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THE PROBLEM

Your best growth data is stuck in your AMS.

Your agency management system was built to service policies, not to grow your book. Producers can't see renewal dates or coverage gaps, marketing can't segment by line of business or carrier, and follow-up lives in inboxes and spreadsheets. Opportunities slip every week.

HubSpot for Agents & Brokers

Everything your producers, account managers and CSRs need, ready on day one.

Pre-built for insurance agencies
Pre-built for insurance

Policies, coverages, x-dates and producers are built into HubSpot from day one. No blank-portal build.

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With or without an AMS
With or without an AMS

Connect Applied Epic, AMS360, Sagitta, HawkSoft or QQCatalyst through Synatic AgencyFuse. No AMS? Our Stand-alone edition runs your book in HubSpot, and you can add sync later.

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Automated agency workflows
Automated from day one

Ready-made workflows and playbooks for renewals, x-date marketing, cross-sell, new-business follow-up and onboarding.

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Insurance people who happen to be HubSpot experts.

Our founder spent 20 years as a sales and marketing executive at insurtech startups, mid-size firms and Fortune 500 insurers before starting TSI in 2009. Our principal led application development at Hartford Life for 30 years. We've been a HubSpot partner since 2016. When you talk to us, you don't have to explain what an x-date is.

Everything your agency needs to grow on HubSpot

Insurance Data Model

Custom records and fields for Accounts, Contacts, Policies, Coverages, Deals and Tickets, plus views for producers, account managers and CSRs.

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AMS Integration

Client, policy, coverage, claims and prospect data synced from Applied Epic, AMS360, Sagitta, HawkSoft and QQCatalyst, powered by Synatic AgencyFuse.

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Automated Use Cases

Out-of-the-box marketing, sales and service workflows for renewals, x-dates, cross-sell, new business and client onboarding.

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Support & Managed Services

Support and managed services after go-live from people who know both HubSpot and agency operations, so adoption sticks.

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How it works

1. Discover. We review your AMS, lines of business and sales process.

2. Deploy. We load the insurance data model, connect your AMS and turn on your workflows.

3. Grow. Your team is trained, and our managed services team keeps HubSpot tuned as you scale.

Supported agency management systems

AMS integration powered by Synatic AgencyFuse

We're Synatic's go-to partner for HubSpot integrations. Using Synatic AgencyFuse, we've mapped the HubSpot for Agents & Brokers data model to the APIs of Applied Epic, AMS360, Sagitta, HawkSoft and QQCatalyst, so your AMS data flows into HubSpot automatically.

More than 300 fields pre-mapped, and you control what syncs.

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HubSpot Flywheel

Live on HubSpot in weeks, not months

Our Launch Plan loads the insurance data model, configures your producer, account manager and CSR views, and turns on your core renewal and new-business workflows.

Launch Plans start at $2,500, plus HubSpot licensing.

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HubSpot for Agents and Brokers support and managed services

Support and managed services that keep HubSpot working

After go-live, our team handles AMS sync monitoring, new workflows, reporting and user training, so your producers keep using HubSpot and your data stays clean.

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