AMS360 Agency Management System and InsuredMine 2-Way Integration
Episode description
If you are like most agents, you hate having to use 3 or 4 different technology tools to get things done in the agency.
As much as you need an Agency Management System for policy administration and much more, you also need a system for Sales, Contact Management, and Marketing Automation!
Now the question is which one?
In this webinar, we will explore one such option.
Vertafore’s AMS360 and its integration with InsuredMine.
The two-way integration allows Vertafore users to push and sync data with the InsuredMine system (real-time) and vice versa.
Examples:
- Sync info from AMS360 to InsuredMine when you want to start a cross-sell campaign
- Add a contact as a lead in InsuredMine and sync it in real-time with AMS 360
- Sync Existing AMS360 user info with InsuredMine. After sync, changes will reflect on every update done in either tool
Our Home Page: https://www.inspireanation.org/
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