- Compliance Automation
- Policy Management
- Automate policy record sync
Manage policy records in a database
Automatically capturing, updating, and syncing policy and customer records ensures your database is always current without manual data entry. By leveraging automation workflows, you eliminate errors and delays while keeping all stakeholders informed in real time. This approach streamlines record management, boosts team productivity, and delivers reliable data consistency across platforms.
Filter by common apps:
AgencyZoom
Formatter by Zapier
Airtable
Zoho CRM
AgencyComp
Coda
AgencyBloc
Levitate
Addigy
Cognito Forms
Zapier Tables
Filter by Zapier
- Add new policy details to Airtable from AgencyZoom when a policy is sold
- Create or update insurance policy records in AgencyComp from new entries in Zoho CRM
Create or update insurance policy records in AgencyComp from new entries in Zoho CRM
- Create or update policy records in Levitate from new policies in AgencyBloc
Create or update policy records in Levitate from new policies in AgencyBloc
- Retrieve policies from Addigy and update or create records in Airtable
Retrieve policies from Addigy and update or create records in Airtable
- Capture new policy entries from Cognito Forms, find or create records in Zapier Tables, and create entries in Cognito Forms
Capture new policy entries from Cognito Forms, find or create records in Zapier Tables, and create entries in Cognito Forms