InsurancePro Integration with AgencyBuzz

For policy owner information to bridge from InsurancePro to AgencyBuzz, the following list of facts must all be true:

1. You must have an AgencyBuzz account
2. InsurancePro must be configured to integrate with AgencyBuzz
3. The policy must have an email address
4. The email address must not be duplicated in AgencyBuzz
5. The policy must have a driver or a homeowner specified

Here are some hints for managing your data:

1. Ensure that auto policies have a driver specified
2. Ensure that home owner policies have an owner specified
3. If the policy has both a physical and a mailing address specified, the mailing address will be bridged
4. To ensure data consistency across policies, duplicate the policy manually.  This retains the AgencyBuzz id that is used to link the policy information between InsurancePro and AgencyBuzz.

AgencyBuzz Settings

In AgencyBuzz, acquire the email and password from the administrator for the account with "Admin" user level permissions.  You will need this to configure InsurancePro to communicate with AgencyBuzz.

InsurancePro Settings

To establish communication with AgencyBuzz

1. Log into InsurancePro.
2. Click File -> Options -> Configuration.
3. Select the Integration node.
4. In the AgencyBuzz section, enter in the administrative account's email and password.

To match agents in InsurancePro to AgencyBuzz Agency Contacts

1. Log into InsurancePro as an administrator.
2. Click Agency Settings -> Manage Agents.
3. Select the agent you would like to configure on the left and click "Edit Agent Info".
4. Select the "Integration" tab.
5. Click "Click here to configure" in the "AgencyBuzz ID" section.
6. A list of AgencyBuzz Agency Contacts will display with the AgencyBuzz login that the agent is associated with selected.  If this agent is not associated with a contact, "Not Set" will be selected.
7. Select the AgencyBuzz login associated with the agent you are editing and click "Save".
8. Then click "Save" again to save this change to your InsurancePro system.