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.
Kimberly Donald
Our company has been highly satisfied with the professionalism of SP Tech. Some of the reasons we enjoyed working with them on this project include great communication, prompt response times, creative solutions, and friendly and knowledgeable staff. SP Tech has been a great partner and made a large and difficult conversion from Salesforce Classic to Salesforce Lightning seem easy, all the while creating custom pages and solutions to meet our company specific needs. SP Tech was ready to take on each and every challenge.
Warren Lorentz
SP Tech is a great team of proficient programmers. I highly recommend using them to build custom trading tools and web applications. They were meticulous, detail-oriented, and followed up when they had questions. I enjoy working with them.
Jordan Archie
Roshan and Tushar are amazing developers and are extremely smart when it comes to Salesforce. I highly recommend working with this team in the future you’ll get great results and an excellent product.
Ricky M
After working with many salesforce consultants/development teams, I can say that it has been extremely difficult to find a partner who could communicate frequently and effectively, and one that understands our needs perfectly. It is also critical to find a partner who can offer solutions beyond just the original expectations or desired SOW. Thinking outside of the box to provide more solutions and options to the existing problems that we are trying to solve is simply how SP Tech operates and for that reason, I plan to use them on all of our future salesforce projects. They have always been quick, transparent, and have been brilliant in execution. The quality of work is top notch and I can count on them to get it done, and go even further. Great work by the SP Tech team!
Subrina S
SP Tech’s works have helped change the company’s operations and scale and create a future sustainable business model. The team holds regular meetings, keeping track of each process and addressing requests and concerns.
Ketan Doshi
Well, SP Tech is one of best mobile app development companies that I have ever came across. I must say that have an excellent ability to understand the requirements and work accordingly. They and their team are the best and I have a seamless experience with them. I can say that the team of SP Tech has played a major role in our application.
Sandip Sheth & Associates
Development teams that I have ever came across. I got the results as I was expecting and worked exactly as I requested. Their team was excellent on their on-time deliveries and were also dedicated and qualified in their work. I got two projects done from the team, and both of them surpassed the excellence.
David Kane / CTO, Hometown Firefighters
The team always communicated very well with us and they kept the deliverables on time. Salesforce is not an easy system to code on to say the least. I was very impressed with the team’s talent to push through and get the job done. The whole team was great and all around great experience and would definitely use them again if needed.
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