Migration of On-Premises Workloads and Applications to AWS, Coupled with Managed Cloud Operations, for an Independent Marketing Organization and Distributor with Expertise in Insurance Products


Asset Marketing Systems Insurance Services, LLC (AMS) is a distributor of insurance products with an expertise in Fixed Index Annuities, Fixed Annuities, Life and Long-Term Care Insurance. They are referred to in the industry as an Field Marketing Organization (FMO) or Independent Marketing Organization (IMO). Insurance carriers utilize FMOs to promote and distribute their products and services to you, the producer.

AMS is a foremost insurance marketing organization dedicated to the success of independent agents.

AMS empowers agents to effectively compete against direct writers with world-class support services and resources. Through deep industry expertise and relationships, AMS provides independent agents unparalleled access to the nation’s leading insurance carriers and products.

The company’s carrier appointments, advanced quoting and enrollment platforms streamline processes for agents to quickly deliver optimal coverage options that meet customer needs.

AMS offers a comprehensive range of specialized solutions spanning P&C, commercial, life, health, employee benefits and more to equip agents for growth. Ongoing training, marketing funds, sales automation tools, and dedicated support equip producers to operate efficiently while delivering highly consultative customer experiences.


AMS faces challenges related to limited reliability, scalability, security, and high costs of its on-premises infrastructure. They seek to overcome these challenges by taking the first step towards digital transformation by migrating their workloads to AWS and establishing robust steady-state operations in the cloud. This will enable them to achieve improved reliability, scalability, security, cost optimization, and simplified operations.


  • Focus on creating the set of guiding principles to ensure that IT & Application landscape assessment yield successful outcomes that aligned with AMS goals and objectives

  • Deep dive and holistic Cloud migration assessment combining the below methods:

    1. Platform-driven (Concierto.Cloud) automated discovery of the ASM IT landscape

    2. Experts-driven review of the AMS platform's technical architecture, performance, security, and scalability requirements

  • Build recommendations for cloud transition

    1. Migration and licensing analysis from On-Prem to AWS

    2. Modernization pathways leveraging AWS services

  • Delivered the comprehensive assessment report that consists of the following

    1. Cloud end-state transition design

    2. Transition Planning with DevOps, security, and operations posture

    3. Total Cost of Ownership

  • Use Concierto-generated assessment report to collaboratively identify the application(s) for transition to the cloud.


  • Design and Deploy Overall cloud architecture including Landing Zone setup and AD Integration

  • Automated Migration of VM's to AWS leveraging Concierto

  • Concierto-led Cloud Infrastructure management for OS, Network, Storage and Database layers

  • Continuous service improvements for Managed CloudOps

  • Insurance industry expertise


AWS Services used:

  • Control Tower, Landing Zone and VPC

  • AWS Direct Connect

  • AWS Customer Gateway

  • Active Directory Migration

  • EC2 for Application and SQL DB hosting

Transformational Effects

  • Cost Savings

  • Better Business Agility

  • Simplified Backup, Recovery, Failover and Monitoring

  • Improved Data Management

  • Increased Efficiency and Productivity

  • Enhanced Customer Efficiency

  • Improved Security and Risk Management

Published: 2023-12-27

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