Insurance Agency Solutions
Combine HubSpot’s CRM & Service Hub with SalesPower’s PowerSync for an unbeatable, account management & customer service platform. Significantly improve your teams productivity & performance. Get more done in less time for less money.
Powersync & HUbSpot
Add the power of PowerSync
Having fast and easy access to data is key to building a productive and efficient team. By syncing your AMS personal and commercial client data to HubSpot using AMS PowerSync you now have all the tools you need to organize your accounts and support needs in a single dashboard.
Take control of your support team and increase their productivity without increasing their hours. Your clients account, contact, and policy data, plus HubSpot Service Hub gives you the tools to scale support operations efficiently, deliver personalized experiences, close support tickets faster, and provide more value to your clients.
Bring our solution into your insurance agency for less than the cost of one employee. 60 days to be up and running. Our solution is made for teams of all sizes
How it's done
No More Lost Emails
Convert your shared email accounts into a HubSpot Inbox where your team shares responsibility for triaging, responding to incoming emails and creating tickets with a single click if they are not already done by automation.
You Chose – Teams or Individuals
Assign clients to individuals or teams. Once established the support process can be organized and optimized so each individual or team member can quickly see the work assigned to them in custom board or list type views.
Convert Support Requests to Tickets
Automatically convert emails, phone calls, and even website chat from clients, vendors, underwriters, partners and carriers into tickets or leave them in your HubSpot inbox for your team to triage. Then automate based upon subject line, sender, or body text to organize and assign your tickets.
Click to External Pages
With AMS PowerSync we provide different ways to help direct you to external webpages. We include a click to carrier login based upon the policies carrier and if you are a NowCerts user, we include links direct to the Insured, Contact, and/or Policies.
Vacation and OOO
People get sick, they go on vacation, they need time away from the office. Regardless of the reason, with HubSpot Service Hub, other team members are able to see, review, and complete support requests when a person is out of the office or away from their desk. No more piles of support requests waiting when they get back to the office.
Workflow Automation
Building HubSpot workflow automations is easy to learn, especially for organizing and assigning incoming emails and tickets. Build workflows to scan subject lines, email senders, and email body for names, links, and words and then move the email or ticket to any folder or ticket pipeline and stage.
Insurance Sales
Managing Your Renewals
Personal and Commercial line renewals are key to being a profitable agency. HubSpot and AMS PowerSync can help you organize and track your renewals better than the tools you are using today. Whether one person handles a renewal or renewals are handled by a team as they go from start to finish, now you can organize, trigger, track and automate your renewals based upon policy expiration dates, policy types, agents, CSRs, house accounts, and more.