Which is faster to set up, Precise AMS - Property and Casualty Insurance Agency Management System or Conga Composer Salesforce Connector | document generation for anyone, anywhere?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Conga Composer Salesforce Connector | document generation for anyone, anywhere has more onboarding documentation maturity (949 reviews vs 1), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

Precise AMS - Property and Casualty Insurance Agency Management System typically suits early-stage and growth-mode stores based on its review-base composition (1 reviews). Conga Composer Salesforce Connector | document generation for anyone, anywhere aligns more with early-stage and growth-mode stores (949 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Can I migrate data between Precise AMS - Property and Casualty Insurance Agency Management System and Conga Composer Salesforce Connector | document generation for anyone, anywhere?

Migration support varies by app and category. Precise AMS - Property and Casualty Insurance Agency Management System and Conga Composer Salesforce Connector | document generation for anyone, anywhere both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Precise AMS - Property and Casualty Insurance Agency Management System" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Precise AMS vs Conga Composer — Salesforce

Precise AMS - Property and Casualty Insurance Agency Management System vs Conga Composer Salesforce Connector | document generation for anyone, anywhere

Side-by-side comparison · 24 data points

Precise AMS - Property and Casualty Insurance Agency Management System

5.0·1reviews

WinsurTech Precise is an AMS for Property & Casualty Insurance agencies that manages insurance policy data, Commission data, and related records in Salesforce FSC. WINNER - 2025, 2023 ACORD Standards Advancement Award 2022 ACORD Leadership Award

Shopifypaid

Change

1. Listing metadata

Field-level data

	Precise AMS - Property and Casualty Insurance Agency Management System	Conga Composer Salesforce Connector \| document generation for anyone, anywhere
Tagline	“WinsurTech Precise is an AMS for Property & Casualty Insurance agencies that manages insurance policy data, Commission data, and related records in Salesforce FSC. WINNER - 2025, 2023 ACORD Standards Advancement Award 2022 ACORD Leadership Award ”250 chars	“Automatically generate your most critical company documents, such as proposals and quotes, contracts, bills and invoices, and customer communications documents using pre-built or customized templates automatically populated with data from any source. ”252 chars
Description	861 / 2000 chars43% used	961 / 2000 chars48% used
Screenshots	—	—
Languages	en	nlenfifrde+11 more
Platforms	Shopify	Shopify
Developer	WinsurTech Software Solutions Pvt. Ltd.	Conga

At a glance

9 metrics · auto-computed

Feature comparison between Precise AMS - Property and Casualty Insurance Agency Management System and Conga Composer Salesforce Connector | document generation for anyone, anywhere
Metric	Precise AMS - Property and Casualty Insurance Agency Management System	Conga Composer Salesforce Connector \| document generation for anyone, anywhere
Rating	★ 5.0 ★	4.7 ★
Total reviews	1	★ 949
Free plan	—	—
Pricing	paid	paid
Built for Shopify	—	—
Pricing tiers	1 tier	1 tier
Listed features	9	9
Languages	1 supported	16 supported
Listed since	Sep 2025	Nov 2009

AppRanks verdict

Generated from live data on this page

Precise AMS - Property and Casualty Insurance Agency Management System edges out Conga Composer Salesforce Connector | document generation for anyone, anywhere on rating (5.0★ vs 4.7★), but the gap is small enough that pricing fit and feature differentiation should drive the decision more than the headline number. Pricing entry tiers: Precise AMS - Property and Casualty Insurance Agency Management System at paid, Conga Composer Salesforce Connector | document generation for anyone, anywhere at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (apps, orders, integrations) varies. Conga Composer Salesforce Connector | document generation for anyone, anywhere has the larger user base (949 reviews vs 1), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Precise AMS - Property and Casualty Insurance Agency Management System's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat. Recommended by store size: small/early-stage merchants who need fast install and low risk should default to Precise AMS - Property and Casualty Insurance Agency Management System; mid-market and enterprise merchants with specific feature requirements should evaluate both — Conga Composer Salesforce Connector | document generation for anyone, anywhere's 949-review base may include the workflow context that matches your specific use case better than Precise AMS - Property and Casualty Insurance Agency Management System's broader-but-shallower coverage. This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Precise AMS - Property and Casualty Insurance Agency Management System audit • Conga Composer Salesforce Connector | document generation for anyone, anywhere audit

Listed	September 26, 2025	November 10, 2009

Last updated	—	—

3. Features

As listed by each developer

Precise AMS - Property and Casualty Insurance Agency Management System

AL3 Carrier Downloads – Automate policy, claim, and commission downloads (AL3, E-Docs).
Policy & Claim Management – Access and manage end-to-end policy, claim, vehicle, and coverage information seamlessly within FSC.
ACORD Forms & Certificate Automation – Generate compliant ACORD forms (e.g. ACORD 25, ACORD 27) and certificates directly in Precise AMS.
Producer Commission Management – Track and manage producer commissions seamlessly within Precise AMS.
Accounting & Invoicing – Automate invoice generation, refunds, and integrate with accounting systems.
Policy Renewal & Endorsement Workflows – Manage renewal and endorsement processes with full activity tracking.
Customer Portal – Experience Cloud–based portal where customers can view their profiles, log cases, and interact with an integrated Agentforce chatbot that provides personalized responses based on their policy and account details.
Reports & Dashboards – Access standard and custom Salesforce reports for insights into policy, commission, and insured data, including Renewal Price Comparison, Upcoming Expired Policies, and Monthly Billable Users.
Document & Attachment Manager – Store, organize, and access policy-related documents, E-Docs, and attachments securely in Precise AMS.

