For Producers and Account Managers (AMs) in an insurance agency, having instant access to up-to-date customer and policy information in their preferred system is essential. Producers often depend on their Customer Relationship Management (CRM) system to manage and nurture client relationships, while AMs depend on their Agency Management System (AMS) to manage policies. These two distinct systems can create a gap in information flow. Agencies must find a solution to bridge this AMS-CRM integration challenge to ensure seamless and accurate data access for all team members.
Transferring data between an AMS and CRM system can be a daunting task for agencies, often requiring manual data entry. This process not only consumes valuable staff time but also increases the risk of errors and omissions. However, agencies that successfully integrate their CRM and AMS can ensure that both systems hold consistent and up-to-date information in real time, streamlining operations and reducing the potential for mistakes.
Many agencies use HubSpot CRM because of its powerful sales functionality, customer service and marketing. The AMS, however, is the central information hub for policy information. The problem arises when trying to integrate these solutions so that the data in the AMS, or specific in-house solutions, share information with HubSpot. No organization can achieve a holistic view of their clients if these systems are siloed, therefore, integration plays a key role in making sure that the disparate systems are connected.
Agencies often face challenges when integrating their AMS with HubSpot due to limitations in the native HubSpot connectors provided by AMS vendors. These connectors are typically designed to share data in a specific way, which may not align with the agency's needs. As a result, agencies are restricted in how and what data can be shared between the systems, leading to operational inefficiencies and potential misalignment with their workflows. This lack of flexibility can hinder an agency's ability to fully utilize their systems and optimize their processes.
Agencies that don't solve this integration challenge are forced to find workarounds that can be less efficient, more time-consuming, and costly.
[Related Topic: Salesforce to AMS Integration - Is Your CRM an Overpriced Rolodex?]
Synatic’s CRMSynch solution provides all the tools needed to help agencies keep their CRM and AMS in lockstep and make the task of AMS-HubSpot integration simpler and faster.
The CRMSynch solution allows agencies to connect the data in their systems using real-time integration without being limited by the AMS native connector. This flexibility enables agencies to move the data they want bi-directionally between their AMS and HubSpot without limitations. What's more, CRMSynch empowers agencies to implement the integration how they need it, not as the AMS vendor believes it should be done.
The integration automatically updates customer records bi-directionally between both systems in real time as new information becomes available. This includes updates related to life events, such as changes in marital status, the birth of a child, or a new home purchase.
CRMSynch can integrate HubSpot to whatever AMS is being used, e.g., Applied Epic or AMS360. This brings agility and efficiency to the work environment. Unlike other products, Synatic CRMSynch is not constrained by the internal data transfer limits. It allows agencies to move data without concern for the amount of data being transferred between systems.
[Unifying Insurance Agency Systems to Improve the Customer Experience]
CRMSynch by Synatic enables agencies to break application and data silos by integrating their AMS and HubSpot systems.
An agency that effectively integrates its AMS and HubSpot can create a data-driven approach to cross-selling and up-selling, improving customer engagement and revenue opportunities. The integration gives a competitive edge by delivering a better customer experience and outperforming competitors. If you want to learn more about how you can empower server staff (AMs) in your CRM, and Producers to interact with clients with more success, contact Synatic today.
