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.
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Salesforce Financial Service Cloud Calendly Integration DocuSign Integration Stripe Payment Integration EzLynx Integration Ring Central Integration


The major challenge(s) to offer a comprehensive solution to the client:
Managing Services

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.


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