About the event:

Near real-time integration is a major selling point for most applications on the market today. This feature allows for digital data transfer to and from any system of record within an organization. For many Insurance Agents and Brokers, however, this was not the case - until now. Bi-directional communication to any Agency Management System (AMS) is now a reality! The AMS is the backbone application for all Insurance Agents and Brokers. The shortcomings of the AMS in the market today comes down to its inability to send and receive data digitally.

Why is this important? Many Agents have opted to use other applications to better run their business, a major one being a Customer Relationship Management (CRM) system. However, due to the lack digital communication, any data that is entered into a CRM has to be re-entered manually into the AMS. Below are the major use cases we are solving with our Agency and Broker customers with bi-directional communication to their AMS.

-CRM to AMS and AMS to CRM (no more double entry)
-New Customer Intake Form (fully automated)
-IVANS Exceptions (fully Automated)
-AMS to AMS migrations (no more waiting for the platform vendor)

Join us for this 30-minute session to learn more about the above use cases and how they can drive value for you and your business.

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