Synchronizing Insurance Agency Management Systems to HubSpot
SalesPower has released our HawkSoft AMS to HubSpot CRM sync service. NowCerts is coming in October 2024.
We can sync any AMS that has an API, CSV, XML, or JSON available to HubSpot in less than 60 days using our custom sync solution. If you don’t have HubSpot yet, talk to us before you buy so you purchase the right HubSpot configuration for your agency.
PowerSync requires at least one HubSpot Enterprise Hub.
Insurance agencies can now have their updated AMS client, contact, and policy data synced to HubSpot. Once in production, PowerSync will ensure that all of your client data is updated and available in HubSpot within minutes for you and your team to use.
What can you do with PowerSync and HubSpot?
Having synced client, contact, and policy AMS data available in HubSpot allows you to see important information as you communicate with clients PLUS you can automate your business and renewal processes with custom workflows and sequences.
Use HubSpot to streamline your Sales & Service processes
HubSpot is an open platform that integrates with many of todays business tools. Using HubSpot's Sales and Service Hubs, you can track your sales progress, manage service better and optimize.
Organize Your Contacts
You likely have the same contact on more than one account in your AMS. PowerSync looks for duplicates contacts in your AMS and associates them to a single contact record in HubSpot. Those contact records are then associated to all of the accounts (HubSpot companies) that they were found under.
Automate, Enhance, and Expand Your Renewal Process
Whether you sell personal insurance, commercial insurance, or both, having your policy data in HubSpot gives you the ability to start your renewal process at any time and automate it to fit your agencies renewal process.
Automated Call Logging and AI Sentiment
If you integrate AirCall into your agency, you can use powerful automation to manage your customer service and sales processes.
Segment Your Clients
With all the data available to you from your AMS, use HubSpot workflows to segment you clients into tiers designed to help you manage workloads and engagements. For example, personal mono-line clients may only get emails about renewals where multi-line clients get both emails and phone calls.
Apply Activity Metrics
Activity logging and reporting. Now, you can measure the number and types of client engagements by your producers, account manager, and customer service reps.
Custom Dashboards
Create custom record dashboards to match your business needs. See only what you want to see, turn off the rest.
Custom Reports
Use HubSpot powerful report builder to build and deliver custom reports around sales, service and client data.
What's included with PowerSync?
PowerSync is more than an automated sync between two platforms. PowerSync is a robust solution that gives you the information you need to improve and grow your agency with HubSpot.
Synced Data
PowerSync synchronizes your client/insured data, people and contact data and your top level policy data with company, contact and policy objects in HubSpot.
HubSpot Custom Properties
We create all of the HubSpot custom properties to store your AMS information.
HubSpot Custom Workflows
We includes several custom workflow automations to process data.
HubSpot Custom Record Dashboards
We provide custom dashboards for your HubSpot company, contact, and policy records.
AMS Sync Reporting
Stay up to date on the status of your sync with our custom reports and notifications.
Agency Pricing
Setup & Configuration
$5,000
One-Time Charge
PowerSync is a SaaS, with a Service that is customized for each SalesPower PowerSync client. It is a syncing solution that is highly customized, to perfectly fit your individual needs. Onboarding and setup for agencies using an AMS already built into PowerSync will take between 2 and 4 weeks and include creating custom properties and workflow automations, and custom dashboards plus HubSpot sandbox testing before going live.
Monthly Sync Fee
$399 – $899
Per Month
Each client has their own synchronization instance. Our fee covers the cost of hosting and maintaining the software to ensure sync disruptions are minimized. The quantity of client records and the number of active users at the agency determine the monthly fee.
New AMS Integrations
$15,000
Per Project
If PowerSync does not support your AMS, we can build a custom sync for you as long as the AMS has an API available for use. If you would like additional data synced for an AMS we are already syncing, we can customize your sync solution as needed.
Data Cleanup & Support
$125 +
per hour
You may be surprised at how little you know about the data in your AMS. It's important that existing HubSpot users perform several data cleanup steps before implementing PowerSYNC. We can provide directions or do it for you.
We included support for changes made by HubSpot that impact PowerSYNC. However, changes in the AMS API or clients wanting post-setup customization may be charged support fees on an hourly or project basis. SalesPower will provide quotes as needed prior to any additional customization or support fee charges.
You Know What You Want. We Know How to Get You There.