By integrating Salesforce with your existing Policy Admin System, you can drive a seamless customer experience with a 360 degree view of your policyholder – from life events, existing coverage, claims and activity data.
Some of the key benefits are:
Sales automation. Automate and measure your pipeline for new and renewal business
Deepen relationships. Link products, households and customer assets so that you can offer contextually relevant products
Effortless communication. Enable your policyholders to communicate with the right rep for sales, claims or policy administration.
Our core team of consultants and experienced certified Salesforce engineers can help your company increase overall productivity, manage pipeline, drive renewals and overall close more business.
Increase time to value with dynamic pre-defined templates and step-by-step guidance for managing common service requests like address changes, updating beneficiaries and initiating FNOL
Manage customer engagements consistently, collaboratively and within compliance
Link policies, customers our households to cases and claims to trigger alerts and provides insurance agents with relevant context
Connect multiple applications to improve overall customer experience using Salesforce’s App Exchange
Empower insurers to extend their data, apps and processes to independent agents. Surface leads while gaining insight and build quickly with low code to deliver personalized experiences
Prioritize relationships collaborate across lines of business with intelligent referral routing, scoring and insights
We’ve helped big brand national carriers, GA’s and Independent Agencies design and build custom solutions that enable explosive growth through connected interfaces
