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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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:
Group
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.

Results

Asset of the Company

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. Read more customer success stories 

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