Business Home
Live clients, active policies, production, estimated commissions, renewals, missing information, and quick actions.
Core workspace available
Built for agencies and independent agents
Run the agency from one intelligent workspace.
Nabrimar AMS brings clients, policies, documents, renewals, reports, commissions, team access, and Core AI into a modern organization-secured management system.
No card is charged during the Core trial. Each agency or direct agent receives a separate workspace.
Agency HomeFictional demo data
Total clients1,248
Active policies1,791
Renewals due42
Missing info18
⌕ Start typing a customer first name…
The working system
A management platform, not a static overview.
Every signed-in user enters a real agency Home with workspace-only metrics, a modern Book of Business, instant customer matching, reports, analysis, account access, and protected AI.
Instant Customer Search
Type the first letter of a name and matching customers appear without losing advanced filters or legacy records.
Book of Business
Product mix, customer and policy totals, attention items, profiles, quotes, documents, and renewals in one current view.
Reports & Analysis
Workspace-scoped totals and product mix based only on recorded data—never invented historical graphs.
Nabrimar AI
Server-side OpenAI Responses API connection with organization entitlement, secure sessions, bilingual assistance, and document review.
Controlled add-ons
Messages, Calls, Sign, and Video are visible as Coming Soon and remain blocked until their providers and consent flows are ready.
Correct workspace model
Built for the way insurance businesses are organized.
Agency workspace
- Agency owner and administrator access
- Captive and independent agents
- Invitations and workspace switching
- Agency Book plus role-based customer visibility
Direct independent agent
- One secure direct workspace
- Personal Book of Business
- Core AI and imports
- Upgradeable as the business grows
Start with Core
Create the workspace, verify the email, and enter the real system.
The self-service flow creates a separate agency or direct-agent trial after one-time email verification.