The AMS + CRM for independent agencies.
Clients, policies, pipelines, commissions, and onboarding in one system — purpose-built for independent insurance agencies. Unlimited users. On us until 100 policies.
No demo to sit through. No pitch. When it's your turn, we send the login.
| Opportunity | Stage | Premium | Line | Client | Producer | |
|---|---|---|---|---|---|---|
| Rodriguez Auto Policy | Quoted | $666.30 | Personal Auto | Johanna Arango | John Davalos | |
| Garcia Family Home+Auto | Contacted | — | Homeowners | Maria Garcia | John Wayne | |
| Keys Marine Services | Qualified | — | Inland Marine | Miguel Flores | John Davalos | |
| Ocean Drive Rentals | Closed won | $3,500.00 | Landlord | Pepe Grillo | John Wayne |
The grind.
A typical shop juggles five carrier portals, a legacy AMS, a spreadsheet, and a phone tree. To quote one client, a producer re-keys the same data field by field, portal by portal. The work is repetitive. The tools are fragmented. And it lands on you — after close, when your kids are waiting.
Inbox at 7am
Overnight emails, three renewals due, two quotes stuck — before the day starts.
One appetite answer
“Let me check and call you back.” A hold queue, a voicemail, a lost afternoon.
One quote, re-keyed
The same client data, typed into a carrier portal by hand. Again tomorrow.
The real cost
Three hours of paperwork after close. Missed the middle school pickup. Again.
Built for the whole agency day.
Reports that match the deposit.
Production, pipeline, renewals, commissions — 33 pre-built reports from live CRM data, scoped to org, team, or self.
- MTD premium, goal gap, and win rate at a glance
- 33 reports across 8 categories
- TV mode for the office floor
Renewals that chase themselves.
Multiple pipelines per line of business with stage automations — drag a card and the follow-ups, notifications, and workflows fire on their own.
- Sales, renewal, and service pipelines
- Mobile kanban with haptic drag
- Probability-weighted forecasting
Real premiums, hands-free.
AI drives the carrier's actual quoting portal — fills every underwriting field from your CRM, submits, and writes the premium back. Proven live on GEICO Auto, expanding through 2026.
- One click + three attestation checkboxes
- Full session audit trail
- Stops at the quote — binding stays human
Choose carriers to quote
Attestations
Confirm these once — they are logged to the opportunity's activity for audit, and the extension checks the carrier's boxes for you.
- I read the credit-based insurance score disclosure to the customer.
- I read the household-drivers statement to the customer.
- I advised the customer regarding the coverages quoted.
Doers, not dashboards.
Halo queues your next moves. Atlas drills objections. Sentinel answers appetite from your real appointments. Argus turns questions into charts. Luna joins Q2 for client service.
- Halo, Atlas, Sentinel, Argus — live today
- Pay-as-you-go minutes, every tier
- Vox? It's now WYN Studio Content Engine, our sister product
Every missed call, caught.
SMS, voicemail, and missed calls in one feed — with automatic bilingual text-back, live transcription, and AI summaries on every call.
- One feed for SMS · voicemail · missed calls
- EN/ES missed-call text-back
- Live transcription + AI call summaries
Derived, never hand-typed.
Splits, house cuts, aggregator tiers, and clawbacks — computed from your rate configs the moment a policy binds. Per-producer statements, audit-ready.
- Producer payout, payout %, agency retained
- Aggregator (cluster) tiers built in
- Clawbacks on cancellation, automatic
| Agent | Carrier | Premium | Payout | Retained |
|---|---|---|---|---|
| John Wayne | GEICO | $3,785.00 | $397.43 | $170.32 |
| Juan Chavez | GEICO | $1,830.98 | $219.72 | $54.93 |
| John Davalos | Progressive | $2,800.00 | $235.20 | $100.80 |
| John Davalos | Citizens | $5,600.00 | $392.00 | $168.00 |
First day, guided.
Role-specific onboarding flows with W-9, NDA, and contractor agreements signed inline — no PDF email chains, no DocuSign bounce.
- 7 role-specific flows
- Inline digital signing
- E&O expiration tracking
Receipts, not promises.
One system that carries the whole agency — and proof behind every claim on this page.
A real system of record
Clients to claims to commissions — the full AMS + CRM with custom objects you build yourself from the admin page. No consulting bill, no proprietary tooling.
An AI team that executes
Halo plans the week, Sentinel answers appetite, Atlas drills objections, and Argus digs through the book — doers, not dashboards. The Rater Bridge quotes carriers, coming soon.
Honest by design
Live means running in production. Coming means coming. Binding stays human. And the honest-gaps list is published, not buried.
