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Insurance Agency Salesforce App

Salesforce Insurance ams

Salesforce Insurance AMS with all major features like IVANS/Team-Up policy downloads, ACORD forms, commission reconcile, Customer Portal, Insurance Accounting and more
online-insurance-ams

Cloud based Insurance ams

Cloud based Insurance AMS development in PHP, VB/C# .NET and Java Frameworks with all major features like IVANS/Team-Up policy downloads, ACORD forms, commission reconcile, Rater integration, Insurance Accounting and more
salesforce-insurance-ams

ACORD and Carrier forms

Auto populate ACORD and Carrier Forms with data from AMS, Salesforce, AL3 files with or without eLabel mappings from ACORD
policy-downloads

Policy Downloads

Automate download of policies into your Agency management system directly (AL3, XML), scheduling to execute the process without manual intervention
commission-reconcile

Direct Bill Commission Reconcile

Reconcile direct commission downloads, manual or automated reconciliation based on rules, schedule the downloads for execution without intervention
insurance-accounting

Insurance Accounting

Insurance Accounting automation in your AMS or as a separate application. Direct billing, Agency billing, manage Receivables, Payables, Journal Entries, Bank Reconciliation and General Ledger
rater-integration

Insurance AMS Rater Integration

Integrate your AMS with external raters to get multiple quotes for comparison by your sales person or end users
customizable-insurance

Insurance Proposal System Development

Bespoke insurance proposal system to design good looking proposal documents with all the necessary details (pre-populated from your AMS, CRM, database or spreadsheets and manually editable).
customer-portal

Customer Portal for Insurance Agency

Connect better with customers by providing them a Salesforce Custom portal to login, submit requests, check updates, view policies and products
salesforce-app-development

Salesforce App Development

Salesforce app development following Salesforce best practices for coding, user interface, performance and security.
salesforce-customization

Salesforce Customization

Salesforce custom objects, layouts, Triggers, Workflows rules, Process Builder, Batch apex, Web To lead and more
salesforce-integration

Salesforce Integration

Integration of Salesforce with Lead Cloud, QuickBooks, Moodle, Totara, Blackboard, Shopify, DocuSign, Amazon S3 and more
salesforce-quickbooks-integration

Salesforce Quickbooks Integration

Integration of Salesforce with QuickBooks Desktop edition. Integrate QuickBooks customers, products, invoices, sales order, purchase orders, quotes, notes and attachments with corresponding Salesforce objects.
data-dedupe

Salesforce Data Dedupe

Salesforce data import, cleanliness, merge with existing data based on business rules to identify duplicates on any standard or custom field combination
zoho-crm-customization

Zoho CRM Customization

Zoho CRM custom layouts, custom objects, actions to be defined on certain events (like update Contact on change in Account), send a pdf as email attachment, create and invoke external web services (through webhooks), CSV data import and Zoho SOAP/REST integration with any system
zoho-creator

Zoho Creator Apps

Zoho Creator custom web forms to embed in your website, integration with other systems, pdf generation, e-signature
zoho-reports-and-analytics

Zoho Custom Reports

Zoho reports data upload, sync with Zoho CRM, custom reports, controlled sharing (read-only, read-write), drill-down reports, Embed reports & dashboards in website, Schedule reports to be emailed automatically custom branding and Zoho reports integration
zoho-invoice

Zoho Invoice Integration

Zoho invoice integration with Zoho CRM, Zoho Projects, Payment gateways, API integration to manage Zoho invoice contacts (Add/Edit/Update), list invoices, issue refunds, recurring invoices, Issue credit notes, refunds, expenses, projects, add users to projects, timesheet entries and Invoice history for the project
zoho-books

Zoho Books Integration

Zoho Books API integration to Create, edit, fetch or update Journals, Customers, Vendors, manage projects, add/update project users, timesheet entries, fetch invoices for a project, manage invoices, create recurring invoices, cancel, edit or email automatically, manage Sales and Purchase orders, Expenses, Bills, Credit Notes and Estimates
zoho-subscriptions

