For solo & small-shop agencies

Built for the agent who runs the whole show.

You’re the producer, the CSR, the marketer, and the IT department. Axiom replaces six tools with one connected workspace — renewals, contacts, pipeline, scheduling, email, and a real CRM, finally in the same place.

Start 14-day free trial → Book a 30-min demo
No credit card Free migration help Cancel anytime
My Day Tuesday · May 7
4 items
9:00
Call: Henderson Trucking renewal
Commercial Auto · renews in 3 days
Renewal
10:30
Upload received: Patel Family
Auto_Declarations_2026.pdf · attached to contact
File
1:00
Annual review: Patel Family
Booked via your scheduling link
Meet
3:00
Follow up: Coastal Builders quote
Day 4 · pipeline stage: Quoted
Call
$75
/month, all features
Enterprise security
256-bit encryption
Daily backups
99.9% uptime
Export anytime
Built-in · Secure client portal

Stop collecting sensitive documents over email.

Every Axiom account comes with a secure client upload portal. Send your client a personalized link — they upload, you receive, the file lands directly on the right contact card. Encrypted, audit-logged, and designed to keep PII off email entirely.

WHAT YOUR CLIENTS CAN SEND YOU SECURELY

  • Driver’s licenses
  • Vehicle registrations & VINs
  • Loss runs & claims history
  • Prior policy declarations
  • ACORD apps & supplements
  • Workers comp & W-2s
  • Property photos & reports
  • Articles of incorporation
  • Building schematics
  • Lease & mortgage docs
  • Signed quote acceptances
  • Voided checks & banking
Encrypted in transit & at rest Full audit log Auto-attached to client
secure.youragency.com/upload/h7r2k
YA
Your Agency Insurance
Secure upload for: Henderson Trucking LLC
Send us your renewal documents

Hi Mike — please upload last year’s declarations page and your updated driver list. Your files are encrypted and only visible to your agent.

Drop files here or click to browse
PDF, JPG, PNG, DOCX · Up to 100 MB
Auto_Declarations_2026.pdf
2.4 MB · Uploaded just now
Sent
Driver_License_M_Henderson.jpg
1.1 MB · Uploaded just now
Sent
Secured by Axiom · 256-bit encryption
What actually changes

Six things that get easier on day one.

No long onboarding, no consultant required. We help you import your client list, your renewal calendar, and your existing email — and you start working differently the same week.

01 · CONTACTS

Every client, one card.

Personal lines, commercial accounts, prospects — every email, document, and renewal date in one place. No more “wait, when did I last talk to them?”

Outlook + Excel + carrier portal
→ One contact card with full history
02 · RENEWALS

Renewals stop slipping.

Every policy with a renewal date. Reminders that fire automatically at 60, 30, 15, and 7 days. The shared brain you’ve been wishing for.

“Pretty sure that renews in May”
→ Today’s list, ranked by urgency
03 · SCHEDULING

Clients book themselves.

A booking link you can drop in your email signature, on your website, or in a text. The booking auto-creates the meeting and attaches it to the right client.

“Are you free Tuesday at 2? How about 3?”
→ One link, done
04 · PIPELINE

You see every quote.

Drag a card from Quoted to Bound. Watch your dashboard update. Know exactly which prospects need follow-up today.

Sticky notes and gut feeling
→ Visual pipeline by stage
05 · EMAIL

Every email, logged.

Two-way email sync. Every conversation attached to the right contact. E&O peace of mind without thinking about it.

Searching Gmail for “Henderson”
→ Full thread on the contact card
06 · WEBSITE

A professional website.

If you want one, we’ll host a clean, professional WordPress site — included. Already have a Wix or Squarespace site? We’ll migrate it free.

That site you built in 2018
→ Modern, mobile-friendly, included
Honest comparison

Axiom vs. the small-agency standards.

Most solo and small-shop agents end up evaluating HawkSoft (the trusted family-owned standard) or NowCerts (the budget AMS). Here’s how Axiom compares — including the AMS features we don’t have.

