Solutions
You are building an agency from scratch. PrizMova gives you the technology foundation to look professional from day one, move fast with limited budget, and scale without re-platforming.
Launching an insurance agency means solving a dozen problems simultaneously: carrier appointments, E&O coverage, a business plan, a marketing strategy, and a way to manage clients and policies from the moment your first prospect says yes. Most new agency owners spend their first weeks stitching together a patchwork of tools: an AMS, a CRM, email, document storage, invoicing, and e-signatures. By the time you have signed up for eight platforms, you have spent a week on technology setup instead of selling.
Then the real problems emerge. None of these tools share data. Documents are scattered across email attachments and cloud drives. Commission tracking is a spreadsheet you update when you remember. You built your stack reactively, and it shows.
PrizMova replaces that entire patchwork with a single insurance agency startup software platform that gives you every tool you need from the day you open your doors. One system. One login. One source of truth. You spend your first week selling, not configuring software.
PrizMova includes 13 integrated modules that cover every aspect of agency operations: client management with a 360-degree household view, policy lifecycle tracking from quote through renewal, claims FNOL and workflow management, Smart Inbox with AI email classification, renewal automation, commission tracking, compliance monitoring, document management, e-signatures, invoicing, analytics, and ARIA AI assistant. You are not piecing together 12 different tools and praying they work together. You are starting with a single platform designed so every module shares data, workflows, and automation rules from the beginning.
New agency owners often come from captive backgrounds or other industries and are still learning independent agency workflows, carrier appetite, coverage analysis, and client communication best practices. ARIA acts as a knowledgeable assistant who never sleeps. Ask it to explain the difference between occurrence and claims-made forms. Ask it to draft a professional welcome email for a new client with their specific policy details pre-filled. Ask it to identify coverage gaps in a client's portfolio. ARIA is not a replacement for your growing expertise; it is an accelerator that helps you operate at a level of professionalism and knowledge that would normally take years to develop.
First impressions matter, especially when you are a new agency competing against established firms. PrizMova's client portal gives your policyholders a branded, professional experience from their first interaction. Clients log in to view their policies, download ID cards, request certificates, update contact information, and communicate with your agency — all through a polished interface that makes your one-person operation look like a well-established firm. You are not emailing PDF attachments and asking clients to fax back signed forms. You are providing the digital experience that modern consumers expect.
Agencies that start with spreadsheets and email-based workflows develop habits that are incredibly difficult to break. Client records become inconsistent. Documents get lost. Commission tracking falls behind. When these agencies eventually migrate to a proper AMS, they face weeks of painful data cleanup and workflow retraining.
Starting with PrizMova means every client, policy, document, and commission is tracked properly from your first transaction. A year from now, your data will be clean, complete, and actionable — because you never had a messy "before PrizMova" era to clean up.
The worst thing about choosing startup technology is picking something you will outgrow. You find an affordable tool, build around it, and then discover eighteen months later that it cannot handle your growing book or your new commercial lines business. Now you face a migration that costs time, money, and client goodwill.
PrizMova scales from a solo agent to a multi-office brokerage without a platform change. Start with the Starter plan at $499 per month and up to 5 users. When you hire your first CSR, add them with role-based permissions. When you start writing commercial lines, the Hub is already there. Upgrade to Growth for advanced AI and comparative rating, or Enterprise for SAML SSO and unlimited users. Your data never has to migrate. You unlock more capability as you grow.
New agencies need to be careful with every dollar. Every PrizMova plan includes a 14-day free trial with full access to all features — including ARIA AI, Smart Inbox, and renewal automation. No credit card required. Sign up, enter your first client, bind your first policy, and experience the difference before you commit.
If PrizMova is not right for your agency, you have lost nothing but 15 minutes of setup time. If it is — you have saved yourself years of technology debt that would have slowed your growth.
The Starter plan is built for agencies in their first one to three years. For $499 per month you get client 360 management, policy lifecycle tracking, claims FNOL, Smart Inbox with AI triage, renewal automation, reporting dashboards, 10GB storage, and REST API access. Up to five users are included, so when you hire your first team member, they are covered.
Compare that to the alternative: $150 for a basic AMS, $50 for a CRM, $30 for e-signatures, $20 for storage, $30 for invoicing, and hours of your time moving data between systems. PrizMova costs less in total and eliminates the integration headaches that drain your most valuable resource — your time.
Everything a New Agency Needs
Your knowledgeable co-pilot from day one. Client lookups, email drafting, coverage analysis, and document extraction — ARIA accelerates your learning curve and operational efficiency.
360-degree client records with policy, claims, document, and communication history. Plus a branded client portal that makes your startup look established.
$499 per month for up to 5 users with a 14-day free trial. No credit card required. No per-policy charges. No hidden fees. Upgrade as you grow.