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%
360 SMS App for Salesforce Messaging - Send SMS | WhatsApp from Salesforce | CTI
Texting Experts! Compare us with others, you’ll see the difference! Features: Conversational 1-on-1 Texting | Threaded text messages on any object Link Tracking | Drip Campaigns Scheduled SMS & Event Reminders Bulk SMS/MMS, even from Reports Automated/Triggered SMS/WhatsApp through Process Builder Chatbot | Intelligent Text | Keyword-SMS based Responses SMS & Email Alerts Email Reply to Incoming Texts sends SMS response Dark Hours | Sticky SMS Number | SMS Templates | Text to Donate Verify the Phone Multichannel: SMS | MMS | CTI | Ringless Voicemail WhatsApp:2-way global messaging & WhatsApp Live Chat from website Supports: Omnichannel SMS Routing Sales, Service & Community Cloud | Marketing Cloud/Pardot/Marketo Salesforce1 mobile Long Code/Short Code | Bring Your Own Number (Fixed line, VOIP) / Carrier (Twilio, Nexmo, Ring Central, etc.) Compliance: TCPA, GDPR, HIPAA, etc. | Opt-In/Opt-Out Use Cases: Education, Recruitment, Mortgage, Real Estate, Professional Services, Healthcare, NPO, etc. Lead Capture/Qualification, Automated Reminders, Schedule Meetings, Marketing Campaigns, Case Management Demo: https://360smsapp.com/contact-us/
Top keywords
- sms9×5.88%
- etc3×1.96%
- text3×1.96%
- whatsapp3×1.96%
- automated2×1.31%
- campaigns2×1.31%
- cloud2×1.31%
- code2×1.31%
- email
