The right interface for every role.
AMS Canvas is a patent-pending application and interface layer that goes beyond the storage limits of a standard CRM, giving HubSpot users a single pane of glass to add, view, and edit data from one or more records and third-party sources. A consistent, purpose-built interface so authenticated HubSpot users can do their job better and faster.
The modal. The form. The dashboard. The single pane of glass.
The Canvas Workspace is the interface layer of AMS Canvas, a custom-designed dashboard that gives authenticated HubSpot users a consistent way to add, view, and edit data from one or more records and third-party sources. The underlying benefit: a stable, role-specific interface that works the same every time, instead of the variable layout of a standard HubSpot record.
Intake workspaces
Structured intake forms purpose-built for adding data: producer discovery interviews, service request intake, and policy information capture. Every field in the right order. Data is written directly to HubSpot and, where applicable, synced to your AMS.
Aggregated view workspaces
Dashboards that pull data from one or more HubSpot records (contacts, companies, deals, tickets) plus third-party sources like your AMS, displaying it all in one place. An account manager sees every line, every stakeholder, and every open issue on one screen without touching five records.
Edit workspaces
Workspaces where users can update data directly, without navigating to individual HubSpot records or switching between screens. The right fields are present, the right data is pre-loaded, and changes write back to the correct records automatically.
One or more records and third-party data
A workspace can pull from a single HubSpot record, or aggregate across multiple records and external sources simultaneously. Policy data from your AMS, contact data from HubSpot, open tickets, notes, and activity history are all surfaced in one view, built for how your team actually reads a client relationship.
A consistent interface, not a variable record
Standard HubSpot records vary by record type, by what's been customized, by what properties happen to be populated. A Canvas Workspace looks the same every time: the same layout, the same fields, the same data sources. Users learn it once. It works the same way every day.
Patent-Pending Application
AMS Canvas is a patent-pending application and interface layer developed by Insure Automation Solutions, Inc..
Beyond what a standard CRM can store. All inside HubSpot.
Standard HubSpot records have limits. AMS Canvas removes them, storing thousands of data points per record and combining data across records into a unified view. All of it lives in HubSpot and is processed by the PowerSync application server.
Standard HubSpot properties
Select data is written to native HubSpot properties, the fields HubSpot already knows how to handle. This data is searchable, filterable, and available for HubSpot reporting and automation. Your workflows, sequences, and dashboards can act on it directly.
Secure, encrypted Canvas data
The rest is stored as secure, encrypted data. It lives outside the column limits of standard HubSpot properties but still fully inside your HubSpot environment. It's invisible to generic CRM views but fully visible and editable inside the Canvas Workspace. Only the right people see it, in the right interface.
Deployed inside HubSpot. Controlled by you.
AMS Canvas integrates fully with HubSpot, authenticating users, tracking activity, and surfacing workspaces exactly where your team already works. And because clients control their own workspaces, there are no surprise updates that require retraining.
Authenticated by HubSpot. Tracked by HubSpot.
AMS Canvas authenticates users through HubSpot. No separate login, no separate permissions to manage. Every workspace interaction is tracked as HubSpot activity, which means it shows up on the contact timeline, contributes to reporting, and is visible to managers in the same place everything else is.
From inside HubSpot, or from the browser.
The primary deployment is inside HubSpot, where a workspace is triggered directly from a contact, deal, or ticket record without leaving the CRM. We also support browser-based access, where the workspace opens in a standalone tab but remains authenticated through HubSpot. Same data, same security, different surface.
No surprise updates. No forced retraining.
Clients own their workspace configurations. When a workspace changes, it changes because you decided to change it, not because a vendor pushed an update overnight. Your team learns the workspace once, and it stays consistent until you choose to evolve it. That predictability has real value for agencies that have been burned by system updates that broke their workflows.
Starts as HTML. Becomes a fully integrated workspace.
Every Canvas Workspace begins as a standard HTML file. Your team can build it. We can build it. Or you can describe what you need to any AI tool and let it generate the HTML for you. Once the HTML is ready, we convert it into a fully integrated workspace, connected to HubSpot authentication, data sources, and write-back.
Build the HTML
Start with a standard HTML file that defines the layout, fields, and interface you want. Our team can build it, your team can build it, or you can use any AI tool to generate it. No proprietary format. It is just HTML.
We integrate it
We convert the HTML into a fully integrated AMS Canvas workspace. HubSpot authentication, data bindings, record connections, third-party integrations, and write-back are all configured. The interface your team sees is the one you designed, powered by the full AMS Canvas platform underneath.
You own and control it
The workspace is yours. When you need to change a field, add a section, or redesign the layout, you update the HTML (using AI if you want) and we re-integrate. No vendor update cycle. No waiting. Your interface changes when you decide to change it.
See what a workspace looks like.
Click any image to view full size. Add your own examples below by replacing the placeholder src attributes with your image paths.
Connected to the tools your team already uses for quoting.
AMS Canvas workspaces integrate with third-party applications, pulling external data in on demand and pushing form submissions out to quoting and data platforms. The intake form becomes the starting point for the full quoting workflow.
A complete quoting solution, inside the workspace.
AMS Canvas intake forms integrate directly with Gaya. Data captured in the canvas interview flows into Gaya's quoting engine, turning the intake workspace into a full end-to-end quoting solution without switching tools or re-entering data.
Prefill the intake form from existing coverage data.
Users can pull Canopy Connect data on demand during the insurance interview. Current coverage details, vehicle information, and household data populate the intake form automatically, reducing interview time and improving data accuracy from the first question.
Third-party data prefill for faster, more complete interviews.
Fenris data is available for on-demand import during the quoting and interview process. Producers can pull enriched prospect data directly into the canvas intake form, reducing manual entry and giving them a more complete picture before the first quote is run.
See AMS Canvas in a working session.
We walk through the producer intake form, the CSR ticket interface, and the account manager view. All shown live in HubSpot, not in a slide deck.
Book a working session