Migration from Legacy Agency Management System (AMS)
Project Description
Our 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 Service Cloud Calendly Integration DocuSign Integration Stripe Payment Integration EzLynx Integration Ring Central Integration
Challenges
The major challenge(s) to offer a comprehensive solution to the client:
- The existing Legacy Agency Management System (AMS) had a lot of shortcomings and limitations to handle the client’s insurance business growth.
- It was inefficient, unstable, not scalable, had security risks, not user friendly, was incompatible for integrations with third party appslike Ring Central, DocuSign and many more.
Migration from Legacy Agency Management System (AMS)
We implemented the following solution(s) to overcome the above challenge(s) for our client.
Team migrated the following objects from a Legacy Agency Management System into
Salesforce
Personal clients as Salesforce Person Account
We also helped with automatic marketing outreach, quoting and delivery
of SMS, email etc.
Results
- Agents Rep’s close leads faster and can easily contact customers within the same platform.
- Simplified Policy Sales Experience.
- The managers'service team has a 360 view of KPI Dashboard.
- Productivity increased by 22%.
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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