Case Study

Syndicated Insurance Resources: Creating Applications That Support Workflows

Certified Zoho Development

Syndicated Insurance Resources, a broker marketplace and solutions provider, was growing so quickly that keeping up with its many Zoho apps and integrations proved to be difficult. They required updates, design changes, and much more on a regular basis.

Case Study

Syndicated Insurance Resources: Creating Applications That Support Workflows

Certified Zoho Development

Syndicated Insurance Resources, a broker marketplace and solutions provider, was growing so quickly that keeping up with its many Zoho apps and integrations proved to be difficult. They required updates, design changes, and much more on a regular basis.

A Certified Partner

KDG’s team of Zoho Partners was only a quick phone call away. Syndicated Insurance Resources could call KDG’s developers with a question, idea, or project angle and the team never wasted time in getting started. Some updates and development work included designing forms, building a customer portal in Zoho Creator, and mapping between Creator and Zoho CRM to push sales data between the two platforms.

  • Zoho Creator development
  • Custom Zoho integrations
  • Custom design
  • Customer portal development
  • Zoho CRM integration & syncing
  • Custom branding
  • Single-sign-on capabilities
  • Outcomes


    Custom integrations, mapping, and syncs between CRM and Creator allow Syndicated Insurance Resources to stay on top of its important sales data, helping the company’s team streamline its sales process.

  • Outcomes


    KDG was able to help Syndicated Insurance Resources create more cohesive branding between its main website and Zoho applications with custom design elements. Whether filling out a form or signing into a portal, clients are guaranteed a flawless user experience.

  • Outcomes


    KDG and Syndicated Insurance Resources continue to partner on a variety of Zoho applications. Whether there is a question or an update, the two teams can work together to find the perfect solution.