Established in 1953, Oyer, Macoviak and Associates is the oldest and one of the largest independent insurance agencies in Boynton Beach, Florida. Always innovating, this full-service agency is at the forefront of using API integrations with AMS360 to maximize efficiencies and increase profitability.
Using APIs and AMS360 to automate processes
Early in 2017, Macoviak began looking at Application Programming Interfaces (APIs) — snippets of code that allow software applications to share a common language and data — for automating office processes. Initially, he wanted an API to use for marketing purposes like mailing postcards and letters to clients and prospects. Taking that one step saved about 15 hours a week and from that point, he was hooked on the concept of APIs for automating routine yet essential agency tasks.
At the same time, with a little nudge from his wife and agency vice president, Christian, Macoviak began evaluating agency management systems that would easily integrate with their APIs to deliver efficiencies across the board. Or as his wife says, “You did it for marketing; can you do it for the rest of the office?”
Macoviak looked at several different solutions before deciding on Vertafore’s AMS360. “We started looking at other agency management systems, and we looked at all of them. I mean literally.”
But he kept coming back to finding an agency management system that would integrate best with the powerful APIs he was using. And AMS360, built on an open platform, was the clear choice. For Oyer, Macoviak, and Associates, AMS360 provided the functionality they needed with easy API integration — APIs they knew were helping them make substantial improvements.
Workflow before AMS360
Total time: 30 minutes
CSRs manually processed policy changes in 30 minutes or more.
-
1. CSRs writes new car information on a piece of paper.
-
2. Meanwhile, another client calls.
-
3. CSR returns to the rating system and manually enters new data into the carrier’s system.
-
4. CSR keys in data to finish the endorsement, as the client has been waiting for 30 minutes.
Workflow after AMS360
Total time: 30 seconds
CSRs use automated forms to complete policy changes in seconds.
-
1. A client call initiates a pop-up form with auto-populated fields.
-
2. The integrated AMS360 system also opens up to speed the transaction.
-
3. AMS360 prompts the agent with the right questions and then integrates the answers with the carrier.
-
4. The agency emails new auto ID cards and policy changes to the client within 30 seconds.
