Home

We develop Insurance Agency Management Systems in Salesforce or over the web. Our team is behind the development of some of the leading Insurance AMS in the USA. Our expertise include Policy Downloads (AL3), Online ACORD forms, Commission Reconciliation, Insurance Accounting, Proposal Management system, Lead Management, Rater integration and more.

Topmost Salesforce Insurance Agency Management System available over Salesforce Appexchange are developed by our salesforce developers. Contact us for development of IVANS/TEAMUP policy downloads into Salesforce, Commission Management, Online ACORD forms, Insurance Accounting, Lead Management, Rater integration and other AMS features.

Online ACORD and Carrier forms editing is an important need of Insurance professionals in P& C insurance industry. We help agents to autofill ACORD and Carrier Forms with policy data stored in AMS/CRM, edit ACORD forms in the browser without downloading to local system, download readonly PDF and submit the data back into the source AMS/CRM.

We assist with IVANS or TEAMUP policy downloads. While you will need AL3 file downloads from IVANS, we can assist with AL3 to text conversion (through WinsurTech AL3 Parser or EForms API from ACORD Solutions Group), AL3 fields to your AMS field mapping, and updating your AMS with the latest policy transaction data everyday.

Commission Management is a key module in insurance agency management systems. Auto calculation of producer commission (splits, payables), agency commission, agency fee, consultancy fee, IVANS Commission downloads (import into AMS or CRM) and commission reconcile to identify differences - all of these come under our work experience.

Insurance Accounting Automation is a must to manage various financial aspects like Receivables, Payables, Expenses, Income, Journal Entries, Bank Reconciliation, General Ledger and to generate reports. We have built Insurance Accounting Software over the web as well as in Salesforce. Integrating with Accounting Seed or QuickBooks is also our expertise.