DominionAMS brings your clients, policies, commissions, prospecting, and follow-up into one connected system — built around the way a solo Medicare agent actually works.
Introductory pricing: $29.99/month · Get started in about 15 minutes
A lot of CRM platforms have become marketing and automation systems first. That's useful for finding new business — but it leaves one question unanswered: how do you actually manage your book of business? DominionAMS was built around that question.
Every lead, prospect, and client starts as a person — not a row in a spreadsheet.
Notes, dates, policy history, premiums, tasks, and commissions connect to that one record.
The sale is not the end of the relationship. It's the beginning of it.
Contact information, policy history, premiums, tasks, and commission expectations all live on one record — so you're not reconstructing the relationship from memory when the phone rings.
Run practical reports against the business you already have. Need every Medicare Advantage client before AEP? Set the criteria and run the report — DominionAMS doesn't decide who to contact, you do.
Know what you expected to get paid — and what you actually received. You enter the expectation; DominionAMS helps you compare it against reality and flag what's missing.
Send client information into supported carrier applications, SunFire, and basic web forms with Form Broadcast — DominionAMS's proprietary browser extension. Less retyping, fewer accidental errors.
DominionAMS was created because existing tools weren't doing the things that mattered most in the day-to-day work of a Medicare agent. It grew out of actually managing clients, policies, commissions, and a real book of business.
The agent decides. DominionAMS doesn't force a rigid workflow.
You shouldn't need a certification course just to use your CRM.
Optimized for solo Medicare agents — supports life products and ACA business too.
When clients live in a spreadsheet, follow-up lives in a calendar, notes live somewhere else, and commissions are tracked separately, your business starts to feel fragmented — almost invisible. DominionAMS brings it together: your clients, policies, commissions, notes, and next steps, in one connected system.
Bring the important parts of your Medicare business into one connected system.
Introductory pricing: $29.99/month
Optimized for solo Medicare agents · Get started in about 15 minutes