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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Import Export PowerTool is a free app that Insight Works offers to integrators, consultants and developers who want to migrate Dynamics 365 Business Central Data. Import Export PowerTool imports and exports data at lightning speed, unlike RapidStart. Import Export PowerTool by Insight Works lets you use data immediately without waiting for data migration. • Import data 30 times faster than RapidStart Configuration packages. • Export data up to 100 times faster than RapidStart. Use existing Configuration packages to perform quick exports. • Import item journals with serial numbers and lot numbers automatically inserted. Ideal for initial inventory loads. • Create links and notes to existing or new records. Excel is not necessary. Text files can be generated and imported by users. • Edit data in bulk quickly and easily.

Description

InsurAMS serves as a comprehensive agency management software tailored for independent insurance agencies, efficiently enhancing everyday operations. Its renewal queue system effectively organizes policy renewals based on urgency, significantly reducing the risk of overlooking deadlines. Agents benefit from the capability to swiftly produce certificates of insurance through auto-filled policy information, which removes the need for tedious manual data entry. The platform also provides a centralized hub for client management, granting easy access to essential records, policy specifics, and the history of client interactions. An integrated activity log diligently records communications such as calls, emails, and notes, while task management features allow tasks to be associated directly with particular clients and policies. Moreover, metrics including total premiums and detailed breakdowns by coverage type and insurance carrier deliver valuable insights into the agency's portfolio. InsurAMS facilitates a smooth transition to its services by supporting CSV imports for client and policy data migration and enabling data exports to maintain agency control. With a straightforward setup process, agencies can begin utilizing the system almost instantly, avoiding the need for extensive training. Additionally, this user-friendly approach ensures that even those with minimal technical expertise can navigate the platform with ease.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Business Central
Zapier

Integrations

Microsoft Dynamics 365 Business Central
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$99/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Insight Works

Founded

2008

Country

Canada

Website

www.dmsiworks.com

Vendor Details

Company Name

InsurAMS

Founded

2026

Country

United States

Website

insurams.com

Product Features

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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