An automated workflow is a series of tasks created automatically when a specific event occurs. Tasks can be emails to prospects, activities assigned to agents, and much more. Automated workflows ...

AgencyBloc, an agency management system/CRM built specifically for life and health insurance agencies, has released a valuable enhancement to their SaaS platform for insurance agencies. The ...

Quandri today announced new integrations with Vertafore AMS360 and HawkSoft, expanding access to its AI-powered renewal intelligence platform across two of the most widely used agency management ...

DENVER, Feb. 27, 2025 /PRNewswire/ — Vertafore ®, the leader in modern insurance technology, announced that G2 had ranked AMS360 ® —the insurance industry’s leading agency management system—#1 in its ...

Chicago, IL., May 01, 2025 (GLOBE NEWSWIRE) -- Applied Systems ® today announced that Applied Epic has been recognized with highest overall score in Insurance Agency Management Systems, outranking ...

MILWAUKEE--(BUSINESS WIRE)--TechCanary, a provider of a cloud-based, analytics-driven insurance solution, today announced Burton and Company, a 127-year old Virginia-based independent insurance agency ...

Bank-affiliated Missouri agency consolidates commercial, personal lines, and employee benefits into one unified system to eliminate fragmented workflows and deliver a complete view of every client ...

FLOWER MOUND, Texas, Oct. 17, 2024 /PRNewswire/ -- NowCerts, a leading insurance agency management system, announced today that Better Agency has chosen NowCerts' Momentum AMS as its official AMS ...

Lucas Downey is the co-founder of MoneyFlows, and an Investopedia Academy instructor. Eric's career includes extensive work in both public and corporate accounting with responsibilities such as ...

DENVER, Feb. 27, 2025 /PRNewswire/ -- Vertafore ®, the leader in modern insurance technology, announced that G2 had ranked AMS360 ® —the insurance industry's leading agency management system—#1 in its ...