Insurance AMS Development over AWS or Azure Infrastructure
Web Based AMS
Insurance Software Feature List
Insurance agencies need CRM as well as Insurance data management features.
The most common features are listed below:
CRM Features in an Agency Management System
Leads, Accounts, and Contacts Management
Deals / Opportunities Management
Workflow Rules to track Leads/Opportunities to create Tasks/Policies
Marketing Automation – Campaigns, Email/SMS Templates, Workflow Rules to decide email/SMS sequence
Quotes Management (Integration with Rating engines)
Outlook / Gmail, Google Drive, Office 365 Integration
Proposals Generation (Templates, embedding of data from the AMS for property/vehicles, drivers, coverages, limits, deductibles etc based on the line of business)
Reminders, Alerts, Notifications
Roles and Permissions management (access control)
Insurance Data Management Features in an Agency Management System
Policy Administration, Renewals, Cancellations
IVANS Policy downloads (AL3 Conversion and Data Mapping)
IVANS Commission downloads (Summary and Detailed information storage)
Auto populate ACORD Forms and Carrier forms in the web browser, E-Signatures
Insurance Accounting, Quickbooks or AccountingSeed integration
TurboRater Integration
Data Migration from other AMS systems
Integration with other systems like your website, accounting system or any other external system you are using (SOAP/REST, oAuth 2.0 integration)
Cleanup and rearrangement of your existing data to store and relate it correctly (removal of duplicates, data merge etc)
Google Maps integration to show property location, contact location, Endorsement management