Vertafore’s customers can now benefit from efficient syncing between their CRM and agency management system
Vertafore announced it has launched AMS360 Connect on Salesforce AppExchange, empowering customers to provide both sales and servicing teams at independent agencies with a complete view of an insurance customer’s needs. By syncing data between the Vertafore and Salesforce platforms, AMS360 Connect empowers Vertafore’s agency management system users to serve their clients more quickly and effectively.
AMS360 Connect
The integration between Vertafore and Salesforce provides a more efficient flow of customer and policy information to:
- Help producers provide timely advice, leading to improved retention, cross-sell and proactive outreach to customers
- Enable faster processing of new business quoting by automatically passing prospect data from Salesforce to create a submission shell in AMS360
- Improve data accuracy and completeness by eliminating duplicate data entries, which can reduce E&O exposure and prepares improved reporting and analytics
- Enhance the agency employee experience by freeing up time to deepen customer relationships
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“Competing in today’s insurance industry requires agents and carriers to put the customer at the front and center of everything they do,” said Amy Zupon, CEO of Vertafore. “By providing integration between an agency’s management system and the Salesforce platform, we provide agents and carriers with a 360-degree view of their customers, as well as actionable insights from that wealth of information. In other words, a one-stop platform with the tools they need to compete and succeed in the insurance marketplace.”
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“Vertafore’s AMS360 Connect is a welcome addition to AppExchange, as they power digital transformation for customers by deepening industry-specific CRM capabilities,” said Woodson Martin, GM of Salesforce AppExchange. “AppExchange is constantly evolving to enable our partners to build cutting-edge solutions to drive customer success.”
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