Use Roo AI to
CLEAN YOUR AMS DATA
Identify Your
Duplicates
The average insurance agency has a duplicate record for 5% of their customer base. Duplicate records can cause confusion for team members working inside of the AMS, as well as carrier downloads and claims information that's automatically added into your AMS.
Data clean up calls out which customers have duplicate records inside of your AMS and allows your team to consolidate them with confidence.
Update Your Client
Missing Contact Info
Nearly 20% of all users inside of an agency's AMS don't have up to date contact information. From outdated and missing email addresses, to old landlines that don't allow texting communication.
Data clean up helps you identify these contacts and prioritize them for your team to sort out their up-to-date contact info
Use ROO AI to
Ask your AMS Anything
We've integrated an AI chatbot that can answer specific questions based on the data in your AMS.
"Hey Roo! how many auto policies did we quote last month?"
"Hey Roo! Which CSR is Steph Haydens assigned to?"
Imagine the possibilities?