Salesforce Insurance Agency Management System Development

Salesforce Insurance AMS

Webner is the prime outsourcing company for Salesforce Insurance Agency Management Systems development for the US P&C insurance industry. We have been at the helm of Salesforce insurance agency management systems development from the start of this revolution (with TechCanary) and have contributed to the successful development of several Salesforce Insurance agency management systems for agencies and software companies (including Veruna). More and more insurance agencies are now using Salesforce to manage their business. Policy management, IVANS downloads (policies and DB commission), Lead Management, Opportunities, Producer commissions calculations, ACORD & Carrier forms, Insurance Accounting, Documents, and Analytics – everything is being managed in Salesforce now. Our Salesforce developers have expertise in Salesforce as well as the Insurance domain so you don’t need to spend your crucial time explaining things.

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Salesforce CRM is the world’s most popular cloud-based customer relationship management system. It is very flexible in terms of customization and also comes with powerful development components and technologies (like Triggers, Workflows, ProcessBuilder, Batch Jobs, Schedulers, Apex, VisualForce / Lightning components, SOQL, REST/SOAP Web Services, Customer Community, etc). In addition, data gets stored over the cloud and remains accessible anywhere with an internet connection. Since the insurance industry is in need of technical simplification, which means instead of using several different applications like Excel, desktop-based insurance management app, quoting tool, accounting app, separate rating app, file storage, manual data transfer, etc, a single platform is a much better alternative, that also over the cloud so no installations are needed. Therefore full-fledged insurance agency management systems are being developed in Salesforce with all the features like ACORD forms (auto-fill), Policy downloads (IVANS), Insurance Accounting, Commission Management (split calculation), Commission Downloads & Reconcile, Security (make available different features according to user role) and TurboRater integration. For document storage, AWS S3 or a similar cloud based solution is a less expensive option. Apart from that software like Conga composer and PowerForms make it easy to send dynamic emails and documents (for esigning). Salesforce makes it possible to call web services in the external systems (like IVANS, ACORD). Considering these factors, Salesforce Insurance Agency Management Systems are gaining enormous popularity. Talk to our development team today at dev@webners.com to get your own Salesforce agency management system developed or enhanced. You can opt to develop selected features instead of comprehensive AMS, it depends on your need. If you are an agency, you can get the features built according to the needs of your staff.

More on Salesforce Insurance Agency Management System

Our team consists of Salesforce developers who are well equipped with domain knowledge of Insurance industry, server side coding over cloud infrastructure like AWS, Windows Azure and Heroku. We can help you with all of the following and more:

  • Assessment of your needs and suggesting the best approach to follow

  • Policy Administration, Tasks, Reminders, Renewals

  • Auto populate ACORD Forms and Carrier forms

  • IVANS Policy downloads

  • IVANS Commission downloads

  • Insurance Accounting, Quickbooks or AccountingSeed integration

  • TurboRater Integration

  • Email notifications with dynamic templates and data

  • Roles and Permissions management (access control)

  • Data Migration from other AMS systems

  • Salesforce Data Deduplication – Cleanup and rearrangement of existing data to store and relate it correctly (removal of duplicates, optimizing objects and fields, adding validation constraints)

  • Bulk Data import/export (Apex data loader, Bulk API)

  • Web to Lead forms on your website to store Leads in Salesforce

  • Web to Case for your customer, and Customer Community Portal

  • 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)

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Learn more about our Salesforce Insurance Software Development Experience

Webner is trusted by renowned companies across the globe for our responsiveness, diligence and technical expertise. Contact us today for the development of your Salesforce Insurance agency management system by writing to us at our development email id dev@webners.com or by filling the contact us form.

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