Insurance agencies are flooded with moving parts — follow-ups, appointment scheduling, claims updates, and compliance tasks that stack up daily. We built AmityFin to keep those parts moving smoothly.
From day one, our platform has been focused on helping agency teams do more with less stress. We work alongside your existing systems, helping your licensed team members handle the things they’re already doing — just smarter, faster, and fully connected. No new logins. No separate portals. Just one ecosystem where your agency can work better — whether you’re managing 10 people or 100.
Whether it’s onboarding new clients, scheduling policy reviews, assisting with claims, or following up on renewals — AmityFin gives your team the tools they need to handle it all without chaos. Our systems help your people be more effective at the jobs they’re already hired for. That means less friction, more trust, and way better client experiences.
Every message. Every click. Every update. Logged and visible when you need it.
With AmityFin, everything is tracked behind the scenes — not for micromanagement, but for clarity. Owners and managers get full visibility. Team members get transparency. Nothing gets lost in the shuffle.
And if you’re working across multiple offices, time zones, or carriers — we’ve got that covered too.
We’re not here to replace your team or take over your processes. We’re here to give you tools that keep everything organized — from onboarding to follow-ups — so nothing gets missed and your people can stay focused.
Whether you’re an independent agent building from the ground up or a growing agency managing multiple offices, AmityFin supports your infrastructure — not the other way around.
You stay in control. We just make it easier.