Salesforce Integration with EZLynx
Project Description
The Client wanted Agency Management System (AMS) for managing Sales, Client, Documents, and Security along with integration with Salesforce.
Additionally, the objective included PL rater integration as well as IVANS-Carrier
Downloads.
Industry
Insurance
Products
Salesforce Financial
Services Cloud
Challenges
The major challenge(s) to offer a comprehensive solution to the client:
- Automatically push Leads from Salesforce into EZLynx Rater Engine & get Real-time quotes back into the Salesforce
- Our client was looking for integration between Salesforce and EZLynx to leverage Rating Engine features & QAS templates.
Solution
We implemented the following solution(s) to overcome the above challenge(s) for our client.
Implemented integration to automatically send user’s information to EZLynx
Rater Engine with the help of QAS. We implemented seamless integration between Salesforce & EZLynx. Now, Sales reps have to just perform a single click, and end-to-end
automation process takes care of the entire process.
Results
- Simplified the experience
With one click get quotes in real-time within the salesforce. - Increased Productivity by 22%
Less work for Sales rep, easier quoting process and increased ROI - Seamless Management
Effortless monitoring all Quotes within Salesforce
Our customers love what we do
SP Tech has impacted over 3X in revenue around the world. Our contributions are quite evident in our customer success stories.
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