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Insurance — Broker Portals Above Your AMS | Envision360
Industry

Broker portals that sit above your AMS

Independent brokers and small MGAs across Canada and the U.S. Keep Epic, AMS360, or QQ. Add the missing tools for client intake, endorsements, COIs, FNOL, renewals, e-sign, and payments. Give staff and clients one clear place to see what is going on.

Who this helps

  • Independent brokerages running Epic, AMS360, or QQCatalyst
  • Small MGAs that need cleaner partner and client experience
  • Teams that live in email and shared folders for COIs, endorsements, and renewals
  • Leaders who want a shared queue and basic analytics without changing AMS
Insurance portal—client self-serve and shared queue

Problems we hear from brokers

  • Clients call for simple things because there is nowhere to self-serve
  • COIs bounce around email threads and no one sees expiry risk early
  • Endorsements start by phone and lose context by the time they hit the AMS
  • FNOL comes in as photos and messages with no timestamps or chain of custody
  • Renewal questionnaires are a patchwork of PDFs and links
  • Producers and CSRs chase status across inboxes and notes
  • Leadership sees bottlenecks only when renewal season hits

You already have an AMS. It does the core policy work. The daily servicing layer around it is where time is lost.

What we build for insurance teams

1) Client self-serve

  • COI requests and reissues with logs and reminders
  • Endorsements with required fields and file upload
  • FNOL intake with photo/video, time, and location
  • Renewal questionnaires by line of business
  • E-sign and payments where needed

2) Internal queue & visibility

  • One queue for COIs, endorsements, claims, renewals
  • Owners, due dates, and simple SLAs
  • Notes and file history per request
  • Producer view of “what moved this week”

3) COI automation

  • Templates by client, project, additional insured
  • Expiry tracking and reissue rules
  • Audit history and project tags

4) On-time renewals

  • Light questionnaires with prefilled data
  • Attestations and e-sign
  • Ageing view for manager intervention

5) Claims intake & updates

  • Timestamped photo/video intake
  • Client status page with next steps
  • Internal notes separate from client view
Insurance panoramic—self-serve requests, shared queues, and renewals in one place

Fits your stack

AMS & core

  • Applied Epic, AMS360, QQCatalyst
  • Carrier portals and raters (where APIs exist)
  • SSO and staff access control

Experience layer

  • DocuSign and payments
  • Email, SMS, push (SendGrid, Twilio)
  • Drive, Box, or SharePoint document stores

Data & governance

  • GA4, Mixpanel, or Looker for reporting
  • Segment or Pub/Sub event pipes
  • Consent, audit, retention, residency (CA & U.S.)

Where an API is limited, we use a safe connector or scheduled sync with field mapping, error handling, and a visible retry log.

Internal visibility—shared queue and status across teams

Results you can expect

  • Fewer callsClients stop phoning for COIs and status
  • Cleaner intakeEndorsements arrive complete more often
  • Better FNOLLess email; fewer missing photos
  • On-time renewalsMisses drop; chasing goes down
  • One listProducers/CSRs see one queue, not five tools
  • Manager viewSpot ageing and fix it that week

Good starting points

COI automation

Expiry tracking, templates, reissue rules.

Endorsement intake

Required fields and one shared queue.

FNOL flow

Photos, timestamps, and a client status page.

Renewal questionnaires

Prefilled where possible; attestations and e-sign.

Pilot plan

Weeks 1–2

Choose one flow. Map fields and IDs to your AMS. Design the three or four screens you need.

Weeks 3–6/8

Build and connect. Run with one producer pod or a small client group.

Week 8+

Roll to more lines or regions. Add the next module without a rebuild.

Security and privacy

  • EncryptionAt rest and in transit
  • RBACRole-based access and least privilege
  • Audit trailRequests, changes, approvals
  • SSOStaff access via your IdP
  • PrivacyPIPEDA and common U.S. norms
  • ResidencyCanada and U.S. options
Start a conversation Send one process that eats time—COIs, endorsements, FNOL, or renewals. We’ll outline a first release that sits above your AMS and shows results without changing core systems.