Insurance CRM and AMS are tools that aid in the efficiency of insurance agencies. These insurance agency software packages include features that help agencies grow their businesses and achieve their objectives. Though insurance CRM and AMS provide similar benefits, understanding their differences can assist agencies in selecting a better system.

So, what’s the difference between CRM and agency management insurance? The primary distinction between the two is that insurance CRM prioritizes client-agent relationships, whereas insurance agency management systems assist agents in organizing and managing their day-to-day activities.

AMS is for policy management and administrative policy tasks. CRM helps in customer communication, updates, and relationship building. So, both need to go hand in hand for better sales results.

Customer relationship management (CRM) is a strategy that insurance agencies use to increase their profits. The strategy works by analyzing critical client information so that employees can use it to their advantage. Many businesses use a CRM tool or software to implement this type of strategy.

The use of CRM software results in a more personalized interaction between the buyer and seller. It enables sellers to track their customers’ behavior and preferences by analyzing their various interactions. Businesses can use this strategy to provide better, more excellent customer service to existing customers while also attracting new customers. What was once a sales and marketing tool has evolved into a platform that assists employees in staying on track.

InsuredMine CRM integration with Insurance AMS

InsuredMine is integrated with almost all major Insurance AMS available in the market. Different Agency Management Systems have different architecture. However, InsuredMine has tried to align its architecture in such a way that it can fit with all the agency management systems that are integrated. So, you get all customer, contact, and dependent-related information under one roof. One can set automation for all three – customers, contacts, and dependents. So, all three can be covered for any sort of automated communication, such as an email campaign or bulk text.

There are different kinds of reports where you can group them by your agents, category, etc. to have a holistic overview of the agency business.

InsuredMine has Vertafore products which include – AMS360, QQCatalyst, Benefit Point, PL Rater, and Sagitta. AMS360 is composed of all customer-related information and within that, there are contacts and dependents. AMS 360 retrieves all policy-related information in InsuredMine. The policy page includes driver, house, and coverage details. For all contacts, you can access notes, tasks, and files in InsuredMine. QQ Catalyst has a different architecture all-together, however, all the contact information is mapped in InsuredMine.

InsuredMine & AMS360– 2-Way Integration – Real-Time Sync – Contacts, Task, Claim, Policy, Accounts, SMS

To explore this in more details, check out this knowledge base article: https://www.insuredmine.com/knowledge-base/ams360-integration/

Insuredmine & QQCatalyst- 2-Way Integration- Real-Time Sync- Email, Files, Activity, Policy, Contacts, Coverage, Driver, Vehicle, House

To explore this in more details, check out this knowledge base article:

https://www.insuredmine.com/knowledge-base/qq-catalyst-integration/

InsuredMine and Sagitta- 2-Way Integration- 2-3 Min Sync- Accounts, Contacts, And Policies

To explore this in more details, check out this knowledge base article:

https://www.insuredmine.com/knowledge-base/sync-of-accounts-contacts-and-policy-from-sagitta-to-insuredmine-and-vice-versa/

InsuredMine & Benefit Point- 2-Way Integration- Real-Time Sync- Policy Data

To explore this in more details, check out this knowledge base article:

https://www.insuredmine.com/knowledge-base/policy%e2%80%8c-%e2%80%8cmapping%e2%80%8c-%e2%80%8cfrom%e2%80%8c-%e2%80%8cinsuredmine%e2%80%8c-%e2%80%8cto%e2%80%8c-%e2%80%8cbenefit%e2%80%8c-%e2%80%8cpoint%e2%80%8c/

InsuredMine has real-time integration with NowCerts. So, as soon as a contact is registered in NowCerts, it will appear in InsuredMine. With NowCerts, InsuredMine is able to retrieve information on the insured along with all the contacts from NowCerts. 

InsuredMine & NowCerts– 2-Way Integration- Real-Time Sync- Notes, Tasks, Files, Email, SMS, Activity, Contacts, Policy, Coverage, Driver, Vehicle, House

To explore this in more details, check out this knowledge base article:

https://www.insuredmine.com/knowledge-base/nowcerts-for-insured-prospects-policy-and-integration/

HawkSoft & InsuredMine– 1-Way Integration- Real-Time Sync- Contact, Policy, Coverage, Driver, Vehicle, House.

To explore this in more details, check out this knowledge base article:

https://www.insuredmine.com/knowledge-base/hawksoft-integration/

InsuredMine and Epic– 1- Way Integration- Real-Time Sync- Contacts, Policy

To explore this in more details, check out this knowledge base article:

https://www.insuredmine.com/knowledge-base/search-by-ams-account-id-ams360-hawksoft-qq-catalyst-and-epic/

EZLynx to InsuredMine– 1-way sync- Book of Business

To explore this in more details, check out this knowledge base article:

https://www.insuredmine.com/knowledge-base/how-to-sync-your-ezlynx-book-of-business-into-the-insuredmine-portal/

The image below shows what all can be integrated between your AMS and InsuredMine CRM.

Note: The one marked with a cross sign, cannot be integrated. However, the primary reason for this is that the respective AMS does not have API capability. In case the API capability is increased it will have the functionality to be integrated well.

 To learn more about how InsuredMine is integrates smoothly with all major AMS watch our IMUG meet video.