“We invested in Salesforce, is our CRM system and not just as our CRM, but it's our marketing tool and we do quoting out of it ... it does our billing, project management, support tickets”
♫
Said on Acquiring Minds
“It allows an agent to pull whatever information ... API and our system, get a returnable quote ... without having to go into a carrier's proprietary system”
Submission List, company · Making Risk Flow | The Future of Insurance · The Future of Insurance is Submissionless | Five Industry Leaders Explain Why
Play from 4:27
4:27
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What was described
Built an API that pulls any client information from an agency's management system or email threads, feeds it into carrier quoting systems, and returns a quote without manual re-keying
Said nearby on the same subject
“So you're emailing when clients email, it comes into the go high level system… everything is in one place.”
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Allison Diamond
Filthy Rich Cleaners: The Cleaning Business Podcast ·
“We built APIs. We built integrations. We built automations. We leveraged custom API code... you went into Postman, hit pull, and you pulled a JSON file that was basically our entire compliance posture”
♫
Said on The GRC Engineering Club's AntiCheckBox Podcast
“Full Circle Group built an engine to take the raw data from the billing system, normalize all that data and pump it directly into accounting software so you could get rid of full-time equivalence, doing that work manually.”
♫
Said on Owner To Owner Podcast
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