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What is SiegeAMS?

Efficient, clear, and highly versatile, this comprehensive CRM is specifically designed for the management of insurance agencies and acts as a key driver of revenue growth. It simplifies workflows and boosts both internal and external marketing strategies through effective automation. You can easily integrate with various third-party applications and take advantage of carrier downloads that open up cross-selling and up-selling avenues. With robust analytics features, you can gain valuable insights into your agency's overall performance. This system also includes essential tools for accounting, e-signatures, human resources management, website hosting, E&O protection, and marketing efforts. By utilizing a range of preloaded and customizable reports and analytics, you can swiftly evaluate the health of your agency while delving into specific details. The tailored marketing campaigns are expertly crafted to engage potential leads and maintain relationships with existing clients, highlighting just a fraction of its extensive capabilities. Moreover, automating processes not only streamlines office workflows but also significantly reduces E&O risks. In addition, you can keep meticulous records of employee data, important documents, and agency licenses, ensuring that every facet of your agency remains organized and compliant, ultimately paving the way for sustained success and growth. Embracing this CRM is a strategic move toward elevating your agency's operational efficiency.

What is Canopy Connect?

Integrate insurance intelligence into your applications to boost cross-selling opportunities or create a robust insurance marketplace. Enrich user profiles by incorporating extensive insurance data directly sourced from providers, allowing for a deeper understanding of assets, coverage options, and risk assessments. This can lead to the discovery of innovative strategies that enhance the value of your services. Partnering with Canopy Connect's network enables you to explore new revenue opportunities in the insurance landscape, providing diverse solutions ranging from pay-per-click advertising to fully branded insurance agency offerings. Elevate the user experience with intuitive interfaces that make sharing insurance details easy, whether you choose to utilize our user experience design or develop your own. Catering to customer-focused businesses, including fintechs, insurtechs, marketplaces, lenders, and insurance carriers, we empower users to effortlessly and securely share their insurance information through connections with top carriers in the nation. Our system efficiently imports and organizes essential insurance documents, policy details, contact information, driver data, and claims histories, significantly enhancing the critical information at your disposal. By harnessing our technology, you can deliver a streamlined experience that adapts to the changing needs of your clients while also remaining competitive in a rapidly evolving market. This comprehensive approach not only simplifies processes but also fosters stronger relationships with users.

Media

Media

Integrations Supported

ActiveCampaign
AgencyZoom
EZLynx
Gaya Ai
HawkSoft
Mailchimp
PL Rating
Pipedrive
QuoteRush
Salesforce
Zapier

Integrations Supported

ActiveCampaign
AgencyZoom
EZLynx
Gaya Ai
HawkSoft
Mailchimp
PL Rating
Pipedrive
QuoteRush
Salesforce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$1,000 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Siege Technology Solutions

Company Location

United States

Company Website

www.siegeams.com

Company Facts

Organization Name

Canopy Connect

Company Location

United States

Company Website

www.usecanopy.com/solutions/embedded-insurance

Categories and Features

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

Categories and Features

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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