Insurance Solutions
AMS to HubSpot Syncronization
Insurance agencies can now have their AMS client, contact, and policy data synced to HubSpot. Once in production, PowerSync ensures that your new & updated client data is synced and available in HubSpot within minutes.
- Renewal & Annual Policy Review Automation
- Clients, Contacts, Policies, & More
- Customized HubSpot Interface
- Improved CSR & Account Managment
Return on investment
Having synced client, contact, and policy data in HubSpot allows you to see important information while you communicate with clients PLUS you can automate your business and renewal processes with custom workflows and sequences.
A Single Contact Record
Convert the same contact from appearing several times across your AMS into a single contact record with all your commications in one place.
Automate Renewals
Use policy data to drive renewals. Send automated emails before you have downloads, and use policy data to drive automation decisions.
Client Tiering
Use your policy data to tier clients into Gold, Silver, and Bronze or something more custom. Tiering gives you the power to organize your outreach and more.
Call Logging
Integrate your phone system with HubSpot and track, transcribe, have recordings of all your outgoing and incoming calls.
Automated SMS Texting
Send text messages to clients to keep them informed and engaged as you deal with support and renewals.
Custom Reports
HubSpot has one of the best reporting tools of any CRM. Use any of the built-in reports or build your own custom reports and dashboards to help you stay on top of your business.
PowerSync Integration
The Onboarding Process
Adding your AMS data to HubSpot takes between 2 and 4 weeks depending upon, which AMS, the number of clients, and your existing HubSpot configuration.
Requirements analysis
Before we can begin the integration we need to understand how much data is in your AMS, how you use your AMS, how you use HubSpot, and whether you already have existing data in HubSpot or are launching a new HubSpot instance.
02
Development
Once we have your requirements, we build your sync instance, connect to your AMS, and set up our app with your HubSpot sandbox and production accounts.
Sandbox
With HubSpot Enterprise, clients have a sandbox to play with. Whether you have an existing HubSpot account or a new one, the sandbox is a great way to test your integration.
HubSpot Customization
We set up and configure your HubSpot account for Insurance, adding custom objects, custom properties, custom workflow automations, and building custom dashboards.
05
Testing & Deployment
Together we review your synced data, identify and resolve any issues and complete your data roll out in your HubSpot production account.
06
Training, Support & Maintenance
Insurance data is complicated. Once we have synced your data, we train your team on how to use it. From there we are here to help you with questions, issues while making sure you PowerSync platform is available to you 24/7.
How it's done
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.
SYNCED DATA
PowerSync synchronizes your important AMS data every few minutes.
CUSTOM PROPERTIES
We create all of the HubSpot custom properties to store your AMS information.
WORKFLOWS
We includes several custom workflow automations to process data.
DASHBOARDS
We provide custom dashboards for your HubSpot company, contact, and policy records.
REPORTING
Stay up to date on the status of your sync with our custom reports and notifications.
Setup & Configuration
$2,500
/ One-Time Charge
PowerSync is a SwaS that is customized for each agency. Setup and onboarding for agencies using a NowCerts or Hawksoft AMS will take between 2 and 4 weeks. It includes creating custom properties, workflow automations, and custom dashboards plus we test the sync in your HubSpot sandbox before going live.
Monthly Fee
$499 – $999
/ 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 and quantity of client records and the number of active users at the agency determine the monthly fee.