Synatic, a data integration and automation leader, is pleased to announce a new technology partnership with OptifiNow, the creator of an all-in-one CRM that optimizes sales and marketing workflows to deliver a CRM experience that satisfies unique business needs.
The insurance industry heavily relies on building strong relationships with clients, requiring insurers and agencies to operationalize the vast amounts of data stored in disparate systems. Integrating this data is crucial for building a comprehensive view of each client and delivering enhanced service. OptifiNow was founded to solve the problems created and compounded by the need to manage leads, contacts, and accounts all in one simple and easy to use platform, while Synatic’s Data Integration Hub (DIH) extracts, integrates, and automates data for insurance organizations of all shapes and sizes. Martin Naude, CEO and Founder of Synatic, understands the importance of integration needs for the insurance industry, “Connecting your AMS and CRM is critical for efficiency, and we’re excited to work with innovative CRM providers like OptifiNow that can enable agencies to be better.”
John McGee, President and Founder of OptifiNow, highlighted the importance of AMS integration, stating, “Most insurance agencies look to OptifiNow for marketing automation, which hinges on our ability to access data from AMS platforms.”
Through the partnership with Synatic, OptifiNow has been able to leverage Synatic's AgencySync solution as a gateway to unlock various AMS platform data. McGee commented, “CRM and AMS integration is notoriously challenging. However, with AgencySync, OptifiNow can now seamlessly transfer data bi-directionally between its CRM platform and various AMS systems.” This newfound integration capabilities will allow OptifiNow to swiftly access customer and policy information, enabling the business to serve its clients with greater efficiency and accuracy.
McGee added, “Partnering with Synatic, a company with extensive experience and deep expertise in CRM and AMS integration, is a significant advantage for us. This collaboration will be pivotal in our continued success as a leading cloud-based Sales & Marketing platform.” He concluded, “We’re thankful to have connected with Synatic early in our journey into the insurance industry.”
About Synatic
Based in the U.S. with a satellite office in South Africa and global customers, Synatic is a modern Insurtech provider specializing in operationalizing data by building out integrations between solutions, dynamically processing multiple data sets via robust APIs, and more. Synatic’s Data Integration Hub (DIH) enables insurance companies, agencies, and brokers to iterate quickly, by unlocking and optimizing data across multiple services and systems while Synatic’s Solutions bring ETL, API Management, Data Warehousing, and Integration into a single platform to allow seamless integration and easy use for modernizing legacy systems. For more information, please visit www.synatic.com.
About OptifiNow
OptifiNow is a cloud-based provider of customized CRM sales management and marketing automation software. OptifiNow’s platform consists of multiple modules that are fully integrated to provide companies with a customizable solution that adapts to virtually any type of sales environment. OptifiNow delivers their solutions using a unique White Glove service model that significantly reduces implementation time, lowers maintenance costs and increases user adoption. Visit www.optifinow.com to learn more.
