Synatic Launches AgencySync: Bridging the Gap Between AMS and CRM for Insurance Agencies
Introducing AgencySync, a groundbreaking tool designed to seamlessly integrate Agency Management Systems (AMS) and Customer Relationship Management (CRM) systems.
January 7, 2025
blog
News
Synatic and OptifiNow Announce Partnership to Empower Seamless CRM to AMS Integration
October 9, 2024
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News
Solving the AMS-HubSpot Integration Challenge
September 25, 2024
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Data Integration & Automation
Data Integration Hub (DIH)
360˚ Customer View / Customer Experience (CX)
AMS (Agency Management System)
Data Quality
How Can Integrating Your AMS and CRM Improve Cross-sell and Upsell Opportunities
September 18, 2024
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AMS (Agency Management System)
360˚ Customer View / Customer Experience (CX)
Data Integration & Automation
Data Integration Hub (DIH)
Data Quality
Streamline the Direct Bill Commissions Process with AI-Powered OCR
August 13, 2024
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Artificial Intelligence
Data Quality
Data Integration & Automation
AMS (Agency Management System)
Direct Bill Commission
How are Inaccurate Policy Expiration Dates in Your AMS Affecting Revenue?
August 6, 2024
blog
AMS (Agency Management System)
360˚ Customer View / Customer Experience (CX)
Data Quality
Legacy System Modernization
Policy Downloads
Salesforce to AMS Integration - Is Your CRM an Overpriced Rolodex?
July 29, 2024
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Data Quality
Data Integration & Automation
AMS (Agency Management System)
Reporting
Salesforce
AI Transforms DBC Statement Matching, Helping Agencies Stay Competitive
July 23, 2024
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Artificial Intelligence
Direct Bill Commission
Data Integration & Automation
Data Quality
AMS (Agency Management System)
Spend Less Time Cleaning Data and More Time Being Productive - Fewer Clicks, More Productivity
July 10, 2024
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Data Quality
Data Integration & Automation
Manual Data Entry
Reporting
Salesforce
How to Avoid the Challenges Associated with Policy Misclassification
July 3, 2024
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Data Quality
Policy Renewals
Policy Downloads
Reporting
Data Integration & Automation
How Bad Policy Contact Data Can Hinder Your Marketing Efforts
June 27, 2024
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360˚ Customer View / Customer Experience (CX)
AMS (Agency Management System)
Data Quality
Artificial Intelligence
Policy Downloads
A Report is Only as Good as The Data Used to Compile It
June 4, 2024
blog
Reporting
Data Quality
Data Integration & Automation
AMS (Agency Management System)
Using AI to Fix Customer Data Quality in Your AMS
May 29, 2024
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Data Quality
Artificial Intelligence
AMS (Agency Management System)
Reporting
Ensure Your Producers Hit Their Targets
May 21, 2024
blog
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Closing the Gap Between Account Management and Producers Using DataFix
May 8, 2024
blog
Data Quality
Data Integration & Automation
Data Integration Hub (DIH)
AMS (Agency Management System)
Reporting
How Clean Data Can Speed-Up Policy Remarketing
April 16, 2024
blog
Data Quality
AMS (Agency Management System)
Reporting
Data Integration & Automation
Taking on Agency’s Dirty Data
March 19, 2024
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Data Quality
Data Integration & Automation
Data Integration Hub (DIH)
Reporting
AMS (Agency Management System)
How Ineffective Renewal Processes Can Affect Commission Calculation
March 12, 2024
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Policy Renewals
Data Integration Hub (DIH)
Policy Downloads
Streamlining Carrier Auditing with Synatic
March 4, 2024
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Data Integration & Automation
Data Integration Hub (DIH)
Direct Bill Commission
AMS (Agency Management System)
Data Quality
How Synatic is Using AI to Streamline the Carrier Data Alignment Process
February 27, 2024
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Fear Tech No More – Leveraging Automation to Streamline the Direct Bill Commission Process
February 20, 2024
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Using Loss Ratio Reporting to Optimize the Relationship with Carriers and Clients
February 13, 2024
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Overcoming the Fear of Automation
February 5, 2024
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Data Integration & Automation
Synatic Joins Vertafore’s Orange Partner Program
January 29, 2024
news
News
Revolutionizing Loss Run Reporting with Synatic
January 16, 2024
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Reporting
I'll Fix My Data Later: Fixing Data After an Agency Merger
January 9, 2024
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Data Quality
Using 360-degree Customer Views to Move from Transactional Services to Experiential Relationships
December 12, 2023
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360˚ Customer View / Customer Experience (CX)
Managing Commission Agreements as an Agency Grows
December 5, 2023
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Direct Bill Commission
Breaking the Silos Between AMS and CRM Helps Insurance Firms Maximize CX and Boost Efficiencies
November 28, 2023
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360˚ Customer View / Customer Experience (CX)
Salesforce
AMS (Agency Management System)
Unlocking The Potential of Mobile Apps for Insurance Agencies
November 14, 2023
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Mobile Apps for Insurance
An Integrated AMS and CRM System Facilitates Easy Insurance Renewals
November 6, 2023
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Policy Renewals
Salesforce
AMS (Agency Management System)
Synatic and Certificial Announce Partnership to Empower Independent Agents
October 27, 2023
news
News
How Technology Can Address the Challenge of Knowing When to Reach Out to Customers
October 24, 2023
blog
360˚ Customer View / Customer Experience (CX)
Unlocking the Power of AI Through Data Warehousing
October 17, 2023
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Data Warehousing
Artificial Intelligence
Integrated D-U-N-S Numbers Help Insurance Firms Deliver Fast, Accurate Quotes
October 10, 2023
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Business Stories
How Synatic’s Data Integration Hub and Experian can Transform your Lead Management
October 3, 2023
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Business Stories
Addressing High Staff Turnover Through Intelligent Data Management
September 26, 2023
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Manual Data Entry
Why Insurance Producers Need Access to AMS Data in HubSpot
September 12, 2023
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AMS (Agency Management System)
HubSpot
The Crucial Role of Clean Data in Harnessing Lead Potential in the Insurance Industry
September 6, 2023
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Data Quality
Property Data Gives Insurance Agents an Edge and Boosts Agency Customer Retention
August 28, 2023
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Business Stories
Not All Leads Are Created Equal: Learn How to Manage your Sales Funnel and Prioritize your Leads with Synatic
August 16, 2023
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Business Stories
Leveraging the Power of Self-Service Reporting
August 14, 2023
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Reporting
Get Better Value From Cloud Data with a Data Integration Hub
August 10, 2023
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Data Integration Hub (DIH)
How Insurance Agencies Can Keep Track of Tasks in Their AMS
August 4, 2023
blog
AMS (Agency Management System)
A DIH Helps Agencies Harness the Power of AI to Manage ACORD Data
July 20, 2023
blog
Artificial Intelligence
How to Integrate Your AMS with HubSpot to Simplify Policy Renewals
July 10, 2023
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Policy Renewals
HubSpot
Integrating an Agency Management System with Certificial's Smart COI
July 7, 2023
blog
COI (Certificate of Insurance)
Empower Agency Staff by Integrating Your AMS with Salesforce
July 5, 2023
Salesforce
AMS (Agency Management System)
Automating the Commission Process to Build a Culture of Trust in Insurance Agencies
June 20, 2023
blog
Direct Bill Commission
Eliminate the Risk Placed on Brokers and Agents who use Poorly Integrated Systems
