Integración con AgencyBloc

Descripción general

Connect your AgencyBloc management system with Salescaling to streamline your insurance agency's workflows.

Cómo funciona

• When a new policy is created in AgencyBloc, a new deal can be created in Salescaling.
• Keep your client, policy, and sales data synchronized between both platforms.
• Get a comprehensive view of your agency's performance from sales to commission processing.