Complete AMS Lifecycle
The complete AgencyBinder lifecycle from SaaS tenant setup to agency operations, policy servicing, renewals, claims, reports, and AI insights.
Platform creates tenant
New agency workspace is provisioned.
Subscription applied
Plan, limits, modules, and flags assigned.
Agency configured
Branding, profile, branches, users, roles, carriers, and workflows.
Lead captured
CRM lead enters under TenantId.
Opportunity created
Producer pipeline and sales activities begin.
Account 360 created
Customer record centralizes history, documents, tasks, and policies.
Submission started
Carrier rules and tenant workflows drive requirements.
Quote generated
Markets, templates, and proposal rules apply.
Proposal sent
Tenant-branded package sent to insured.
Quote bound
Accepted quote becomes policy workflow.
Policy created
Billing, commissions, documents, and tasks inherit TenantId.
Policy serviced
Endorsements, certificates, claims, and renewals continue lifecycle.