Aim Insurance

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.

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Statements

Challenges and Problem Statement

AIM Insurance faced operational inefficiencies due to the lack of an integrated CRM system

System Dependency

  • Relied solely on Power Broker BMS for policy management and customer records.

CRM Gap: No integrated CRM for

  • Lead tracking

  • Client communication

  • Centralized data access

Operational Issues

  • Data silos between departments

  • Limited visibility across teams

  • Inefficient processes affecting productivity

Impacted Business

  • Reduced customer service quality

  • Hindered business scalability and growth

Solutions

Evaluating the problem

End-to-end data mapping and validation

  • 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.

Custom API development to bypass rate limits

  • 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.

Real-time bi-directional sync

  • 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.

Custom API development to bypass rate limits

  • Maintained the integrity of existing Power Broker operational processes to avoid retraining staff.

  • Introduced CRM capabilities.

  • Ensured zero business downtime during deployment.

Our Process

How to get started?

Our Simplified 3-Step Service Process

1
Consultation and Customization

Begin with a discovery call to help us understand your business, biggest pain points and time consuming processes.

2
Implement

Next, we customize Zoho applications and integrate Zoho applications with your existing industry-specific systems to align perfectly with your operational goals and processes.

3
Track Progress

After implementation, we continuously monitor the performance against the set milestones and tasks through Zoho Projects

Ready to transform your business with Zoho?

Book a complimentary consultation today to explore how our tailored solutions can streamline your operations

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Results

Metric

Improvements

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

Business Impact

  • Unified view of customer data across sales, service, and operations teams.
  • 42% improvement in average response time
  • 35% faster query resolution
  • 25% increase in first-contact resolution rate
Businesses Manage Their Leads In CRM

“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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About Zoho CRM

Turn Conversations into Conversions with Zoho CRM

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