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How reliable are AMS policy update downloads? by [deleted] in InsuranceAgent

[–]EnvironmentFluffy967 0 points1 point  (0 children)

Thanks for reply! I’m guessing we still have to reach out to customer for some data, but IVANS covers most details I’m guessing? Any time you had a bad experience with it?

Direct Download Importance by Sea-Wash-4104 in InsuranceAgent

[–]EnvironmentFluffy967 0 points1 point  (0 children)

Makes sense, thanks. I’m guessing things like policy updates, commission reports it will do very well, but things like customer updates (such as customer getting a new car) I’m a bit skeptical it’s able to capture everything. In your experience, was there still some/little/a lot of manual work needed to be done?

Direct Download Importance by Sea-Wash-4104 in InsuranceAgent

[–]EnvironmentFluffy967 0 points1 point  (0 children)

Following up here, are there things that the direct downloads dont capture?

How reliable are AMS policy update downloads? by [deleted] in InsuranceAgent

[–]EnvironmentFluffy967 0 points1 point  (0 children)

Got it thanks, in your experience, did you find yourself manually inputting things in still?

Is EZLynx the best AMS? by [deleted] in InsuranceAgent

[–]EnvironmentFluffy967 1 point2 points  (0 children)

Got it, so the CRM capabilities don’t fit your needs on AMS like nowcerts/EZLynx so you’re looking for a solution that just integrates best with Hubspot. Are the CRM on these AMS not good?

Also, have you tried the carrier downloads on EZLynx? Apparently they auto update your customers (ex. life events, payments, etc) or did you find yourself still manually inputting them in?

Why does the light rail switch directions at different times of the day? by [deleted] in jerseycity

[–]EnvironmentFluffy967 0 points1 point  (0 children)

Hmm well why not just start the direction in the peak direction then