Automated & Management Solutions

What Automated & Management Solutions does

Automated & Management Solutions (A&MS) is a privately held New York LLC that develops and licenses premium audit management software for the Property & Casualty insurance industry. Founded in 1982 as Advanced Management Systems and renamed A&MS following an acquisition in 2012, the company maintains its headquarters in East Greenbush, NY, and operates with a stated 1–10 employee footprint. Its product suite addresses two core workflows: field auditing via AuditWin Plus and the newer TurboAudit, and audit generation/management via ACE, ACEWeb, and Audit Partner.

A&MS's underlying technology is built around database-driven applications with bi-directional Web Services integration into carriers' policy administration systems and tight Microsoft Office (Word and Excel) integration for worksheets, forms, and document attachment. ACE serves as the flagship integrated audit lifecycle system, automating cancellations, final audit requests, reinstatements, and audit assignment based on carrier-defined business rules; ACEWeb extends ACE to users outside the audit department via browser-based access. The products target enterprise, small, and medium-sized insurance carriers and fee service providers across Workers Compensation, General Liability, and Commercial Auto lines of business, and can be deployed standalone or as an integrated suite.

The company operates a direct enterprise sales motion through its website, gated by a 'Request a Demo' call-to-action with quote-based pricing. The revenue model is enterprise software licensing with annual or multi-year contracts, and long customer tenures (e.g., a disclosed 14-year relationship with Nationwide/Harleysville Group) suggest sticky, renewal-driven recurring revenue rather than transactional or volume-based selling.

Name

Automated & Management Solutions

Legal name

A&MS: Automated & Management Solutions, LLC

Website

https://ams2.biz

Company type

Private

Founded year

1982

Operating status

Operating

Headcount range

1–10 employees

Short description

Automated & Management Solutions (A&MS) develops and licenses database-driven premium audit management software for Property & Casualty insurance carriers and fee service providers, covering Workers Compensation, General Liability, and Commercial Auto lines via field auditing and integrated management products sold through direct enterprise sales.

Ownership category

akta.pro rank

Headquarters

HQ city

East Greenbush

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Enterprise Software Licensing: A&MS generates revenue through licensing their software products to insurance carriers. The company sells configurable, scalable audit management software solutions. Based on the enterprise sales motion and B2B nature of the products, the revenue model appears to be enterprise software licensing with annual or multi-year contracts.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Automated & Management Solutions (A&MS) develops and licenses premium audit management software for the Property/Casualty insurance industry. Its product suite covers the full audit lifecycle—field data collection, audit generation, inventory management, and web-based access—and is used by insurance carriers and fee service providers to handle Workers Compensation, General Liability, and Commercial Auto audits.

Product overview

A&MS provides a suite of premium audit management software products for the Property/Casualty insurance industry. The portfolio centers on ACE as the flagship integrated audit generation and management system, paired with two field auditing applications: AuditWin Plus (the most comprehensive flexible field solution) and TurboAudit (a newer database-driven alternative). ACEWeb provides web-based access to ACE for external users, while Audit Partner offers simpler inventory management and tracking for carriers or fee service providers. All products integrate with Microsoft Office and can exchange data via Web Services, enabling end-to-end audit workflows from field data collection through completion and management.

Differentiator

Problem solved

Functional benefit

Products and services

• AuditWin Plus

Quantifiable outcome

• Over 14 years of customer retention with a major insurance carrier (Nationwide/Harleysville Group)

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature5 records

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Duck Creek Technologies: Provider of core systems and SaaS platforms for P&C insurers, with policy, billing, and claims modules sold directly to carriers. Relevant as a modern, cloud-native carrier platform that increasingly encroaches on adjacent workflows like premium audit that A&MS specializes in.
• Majesco: Cloud-native insurance platform software for P&C, life, and health insurers including core, data, and digital products. Comparable as an incumbent targeting the same mid-market and enterprise P&C carrier IT modernization budgets where A&MS competes.
• Sapiens International: Global insurance software provider offering core solutions, data analytics, and digital engagement for P&C and life insurers. Comparable as a broad incumbent that bundles workflow automation capabilities into multi-line carrier platforms that could subsume A&MS-style audit functions.
• Insurity: P&C insurance core systems and analytics vendor serving carriers, MGAs, and TPAs. Comparable as a broad incumbent delivering policy, billing, and analytics workflows to P&C insurers that increasingly expect audit-adjacent capabilities within their core platform.
• Applied Systems: Major insurance software vendor serving agencies, carriers, and MGAs across commercial and personal lines. Comparable as a broad incumbent whose carrier-facing modules compete with A&MS for premium audit and policy lifecycle automation budget within mid-market and enterprise P&C insurers.
• Guidewire Software: Leading P&C insurance platform vendor offering PolicyCenter, BillingCenter, and ClaimCenter used by mid-to-large carriers globally. Comparable as the strategic core-systems incumbent that P&C buyers prioritize — and against which A&MS must justify adjacency when audit workflows are modernized.
• Vertafore: Largest insurance technology provider in North America serving P&C carriers, agencies, and MGAs with broad workflow, rating, and carrier management platforms. Relevant as the dominant incumbent whose carrier-side product suite (e.g., ImageRight, PL Rating) competes for the same P&C carrier IT wallet A&MS targets.

Emerging players

• Zywave: Insurance technology vendor offering commercial and personal lines content, analytics, and workflow tools to carriers, agencies, and MGAs. Comparable as a workflow-automation vendor serving the same P&C carrier buyer personas that purchase A&MS products.
• One Inc: Digital payment and claims workflow platform for P&C insurers. Comparable as a focused, modern insurance software vendor winning carrier IT spend that historically might have gone to legacy niche vendors like A&MS.
• Origami Risk: Cloud-native insurance software platform serving insurers, MGAs, TPAs, and self-insureds with policy, claims, billing, and analytics workflows. Comparable as a modern, configurable alternative to legacy on-prem P&C software vendors like A&MS.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Automated & Management Solutions