Our Solutions and Services
Here’s how we can help your Insurance company, Agency or MGA:
WinsurTech Salesforce AMS
WinsurTech Salesforce AMS for FSC or Salesforce CRM is the most affordable and flexible solution available today. Contact us today for details.AL3 downloads into Salesforce
Get daily IVANS and Teamup AL 3 downloads into your Salesforce org. Contact us today. Also, check this page for more details.AL3 data into Google or Excel Sheets
To get AL3 Downloads information into Google Drive or Excel sheets daily contact us today. Also, check this page for more details.WinsurTech AL3 to JSON REST API
You can directly start using our REST API to convert AL3 files for policy and direct bill commission transactions to JSON without installing anything. For a demo kindly check the video on this page – https://winsurtech.com/al3-to-json-rest-api/WinsurTech AL3 to JSON Parser (Self-hosted version)
It is an alternative to the AL3 to JSON REST API for policy and direct bill commission transactions. It is a binary package that you host on your server in the cloud or on-premises. It supports JSON, XML, CSV, Excel, and PDF formats. This product is available for Windows and Linux. For a demo kindly check the video on this page – https://winsurtech.com/al3-parser/WinsurTech CSV/JSON to AL3 REST API
Using this API you can convert CSV/JSON to AL3/DAT files for both Policy Transactions as well as Direct Bill Commission files. For a demo kindly check the video on this page – https://winsurtech.com/csv-to-al3-conversion-rest-api/WinsurTech AL3 Creator (Self-hosted version)
It is an alternative to the CSV/JSON to AL3 REST API. It is a binary package that you host on your machine on the cloud or on-premises. This product is available for Windows and Linux. For a demo kindly check the video on this page – https://winsurtech.com/al3-creator/Prefill ACORD forms – Generate ID cards, Certificates, and Evidence of Insurance
WinsurTech’s Form Cruise platform and REST API help you prefill ACORD forms, generate Auto ID cards, Certificates of Insurance, and Evidence of Insurance. You not only get the auto-populated forms, but you can load the editable PDF in the browser if you prefer, edit the data in the browser, submit it back to your CRM, get automatic Producer signatures, email the form to other parties for eSignatures, keep track of the view/open/esigning progress, download filled and/or signed PDFs and more.Extract data from ACORD Forms and other Insurance documents
WinsurTech’s Doc Reader REST API allows you to extract data from ACORD forms, insurance proposals, binders, quotes, invoices, sales orders, purchase orders, IRS W-forms and other PDF documents and images.AL3 Viewer (View AL3 data in easy to read manner)
WinsurTech AL3 Viewer shows the contents of the AL3 files in UI (just like Vertafore Viewer but richer in features like Excel download, JSON download, and search). For a detailed demo check the video on this page – https://winsurtech.com/al3-desktop-viewer/Claim & eDoc Downloads to JSON (self-hosted and REST API)
Claim and eDoc file downloads are in ACORD XML format. These files can also contain attachments in compressed format (Base64). We have a REST API and self-hosted version of the product that converts Claim and eDoc file data to simple JSON format and also extracts contained attachments into separate PDF files. Explore here.AL3 file distribution
As an alternative to IVANS Exchange, our WinsurTech Junction platform allows Carriers, MGAs, and Agencies to easily share files with each other. AL3 & EDocs uploads and downloads through REST API easily and securely is supported. Check WinsurTech Junction for more information.Multi-tenant web-based CRM and AMS
For cloning a low-priced web-based multi-tenant CRM and AMS system for managing your insurance agency contact us today.Virtual Assistance and Back office services (Insurance Data Entry, Review, Correction, Reporting and more)
Our Virtual Assistance and Back office staff provide services to Insurance agencies and Carriers for routine data entry and correction tasks like Policy, Claims, and Commission data entry, data review, corrections, manual or automated reports preparation, informing the customers of the changes in their policies, etc.Insurance Data Analytics
Would you like to figure out how your organization is doing based on data analytics like new policy counts, cancellations, renewals, most/least efficient offices/staff, premium totals, applicable producer commissions, and more? If yes, we have the right solutions for you. Click here to contact us.Data Mapping
Our P&C data specialists have in-depth knowledge of the P&C data for all the major Personal and Commercial lines of business. We provide consultation about P&C data (like where to find specific elements in AL3, how to map AL3 to EForms, Acord XML elements, or your data model). Contact Us today for your requirements.IVANS AL3 Files Downloader
This package connects to IVANS through their REST API and pulls the AL3 files (Policy, Direct Bill Commission, Claim & Message files). The code can handle multiple mailboxes as well. If you do not have IVANS API access contact us for downloads.InsurTech or CRM Software Development
Apart from the above, we can assist with any sort of Insurance or CRM software development. Check our services site for details – https://webnersolutions.com/