For an agent who needs…
HawkSoft
Premium AMS
NowCerts
Budget AMS
Axiom Workspace
Modern alternative
Client & policyholder CRM
✓ Included
✓ Included
✓ Included
Renewal tracking & alerts
✓ Included
✓ Included
✓ Included
Sales pipeline & lead tracking
✓ Included
✓ Included
✓ Included
Two-way email sync & logging
✓ Included
✓ Included
✓ Included
Public scheduling & booking links
× Not included
× Not included
✓ Included
Website hosting (WordPress)
× Not included
× Not included
✓ Included
Comparative rater (personal lines)
✓ Via partners
✓ Add-on
× Not included*
Carrier downloads / IVANs
✓ Included
✓ Included
× Not included*
Per-user / per-seat fee
× $94/user/month
~ Tier-based
✓ No per-seat fees
Setup & onboarding fee
× Often charged
~ Varies
✓ $0
Annual contract required
~ Optional
× Often required
✓ Cancel anytime
Free migration support
~ Varies by plan
~ Self-serve
✓ Hands-on, included
Typical monthly cost For 1–2 user shop
~$344/mo Base + $94/user
From $99/mo Tier-based
$75/mo Up to 5 users, all features

* Axiom is a modern relationship and growth layer — not a full carrier-rated AMS. If you need a comparative rater or daily carrier downloads, most solo agents pair Axiom with their existing carrier portals or a stand-alone rater (we can recommend integrations on your demo). Many personal-lines agents quote directly through carrier sites and don’t need a separate rater at all.

Built to grow with you

Start solo. Grow at your pace.

Whether you’re flying solo today or planning to bring on a CSR next quarter, you’re not stuck on a starter plan. Same product, same data, same workflows — just more seats when you need them.

1
Today · $75/mo

Just you (and maybe an assistant).

One or two seats. Full CRM, renewal tracking, scheduling, website hosting, email sync. Everything you need to look bigger than you are.

2
Year One · growth

You hire a CSR or part-time producer.

Add seats as you grow. Your data stays put. Your workflows still work. No painful migration to a “real” CRM — you’re already on one.

3
Eventually · $199/mo

You’re a full team of 5, 10, 20.

Move up to the team plan: 20 users included, no per-seat fees. Same Axiom you’ve used since day one. Most agencies on legacy AMS pay this much for a single seat.

Honest pricing. No upgrade gates.

Pick the plan that fits today.

Move between plans anytime. Every plan includes every feature — the difference is just how many seats you get.

Most popular for solo
Solo & Small Shop
Built for the agent flying solo or with up to 4 coworkers.
$ 75 /month
All features included · Up to 2 users*
  • Full CRM & contact management
  • Renewal tracking & automations
  • Pipeline (Quote → Bind → Renew)
  • Scheduling links & reminders
  • Two-way email sync & logging
  • Website hosting (WordPress)
  • Microsoft & Google integrations
Start free for 14 days →
Growing Team
When you’ve hired up — same product, more seats.
$ 199 /month
All features included · 20 users included · 5 TB storage
  • Everything in Solo, plus:
  • 20 user seats included
  • Team boards & shared pipelines
  • Live dashboards & reports
  • 5 TB of file storage
  • Producer-level reporting
  • Priority migration support
  • Need 25, 50, or 100 seats? Just ask.
Book a 30-min demo

* Smaller solo plans start at $75/mo. Need a different size? We’ll match the tier to your shop on the demo. No credit card required to start your trial.

By the numbers

What changes when you stop juggling tools.

5 tools
Replaced by one
CRM, scheduling, email logging, file storage, and your website — all in Axiom. Stop paying five vendors.
14 days
Free trial, no credit card
Full feature access. We help import your contacts and renewal calendar before day one ends.
$0
Setup or migration fees
No annual contract. No early-termination fees. Cancel anytime, export your data anytime.
Common questions

What solo and small-shop agents ask us.

It’s the opposite. Solo agents are exactly who Axiom is built for. The reason it works is that everything talks to everything — so when you’re playing producer, CSR, and admin all at once, you’re not switching between five tools to do one task. The Solo plan is right-sized: $75/mo, full feature access, no enterprise clutter.
Yes. We’ll import contacts, policies, and renewal dates from Excel, Google Sheets, your AMS export, or your existing CRM. Most solo agents are up and running within a day. We’ll personally walk you through it during your trial.
Yes. Many of our agency customers keep their AMS for carrier-rated quoting and policy download, and use Axiom as their relationship and workflow layer. We integrate with Microsoft, Google, and most major email/calendar tools out of the box.
HubSpot’s free CRM is generic. It doesn’t know what a renewal date is, doesn’t include website hosting, and the moment you actually need useful features, you’re on a $50–$3,000/month plan. Axiom is built for client-relationship businesses like yours, with everything you need at one price.
A real person, often the founder, on the same day. We’re a focused team and we like it that way. You’ll have a direct line to someone who knows your account — not a tier-1 ticket queue.
Ready when you are

Stop being everyone. Just be the agent.

Start your 14-day free trial. Bring your client list and your renewal calendar. We’ll help you get them in.

Start free for 14 days → Book a demo
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