MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Precise AMS - Property and Casualty Insurance Agency Management System

By WinsurTech Software Solutions Pvt. Ltd.

Property and Casualty Insurance Agency Management System

$110   USD/user/month

Discounts available for nonprofits

Industries
Financial Services
Business Need
Customer Service
Finance
Sales Intelligence
Requires
Financial Services Cloud
Compatible With
Financial Services Cloud

WinsurTech Precise is an AMS for Property & Casualty Insurance agencies that manages insurance policy data, Commission data, and related records in Salesforce FSC. WINNER - 2025, 2023 ACORD Standards Advancement Award 2022 ACORD Leadership Award

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
Precise AMS/ver 1.0 1.0.0
Listed On
09/26/2025
Latest Release
09/26/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 18
Custom Tabs: 14
Custom Apps: 1
Lightning Components
Global: 5
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/19/2025

Additional Details

WinsurTech Precise AMS is a comprehensive Property & Casualty (P&C) Agency Management System (AMS) built for insurance brokerages and agencies using Salesforce Financial Services Cloud (FSC). It serves as both a P&C Policy Data Integrator and an Insurance Agency Download Manager & Forms Automation platform, streamlining critical back-office processes such as carrier policy, claim, and commission downloads (AL3/E-Docs), ACORD form and certificate generation, accounting and invoicing, and policy renewal or endorsement workflows. The system also supports Experience Cloud–based customer portals, producer commission tracking, document & attachment management, and standard/custom Salesforce reports, enabling agencies to operate efficiently, maintain compliance, and deliver an enhanced customer experience through a single, unified Salesforce environment.

Need help?

WinsurTech Software Solutions Pvt. Ltd.

Mohali, Punjab, India

Contact us for installation assistance, pricing queries, feature-related discussion, and other questions.

Support Phone+911723503766
Other ResourcesEmailTerms & Conditions