Unlocking Growth: How One Agency Transformed with AMS + CRM Integration
Author: Martin Naude, CEO and Founder │ Synatic │ NetVU Silver Partner
For many independent agencies, juggling sales, service, and claims feels like a constant balancing act. When systems don’t talk to each other, agents spend more time hunting for information or re-entering data than serving clients. In fact, studies show that 60% of sales reps’ time is lost to administrative tasks caused by disconnected systems.
One Insurance agency knew this struggle all too well. With an AMS to manage policies and a CRM to track client communications, they had the right platforms in place, but no easy way to keep data flowing between them. The result was duplicate entries, siloed departments, and missed opportunities.
By integrating their AMS and CRM, this agency achieved what every firm strives for: efficiency, accuracy, and growth. Automation reduced manual work, duplicate errors dropped, and agents gained instant access to full client histories. Most importantly, the agency saw a dramatic increase in data visibility, empowering producers to identify cross-sell opportunities and deliver more personalized service.
The impact was immediate:
- Efficiency: Renewal reminders and claim updates ran automatically.
- Customer Experience: Faster response times and more personalized outreach-built client trust.
- Growth: Producers spent more time selling and less time on admin, boosting conversions.
For NetVU members, the lesson is clear: integrating your AMS with a CRM is no longer optional. Research shows companies that connect their CRM with other systems see a 20–30% improvement in workflow efficienc. In today’s market, that competitive edge is invaluable.
Exclusive for NetVU Members: Interested in uncovering hidden opportunities in your own agency? NetVU members can receive a complimentary consultation on integration readiness.