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AIM (Avon Insurance Management) is a leading insurance brokerage firm providing comprehensive personal and commercial insurance solutions across multiple locations. Their diverse portfolio spans auto, home, business insurance, and group benefits, serving clients across various range of industries.
AIM Insurance faced operational inefficiencies due to the lack of an integrated CRM system
Relied solely on Power Broker BMS for policy management and customer records.
Lead tracking
Client communication
Centralized data access
Data silos between departments
Limited visibility across teams
Inefficient processes affecting productivity
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Reduced customer service quality
Hindered business scalability and growth
Mapped over 100,000 insurance-specific data fields between Power Broker and Zoho CRM.
Ensured accuracy and consistency during migration to avoid data duplication or mismatch.
Included rigorous testing and verification for regulatory compliance and audit readiness.
Developed specialized APIs to handle high-volume data exchange without breaching Power Broker’s rate limitations
Optimized for speed and reliability to support real-time workflows and queries.
Reduced sync delays, ensuring up-to-date records for sales and service teams.
Enabled continuous two-way data flow between Power Broker and Zoho CRM.
Updates in either system automatically reflected in the other—eliminating manual entry and reducing human error.
Covered critical modules like client info, policy details, endorsements, renewals, and claims history.
Maintained the integrity of existing Power Broker operational processes to avoid retraining staff.
Introduced CRM capabilities.
Ensured zero business downtime during deployment.
Book a complimentary consultation today to explore how our tailored solutions can streamline your operations
Business Continuity
100% Continuity after/during implementation
Customer Data Sycn
BusinReal-time sycn of 11,000= customer records and 100,000+ data pointsess Continuity
Operational Efficiency
Improved across Sales,service, and admin teams
Customer Service
Enhanced via immediate access to accurate, centralized data
“This migration has enabled us to use Zoho at full scale for managing our customer relationships and business processes. The real-time sync ensures our team always has access to the most up-to-date information, regardless of the platform. Our efficiency and service have dramatically improved.”
— Dan Avon, President, AIM Insurance
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Run your entire organization with 45+ integrated apps — sales, marketing, finance, HR, and operations, all connected in one powerful suite.
Zoho Books — your all-in-one cloud accounting platform.Close deals faster and build lasting relationships with Zoho CRM.
Create, customize and launch business applications with ease.
Close more deals, automate workflows, and build lasting customer relationships with the Zoho CRM for growing businesses. or Close deals faster and build lasting relationships with Zoho CRM.
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Close more deals, automate workflows, and build lasting customer relationships with the Zoho CRM for growing businesses. or Close deals faster and build lasting relationships with Zoho CRM.
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Automate Accounts specializes in bookkeeping and
automating business processes, enhancing efficiency,
and growth for service businesses across North America.
285 Taunton Rd E, Oshawa, ON-L1G 3V2, Canada
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