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Ties with your AMS
InsureSocket is bi-direction with
AgencyWorks, Agency Integrator product, and is able
to accept feeds from various other agency management system
providers as well. Having InsureSocket linked with your AMS
produces powerful results that cannot be offered by other off
the shelf client relationship management tools.
Using InsureSocket in combination with your Agency Management
System, offers you full access to your producers pending info
and paid book of business. List Builder will query from a host
of production data, contracting, licensing, codes, and more
which gives you a data rich environment and unlimited sales
opportunities!
There is no need to worry about synchronization of data as
updates to one system will automatically update the other in
real-time.
For more information on how InsureSocket can help your sales
efforts, please call us at 800-908-9707 or
contact us to request a personalized demonstration.
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