Zoho Subscriptions Integration

Zoho Subscriptions recurring billing automation, charging cards, adjusting customer's prorated amounts, automatic alerts of card failure, apply discount coupons, group invoices of multiple subscriptions, issue refunds, handle upgrades, downgrades and even one time transactions.
zoho-quickbooks-integration

Zoho Quickbooks Integration

Integrate Zoho QuickBooks Desktop edition with Zoho, sync customers, products, invoices, sales order, purchase orders, quotes, notes and attachments with corresponding Zoho objects
netsuite-crm-api-integration

NetSuite CRM API Integration

NetSuite CRM api integration with QuickBooks, DocuSign, Salesforce, Moodle, Totara, Blackboard Learning Management Systems or any other systems that have SOAP/REST api
learning-management-system-development

SaaS multi-tenant LMS

Complete LMS system developed over AWS infrastructure with multi-tenancy, SCORM support and all major features of LMS for learners, trainers and admin including subscriptions and ecommerce inbuilt.
moodle-totara-installation-upgrade-and-support

Moodle migration and upgrade

Moodle upgrade from 2.x to latest 3.x version with them and plugins while also migrating to a new server in AWS infrastructure. Work completed within 1 day.
moodle-totara-theme-design

Moodle and Totara Custom Themes

Moodle and Totara custom themes with rich functionality to show nice looking menus, course completion progress, easy navigation to last accessed activity, custom blocks for useful information and more.
moodle-totara-plugin-development

Moodle and Totara Custom Plugins

Moodle and Totara custom plugins for custom Activities, authentication plugin for SSO, block plugins to show custom information, reports plugins for advanced reports and Web service plugins to access information securely from outside Moodle and Totara.
moodle-salesforce-integration

Moodle Salesforce Integration

Moodle Salesforce Integration to sync courses, users, enrollments, activities, grades, cohorts, certificates and other information from Moodle to Salesforce in real time. Also control creation of content directly from Salesforce and sync directly into Moodle.
totara-salesforce-integration

Totara Salesforce Integration

Totara Salesforce Integration to sync programs, courses, audience, users, enrollments, activities, grades, certificates and other information from Totara to Salesforce in real time. Also control creation of content directly from Salesforce and sync directly into Totara.
blackboard-salesforce-integration

Blackboard Salesforce Integration

Blackboard Salesforce Integration to sync courses, categories, users, enrollments, activities, grades and other information from Blackboard to Salesforce in real time. Also control creation of content directly from Salesforce and sync directly into Blackboard.
instructional-design

Instructional Design in Adobe Captivate

Interactive, responsive and beautiful looking content creation in Adobe Captivate. Mathematical, English, multilingual, charts or graphical dynamic content with feedback on clicks. Condition based next step for lessons and quizzes.
dotnet-development

Microsoft C# .NET Development

Development in C# .NET or VB .NET over Windows Azure cloud infrastructure or on-premises hosting. Our expertise is in developing data driven dynamic ASP .Net Web applications, integrating .NET applications with other systems via SOAP / REST apis, creating Web services layer, Class Libraries, Windows applications and Windows services.
spring-framework

Java Frameworks Development

Development in Java Spring, Hibernate, Struts, Stripes, Jboss, Tomcat, Oracle, MySQL, SQL Server over AWS cloud infrastructure or on-premises hosting. Our expertise is in developing data driven dynamic Web applications, integrating Java applications with other systems via SOAP / REST apis, creating Web services, Class Libraries and asynchronous applications.
php-frameworks

PHP Frameworks Development

Development in Laravel, CakePHP, CodeIgniter, Oracle, MySQL, SQL Server over AWS cloud infrastructure, Heroku or on-premises hosting. Our expertise is in developing data driven dynamic Web applications, integrating PHP applications with other systems via SOAP / REST apis, creating Web services, Class Libraries and asynchronous applications.

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