Conga Composer Salesforce Connector | document generation for anyone, anywhere

Get up and running quickly with Composer to reduce document delivery time. Gain additional insights with notifications and document history that increase visibility, speeding up team velocity, processes, and business cycles.
Merge data from anywhere into any template with the Conga Composer API. Easily embed document generation solutions into any website, app, and/or platform, and populate documents with data from any system of record while sending and saving as needed.
Fully control standardization and branding of your documents, ensuring everything you send out is accurate and current
Eliminate the risk of data inconsistency across your business cycle, including manual errors and rogue discounting from your teams.
Fully white label your document and agreement process to improve customer experience and lower security risks
Complete, accurate documents to address almost any use case in .PDF, Microsoft Word, Excel, PowerPoint, and HTML formats.

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Precise AMS - Property and Casualty Insurance Agency Management System	Conga Composer Salesforce Connector \| document generation for anyone, anywhere
chatbot	#42	#60

8. Quality signals

Reviews · velocity · latest sentiment

Signal	Precise AMS - Property and Casualty Insurance Agency Management System	Conga Composer Salesforce Connector \| document generation for anyone, anywhere
Average rating	5.0 ★ (1)	4.7 ★ (949)
Rating distribution	5— 4— 3— 2— 1—	573% 418% 30% 20% 19%

5 latest reviews · each app

Precise AMS - Property and Casualty Insurance Agency Management System

No reviews yet.

Conga Composer Salesforce Connector | document generation for anyone, anywhere

Jan 14, 2026
Billing Practices Are a Dealbreaker (Unauthorized Seat Added at Renewal) We’ve been a Conga customer for ~15 years, and I’m disappointed to say the billing experience has deteriorated to the point where I would not recommend this product based on account management and invoicing practices alone. At renewal, our invoi

9. App details

Long-form description · keyword frequency

Precise AMS - Property and Casualty Insurance Agency Management System

WinsurTech Precise AMS is a comprehensive Property & Casualty (P&C) Agency Management System (AMS) built for insurance brokerages and agencies using Salesforce Financial Services Cloud (FSC). It serves as both a P&C Policy Data Integrator and an Insurance Agency Download Manager & Forms Automation platform, streamlining critical back-office processes such as carrier policy, claim, and commission downloads (AL3/E-Docs), ACORD form and certificate generation, accounting and invoicing, and policy renewal or endorsement workflows. The system also supports Experience Cloud–based customer portals, producer commission tracking, document & attachment management, and standard/custom Salesforce reports, enabling agencies to operate efficiently, maintain compliance, and deliver an enhanced customer experience through a single, unified Salesforce environment.

Top keywords

policy3×2.68%
salesforce3×2.68%
agencies2×1.79%
agency2×1.79%
ams2×1.79%
cloud2×1.79%
commission2×1.79%
customer2×1.79%
experience2×1.79%
insurance2×1.79%
management2×1.79%
system2×1.79%

Conga Composer Salesforce Connector | document generation for anyone, anywhere

With Conga Composer, easily create beautiful and accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers. Generate any document: ✔ Quotes ✔ Proposals ✔ Account plans ✔ Invoices/receipts ✔ Contracts ✔ Work orders ✔ Reports & charts ✔ Shipping documents ✔ And more! Into the following formats: ✔ Word ✔ Excel ✔ PowerPoint ✔ PDF ✔ HTML Extend efficiency with: ✔ Conga Batch: Create and send documents as a batch on a custom schedule ✔ Conga Trigger: Create documents with no clicks using customizable triggers ✔ Conga Composer API: Directly embed Composer into your website, portal, or application Integrations: ✔ Conga Contracts for Salesforce ✔ Conga Grid ✔ Conga Sign Compatible with Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, Communities, Portals, Platform, Salesforce1 & Lightning

Top keywords

conga7×5.69%
documents5×4.07%
cloud4×3.25%
composer3×2.44%
batch2×1.63%
conga composer2×1.63%
contracts2×1.63%
salesforce2×1.63%
send2×1.63%

Precise AMS - Property and Casualty Insurance Agency Management System vs Conga Composer Salesforce Connector | document generation for anyone, anywhere

Precise AMS - Property and Casualty Insurance Agency Management System

1. Listing metadata

Conga Composer Salesforce Connector | document generation for anyone, anywhere

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

8. Quality signals

5 latest reviews · each app

9. App details

Frequently asked

Is Precise AMS - Property and Casualty Insurance Agency Management System or Conga Composer Salesforce Connector | document generation for anyone, anywhere cheaper?

Which has better reviews, Precise AMS - Property and Casualty Insurance Agency Management System or Conga Composer Salesforce Connector | document generation for anyone, anywhere?

Should I choose Precise AMS - Property and Casualty Insurance Agency Management System or Conga Composer Salesforce Connector | document generation for anyone, anywhere?

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More popular comparisons

Which is faster to set up, Precise AMS - Property and Casualty Insurance Agency Management System or Conga Composer Salesforce Connector | document generation for anyone, anywhere?

Which works better for small vs large Salesforce AppExchange stores?

Can I migrate data between Precise AMS - Property and Casualty Insurance Agency Management System and Conga Composer Salesforce Connector | document generation for anyone, anywhere?