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.
Gif Maker

Industry

Insurance

Products

Salesforce Financial
Services Cloud

Challenges

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

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

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.

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