OptifiNow and Synatic Host Webinar on AMS & CRM Integration

AUSTIN, Texas and SEAL BEACH, Calif. – OptifiNow and Synatic are hosting an exclusive live webinar, “Better Sales Through Better Data: How AMS – CRM Integrations Enable Insurance Agencies to Work Smarter.” This engaging webinar is an opportunity for insurance industry professionals to learn and discuss the evolving role of data and technology in the insurance space.

Understanding How Better Data Drives Better Results

Join us as OptifiNow and Synatic delve into three key topics:

• Unlocking the Value of AMS Data: Explore how integrating Agency Management System (AMS) data into your CRM enriches customer insights, allowing for smarter, more personalized interactions.
• Streamlined API Integrations: Discover how leveraging API integrations not lowers costs and simplifies the process of connecting AMS and CRM systems.
• Leveling the Playing Field: Understand how seamless AMS and CRM integrations empower small and mid-size insurance agencies to compete effectively with larger players by providing access to advanced technological capabilities.

The webinar will share insights that are designed to inspire new ways of thinking about sales efficiency and customer engagement.

Meet the Presenters:

• Martin Naude Founder and CEO of Synatic: A visionary leader in data integration and automation, Martin brings a wealth of experience in transforming how insurance organizations leverage data.
• Linn Cook VP of Sales at OptifiNow: With deep expertise in CRM and marketing automation, Linn offers invaluable perspectives on driving growth and efficiency for insurance agencies.

“Our goal is to demonstrate to small and mid-sized insurance agencies that sophisticated technology is within their reach,” said Martin Naude. “Integrating AMS data with CRM platforms shouldn’t be out of reach, but many agencies fail to even consider the practical benefits of doing so. We want agencies to see integrations as essential for running their business effectively.”

Linn Cook adds, “This conversation will shine a light on how smart integrations can simplify operations and open doors for growth, especially for smaller agencies that want to compete on a larger scale.”

Event Details:

• Date: March 19th, 2025
• Time: 10:00 AM PST / 1:00 PM EST
• Location: Online (Registration required)
• Register at: https://bit.ly/3D3BkTW

About Synatic

Based in the U.S. with a satellite office in South Africa and global customers, Synatic is a modern Insurtech provider specializing in operationalizing data by building out integrations between solutions, dynamically processing multiple data sets via robust APIs, and more. Synatic’s Data Integration Hub (DIH) enables insurance companies, agencies, and brokers to iterate quickly, by unlocking and optimizing data across multiple services and systems while Synatic’s Solutions bring ETL, API Management, Data Warehousing, and Integration into a single platform to allow seamless integration and easy use for modernizing legacy systems. For more information, please visit www.synatic.com.

About OptifiNow

OptifiNow is a cloud-based provider of customized CRM sales management and marketing automation software. OptifiNow’s platform consists of multiple modules that are fully integrated to provide companies with a customizable solution that adapts to virtually any type of sales environment. OptifiNow delivers their solutions using a unique White Glove service model that significantly reduces implementation time, lowers maintenance costs and increases user adoption. Visit www.optifinow.com to learn more.