Everything your agency needs, nothing it doesn't.
AMS, CRM, quoting, phone, commissions, and AI. All built together, all connected, and you never have to leave.
Be first in line. No spam. No commitment.
The Platform
Everything your agency needs. Finally.
Not integrations. Not API wrappers. Built together from the ground up.
Agency Management
Client, policy, and document management with Ivans downloads flowing in daily.
A Rater That Works
Rentals, commercial, the stuff your current rater chokes on. It all works here. Every carrier, every line.
Built-in Phone
Calls, texts, and group chats with AI transcription logged to client files.
Commissions
Automated commission tracking, agent splits, and payroll integration.
CASEY, Your AI Assistant
Draft emails, extract dec pages, generate marketing materials, track premium, and more. All conversational.
Integrations
Integrates with every tool across your entire stack. Connected out of the box.
Meet CASEY
Your AI assistant that actually knows insurance.
CASEY is the hub of underline. From generating marketing materials to tracking your premium, CASEY handles the work so you can focus on selling and servicing.
CASEY
AI Assistant
One assistant. Every workflow.
Marketing Materials
Agency Reports
Mail Merge Campaigns
Deal & Premium Tracking
Intake & Presentation Forms
Presentation Builder
CASEY is your one-stop shop for everything insurance. Track deals, generate forms, run campaigns, pull reports, and prep presentations, all from one conversation.
What You're Paying Today
The cost of “good enough.”
Six vendors. Six logins. Six invoices. None of them talk to each other.
Compare
Us vs. the field.
Most platforms do one thing well and charge you to bolt on the rest.underline does it all natively.
| Capability | underline | NowCerts | HawkSoft | AMS360 | EZLynx |
|---|---|---|---|---|---|
| Full AMS | |||||
| Built-in Rater (all portals) | Partial | ||||
| Built-in Phone System | |||||
| CASEY AI Assistant | |||||
| Auto Commission Tracking | Partial | Partial | Partial | ||
| Ivans Downloads (native) | |||||
| Training System | |||||
| AI Call Transcription | |||||
| Dec Page Vision Extraction | |||||
| Built by an Agent |
Why underline
Built by an agent who sat in the chair.
A working producer felt the pain of disconnected tools and went out and found a team of developers to build what the industry should have had years ago. This isn't a tech company guessing at insurance. It's an agent who built the tool he needed.
All-in-One
AMS, rater, phone, commissions, AI
AI-Native
Built with AI from day one
One Database
No re-keying, no integrations
FAQ
Common questions.
Ready?
Ready to simplify your agency?
Join the waitlist and be first in line when we open new spots.
No spam. No commitment. Just early access.