Broker Top 100 Broker
Top 100 Broker Migrates from TechCanary to Sales Cloud
A Top 100 broker needed to get off TechCanary before their renewal deadline. We migrated them to Sales Cloud and connected it to AMS360 via MuleSoft in time.
A Top 100 insurance broker needed to migrate off TechCanary before their renewal deadline. The clock was the constraint and there was no room for slippage.
We moved them to Sales Cloud and connected it to AMS360 via MuleSoft inside the deadline. Sales and policy data are now unified in a single platform that scales with the brokerage.
Technologies
Sales Cloud AMS360 MuleSoft
Results
- → Successful migration before renewal deadline
- → Connected Salesforce to AMS360
- → Unified sales and policy data
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