Two Live Demos — No Account Required
One platform for
insurance agencies and financial advisors.
ROIgenius Insurance AMS combines AI-powered agency management with financial advisor practice tools - renewals, pipeline, compliance, household AUM, fee schedules, and planning platform connections.
Insurance AMS
For Independent Agents
A fully-loaded agency demo — 12 clients, 17 active policies, AI morning briefings, pipeline, and claims.
- Live policy & renewal tracking
- Lead pipeline with AI attribution
- Commission tracking & reconciliation
- AI morning briefings & book analysis
- Marketing ROI dashboard
FA Practice Management
For Financial Advisors
A live FA practice — $113M AUM, 10 households, fee schedules, compliance calendar, and planning platform connections.
- Practice dashboard — AUM, revenue & overdue reviews at a glance
- Household roster with risk profile status tracking
- Tiered AUM fee schedules & automated invoice tracking
- Compliance calendar — Form ADV deadlines, Reg BI obligations
- Risk profile assessments — stale profile auto-flagging
No signup required · Live demo data · Guided audio tour · Resets nightly
Which demo is right for you?
Both are live, fully-loaded, and ready to explore.
I'm an Insurance Agent
- I manage a book of insurance clients
- I quote, bind, and service policies
- I track renewals, claims, and commissions
- I want AI to surface the next best action
I'm a Financial Advisor
- I manage client households and AUM
- I track fee schedules and compliance obligations
- I connect planning platforms like eMoney or MoneyGuide
- I want to identify insurance gaps across my book
Subscriptions Now Available
Plans for Every Practice Size
Start your Solo Practice plan today. Upgrade anytime as your team grows.
Solo Practice
$169/mo
Up to 2 users
⚠ Test billing — uses Stripe test mode, no real charge.
Questions before you start? Contact us.