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Integrate SinglePoint with your agency management system

By Boston Software on June 16th, 2019

Save time and keystrokes!

Looking for ways to make your agency and quote-to-issue workflow more efficient? Then you gotta integrate your SinglePoint with your Agency Management System. It is the best way to save time and keystrokes (with the possible exception of using the RMV Lookup).

The idea is simple: take the information on your client or prospect that you have saved in your Agency Management System and push it in to SinglePoint Auto or Home. We have partnered with Applied, Special Agent, Vertafore and various other vendors to make sure this data instantly floods into the appropriate SinglePoint fields. It’s a beautiful thing. Less typing, more reviewing the risk and getting a comprehensive, comparative quote.

Once you have your quote, you can (for most systems) send the newly created quote information back to your Agency Management System for proper record/transactional history. Check out the list of systems we integrate with.

Many, many Massachusetts agencies have set up their integration bridge; you’d be crazy not to. For more information or if you would like us to set it up for you, just email Technical Support at support@bostonsoftware.com.