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
The major challenge(s) to offer a comprehensive solution to the client:
Automatically push Leads from Salesforce into EZLynx Rater Engine & get Real-time quotes back into the Salesforce
Our client was looking for integration between Salesforce and EZLynx to leverage Rating Engine features & QAS templates.
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.