DarkHorse AMS › Switching systems
Built for agencies, by agencies

Switching your agency management system without losing your book

Whether you're coming from Applied Epic, Vertafore AMS360, HawkSoft, EZLynx, AgencyZoom or something else, the question is the same: how do I move my book without disrupting the agency? Here's the plan.

Got more questions? Schedule a one-on-one with the developer → $250/month — see what's included
Quick answer: Switching doesn't require you to run an export: in most cases DarkHorse AMS pulls your book straight from your current system. We tell you exactly what comes across, import it, and reconcile the counts before you go live.

How a switch works

  1. Tell us about your agency. A short setup form — your brand, your carriers, your logo.
  2. Give us access. You don't have to run an export. In most cases we pull your data straight from your current system with your login, and tell you exactly what comes across.
  3. We deploy your system on your own server, branded as your agency, with your quoter and integrations wired in.
  4. We move your book over. Clients, policies and open leads are imported and reconciled so the counts match.
  5. You run your agency. One flat fee, updates automatic, a direct line to the developer.

What we've done

We have imported customers, policies and open leads from an AgencyZoom export into a live agency, reconciled to the record. Other systems differ in what they let us pull, which is why we start by looking at your account rather than promising a one-click button.

Why agencies switch

  • A flat $250 per month instead of per-user pricing
  • Your own server and your own data
  • Your brand on everything your clients see
  • Software built by agency owners — see about

Moving from a specific system?

We have a page for each: Applied Epic, AMS360, HawkSoft, EZLynx and AgencyZoom, or read the comparison guide.

DarkHorse AMS is an independent product and is not affiliated with the systems named above; their names belong to their owners.

Frequently asked questions

Can you migrate data from my current system?

You don't need an export: in most cases we pull your data straight from your current system with your login, and we tell you what comes across. We have imported customers, policies and open leads from an AgencyZoom export.

Will I lose my client history?

The goal of a migration is that your clients, policies and notes come across and the counts reconcile. We confirm exactly what transfers before you commit.

See DarkHorse AMS running

$250/month flat. Deployed on your own server, branded as your agency. Talk to an agency owner, not a sales rep.

Got more questions? Schedule a one-on-one with the developer → See pricing