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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
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