AMS Compatibility

Prospekteer with
your existing AMS.

You don’t have to switch AMS to use Prospekteer. We’re built to feed yours, not replace it.

Prospekteer surfaces commercial prospects with insurance-specific signals, names the most likely missing coverage, and writes the AI cold opener. Your AMS does what it’s already good at — managing the active book once a prospect becomes an opportunity. The handoff between the two is what makes the workflow work.

Try Prospekteer freeSkip to your AMS

10 prospects, no card. AMS-agnostic upload workflow today; live integrations in build.

Why this matters

Switching AMS is a multi-month project.
We don’t ask you to do that.

Most prospecting tools that try to do too much end up asking the agency to either switch AMS or duplicate work across two systems. Either path is painful — switching AMS is a multi-month project that involves data migration, retraining, and weeks of reduced productivity. Duplicating work is fine right up until someone forgets to copy a key change between the two systems and the policy gets bound on stale data.

Prospekteer takes the opposite position. We do one thing — surface the right commercial prospects with the right insurance-specific depth — and we hand the qualified prospect off to the AMS the agency already runs. Your system of record stays where it is. Your AMS team doesn’t have to retrain on anything new. The producer just gets better prospects to call.

That’s why AMS compatibility is intentionally broad. The list below covers the AMS platforms most independent commercial agencies actually run on. Whether you’re on EZLynx, Applied Epic, HawkSoft, Vertafore, NowCerts, or AgencyZoom — Prospekteer feeds your existing system.

AMS by AMS

How it works with your specific AMS.

Live integrations are built in customer-demand order. The upload-and-export workflow is AMS-agnostic and works today regardless of which AMS your agency runs on.

EZLynx
● INTEGRATION IN BUILD
EZLynx is a widely-used insurance AMS for independent agents covering both personal and commercial lines. Prospekteer is building a live integration so qualified commercial prospects flow directly from Prospekteer into the EZLynx pipeline.
HANDOFFLive integration in build. Today, CSV export drops into EZLynx's standard prospect import flow.
Applied Epic
● INTEGRATION IN BUILD
Applied Epic is one of the most widely-used AMS platforms for mid-size and larger independent agencies. Prospekteer is building a live integration so commercial prospects with named gaps and renewal estimates land in the Epic pipeline cleanly.
HANDOFFLive integration in build. Today, structured export workflow drops into Epic's standard import flow.
HawkSoft
● UPLOAD WORKFLOW
HawkSoft is a popular AMS for small-to-mid-size independent agencies, particularly strong on personal lines but used widely for commercial too. Prospekteer's upload workflow drops prospect data cleanly into HawkSoft's prospect-management module.
HANDOFFCSV / structured upload supported today. Live integration is on the roadmap based on customer demand.
Vertafore (AMS360, Sagitta, QQ Catalyst)
● UPLOAD WORKFLOW
Vertafore's AMS suite — AMS360 for mid-market agencies, Sagitta for larger brokers, QQ Catalyst for smaller agencies — covers a large segment of independent agency tooling. Prospekteer's structured export aligns with all three platforms' import expectations.
HANDOFFCSV / structured upload supported today across all three platforms. Live integration on the roadmap.
AgencyZoom
● INTEGRATION IN BUILD
AgencyZoom is an insurance-specific CRM and sales-management platform. While it's a CRM rather than a pure AMS, the integration motion is the same: Prospekteer surfaces cold prospects, AgencyZoom handles the active-pipeline workflow once a prospect graduates.
HANDOFFLive integration in build. See the dedicated /prospekteer-vs-agencyzoom page for how the two work together.
NowCerts
● UPLOAD WORKFLOW
NowCerts is a cloud-native AMS popular with smaller, technology-forward independent agencies. The structured-export workflow drops Prospekteer prospects into NowCerts's prospect-management flow.
HANDOFFCSV / structured upload supported today. Live integration on the roadmap based on customer demand.
Frequently asked

Five questions agencies ask first.

Q01
Is Prospekteer an AMS?
No. An AMS (agency management system) is the system of record for your existing book of business — policies, customers, claims, accounting. Prospekteer sits before the AMS — it surfaces cold commercial prospects, names the gap, predicts the renewal window, writes the AI cold opener, and helps the producer turn cold leads into actual opportunities. Once an opportunity becomes a real account, it graduates into your AMS for policy management.
Q02
Do I have to switch AMS to use Prospekteer?
No. Prospekteer is AMS-agnostic. It works alongside EZLynx, Applied Epic, HawkSoft, Vertafore products (AMS360, Sagitta, QQ Catalyst), NowCerts, and other AMS platforms. The value is in the prospecting layer, not in replacing your existing system of record.
Q03
How does the data flow from Prospekteer into my AMS?
Today, Prospekteer provides AMS upload guides for the major systems and supports CSV / data export workflows that drop cleanly into the AMS's standard import flow. We are building live integrations for EZLynx, AgencyZoom, and Applied Epic so the handoff becomes a one-click action; live integration is included on the Agency+ tier.
Q04
Which AMS platforms is Prospekteer building live integrations for?
EZLynx, AgencyZoom, and Applied Epic are the first three live AMS integrations in build. Other major AMS platforms — HawkSoft, Vertafore products, NowCerts — work today via the upload guides and are on the roadmap for direct integration based on customer demand.
Q05
Can I run Prospekteer if my agency runs on a less common AMS?
Yes. The CSV / upload workflow is AMS-agnostic — Prospekteer exports prospect data in a format any AMS can ingest. Live integrations are being built in customer-demand order, but the core value (cold-prospect surfacing with insurance-specific signals and AI cold openers) does not depend on a live AMS integration to be useful.
Continue exploring

The rest of the prospecting platform.

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Try it with your AMS free.

10 prospects, full enrichment, no credit card. Whatever AMS you run, the upload-and-export workflow drops Prospekteer’s output cleanly into your existing system.

Start freeWhy we’re only for independents

Built exclusively for independent commercial agents.