HubSpot for Agents & Brokers
Put your AMS data to work in HubSpot
Client, policy, coverage, claims and prospect data from your agency management system, synced to HubSpot and ready for marketing, sales and service.
Powered by Synatic AgencyFuse. TSI is Synatic's go-to partner for HubSpot integrations.
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How Does it Work?
1. Sync your data with Synatic AgencyFuse
AgencyFuse connects directly to your AMS. Accounts, contacts, policies, coverages, claims and prospects flow into HubSpot automatically, and your AMS stays the system of record.
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2. Put it to work
HubSpot becomes your system of engagement: renewal reminders, x-date campaigns, cross-sell lists and producer pipelines, all built on live AMS data.
3. Mapped to your AMS, fitted to your agency
We've mapped the HubSpot for Agents & Brokers data model to the APIs of every AMS we support, with 300+ fields ready to go. You choose what syncs, what it's called and who can see it.
Supported agency management systems
Applied Epic, AMS360, Sagitta, HawkSoft and QQCatalyst, connected through Synatic AgencyFuse
Check compatibility
Does it work with your AMS?
Tell us which AMS and lines of business you run, and we'll walk you through exactly what syncs and how your team would use it in HubSpot.
Why should I integrate my AMS with HubSpot?
Keep more renewals
Know every renewal date and x-date in advance, and start the conversation before a competitor does.
Find cross-sell gaps
See which clients have home but not auto, or a BOP but no umbrella, and market to them automatically.
One shared client view
Producers, account managers and CSRs see the same up-to-date client record without logging in to the AMS.
No more exports
No double entry and no spreadsheets exported from the AMS every month. The sync keeps HubSpot current.
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AMS Integration with HubSpot
Will all of my AMS data be visible to all HubSpot users?
No. HubSpot permissions control which users can see which data.
Can I choose what data syncs with HubSpot?
Yes. We map only the fields you want to sync between your AMS and HubSpot.
Which agency management systems do you support?
Applied Epic, AMS360, Sagitta, HawkSoft and QQCatalyst.
What is Synatic AgencyFuse?
AgencyFuse is Synatic's integration platform for insurance agencies. It connects directly to your AMS and keeps HubSpot updated automatically. TSI is Synatic's go-to partner for HubSpot integrations, and we've mapped our data model to each supported AMS vendor's APIs.
What if we don't have an AMS yet?
Start with our Stand-alone edition. You get the same insurance data model in HubSpot, and we add AgencyFuse sync later if you adopt a supported AMS.
Does HubSpot replace my AMS?
No. Your AMS remains the system of record for policies, accounting and servicing. HubSpot is where your team markets, sells and engages.