Synatic Launches AgencySync: Bridging the Gap Between AMS and CRM for Insurance Agencies

Synatic, a leader in data integration and automation solutions, today announced the launch of AgencySync, a groundbreaking tool designed to seamlessly integrate Agency Management Systems (AMS) and Customer Relationship Management (CRM) systems. This innovative solution provides insurance producers and agents with a unified, 360-degree view of customer data, eliminating the inefficiencies of toggling between multiple systems and enabling a streamlined approach to client management.

AgencySync empowers insurance agencies to unlock significant business potential by solving long-standing data challenges:

• Improved Customer Service: Eliminate the need to bounce between multiple systems and screens to access client information, making producers and agents more productive and delivering a seamless customer experience.

• Comprehensive Reporting: Gain insights and make better decisions with reports that show all aspects of your customer relationships, including sales, marketing, customer service, and even accounting and finance.  

• Actional Dashboards: Build dashboards that provide real-time insights into your business empowering quick decisions based on the most up-to-date information.

“Leveraging Synatic's AgencySync to boost upsell and cross-sell success can lead to agencies potentially increasing revenue, increasing average transaction values, and improving client satisfaction when the client genuinely benefits from the upsold product or service,” said Martin Naude, CEO and Founder of Synatic. “With AgencySync, agencies can move beyond fragmented systems, enabling them to focus on what matters most—building stronger client relationships and driving business growth.”

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Learn more about AgencySync and how it can transform your agency’s operations.

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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.

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