Salesforce Insurance AMS Development

Webner | Salesforce agency management system development experts
More and more insurance agencies are now using Salesforce to manage their insurance business. Leads, customers, policies, producers, commission, accounting and reports - everything is being managed in Salesforce now. We have been at the helm of Salesforce based insurance agency management systems development in recent years and have contributed to successful development and launch of Salesforce Insurance AMS apps over AppExchange for our clients.
Our team consists of Salesforce developers who are well equipped with domain knowledge of Insurance industry and web technologies (PHP, Java and Microsoft .NET MVC frameworks over cloud infrastructure like AWS, Windows Azure and Heroku). We can help you with all of the following and more:

  • IVANS and TEAM-UP Policy downloads
  • Attach documents to corresponding policies/contacts inside Salesforce
  • Auto populate ACORD Forms and read back to update Salesforce
  • Direct Bill Commission Reconcile
  • Insurance Accounting
  • Automate Policy renewals, expiry, Certificate of Insurance
  • Claims, Coverages, Endorsement management
  • Bulk Data import/export (Apex data loader, Bulk API)
  • Automate task assignment, reminders, reports generation, emails
  • Creating/Optimizing hierarchical custom object structure in Salesforce for Personal, Home, Property, Commercial Auto, General Business Liability, Professional Liability, Workers’ Compensation, Directors and Officers Insurance
  • Cleanup and rearrangement of existing data to store and relate it correctly (removal of duplicates, moving data from one field/object to another field/object, data merge etc)
  • Create templates for different emails and auto populate them with data (mail merge)
  • Create templates for different Carrier Application Forms and auto populate them
  • Different Salesforce layouts based on different record types
  • Web to Lead forms on your website to store Leads in Salesforce
  • Integration of Salesforce with other systems like your website, accounting system or any other external system you are using (SOAP/REST, oAuth 2.0 integration)
We can help with this and a lot more. Get in touch today by writing to us at or fill the contact us form. We will be glad to assist you.
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