From Data Chaos to Clarity: How Risk Strategies Streamlined Producer Data Entry and Integration

Technologies: Salesforce Service Cloud, Salesforce Screen Flows, Vertafore AMS360, Custom Integration (API-based)

Learn how Risk Strategies, a leading national insurance broker, partnered with Pierce Advisory to simplify producer data entry, eliminate AMS360 integration errors, and deliver real-time pipeline visibility.

The Challenge

Producers were entering opportunities, accounts, and contacts into Salesforce inconsistently. This led to data mismatches, AMS360 integration errors, and high administrative overhead for corrections. Management also struggled to get reliable pipeline visibility for forecasting.

The Solution

PS Advisory designed and deployed guided Salesforce screen flows that: - Collected all required fields in a streamlined, intuitive process. - Applied real-time validation to catch errors before submission. - Used conditional logic to display only relevant fields, minimizing producer effort. - Standardized data formats to align with AMS360 requirements, ensuring clean integration.

The Results

- Producer Adoption: Increased opportunity and lead entry rates. - Data Quality: Integration errors dropped to near zero. - Efficiency: Admin hours spent on data cleanup decreased significantly. - Visibility: Management now has consistent, real-time opportunity data for accurate forecasting. Strategic Impact: This project supported Risk Strategies’ broader M&A strategy by creating a repeatable, scalable process for onboarding new agencies, reducing operational friction, and ensuring data integrity across systems.

PS Advisory helped us turn data entry from a pain point into a competitive advantage. Our producers now have an easy, guided way to submit data, and our admin team spends far less time fixing integration errors. We have better forecasting data and more confidence in our pipeline reporting.

Risk Strategies Executive, Lead SF Architect