Our investors are working agency owners: leaders in personal lines, small commercial, and mid-market to large commercial. Not a venture firm that found insurance on a spreadsheet. Operators who needed these solutions themselves, built them inside their own agencies first, then opened them to the rest of the industry.
These aren't testimonials from a pilot program. These are working agencies (personal lines agencies, diversified commercial books, and everything in between) that run on Insure AMS today and agreed to say so by name.
“A big thanks to David LeFevre and his team for making the Hawksoft to HubSpot sync a reality and helping Grit Insurance optimize our renewal and support processes. We’re now able to save time and handle more with fewer resources. My team has fully embraced HubSpot as the ideal tool for sales, account management and client support.”
“David has been an incredible asset to our team at CTG Insurance. He led the implementation of HubSpot and successfully integrated it with NowCerts, giving us real-time data accuracy across platforms. His expertise went well beyond setup. He offered strategic recommendations that have helped us turn HubSpot into a powerful tool for enhancing our client service and driving new business growth. David’s insight and execution have had a measurable impact, and we’re grateful to have him as a trusted partner.”
“David LeFevre has been managing Florida Risk Partners HubSpot account since 2019, building several customized solutions for our agency. He has also migrated several agencies that are part of the Killing Commercial community. If you are considering HubSpot, be sure to contact David and Insure AMS.”
HubSpot's Solutions Partner tiers are earned through client outcomes, not just certifications. Platinum means we've built a track record of HubSpot implementations that actually shipped and ran. Not demos, not trials, not one-off installs someone else had to fix later.
We're one of a small number of Platinum partners working specifically in insurance. Most of our peers are in e-commerce, SaaS, or professional services. We went deep on one vertical and built the tooling to match.
When a skeptical principal asks whether the people who built this actually understand how an agency runs, the answer is on the cap table.
The Insure AMS cap table shows working agency owners: visible leaders in personal lines, small commercial, and mid-market to large commercial. They are the operators other agency owners already follow: podcast hosts, book authors, conference speakers. They funded the platform because they saw it working inside their own agencies first.
This is different from a venture firm that identified insurance-tech as a category. These investors know the operations, the service load, the retention math, and the valuation dynamics from running their own books. When a skeptical principal asks whether the people who built this actually understand how an agency operates, the answer is on the cap table.
Agency owners operating at scale in personal lines, with books ranging from $3M to $50M+. They understand the sales process, service load, the retention math, and the friction that kills margins at volume.
Active commercial producers and agency principals who have built and sold commercial books. They shaped the commercial on-ramp playbook and the platform's commercial-specific workflows.
Podcast hosts, book authors, conference speakers, and association leaders whose names are already known to the agency owners Insure AMS serves. The credibility is earned before the conversation begins.
A working session isn't a sales call. Bring your retention rate, your service headcount, and your average commission per producer. We'll walk through what the platform would do for your specific agency and run the payback math live.
