activity timeline, and marketing automation. The result is one AMS invoice plus one Strkr invoice, replacing the four invoices that typically live around the AMS (CRM, marketing automation, commission tracker, portal add-on).
Why does Strkr not list a specific dollar amount per seat on this page?
The pricing page carries the current seat rate, discount tiers, and annual terms. This page is deliberately about pricing shape, which is the thing that changes the three-year number for an insurance agency. The headline rate matters, but the shape matters more: an agency on a flat per-seat shape with every module in the box is paying a different line item than an agency on a policy-count surcharge plus carrier connection fee plus marketing automation plus commission tracker stack, even when the two headline rates look similar in month one. The link in the closing CTA goes to the full pricing page with current numbers.
How does the Applied Epic seat fee actually hit a growing agency?
Applied Epic prices on a per-user per-month basis in the three hundred to five hundred dollar band, depending on module stack and carrier connection count. The seat count is not just producers; it is every service CSR, every account manager, every billing clerk, and every operations staff member who needs to touch a policy record. A fifteen-producer agency with twenty service seats clears a hundred thousand dollars a year on Applied Epic alone, before the CRM, the marketing tool, the commission tracker, or the e-sign tool get added. The deeper issue is that agencies cap their service seat count below the right number because the pricing shape argues against hiring, and the service load lands back on the producer, who should be writing new business.
How does the EZLynx policy-count surcharge work?
EZLynx prices on seats plus active policy count, with a tiered uplift that triggers when the agency crosses roughly three thousand active policies. The uplift is often not disclosed cleanly until renewal, which is the pattern that makes it hard to forecast. The deeper issue is that the policy-count surcharge is calculated on the AMS side of the stack, which the agency CRM cannot see, so the finance team cannot forecast the next invoice from the hiring plan alone. Strkr prices only on producer and service seats, which means the book of business can grow without triggering a tier conversation.
What happens when an agency grows from 5 producers to 50 producers on Strkr pricing?
The invoice scales with producer and service headcount in a straight line. Every seat gets the full product (CRM, Marketing, Projects, Docs, Messaging, Flows) at the same per-seat rate. There is no second axis of price, no policy-count surcharge, no carrier connection fee, no premium tier for renewal workflow, no contact-tier escalator for the newsletter. The principal can forecast three years of CRM spend from the hiring plan without a spreadsheet. The admin surface stays the same whether the agency is at 5 producers or 50 producers, which is the one pattern most agency ops managers care about for operational maturity.
Can Strkr model policies as records on the client?
Yes. Strkr custom objects let the agency define a policy record attached to the client (or household) with the fields that matter for the sales motion: carrier, line of business, premium, effective date, renewal date, commission rate, producer of record, status, and any custom fields the agency wants. The policy record is a first-class object in Strkr, visible on the client record, searchable globally, and usable as the trigger source for flows. The agency keeps the carrier download running in the AMS and syncs the subset of fields that drive the sales motion into Strkr. Renewal workflow, cross-sell nurture, commission visibility, and the E&O audit trail all run off the policy custom object.
Does Strkr do e-signature natively or is that an integration?
Strkr Docs is the wiki, client portal, and merge-field document surface. For signed applications, broker-of-record letters, MSAs, and signed quote confirmations, Strkr integrates natively with DocuSign and PandaDoc through connectors so a merge-field document routes for signature from inside Strkr without a middleman. Agencies that already standardized on one of those e-sign vendors keep that relationship. The agency does not pay a second CRM invoice for e-sign, and the signed document lands back on the client timeline automatically for the E&O audit trail.
What happens to the existing tool stack after a switch?
Most independent agencies collapse four of the five tools around the AMS: the standalone CRM (HubSpot or Pipedrive or Salesforce FSC), the marketing automation (Mailchimp, Constant Contact, or ActiveCampaign), the commission tracker (Comulate or AgencyBloc Commissions), and the client portal add-on. The AMS (Applied Epic, HawkSoft, AMS360, or EZLynx) stays, because carrier downloads and policy accounting still run there. The e-sign tool (DocuSign or PandaDoc) stays as a native integration. The accounting system (QuickBooks or the AMS GL export) stays for the bookkeeper. The result is one Strkr invoice plus one AMS invoice plus one e-sign invoice, where there used to be five renewals and five admin surfaces.
No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.
We use cookies.
Essential cookies keep the site working. If you accept, we also enable Google Analytics
so we can see which pages help and which don't. Reject to opt out entirely. Details in our
Privacy Policy.
