“Ardento have been fantastic to deal with and constantly exceed expectations. Luke and Branko really know their stuff and I wouldn’t hesitate to recommend them to anyone looking for Insight & Zoho integration"

Coverscope is a long standing provider of business insurance solutions based in Queenland, Australia.

Coverscope approached Ardento seeking to improve the visibility of their client data and increase automation opportunities within their Zoho platform through integration to their policy management solution INSIGHT.

Some of the challenges faced were -

• Requirement to migrate to a new instance of Zoho
• Lack of policy transaction visibility in Zoho CRM
• Limit automation opportunties
• Disparate client data across multiple systems

‍

Ardento introduced Coverscope to the specialised, hosted integration platform Atlass.io. This platform enables seemless integration of client and policy data between INSIGHT and Zoho CRM

The key areas of focus were -

• Realtime synchronisation of client data between systems
• Integration of detailed policy transaction data into Zoho CRM
• Expand reporting and automation opportunities
• Liaise with Coverscope's current and future insurance partners and their technical resources

Since engaging with Ardento, Coverscope have successfully integrated INSIGHT with Zoho CRM using the Atlass.io platform.

Key outcomes were -

• More accurate and reliable integration data
• More widely understood customer and policy data within Zoho CRM
• Improved automations and workflows within Zoho CRM
• A solid foundation for future improvements within the Zoho Platform.