$666.30 — a real GEICO premium, captured by the Rater Bridge in our own agency and written straight into the CRM. Proven end to end — opening to agencies once the browser extension clears review.
Proven live · July 2026Commissions, derived — never hand-typed. Splits, house cuts, aggregator tiers, clawbacks, per-producer statements:
The engine, live · demo data“I built WYN so new agents could breathe. Build the book first. Pay us when you're actually making money.”
John Davalos · Founder, WYN Studio · Miami FLTested on our own book.
Not a launch promise — the system our own Miami agency already runs on.
“Let the tech grind. Go live.”
Ten years running an agency in the 305. I still remember what it cost to start — the software fees before my first commission, per-seat pricing that got worse when I hired. WYN isn't a demo we sell; it's the system my own producers, my own book, and my own family schedule run on.
John Davalos · Founder, WYN Studio · Miami, FL
At the beach. Halo ran Power Hour this morning.
On time for pickup. The afternoon was already planned.
A Wednesday in the Bahamas. Nobody missed you.
Made to feel fast.
Built for a producer with a phone in one hand.
Instant
Create, search, and log from a single keystroke.
Shared the moment it happens
Updates land on every screen in the agency at once.
Side by side
Argus and record panels sit next to your work — no tab hunting.
No developer required.
Add the object, wire the automation, lay out the card. If you can fill out an ACORD form, you can change this system.
Spotlight
Secondary
Available fields · 14
Build it once. It runs while you sleep.
One Facebook lead, six steps, zero clicks — and every consequence lands in the product the second it happens.
Locked down.
Insurance data is regulated data. Everything below is live in production — not a promises page.
Tenant isolation, structurally
Row-Level Security on every table. Your org's identity comes from the auth token server-side — cross-tenant access is impossible by construction.
PII encrypted at rest — completely
Names, emails, phones: ciphertext at rest with per-org keys, searchable via blind indexing. The plaintext columns don't exist anymore.
Append-only audit log
Every write, login, role change, export, and API call — captured, searchable, exportable. Tamper-evident at Scale tier.
Retention + legal hold
State-law defaults out of the box. Legal hold with typed reasons. Simulation shows exactly what purges before it runs.
Two independent security audits closed in 2026, verified live · SOC2 documentation at Scale tier
The bill.
One base fee per agency. Unlimited users on every paid tier. On us until you write 100 policies — then founding rates, for a limited time.
On us
Launching your first agency or under 100 written policies. Full CRM, AI tools pay-as-you-go, client portal — build the book first.
Auto-converts at 100 policiesStarter
Past 100 policies. Multi-pipeline forecasting, custom objects, all 16 workflow templates, the full 33-report library, goals + SPIFFs.
Unlimited usersGrowth
Switching from a legacy AMS or scaling past solo. Full commissions engine, retention + legal hold, call intelligence, multi-team.
★ Most agencies pick thisScale
Multi-office with enterprise needs. Branded client portal, SOC2 documentation, approval workflows, AI Customization Service.
Dedicated onboardingEnterprise
SAML SSO, custom portal domain, custom SLA, dedicated CSM, on-prem AI option, data residency, multi-org support.
Let's talkEvery paid tier: unlimited users · usage (SMS, email, AI minutes) at published rates · no contract — month-to-month. Founding rates stay locked for as long as your account stays open.
What agents ask.
Is WYN a full AMS?
For the day-to-day of a modern agency — policies, quotes, claims, commissions, ACORD forms, retention and legal hold, documents, and a client portal — yes. Two honest gaps: IVANS carrier downloads are pending partnership (our adapter is code-complete), and we integrate QuickBooks/Xero rather than building double-entry accounting.
Do you have a built-in rater?
We built something better than a form-filler: the Rater Bridge drives the carrier's actual portal for you — proven live on GEICO Auto in our own agency, writing real premiums straight into the CRM. It is not open to agencies yet: it runs through a browser extension still in Google's review queue, so it follows shortly after launch. One application fanning out to many carriers is in active development through 2026. It stops at the quote; binding stays human, by design.
What happens at 100 policies?
We auto-convert your agency to the Starter tier at whatever rate your account is locked at — $99/mo for founding accounts. You'll get an email a week before with the option to confirm or upgrade to Growth directly.
Is Luna live?
Yes — Luna is the voice on AI Dial and campaign calls today, on every tier. Inbound answering already runs at our own agency and is being wired for every org.
Can I export all my data?
Yes. Every tier supports CSV export of every CRM object. Growth+ adds Book of Business export in Vertafore + Applied AMS formats. Your data is yours — that includes leaving.
Drop your email. We'll holler when you can log in.
No demo to sit through. No pitch. When it's your turn, we send the login.